Core Viewpoint - The lithium battery industry is experiencing rapid growth, particularly in the two-wheeled vehicle market, driven by the trend of replacing lead-acid batteries with lithium alternatives, which offer superior performance and cost-effectiveness [1][2][4]. Group 1: Market Growth and Trends - In the first half of 2025, domestic two-wheeled lithium battery sales increased by over 40% year-on-year, making it one of the fastest-growing segments in the lithium battery industry [1]. - The shift from lead-acid to lithium batteries is reshaping the two-wheeled vehicle market, with major players like Xingheng Power and BYD expanding their presence in this sector [2]. - Emerging markets such as trendy electric scooters and flagship electric motorcycles are driving the continuous increase in lithium battery penetration [2][4]. Group 2: Technological Advancements - Lithium batteries are outperforming lead-acid batteries in terms of energy density, lifespan, and low-temperature adaptability, leading to a significant transformation in the power structure of two-wheeled vehicles [4][5]. - Xingheng's third-generation "Golden Dual-Core" technology has achieved substantial breakthroughs in battery durability and environmental adaptability, with cycle lifespans exceeding 3000 times in normal conditions [5][7]. Group 3: Safety and Market Confidence - Enhanced safety measures and stricter regulations have improved consumer confidence in lithium battery safety, with a reported 44.7% decrease in electric two-wheeler fire incidents in the first half of the year [8][9]. - The implementation of national standards and certifications for electric bicycle lithium batteries has raised industry safety levels and market entry barriers [8]. Group 4: Market Leadership and Expansion - Leading companies like Xingheng are expanding their lithium battery applications across various scenarios, achieving over 70% product coverage in the electric vehicle market [10][13]. - Xingheng's lithium battery sales grew by over 50% year-on-year in the first half of 2025, significantly outpacing the industry average [13]. Group 5: International Market Opportunities - As the domestic market matures, Chinese two-wheeled lithium battery products are increasingly penetrating international markets, contributing to a 25.14% year-on-year increase in lithium battery exports [14][15]. - Xingheng has established a strong presence in Europe and Southeast Asia, with significant progress in markets like Colombia, where it has achieved stable monthly shipments [15].
两轮锂电市场超40%高增长“背后”
高工锂电·2025-08-04 09:52