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换电市场打响两轮车“去铅酸”第一枪
高工锂电· 2025-09-29 10:43
倒计时5X天 2025(第十五届)高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位: 高工锂电、高工产研(GGII) 协办单位: 卡洛维德 总冠名: 海目星激光 年会特别赞助: 大族锂电 专场冠名: 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助: 思客琦 时间&地点: 2025年11月18-20日 深圳前海华侨城JW万豪酒店 两轮车换电运营与传统经销商大不同 会议合作: 陈女士 13560731836(微信同号) 电动自行车新国标正式实施,两轮车去铅化全面加速。 尤其是在新国标25km/h的限速要求下,消费者对电池动力、爬坡性能、续航等现实需求再次被放 大,锂电池能带来更好的动力体验。 从细分场景来看, 两轮换电商业模式通常使用的是锂电池 。 从本质需求来看,两轮车电池柜的 用户一般为外卖骑手等高频使用用户,而锂电池一般能带来更好的动力体验和续航。 经济性方面 ,由于两轮车换电柜需要密集存放多块电池,在相同的占地面积下,如果配套铅酸电 池,柜体存放数量较少,且铅酸电池较锂电池更重,换电柜体需要特别加固。 如果配套锂电池, 这意味着同样的场地成本,锂电池换电柜的服务能力比铅酸电 ...
【私募调研记录】保银投资调研博力威
Zheng Quan Zhi Xing· 2025-09-01 00:08
PinPoint是一家为高端客户提供一系列选择性(包括Equity和Commodity)投资产品的优秀资产管理机 构,持有香港9号牌牌照。公司的投资理念是:我们认为金融市场,特别是亚洲市场不是完全有效的。因 此我们可以通过深入的研究和合理的分析取得超值回报。我们崇尚价值投资,注重对被投资公司或商品 的基本面分析。公司致力于与广大国际投资者一起分享价值投资的成功喜悦。我们拥有二十六位专业人 员来负责投资组合管理、研究、交易、风险管理及运营。我们的专业人员都在中国或海外(如美国、英 国、加拿大等)高等学府受过良好的教育,并且在金融领域拥有丰富的国内和国际实践经验。我们的团 队对大中华地区的证券市场和全球商品有着深刻的理解。通过深入的研究和分析,Pinpoint将致力于打 造一个业内排名位于前列,具有出色资产管理能力的资产管理机构。 调研纪要:公司2025年上半年度的营业收入和净利润双增长,主要是因为公司快速切入两轮车换电细分 赛道,并成功与共享换电领域的头部客户达成深度合作,欧洲市场的恢复又进一步拉动了公司电动两轮 车出货量的增长。公司此前开发的北美储能客户在2025年上半年出货量增加,带动储能业务同比增长。 2 ...
派能高安全软包铁锂电芯赋能千亿两轮车换电行业
起点锂电· 2025-07-23 09:20
Core Viewpoint - The article discusses the growing demand for lithium batteries in the two-wheeler market, emphasizing the shift towards battery swapping technology and the importance of safety and performance standards in the industry [2][3][4]. Group 1: Industry Trends - The two-wheeler industry is experiencing strong global demand, with a notable example being the North American market, where the population accounts for 10% but represents nearly 30% of the global delivery market [3]. - Battery swapping is identified as a key solution to the charging pain points faced by two-wheeler users, evolving through three stages since 2016 [3]. - The expected battery capacity for two-wheelers in 2024 could accommodate 530 million vehicles, while the current ownership stands at 400 million, benefiting from the cost reduction of lithium batteries driven by the automotive sector [3][4]. Group 2: Technical Requirements - Two-wheeler battery swapping requires high performance, with expectations of 2,000 cycles over three years, equating to one million kilometers [4]. - Safety standards are critical, necessitating rigorous testing such as puncture tests to ensure fast charging capabilities and user safety [4][5]. Group 3: Market Developments - The price of lithium batteries for electric two-wheelers is projected to decline in 2024, leading to increased penetration rates among brands and a rise in demand for shared battery swapping services [9]. - The implementation of the new national standard for electric vehicle batteries (GB38031-2025) is anticipated to enhance the production quality, energy density, and safety of soft-pack batteries starting July 1, 2026 [9]. - The global small power lithium battery shipment is expected to reach 50.9 GWh in 2025, reflecting an 18.4% year-on-year growth [10]. Group 4: Company Focus - The company, ZTE Pioneer's Shared Battery Swapping Division, is focusing on soft-pack lithium iron phosphate batteries, offering three models with capacities of 25Ah, 30Ah, and 43Ah, aiming for a streamlined product line [10]. - The company is investing nearly 10 billion RMB in two manufacturing bases located in Jiangsu and Anhui, with a total capacity of 13 GWh [5].
