Recently,Yuanshun Qixing (Shaanxi) Energy Lithium Battery Intelligent Manufacturing Base Project was officially signed.
The project is located in Xianyang Equipment Manufacturing Industrial Park, with a total investment of 1.5 billion yuan, mainly for large cylindrical lithium-ion (sodium) ion batteries with independent research and development and core technology patents. The project is planned to be constructed in two phases, with a designed annual production capacity of 2GWh and an annual output value of 4.5 billion yuan after completion.
Since the release of the 4680 battery, the large cylindrical battery has risen again and has become one of the technical routes favored by car companies and battery manufacturers.
Institutional analysis believes thatIn 2027, the global installed capacity of large cylindrical batteries is expected to reach 4290GWh, corresponding to the overall market size will reach 2144800 million RMB.
There is no doubt that the prelude to the era of "large cylindrical batteries" has been opened, and the prospects of the industry are gradually clear.
At present, almost all mainstream batteries, including Tesla, Panasonic, LG New Energy, Samsung SDI, CATL, and EVE, are accelerating the strategic layout in the field of large cylindrical batteries, with a total planned production capacity of more than 600GWh.
A global competition started by large cylindrical batteries seems inevitable.
Among the leading battery companies, "Shuangwang" has quietly carried out the layout.
At the end of last year, CATL won an order for large cylindrical batteries from BMW Group, which will be BMW's first new cylindrical battery with a standard diameter of 46 mm.
Subsequently, BYD released the news of "open recruitment of first-class suppliers for the automatic baking line equipment of large cylindrical batteries in 2023", which confirmed the market's speculation about BYD's layout of large cylindrical batteries. Among foreign battery companies, Tesla and its leading suppliers Panasonic and LG New Energy have taken the lead in laying out 4680 battery production capacity. In October this year, Tesla officially announced that its Texas Gigafactory had made a major breakthrough in the production of 4680 batteries, which produced the 20 million batteries. LG Energy Solution also announced that it will invest 580 billion won to build a new production line for "4680 cylindrical batteries" at the second plant in Ochang, Chungbuk, South Korea, to supply Tesla. According to South Korea**, SK ON has also started to develop 4680 batteries, and plans to build a production line for research and development in January next year.