比亚迪，亲自下场！

Core Viewpoint - BYD's subsidiary, Fudi Battery, is aggressively entering the two-wheeler and three-wheeler electric vehicle battery market, promoting the transition from lead-acid to lithium iron phosphate batteries, emphasizing improved performance and safety [1][2]. Group 1: Market Strategy - BYD plans to hold a product launch event for its electric two-wheeler and three-wheeler batteries on May 17, 2025, with the slogan "Lead-acid phase out, Iron-lithium new start" [1]. - Fudi Battery has already established partnerships with several electric vehicle brands, including New Day, LIMA, and Tailin, to develop customized lithium batteries for their models [2]. Group 2: Product Development - Fudi Battery aims to apply passenger vehicle research results to enhance the safety and performance of batteries used in two-wheelers and three-wheelers, following a fire incident in Nanjing [1]. - The energy density of the lithium batteries developed in collaboration with LIMA reaches 160Wh/kg, indicating a significant advancement in battery technology [2]. Group 3: Market Dynamics - The current market for two-wheeler and three-wheeler vehicles predominantly uses lead-acid batteries, which are cheaper but have limitations in terms of range and lifespan compared to lithium batteries [2][4]. - The cost of replacing lead-acid batteries is significantly lower than that of lithium batteries, making them more appealing to price-sensitive consumers [4]. Group 4: Industry Trends - The lead-acid battery market is experiencing intense competition, with major manufacturers reporting declines in net profits despite revenue growth [5]. - The transition from lead-acid to lithium batteries is slow among other manufacturers due to high raw material costs, although there is a growing interest in lithium technology [4][5]. Group 5: Regulatory Environment - Recent policy changes have provided support for lead-acid battery models, allowing for a weight increase, which may benefit their market position [6]. - The Ministry of Industry and Information Technology has introduced new standards that could impact the competitive landscape between lead-acid and lithium batteries [6][7].