Under the wave of accelerated penetration of the new energy industry, the lithium battery market is ushering in a "big explosion" era of full scenario applications. The comprehensive deployment of diversified application scenarios, from main tracks such as new energy vehicles and energy storage power stations to cutting-edge fields such as eVTOL and robotics, has driven the continuous leapfrog expansion of the market scale.

According to GGII's prediction, the lithium battery industry will enter a TWh level incremental channel in the next decade, with new energy vehicles and energy storage as the base markets maintaining steady growth, while emerging fields such as low altitude economy and robotics are accelerating the formation of a billion level strategic incremental market, opening the second growth curve.

The structural differentiation of market demand is reconstructing the technological evolution path: the power sector continues to tackle the balance between energy density and ultra fast charging, the energy storage market focuses on breaking through the bottleneck of cyclic decay in all climate scenarios, and the aviation and robotics applications put forward strict indicators for system energy density and adaptability to extreme working conditions.

This kind of "thousand people, thousand faces" application scenario is forcing material technology to accelerate iteration.

At the forefront of technological breakthroughs, material innovation is breaking through the boundary between laboratory and mass production applications: the nickel content of ternary materials has exceeded the critical point of 90%, the silicon-based negative electrode expansion suppression scheme has entered the mass production verification period, and solid electrolytes have opened a new stage of large-scale production equipment adaptation.

Top enterprises build competitive barriers through the innovative pace of "pre research, mass production, and reserve", and engage in strategic battles such as lightweight aviation batteries and ultra fast charging negative electrode interface control. Their technological breakthrough speed directly affects the distribution pattern of trillion dollar market dividends.

Yinglian Composite Fluid, Putailai, and Weilan New Energy are typical representatives of seizing key tracks and promoting lithium battery technology to higher levels of application through material innovation in this technological innovation and market competition.

Innovator of Basic Materials: Yinglian Composite Current Collector

On July 2nd, the completion of the headquarters base and new product launch event of Yinglian Composite Fluid Group released signals of capacity expansion.

At the press conference on the same day, Jiangsu Yinglian launched more than ten composite foil materials, covering conventional specifications such as 6.5-micron thick composite copper foil and 10 micron thick composite aluminum foil, as well as special products such as ultra-thin 4.5-micron composite copper foil and sulfide specific composite copper foil suitable for solid-state batteries, focusing on four major trends of lithium batteries to solve range anxiety, improve energy density, enhance fast charging performance, and develop the next generation of solid-state batteries.

At present, Jiangsu Yinglian has built 5 Japanese Aifa Technology composite aluminum foil production lines and 5 composite copper foil production lines, with a long-term plan of 10 composite aluminum foil and 134 composite copper foil production lines.

Its products have completed sample verification from multiple customers in the fields of consumer batteries and power batteries. In May, it also reached a joint development agreement with a global leader in polymer lithium batteries, marking the beginning of its dual track development strategy.

System integration disruptor: Putailai

This negative electrode material giant is responding to market differentiation with a combination of technology: its developed artificial graphite negative electrode has significantly increased capacity, directly targeting the pain point of power battery performance; Targeting energy storage scenarios, breakthroughs have been made in improving the cycle life of natural graphite products, reshaping the economic model of energy storage; In addition, the hard carbon negative electrode adapted to solid-state batteries is actively promoting cooperation with automotive companies in order to achieve technological breakthroughs and application landing in the field of semi-solid batteries.

More strategically significant is its joint development with Blue Solutions on solid-state batteries, which aims to seize the discourse power of the fourth generation solid-state battery core equipment by integrating raw material and equipment manufacturing advantages.

In June, the silicon-based negative electrode trial production line was launched, and a series of actions such as the European exhibition technology sword were showcased. Putailai has built a full chain capability from material formulation to equipment output.

Ultimate form pioneer: Weilan New Energy

As a benchmark for solid-state batteries valued at over 15 billion yuan, Weilan has built a moat with three technological routes.

The 360Wh/kg solid-liquid hybrid battery supported by oxide system has been demonstrated to have a range of 1000 kilometers in NIO ET7; The 4695 large cylindrical battery cells jointly developed with Jianghuai Yttrium are aimed at large-scale production;

In the field of energy storage, the world's first batch delivery of 280Ah solid-liquid batteries and the deployment demonstration project of 314Ah upgraded version have verified the technology's ability to migrate across different scenarios.

The development trajectories of the three companies accurately correspond to the upgrading needs of the lithium battery industry - Yinglian solves the performance constraints of basic materials, Putai breaks through the bottleneck of system integration, and Weilan explores the ultimate form possibility.

This progressive breakthrough from material innovation to form revolution is reshaping the technological pyramid of the TWh era, with each technological breakthrough redefining the rules of the industry game.