2024年中国电动两轮车换电行业市场深度调查及投资前景预测报告

Industry Overview - The electric two-wheeler battery swap industry is in its early stages but is developing rapidly [1] - The industry is expected to become a new "blue ocean" market with significant growth potential [1] - The industry is driven by the large number of electric two-wheelers in use and the high-frequency usage by delivery riders [1] - The industry is supported by government policies aimed at improving charging safety and promoting the installation of compliant battery swap facilities [1] Market Penetration and Growth - The penetration rate of battery swap services in the electric two-wheeler market was approximately 22.5% in 2022 and is expected to increase to 38.6% by 2024 [12] - The domestic electric two-wheeler battery swap service market size was only 4.8 billion yuan in 2019 but is expected to exceed 10 billion yuan by 2024 [15] Industry Chain Structure - The upstream of the industry includes raw material suppliers for battery and swap cabinet production, such as battery cells, electronic components, and sheet materials, as well as industrial manufacturers of batteries and swap cabinets [8] - The midstream involves software development and operations, while the downstream primarily consists of end customers, such as delivery riders [8] - The industry chain is extensive, covering hardware development, software development, and operations [8] Policy Environment - The Chinese government has introduced multiple regulations and policies to standardize charging and promote the compliant installation of battery swap facilities [5] - Policies such as the "Opinions on Comprehensively Strengthening Fire Safety Work in the New Era" in Zhejiang Province and the "Implementation Plan for Comprehensive Control of Electric Bicycles" in Beijing have been implemented to improve safety and infrastructure [6] Market Demand - The downstream demand for electric two-wheeler battery swap services is driven by the rapid development of the instant delivery industry [9] - In 2023, the transaction scale of China's instant logistics market reached approximately 250 billion yuan, a year-on-year increase of 25% [9] Production and Output - China's electric two-wheeler production has shown an overall growth trend, increasing from 31.08 million units in 2017 to 46.47 million units in 2023 [11] Research Methodology - The report combines desk research with quantitative surveys and qualitative analysis to comprehensively interpret the market and assess investment risks [3] - The research team has over 15 years of experience in industry research, ensuring professional and rigorous analysis [3]