In the increasingly competitive power battery industry, a Chinese company is making a name for itself in the global market through technological breakthroughs and large-scale production. On December 15, 2025, EVE Energy revealed in response to investors' questions that the company has achieved mass production and installation of over 60000 large cylindrical batteries, becoming the first domestic enterprise to achieve this breakthrough.  

Technological Breakthrough: From Laboratory to Mass Production and Loading

EVE Energy has been deeply involved in the field of cylindrical batteries for over 20 years and is now entering a harvest period. As of the end of June 2025, the company's large cylindrical batteries have achieved mass production and installation of over 60000 units, with a maximum operating distance of over 230000 kilometers per vehicle, which is a benchmark in the industry. The company's 46 series ternary cylindrical batteries demonstrate significant advantages: high energy density, high production efficiency, good safety, and stable mechanical structure of the battery cells, making them the preferred choice for the next generation of electric vehicle models from leading global automotive brands. According to the "White Paper on the Development of China's Large Cylindrical Lithium ion Battery Industry (2025)" jointly released by research institutions EVTank and Ive Economic Research Institute and China Battery Industry Research Institute, the actual global shipment of large cylindrical batteries in 2024 is 100 million, with Tesla occupying a large market share. Chinese companies such as EVE Energy, Freddie Battery, Duflo, and Penghui Energy have also started to ship small quantities.  

Capacity layout: Over 70GWh of global production capacity is poised to take off

The strategic layout of large cylindrical batteries by EVE Energy has been fully deployed. The company has deployed over 70GWh of large cylindrical production capacity both domestically and internationally, which has significant influence in the global market. From the planning and industrialization progress of major global enterprises' large cylindrical batteries, 2025 will be a key turning point for large cylindrical batteries to move from technological verification to large-scale production.  

According to production capacity planning data, as of the first half of 2025, the global production capacity planning for 46 series large cylindrical batteries has exceeded 6 billion units. What is even more exciting is that with the upgrading of large cylindrical battery technology and equipment, the yield rates of companies such as Tesla, EVE Energy, and Penghui Energy have all exceeded 95%, which means that the technological bottleneck of large-scale production has been overcome.

Strategic cooperation: Ten year contract to lock in upstream resources

To ensure the stable supply of large cylindrical batteries, EVE Energy recently signed a ten-year contract with Huayou Cobalt. On the evening of November 25, 2025, Huayou Cobalt (603799) announced that its subsidiary Chengdu Bamo Technology Co., Ltd. had signed a "Product Supply Framework Agreement" with EVE Energy, agreeing that from 2026 to 2035, Chengdu Bamo Hungary factory is expected to supply a total of about 127800 tons of ultra-high nickel ternary cathode materials to EVE Energy Hungary factory, including about 126500 tons from 2027 to 2031. This strategic cooperation not only ensures a stable supply of upstream raw materials for EVE Energy, but also reflects the company's firm confidence in the prospects of the large cylindrical battery market. As the full pole ear technology gradually matures, the application scenarios of large cylindrical batteries will be further expanded.  

Future outlook: Shipments will exceed 5 billion pieces by 2030

EVTank predicts that the actual global shipment of large cylindrical batteries will exceed 5 billion by 2030, with the main application scenario still being new energy vehicle power batteries, accounting for over 50%. Secondly, the application of large cylindrical batteries in household and portable energy storage will also accelerate the increase in capacity. In addition, fields such as electric two wheelers, starter power, eTVOL, and humanoid robots will also become important application scenarios for large cylindrical batteries. Keywords: New Energy News, Energy News

The large cylindrical battery strategy of EVE Energy not only represents the technological strength of Chinese power battery enterprises, but also reflects China's increasing voice in the global new energy industry chain. From technological breakthroughs to production capacity layout, from strategic cooperation to market application, EVE Energy is proving with its strength that Chinese companies have the ability to compete with international giants on the global power battery track.Editor/Yang Meiling