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锂电池企业决战两轮车市场!
起点锂电·2025-05-22 10:16

Core Viewpoint - The two-wheeler and battery swapping market will become a key battleground for lithium battery companies, with many enterprises preparing for a fierce competition for market share [1] Group 1: Market Trends and Predictions - The electric two-wheeler market is expected to benefit from shared battery swapping, new national standards, and growing overseas demand, leading to trends of electrification, lightweighting, intelligence, and connectivity [1] - By 2030, the battery landscape for electric two-wheelers is predicted to be dominated by lithium, sodium, and lead batteries, with lithium batteries providing higher energy density for lighter vehicles and longer ranges [1] - In 2024, cylindrical batteries are expected to see significant growth, with a projected shipment of 43 GWh, representing a year-on-year increase of 21.5% [1] Group 2: Company Developments - BYD has launched a full range of batteries for two-wheeled and three-wheeled vehicles, with 32 models planned, focusing on lithium iron phosphate batteries [3] - Chuangming New Energy's large cylindrical batteries offer high safety, energy density, and long cycle life, meeting diverse customer needs across multiple applications [4] - Zhongbi New Energy's production capacity for its 32 series large cylindrical batteries reached 1.5 GWh, with plans for further expansion [5] - Funeng Technology has established a strong presence in the electric two-wheeler market, recognized for its soft-pack batteries and compliance with new safety standards [6] - Boliwei focuses on consumer batteries and light-duty power, with its large cylindrical cells compatible with various applications [8] - Xingheng Power dominates over 70% of the domestic two-wheeler lithium battery market with its manganese-based lithium batteries [9] - XWANDA Lithium's strategy revolves around consumer electronics, power batteries, and energy storage, with a focus on adapting to national standards [10] - Hualiyuan's cylindrical batteries are expected to see significant application in new energy two-wheeled and three-wheeled vehicles [11] - Tianneng Group is expanding its product range and focusing on new technologies like sodium and solid-state batteries [12] - Lishen Battery is developing large cylindrical batteries and targeting markets in India and Southeast Asia due to high demand [14] - Pylontech has developed various specifications for electric two-wheeled vehicles, emphasizing high energy density for consumer use [15] Group 3: Regulatory and Market Changes - The introduction of safety standards for lithium batteries marks a significant shift towards compliance in the electric vehicle market [20] - The market is expected to see enhanced battery safety, improved performance, diversified technology, and increased market concentration due to the entry of lithium batteries [20] - The rise of semi-solid state batteries may disrupt the two-wheeler market, with companies like State Power Investment Corporation collaborating to upgrade battery swapping networks [22]