Core Viewpoint - The 2025 Fifth Electric Two-Wheeler Battery Exchange Conference focuses on the innovation and development of electric two-wheelers and battery exchange technology, highlighting the importance of lithium and sodium batteries in the industry [1][2]. Group 1: Market Trends and Policies - The overall production and sales of electric two-wheelers in China are expected to reach between 55 million and 58 million units in 2024, with lithium battery penetration projected to be 40%-45% [2]. - The implementation of the new national standard for electric bicycles is expected to temporarily reduce sales to approximately 50 million units in 2024, but a rebound to 52 million units is anticipated in 2025, with a market size exceeding 120 billion yuan [3]. - The new standard will raise technical barriers, accelerating the elimination of outdated production capacity and promoting industry consolidation [3]. Group 2: Technological Advancements - Lithium battery penetration is expected to rise from 18.5% in 2020 to 50% in 2024, significantly replacing lead-acid batteries, while sodium-ion batteries are being explored for their cost-effectiveness and safety [3]. - The integration of smart technologies such as Beidou positioning, 5G, and AI algorithms is becoming standard, enabling features like OTA upgrades and path planning [3]. - The user demographic is shifting younger, with over 60% of users aged 18-35, driving the demand for smart features in products [3]. Group 3: Battery Safety and Cost Challenges - The industry faces dual challenges of safety and cost, with a strong demand for high safety, low cost, low failure rates, high durability, and long endurance from users [7]. - Safety solutions include using high-safety materials like lithium iron phosphate and stringent quality control measures to prevent battery-related accidents [7][8]. - Cost reduction strategies involve automation and simplified designs, leading to significant decreases in labor and material costs [8]. Group 4: Battery Performance and Market Adaptation - The company is addressing regional differences in battery performance, with solutions tailored for both southern and northern markets to enhance battery life and performance under varying conditions [9]. - The new cylindrical battery design aims to improve energy density by 20% and reduce internal resistance, thereby extending battery lifespan [9]. - The company has established a production capacity of 3 GWh for battery cells and 5 million sets for PACK, focusing on lithium iron phosphate technology [13].
保力新能源 副总裁 邹懿：保力新大圆柱电池——电动两轮车能源革新的破局之道
起点锂电·2025-07-11 11:53