energy storage power dual wheel drive! the first year of mass production of large cylindrical batteries arrived ahead of schedule-欧洲杯足球官网

under the influence of tesla, more and more domestic and foreign automobile enterprises follow up the big cylinder technology roadmap. previously, high-end car companies such as bmw and porsche have clearly stated that they will use large cylindrical batteries on a large scale in new car models, while several domestic vehicle manufacturers such as nio, jac, and dongfeng landu have also mentioned that their models will be equipped with 4680 large cylindrical batteries.

driven by the strong market demand, more and more battery enterprises regard the large cylinder battery as the key direction of future development, including catl, yiwei lithium energy, guoxuan high tech, yuanjing power, bic battery, etc. from the information disclosed this year, it can be seen that the market-oriented application of large cylindrical batteries is steadily advancing, and the time for mass production is also expected to be advanced.

in february of this year, yiwei lithium stated in its disclosed record of investor relations activities that the company's large cylindrical battery pilot line had delivered hundreds of thousands of batteries, and the yield had been effectively improved. the production line for mass production had been built and is currently undergoing large-scale production verification. the company will begin partial delivery in the second quarter of this year, and full verification work will be done before delivery.
at the performance presentation meeting held on march 24, robin zeng, chairman and general manager of catl, also mentioned that the company has successfully developed 4680, 4695 and other large cylinder batteries. tested on a year-on-year basis, the company's large cylindrical battery has a cycle life more than three times that of its domestic and foreign competitors, an energy density more than 10% higher than that of its competitors, and its safety is much higher than that of its competitors, close to that of kirin batteries.
yiwei lithium energy and catl are competing to disclose their progress in the big cylinder, which may be related to bmw's huge orders. in september last year, catl and yiwei lithium energy almost simultaneously issued a document saying that the company has signed a long-term cooperation agreement with bmw group, and will provide large cylinder batteries for bmw's "new generation" series models and neue klasse series models from 2025.
specifically, the total value of the two contracts exceeds ten billion euros. according to the cooperation plan, catl and yiwei lithium energy will respectively set up two cell factories in china and europe, each with an annual capacity of 20gwh. based on the production capacity information disclosed by the two battery factories, the market speculates that the cell sizes may be 4680 and 4695, with two heights of 80mm and 95mm.
previously, it was reported that catl had arranged 8 large cylinder battery production lines corresponding to 12gwh capacity. this cooperation agreement clearly pointed out that china and europe will form two factories with an annual capacity of 40 gwh of large cylindrical batteries, which means that the catl will continue to expand the capacity of large cylindrical batteries.
and yiwei lithium energy is the first enterprise in china to build large-scale production capacity for large cylindrical batteries. as early as the end of 2021, the company launched a 20gwh large cylindrical battery project in jingmen, hubei, and the related products have been successfully taken offline. at present, including factories in chengdu, shenyang, changzhou, and hungary in europe, the total production capacity of the large cylinder is planned to exceed 100gwh.
there are two major battery giants leading the way, and other related enterprises are following suit one after another. on january 28th of this year, the bike battery large cylindrical battery project officially settled in changzhou. according to relevant information, the changzhou production base project of bicke battery is expected to have a total investment of 13 billion yuan, covering a total area of 450 acres. it is planned to build a 30gwh large cylindrical battery production line and an international research and development center.
in february this year, guoxuan high tech's 4695 cylindrical battery project with an annual output of 10gwh was settled in lujiang county, hefei. last december, guoxuan high tech first exhibited the 46 series of large cylindrical cells at an exhibition in the united states. this battery cell is specially developed for battery electric vehicle, which is divided into 39ah and 50ah models. its energy density reaches 310wh/kg, and it can be charged to 80% in 18 minutes.

in addition, domestic manufacturers such as yuanyuan power and honeycomb energy, as well as foreign companies such as panasonic, lg new energy, and samsung sdi, are actively deploying large cylindrical batteries. research institutions predict that 2023 will be the first year of the outbreak of 4680 batteries, and the global installed capacity of 4680 batteries is expected to exceed 20gwh. by 2025, it will reach 255gwh, and the penetration rate is expected to increase to 20%.
it is worth noting that large cylindrical batteries have been widely used in the energy storage field, in addition to being used in the field of new energy vehicles, such as the 40 series of yiwei lithium energy and penghui energy, as well as the 32 series of langtai tong technology. specifically, yiwei lithium energy launched 40135 series large cylinder lithium iron phosphate battery for the home storage market. the battery has a capacity of 20000mah, a voltage of 3.2v, and over 4000 cycles. it is reported that last year, including 40135 batteries, the shipment volume of yiwei lithium energy storage batteries reached 10gwh.

penghui energy also launched the 40135 series of large cylindrical batteries for the energy storage market. it is reported that the penghui energy 40135 battery adopts the electrodeless lug structure, lithium iron phosphate low-temperature superconductivity and full cycle dynamic equilibrium technology, and has excellent performance such as super power, super long endurance, and wide temperature range use. suitable for multiple fields such as two wheeled electric vehicles, portable energy storage, and household energy storage.
in may last year, penghui energy 40135 large cylindrical batteries passed the strict inspection of gongniu and achieved large-scale mass production. in august, penghui energy received a batch purchase order from gongniu.
it is worth noting that langtai tong technology's 32 series large cylindrical batteries have nearly five years of mature application experience in the energy storage field and have received high praise from customers.
in terms of other enterprises, in august last year, haichen energy storage officially released the 46 series large cylindrical household energy storage dedicated batteries, and plans to start global delivery in the first quarter of 2023. in addition, companies such as aerospace lithium battery, time union, zhongbi new energy, hualiyuan, and boliwei are all reducing costs by increasing the size of cylindrical cells to meet the needs of household energy storage battery application scenarios.
according to the analysis of the insiders, the 46 series large cylinder batteries have a high technical threshold due to the use of new technology full pole ear structure. from the current situation of each enterprise, the product yield rate is generally low, which temporarily hinders the large-scale promotion of large cylinder batteries in the field of alternative fuel vehicle. however, large cylinder batteries still have broad prospects for application in the field of energy storage.
industry analysis shows that electrochemical energy storage is an important technology and basic equipment for building a new type of power system, an important support for achieving carbon peak and carbon neutrality goals, and an important measure to promote new domestic energy formats and seize new international strategic heights. the big cylinder battery has obvious advantages. it will certainly have great potential in both the field of alternative fuel vehicle and power batteries.