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    On February 14, EVE said in the interactive investor platform the company released on December 15, 2022, the sizeable cylindrical battery single energy density of 350Wh/kg, supports 9 minutes of super-fast charging, and the current sizeable cylindrical battery project is progressing in an orderly manner according to plan.

    How long before large cylindrical batteries are used on a large scale?

    The reporter found that BMW Group exhibited the sixth generation of "Gen6" cylindrical batteries, Tesla announced that it will build a new 4680 battery super factory in Nevada, General Motors is considering the use of cylindrical batteries in electric vehicles, to BAK battery plans to construct a 30GWh extensive cylindrical battery production line and international research and development centre in Changzhou, the Exxon New Energy Dali Battery Industrial Park starts construction of 18GWh all-terminus lithium iron phosphate large cylindrical battery cell plant and supporting facilities.

    Since the beginning of 2023, top car companies have been holding hands, many battery companies have announced high-profile expansions, and the era of large-scale applications of large cylindrical batteries seems to be approaching.

    Five advantages go hand in hand.

    Large cylindrical battery draws industry attention.

    On February 13, data released by the New Energy Vehicle National Data Alliance showed that by the end of 2022, China had 13.1 million new energy vehicles and a 4.1% vehicle electrification rate. And in January 2023, 408,000 new energy vehicles were sold nationwide, with a market penetration rate of 24.7%.

    In the rapid development of new energy vehicles at the same time, users of safety performance, range, charging speed, and other requirements are also increasing, looking for the most suitable new energy vehicle applications of the battery cell form has been the focus of attention in the battery industry. The reporter learned that the current power battery market exists square, soft pack, and three cylindrical technical routes, of which the square battery occupies an absolute dominant position.

    Since the release of the Tesla 4680 battery in September 2020, a large cylindrical battery, because of safety, life, range, cost-effectiveness, and fast charging five aspects has certain advantages again harvested industry attention. Take safety as an example. Due to the smallest single-cell, single-cell independent protection and independent pressure relief device and honeycomb arrangement of the battery pack structure, the cylindrical battery is currently the highest safety among several mainstream forms and is also the ideal choice for CTP, CTC and other technical routes.

    Fan Manguang, vice president of Bicker Battery, has publicly stated that "large cylindrical batteries are a breakthrough in the penetration of electric vehicles and will be a mutual achievement with the electric vehicle industry and widely used in energy storage and other fields at the same time."

    Cylindrical battery yield improvement accelerates.

    The scale of investment in production capacity is on an amplifying trend.

    Starting from 1865, evolving to 2170 and then to the 4680 battery previously led by Tesla, the diameter and height of cylindrical batteries have been increasing, and the increase in volume has reduced the number of battery cells required in the battery pack and increased space utilization. The use of the "lungless" process has improved the charging and discharging efficiency of the 4680 battery.

    In an interview with the media, Qi Haikun, president of THE Solar Tech Co., Ltd, said that although domestic battery manufacturers mostly use square cell structures, as China's battery manufacturers pay more attention to 4680 batteries and enhance their technological research capabilities, the scale of investment in production capacity will also show an enlarging trend.

    In fact, due to the simplicity of their own processes and a high degree of standardization, as well as the reduction of structural components at the level of the whole package reorganization is simple, etc., large cylindrical batteries have certain advantages in reducing the overall cost. "Although for domestic battery companies, some process technology of 4680 battery still has difficulties, after all, it is a product of industry upgrading and iteration, and the battery manufacturers with strength are trying to overcome and achieve the leading position." Qi Haikun said.

    But in the battery manufacturers to increase the code of sizeable cylindrical battery capacity at the same time, some industry insiders also said, "the square battery-based pattern will continue for a long time, cylindrical battery scale development needs to continue to improve the industry chain."

    Qi Haikun also reminded us that battery companies should develop different types of products and not put their eggs in one basket. "Whether square batteries or cylindrical batteries such as 4680 batteries are derived from the relevant enterprises for the power battery industry technology accumulation, full understanding, the development of different types of products, both to avoid the ups and downs of some industry customers, but also to reduce the risk brought about by differences in technology routes."