重磅!“2025第五届中国两轮车换电及电池鲁班奖”获奖企业正式公布!
起点锂电· 2025-07-11 11:53
Core Viewpoint - The 2025 Fifth Chang'an Two-Wheeled Vehicle Battery Exchange Conference and Lightweight Power Battery Technology Summit was held in Shenzhen, focusing on the theme "Battery Exchange City, Smart Two-Wheelers," gathering over 300 key enterprises in the battery exchange and battery sectors, along with more than 600 industry leaders to discuss development trends in the industry [1]. Group 1: Awards and Recognitions - The "2025 China Two-Wheeled Vehicle Battery Exchange Operator Leading Brand" award was given to companies including Xiaohahuan, Tieta Energy, Dudu Exchange, and Sima Travel [2]. - The "2025 China Rider Delivery Dedicated Electric Vehicle Leading Brand" award was awarded to Yadi, Tailin, and Xinri [4]. - The "2025 China Two-Wheeled Vehicle Lithium Battery Technology Leading Brand" award recognized companies such as Huichuang New Energy, Pioneering Technology, Baoli New Energy, and others [6]. - The "2025 China Two-Wheeled Vehicle Sodium Battery Technology Leading Brand" award was given to companies including Weike Technology, Yingu Technology, and others [8]. - The "2025 China Two-Wheeled Vehicle Lithium Battery BMS Technology Leading Brand" award was awarded to Youdan Technology and Boguan Technology [10]. - The "2025 China Two-Wheeled Vehicle Battery Exchange Cabinet Technology Leading Brand" award was given to Dunchuang Technology and Boguan Technology [12]. - The "2025 China Shared Battery Exchange IoT and Hardware-Software Solution Leading Brand" award was awarded to Xiaoan Technology and Shangwen Technology [14].
倒计时1天!600+参会嘉宾齐聚!第五届起点两轮车换电大会7.11在深圳召开!(附参会嘉宾名单及议程)
起点锂电· 2025-07-10 03:35
Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baon International Hotel [1][3] - The event aims to focus on the theme "Swap City, Smart Two-Wheelers" and will gather over 600 industry leaders and companies [2][3] Key Themes and Discussions - The conference will feature discussions on the rapid growth of the two-wheeled vehicle battery swap market, driven by policy support, demand for instant delivery, and technological upgrades [2] - The event will also highlight the need for high safety, high energy density, long cycle life, and low-cost battery products, as well as the challenges of battery safety and market coverage [2] Awards and Recognition - The event will include the presentation of the 2025 China Two-Wheeled Vehicle Battery Swap Industry Luban Awards, recognizing leaders in battery swap operations, lithium battery technology, sodium battery technology, and more [4] Technical Sessions - Various technical sessions will cover topics such as the new standards for rider-specific vehicles, the development of safe and affordable battery swap models, and innovations in battery management systems (BMS) [4][5] - The forum will also include discussions on the application of new battery technologies, including sodium batteries and solid-state batteries, and their impact on the two-wheeled vehicle market [2][6] Participation and Networking - The event will provide a platform for over 300 key enterprises in the two-wheeled vehicle and battery swap sectors to network and share insights [2] - Key industry figures, including executives from leading companies like Yadi Technology Group and Dudu Battery Swap, will participate in discussions and panels [5][6] Registration and Fees - Two registration packages are available: Package A for 2888 RMB per person, including accommodation and a white paper, and Package B for 2288 RMB, including lunch and the white paper [15][16]
倒计时2天!600+参会嘉宾齐聚!7.11日第五届起点两轮车换电大会即将在深圳召开!(附参会嘉宾名单及议程)
起点锂电· 2025-07-09 10:55
Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baon International Hotel [1][3] - The event theme is "Swap City, Smart Two-Wheelers" [1] Key Highlights - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper" [2] - The event will include the awarding of the "2025 China Two-Wheeled Vehicle Battery Swap Industry Luban Award" to recognize leading brands in battery swap operations, lithium batteries, sodium batteries, and related technologies [2] - Over 300 influential companies in the two-wheeled vehicle battery swap and battery sector are expected to participate, with more than 600 senior executives in attendance [2] Market Insights - The two-wheeled vehicle battery swap market is experiencing rapid growth, driven by policy support, demand for instant delivery, and technological upgrades [2] - The integration of the industry chain is expected to create new opportunities for Chinese companies, addressing challenges such as battery safety, market penetration, and cost optimization [2] Technical Discussions - The conference will focus on advanced technologies such as high safety, high energy density, long cycle life, and low-cost battery products [2] - AI technology is accelerating the development of new battery technologies and processes, including sodium batteries, lithium iron phosphate, and solid-state batteries [2] Agenda Highlights - The event will feature a series of specialized forums discussing topics such as electric two-wheeler intelligence, battery safety, and new national standards for batteries [4][5][6] - Keynote speakers include executives from leading companies such as Yadi Technology Group, Dudu Battery Swap, and others [4][5][6] Participation and Registration - Registration packages are available, including options for accommodation and access to the industry white paper [15][16] - Sponsorship and media cooperation opportunities are also available for interested parties [17]
汇创/派能/孚能/保力新/创明/多氟多/博力威/睿恩/诺达/国轩/亿纬/星恒/比克/鹏辉/维科/时代联合邀您共聚两轮车换电大会!
起点锂电· 2025-07-07 10:11
Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 11, 2025, at the Shenzhen Baon International Hotel [1][3] - The event aims to focus on the theme "Swap City, Smart Two-Wheelers" and will gather over 600 industry leaders and 300+ key enterprises in the two-wheeled vehicle battery swap and battery sector [2][3] Key Themes and Discussions - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," highlighting leading brands in battery swap operations, lithium batteries, sodium batteries, and related technologies [2][4] - Discussions will cover cutting-edge technologies such as high-rate, ultra-fast charging, new materials, and new processes, fostering deep exploration and thought exchange [2][4] Market Growth and Trends - The two-wheeled vehicle battery swap market is experiencing rapid growth, driven by policy support, demand for instant delivery, and technological upgrades [2] - The Shenzhen Battery Swap City Plan is accelerating, aiming to create a model for urban battery swapping and leading the national two-wheeled vehicle battery swap industry into a high-quality development phase [2] Challenges and Innovations - The industry faces challenges such as battery safety, market penetration, and cost optimization, which need urgent solutions [2] - Companies are accelerating the development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products, with AI technology driving innovations in new battery technologies and processes [2][5] Awards and Recognition - The event will also host the "2025 China Two-Wheeled Vehicle Battery Swap Operator Leadership Brand" awards, recognizing excellence in various categories including battery technology and battery management systems (BMS) [4][5] Participation and Networking - The conference will provide a platform for networking among industry leaders, with discussions led by executives from major companies such as Yadi Technology Group, Dudu Battery Swap, and others [4][5][6]
小哈/嘟嘟/司马/河豚/雅迪/台铃/新日/汇创/派能/孚能/保力新/创明/多氟多/星恒/鹏辉/亿纬/博力威邀您共聚深圳换电大会!
