Gather Battery Core Resources to Build the Industrial Chain, Jointly Forge a Promising Future with Fluorine: Co-build a New Energy Ecosystem with Collaborative Development of "Core - Chain - Scenario"

The large cylindrical battery industry is entering the fast lane of accelerated development.

In 2025, with the continuous maturation of technology and the rapid penetration of new energy in various industries, the large cylindrical battery will accelerate its commercialization. Not only will the vehicle installation volume surge, but it will also flourish in multiple fields such as two - wheeled electric vehicles, light commercial vehicles, and the energy storage market.

Against this background, a group of excellent battery enterprises have emerged, promoting the continuous advancement of technology, exploring more application scenarios for battery products, and forming a positive cycle.

The competition in the power battery industry is essentially a competition of the industrial chain ecosystem. The large - scale production chain of large cylindrical batteries is long and complex, requiring the collaborative promotion of the entire industrial chain, including material innovation, process optimization, technology improvement, equipment upgrading, and the establishment of a standardized production system. Therefore, whoever can build a complete ecosystem and form a strong moat is more likely to become the leader in the industry.

Do-Fluoride has received a large number of orders

In the industry report released by CITIC Securities in August 2024, it is predicted that the sales volume of two - wheeled electric vehicles in Southeast Asia will exceed 4.5 million in 2025, with a compound annual growth rate of 15% - 20%. Among them, Vietnam, Indonesia, and Thailand are the core growth poles. On the other hand, the newly added installed capacity of global new energy storage in 2025 is expected to reach 180 - 380 GWh, with a year - on - year growth rate maintained at 35% - 55%. This high - speed growth is also reflected in the power and light vehicle fields.

However, under the rapid expansion, security concerns have gradually emerged. Especially in the fields of electric vehicles and energy storage, the industry has put forward higher requirements for battery safety. Against this background, the safety advantage of the large cylindrical battery, a star product independently developed by Do - Fluoride, has become prominent.

Do - Fluoride New Energy Technology Co., Ltd., established in December 2010, is a wholly - owned subsidiary of Ningfu New Energy. It has multiple certification certificates such as the IATF16949 automotive industry quality system, ISO9001 international quality management system, ISO14001 environmental management system, ISO45001 occupational health and safety management system, and a national accredited laboratory.

The large cylindrical battery launched by Do - Fluoride adopts the independently developed two - way pressure relief technology, which can effectively prevent accidents caused by excessive battery pressure. The uniqueness of this technology lies in the "two - way" pressure relief and explosion - proof structure. When the pressure inside the battery rises abnormally due to various reasons, the explosion - proof valve can quickly sense and automatically open to effectively release the high - pressure gas accumulated inside. Coupled with the new CTC structure, the foamed structural adhesive is filled in the gaps between the batteries. The advantage of this is that it simplifies the system structure and improves the grouping efficiency, ensuring that each battery can achieve high quality and high safety.

Further disassembling Do - Fluoride's large cylindrical battery, it adopts a "thermal - electrical separation" structural design, that is, the high - voltage connection is set at the top of the battery, and the explosion - proof device is set at the bottom. The battery is thermally isolated by the foamed structural adhesive around it. The system design is safe and reliable. After triggering thermal runaway, the battery relieves pressure in two directions, without fire or explosion. The high - temperature flue gas is discharged out of the box along a specific smoke exhaust channel, avoiding thermal diffusion and improving system safety.

Battery production involves a series of complex chains. Technology is an important part of it, and rigorous production and manufacturing are also required to bring the product to the market. Under Do - Fluoride's quality control, the cumulative annual shipment volume of large cylindrical products in 2025 exceeded 40 million. The 12 - month defective rate is 150 ppm, the defective rate of a single cell is only 1 ppm, and there are no customer complaints about liquid leakage in the market.

Behind this, Do - Fluoride uses the MES management system to monitor the core product characteristics and process characteristics, promptly detect and handle abnormalities, and continuously improve product consistency through big - data analysis. Do - Fluoride's existing MES system can realize the forward and reverse traceability of products. The information of defective products in the process can be directly frozen in the system to prevent them from flowing out.

On September 30, Do - Fluoride disclosed through the interactive platform that the company's energy storage batteries have achieved stable supply to domestic and foreign customers. At present, the energy storage orders are full, and the production schedule is tight. Based on the performance statement in September and the semi - annual financial report information officially released, the total battery shipment volume of Do - Fluoride is expected to reach 8.5 GWh in 2025. This means that Do - Fluoride has firmly ranked among the first echelon in the industry.

Building a solid moat

However, to face the next - stage competition, being strong alone may not be enough.

The competition in the power battery industry is essentially a competition of the industrial chain ecosystem. Entering the next stage, it is no longer about the competitiveness of a single company, but about the systematic ability to coordinate upstream and downstream and integrate the supply chain. It is certain that with the technological maturity and cost advantages, large cylindrical batteries will still dominate the mid - to - high - end new energy market in the next 5 - 10 years.

In order to unite more forces, on October 22 in Nanning, Guangxi, Do - Fluoride will jointly host a summit with 36Kr with the theme of "Ningfu Core Unites the Chain, Jointly Creating a Promising Future". At the meeting site, the signing ceremony of the large cylindrical battery project of Ningfu New Energy will be officially held to launch a new round of industrial layout.

In addition, more than 300 excellent enterprises such as Bluetti, Jackery, Growatt, Anker, Transsion, SAIC - GM - Wuling, Yadea, Aima, Tailing, and Jinpeng will be invited to this event. Government representatives, industry experts, and business leaders will gather together to deeply interpret how fluoride - based technology and large cylindrical batteries reshape the scenarios of two - and three - wheeled electric vehicles and energy storage.

By bringing together upstream and downstream partners in the industrial chain, Do - Fluoride will jointly build a new energy ecosystem with partners for the coordinated development of "core - chain - scenario". Relying on each other's strength, they will forge ahead.

This meeting is not only the achievement of strategic cooperation between Do - Fluoride and its partners, but also a collision of ideas on "battery technology innovation and market opportunities". Perhaps the answer to where the next wave in the battery industry will go can be found here.