本文字数：2178，阅读时长大约4分钟 作者 | 第一财经 黄琳 2025.05. 14 筹备良久，比亚迪（002594.SZ）旗下弗迪电池对两轮、三轮车展开攻势。第一财经记者获悉，5月 17日，比亚迪将在深圳总部举办电动两轮、三轮车电池全系列产品发布会，并提出"铅酸退场、铁锂 新启"的口号。 另外，记者查询到，比亚迪电动车锂电池已在成都开设门店，门店招牌显示比亚迪电动车用电池适用 于两轮车、三轮车、四轮车。 实际上，早在2024年，比亚迪旗下弗迪电池就已对两轮、三轮车有布局。去年2月，比亚迪旗下弗迪 电池发文称，基于南京某小区电动两轮车火灾事故，电池管理团队、开发团队"连夜召开紧急会议"， 探讨对两轮车品质安全解决方案，决定将乘用车的研发成果应用到两轮车领域，加大两轮车的研发投 入，开发出能上楼的安全电池。 在制造层面，业内多次传出比亚迪将直接下场做两轮、三轮电动车的传闻，比亚迪集团品牌与公关处 总经理李云飞则多次在社交平台发文，辟谣"比亚迪要推出电动摩托车""比亚迪生产电动自行车"等信 息。 在实际落地应用层面，比亚迪已与新日、立马、台铃、金彭等多家两三轮电动车品牌达成了合作。比 如，立马已上市的一款"超 ...

Company Insights - BYD's subsidiary, Fudi Battery, is launching a full range of electric batteries for two-wheeled and three-wheeled vehicles, promoting the slogan "Lead-acid exit, Lithium Iron Phosphate new start" [1] - Fudi Battery has already established partnerships with several electric vehicle brands, including LIMA and Tailg, to develop customized lithium batteries with higher energy density [2] - The company aims to leverage its research and development from passenger vehicles to enhance the safety and performance of batteries for two-wheeled vehicles [1][2] Industry Trends - The market for lead-acid batteries in two-wheeled vehicles is mature, but there is an opportunity for lithium battery market growth due to the lack of significant market leaders [2] - The cost of lithium batteries is higher than lead-acid batteries, with replacement costs for lead-acid batteries ranging from 300 to 400 yuan, while lithium batteries can exceed 800 yuan [3] - The competition between lead-acid and lithium batteries is ongoing, with lead-acid batteries currently favored for their safety and lower cost, despite lithium batteries offering better longevity and performance [2][6] Market Dynamics - China's production of lead-acid batteries accounts for over 40% of global output, with production figures reaching 7.843 million tons in 2023, slightly declining to approximately 7.451 million tons in 2024 [5] - The electric two-wheeler market in China has over 400 million units, with nearly 100 million new batteries sold annually, indicating significant growth potential [5] - The export of electric three-wheeled vehicles reached 650,000 units in 2024, with a total export value of nearly 5.5 billion USD, reflecting a growth of about 10% [5]