四大锂电企业决战两轮车市场

Core Viewpoint - The article discusses the significant transformation in the two-wheeler electric vehicle market driven by the adoption of lithium batteries, highlighting the impact of new regulations and consumer demand for higher quality and safety standards [4][6][18]. Market Overview - The upcoming implementation of the new national standard GB17761-2024 for electric bicycles is expected to accelerate the elimination of low-quality lithium batteries, solidifying the market position of high-quality lithium batteries [4]. - The demand for lithium batteries in the two-wheeler market is projected to grow, with an estimated shipment of 9.3 GWh in 2024, representing a year-on-year increase of 4.5%, and expected to reach 10.1 GWh in 2025, a growth of 8.6% [6]. Industry Players - Major lithium battery manufacturers are entering the two-wheeler battery market, including: - EVE Energy: Launched the OMNI all-purpose battery series for various electric vehicles, emphasizing safety and performance [9]. - BYD: Introduced a range of small-capacity lithium batteries for two- and three-wheeled electric vehicles, featuring a five-year warranty and a lifespan of 8-10 years [10]. - Guoxuan High-Tech: Plans to launch over a hundred new products by 2025, focusing on the small power battery market [11]. - New Energy: Although not directly in the two-wheeler market, it has established a presence through partnerships and product offerings tailored for this segment [14]. Market Dynamics - The two-wheeler market is shifting from scale expansion to competition in existing markets, necessitating technological innovation to capture market share [18]. - Consumer expectations for price and quality are rising, making standardized products less viable, thus pushing for customized battery solutions [20]. - The new national standards are driving technological upgrades and eliminating outdated production capacities, positioning early adopters as future market leaders [20].