新国标来临 保力新大圆柱电池狙击“5大痛点”

Core Viewpoint - The article highlights the significant growth and transformation in the electric two-wheeler battery market in China, driven by new national standards and technological advancements in battery safety and performance [2][7]. Group 1: Market Overview - In 2024, China's electric two-wheeler lithium battery pack shipments are projected to reach 9.42 million units, with domestic shipments at 6.49 million units (up 6.4%) and exports at 2.93 million units (up 25.8%) [1]. - The implementation of new national standards on September 1 is expected to initiate a "technological upgrade and battery transformation" in the industry [2]. Group 2: Demand and Growth Projections - By 2025, electric two-wheeler sales are expected to rebound to 52 million units, with a market size exceeding 120 billion yuan, benefiting from policy incentives and trade-in subsidies [6]. - The adoption of battery swapping is anticipated to increase from 5% in 2022 to 27% by 2025 among ordinary consumers, driven by lower costs and improved community networks [6]. Group 3: Industry Challenges and Safety Concerns - The article notes a significant rise in fire incidents involving electric two-wheelers, increasing from 18,000 in 2021 to 25,000 in 2023, a nearly 40% increase [6]. - New safety standards, including mandatory puncture tests, are expected to enhance battery safety and promote a healthier market environment by eliminating substandard products [7]. Group 4: Technological Innovations by Battery Companies - Battery companies are focusing on addressing core user pain points such as safety, cost, low failure rates, durability, and long range [10][18]. - Power New Energy emphasizes a comprehensive approach to battery design, including high safety materials, strict quality control, and innovative manufacturing processes to reduce costs and improve performance [11][12]. Group 5: Product Development Strategies - Power New Energy has developed a diverse product matrix to meet varying market demands, with a focus on high-temperature and low-temperature performance for different regional markets [14][15]. - The company has introduced new cylindrical battery designs that significantly reduce internal resistance and enhance energy density, catering to both southern and northern markets [14][16].