The "10 Trillion Yuan" sector will be ignited by the 15th Five-Year Plan! Round-cell batteries: The invisible engine driving the electrification of everything.

I. Policy + Scenario: New Demand for Round Battery Ignited in the 15th Five-Year Plan
2026, as the starting year of the 15th Five-Year Plan, the policy wind of "new quality productivity" is reshaping the industrial landscape. The state has clearly included low-altitude economy, intelligent robots, and new energy storage in the six emerging pillar industries, with the goal of achieving a scale of 10 trillion yuan by 2030 - behind this, a "power off from the grid" revolution is taking place: from fixed power grids to mobile terminals, from automobiles to drones, humanoid robots, data centers, more and more devices are relying on batteries for independent power supply, and "electricity-driven from wheels to everything" has become the core proposition of the second half of the new energy era.
In the "Implementation Opinions on Accelerating Scenario Cultivation and Opening Up to Promote Large-scale Application of New Scenarios" issued by the State Council, policy orientations such as "full-space unmanned system" are further clarified: The new round of growth no longer relies on a single industry, but drives the industrial chain collaboration through three-dimensional scenarios. This precisely hits the core advantages of round batteries - the cost-effectiveness brought by standardized production, the design flexibility of compact structure, and the safety of single-unit thermal runaway not easily spreading, perfectly matching the common requirements of emerging terminals for "high power, small volume, and high reliability".

II. Four Trends: The "15th Five-Year Growth Logic" of Round Batteries
1. Demand Explosion: From Specific Scenarios to Trillion-Dollar Market
• Unmanned Systems + Robots: The Fastest-Growing Core Market
eVTOL (explain this word: an aircraft that does not require a runway, is powered by electricity, and can take off and land vertically, often referred to as "air taxis" is the core carrier of low-altitude economy) and unmanned delivery vehicles, warehouse robots, etc. have the dual requirements of "high energy density + high power output" for these devices, driving a surge in demand for round batteries. 
According to Frost & Sullivan data, the shipment volume of consumer-grade batteries for robots increased from 300 million units to 1.1 billion units from 2020 to 2024, with a CAGR of over 45%. By 2029, it will reach 5.8 billion units. The strict requirements for humanoid robots in terms of joint drive and four-legged robots for shock resistance and water resistance have further increased the demand for high-rate cylindrical batteries.
• Energy Storage + Data Centers: A New Blue Ocean Emerges
The transformation of BBU (fast regulation backup power supply) in artificial intelligence computing centers and new energy storage facilities has made cylindrical batteries a key component. The IEA predicts that the total installed capacity of global data centers will reach 114.3 GW in 2025, and the market size of BBU will reach 16.6 billion US dollars in 2031. Due to its stability advantages, large cylindrical batteries occupy a billion-dollar incremental market.
• Small Vehicles: Global Popularization Drives Scale Growth
The demand for high-rate and consistent performance in electric two-wheelers and light delivery vehicles has made the 21 series cylindrical batteries the mainstream choice, and the global market size continues to expand.
2. Technological Iteration: No Ear Tabs + Large Cylindrical Batteries as the Key to Breaking Through
Cylindrical batteries are entering the third industrial cycle, and the technical route presents a "precise differentiation":
• No Ear Tabs Technology Dominates the High-end Market: By eliminating traditional ear tabs to reduce internal resistance by over 80%, it achieves 10-15-minute fast charging (3.5C charging speed), works in a -40°C to 80°C wide temperature range, and becomes the core choice for drones and high-end tools. The 21700 series energy density of enterprises such as Ruien New Energy has reached 270 Wh/kg, and the next-generation products will aim for 300 Wh/kg.
• Series Differentiation to Adapt to Scenarios: The 21 series focuses on handheld devices and small robots, the 46 series targets industrial-grade high-power equipment, the 60 series enters the energy storage and heavy truck fields, forming a "small and precise + large and strong" product matrix.
• Manufacturing Standard Upgrade: "Zero Freeform Manufacturing" (full process CPK > 1.33), CT non-destructive testing, AI digital twin, etc., technologies solve the production problems of high-nickel positive electrodes and high-silicon negative electrodes, becoming the core threshold for high-end production capacity.
3. Market Reconstruction: Chinese Enterprises Rewrite the Monopoly Pattern of Japan and South Korea
For a long time, Japanese enterprises such as Panasonic and Sanyo have dominated the high-rate cylindrical battery market based on decades of engineering accumulation. However, the "scenario dividends" brought by the 15th Five-Year Plan are breaking the balance:
• China gives birth to the largest and most abundant high-rate application scenarios (e.g., aviation-level requirements for eVTOL, joint drive for humanoid robots, etc.), providing a "testing ground" for local enterprises to carry out technological iteration;
• Chinese enterprises achieve breakthroughs through the "old team + new technology" model: Ruien New Energy was established by engineers from Panasonic and Sanyo, leveraging the accumulated Japanese engineering system to quickly enter the supply chain of companies like Hikvision and become a key industrial project in Jiangsu Province;
• Global Market Share Shifts to China: In 2025, the global market size of fast-charging lithium batteries will be 8.07 billion US dollars, with cylindrical batteries accounting for 41%. As the world's largest lithium battery manufacturing country, China's breakthroughs in the high-end field will further increase its market share.
4. Capital Focus: VC Entry Changes the Industry Logic
The lithium battery industry has long been dominated by industrial capital, but IDG Capital's 300 million US dollar A-round financing for Ruien New Energy marks the recognition of the cylindrical battery sector by venture capital. Behind this change is the "new quality productivity" trend, where capital is chasing enterprises that "advance manufacturing + scenario alignment" - not pursuing low-end scale competition, but focusing on high-end fields, which are becoming the focus of capital.

III. Insights from the 15th Five-Year Plan: The New Quality Productivity Code for a 30-Year Track
The revival of cylindrical batteries is essentially a vivid manifestation of the "effective qualitative improvement" and "reasonable quantitative growth" of new productive forces:
• At the policy level: The 10 trillion yuan target for emerging industries has provided clear market expectations for battery enterprises, and the open-scenario policies have accelerated the implementation of technologies;
• At the technical level: Breakthroughs such as no through-holes and large cylindrical designs have achieved the unity of "high power" and "high safety", aligning with the direction of advanced manufacturing;
• At the industrial level: Chinese enterprises, through "engineering accumulation + rapid response", are establishing competitive advantages in the high-end sector and breaking the traditional pattern of global industrial division.
Thirty years ago, cylindrical batteries supported the rise of consumer electronics; ten years ago, it initiated the revolution of electric vehicles; today, under the policy impetus of the 15th Five-Year Plan, it is becoming the core engine of the electrification of all things. As robots, drones, and low-altitude aircraft become a part of daily life, this reconfiguration of the "small battery" race will eventually rewrite the competitive landscape of the global new energy industry. 
Dongguan Jisheng Automation Equipment Technology Co., Ltd. was established in 2017. It is a national high-tech enterprise and a specialized and innovative enterprise that specializes in the research and development, production, manufacturing, and sales services of lithium battery (cylindrical, square, pouch) PACK production line equipment. The company's production line equipment is mainly applied to the automatic assembly and production of battery packs for electric tools, garden tools, energy storage, household appliances, outdoor power supplies, two-wheel and three-wheel vehicles, and intelligent robots.