起点锂电· 2025-07-06 11:25
Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, at the Shenzhen Baoan Denglil International Hotel [1][3] - The event will focus on the theme "Battery Swap City, Smart Two-Wheelers" and aims to gather over 600 industry leaders and experts [2][3] Key Highlights - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper" [2] - The event will include the presentation of the "Luban Award" for leadership in battery swap operations, lithium batteries, sodium batteries, and related technologies [2] - Discussions will cover cutting-edge technologies such as high-rate, ultra-fast charging, new materials, and new processes [2] Market Trends - The two-wheeled vehicle battery swap market is experiencing rapid growth, driven by policy support, demand for instant delivery, and technological upgrades [2] - The Shenzhen Battery Swap City plan is accelerating, aiming to create a model for urban battery swapping and leading the industry into a phase of high-quality development [2] Industry Challenges - The industry faces challenges such as battery safety, market penetration, and cost optimization that need to be addressed [2] - Companies are accelerating the development of high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products [2] Technical Discussions - The conference will include specialized forums on topics such as electric two-wheeler intelligence, battery safety, and the application of new battery technologies [4][6][7] - Key speakers from various companies will present on topics including the application of lithium and sodium batteries in the motorcycle industry and high-performance cylindrical battery technologies [6][7] Participation and Sponsorship - The event is supported by numerous sponsors and partners from the battery and electric vehicle sectors, including Xiaohahuan, Yadi Technology Group, and others [1][2] - Registration packages are available, with options including accommodation and access to industry reports [15][16]
汇创/派能/孚能/保力新/创明/多氟多/博力威/睿恩/诺达/国轩/亿纬/星恒/比克/鹏辉/维科/时代联合邀您共聚两轮车换电大会!
起点锂电· 2025-07-05 10:10
Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, at the Shenzhen Baoan Denglil International Hotel [1][3] - The event aims to focus on the theme "Swap City, Smart Two-Wheelers" and will gather over 600 industry leaders and representatives from more than 300 companies [2][3] Key Highlights - The conference will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper" and the presentation of the "Luban Award" for outstanding brands in the battery swap and battery technology sectors [2] - Discussions will cover cutting-edge technologies such as high-rate, ultra-fast charging, new materials, and new processes, emphasizing the rapid growth of the two-wheeled vehicle and battery swap market [2][4] Industry Trends - The two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades [2] - Chinese companies are expected to leverage their advantages in the supply chain to capitalize on new market opportunities, while challenges such as battery safety and cost optimization need to be addressed [2] Technical Discussions - The event will include specialized forums focusing on intelligent electric two-wheeled vehicles, battery safety, and the application of sodium batteries in the market [5][6][8] - Key topics will include the development of high-safety, high-rate, high-energy density, and low-cost battery products, as well as the impact of AI technology on battery technology advancements [2][5] Participation and Sponsorship - The event will feature sponsorship and collaboration from major industry players such as Xiaohahuan, Yadi Technology Group, and many others [1][2] - Registration packages are available, including options for accommodation and access to industry reports [16][17]
第五届起点两轮车换电大会最终议程官宣!(7.11,深圳)500+行业精英论道轻型动力行业发展!
起点锂电· 2025-07-05 10:10
Event Overview - The event titled "2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit" will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel [1][3] - The theme of the event is "Swap City, Smart Two-Wheels" [1] Key Highlights - The event will feature the release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper" [2] - The conference aims to establish brand benchmarks in the industry by awarding the "Luban Award" for various categories including battery swap operators and battery technology leaders [2] - Over 300 influential enterprises in the two-wheeled vehicle battery swap and battery sector are expected to participate, with more than 600 senior executives in attendance [2] Market Trends - The two-wheeled vehicle battery swap market is experiencing rapid growth, driven by policy support, demand for instant delivery, and technological upgrades [2] - The Shenzhen Battery Swap City plan is accelerating, aiming to create a model for urban battery swapping and leading the national industry into a phase of high-quality development [2] Technological Innovations - Companies are focusing on developing high-safety, high-rate, high-energy density, long-cycle life, and low-cost battery products [2] - AI technology is accelerating the development of new battery technologies and processes, including sodium batteries, lithium iron phosphate, and solid-state batteries [2] Forum Agenda - The forum will include discussions on various topics such as the trends and applications of battery swap vehicles, safety solutions for electric two-wheeled vehicles, and the future of battery technology [4][6][7] - Keynote speakers from leading companies will present insights on innovations and market opportunities in the battery swap and electric vehicle sectors [5][6][7] Registration Information - Two registration packages are available: Package A for 2888 RMB per person, including one-day hotel accommodation and a white paper, and Package B for 2288 RMB per person, including lunch and a white paper [8][9]