Core Viewpoint - The article emphasizes the development of Shenzhen as a "Battery Swap City" for electric two-wheelers, highlighting the government's initiatives to enhance safety and efficiency in battery swapping and charging infrastructure [2][3][5]. Group 1: Event Overview - The 2025 Fifth Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, at the Shenzhen Baon International Hotel [2][21]. - The event will focus on the theme "Battery Swap City, Smart Two-Wheelers" and aims to gather over 600 industry leaders and experts [21][19]. Group 2: Government Initiatives - Shenzhen plans to build 50,000 battery swap cabinets (500,000 slots) within three years to achieve a 10:1 ratio of electric two-wheelers to battery swap stations [2][3]. - The government mandates that new and renovated public and residential buildings must include charging and swapping facilities, ensuring they are designed and constructed simultaneously [3][5]. Group 3: Market Dynamics - The electric two-wheeler market in China is experiencing rapid growth, with an annual sales volume of 52 million units, creating a daily demand for over 200 million charging sessions [12]. - The battery swap model is projected to grow at a compound annual growth rate of 35%, becoming a mainstream energy supply method for electric two-wheelers [12][15]. Group 4: Industry Collaboration - Various stakeholders, including government departments and leading companies, are collaborating to promote the battery swap model and enhance infrastructure [5][9]. - The article mentions the establishment of a specialized committee to address compliance issues and promote the "old-for-new" vehicle replacement policy [6][9]. Group 5: Technological Advancements - Future battery swap technologies will integrate IoT and Beidou positioning systems to improve urban management and address parking challenges [10]. - The article highlights the transition from lead-acid batteries to lithium and sodium batteries, with a focus on safety and cost-effectiveness [15][16]. Group 6: Market Projections - The market size for the electric two-wheeler battery swap industry in China is projected to reach 105 billion yuan by 2030, driven by policy support and technological advancements [12][14]. - The article indicates that the new national standard for electric bicycles will significantly enhance safety requirements for battery products, leading to the elimination of substandard batteries from the market [17].

Group 1 - The event is the 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on the growth of the battery swap market and technological advancements in the industry [3][4] - The conference will feature the authoritative release of the "2025 China Two-Wheeled Vehicle Battery Swap and Battery TOP Rankings and Industry White Paper," which includes rankings for top manufacturers and operators in the sector [3][4] - The global two-wheeled vehicle battery swap market is experiencing rapid growth driven by policy support, demand for instant delivery, and technological upgrades, presenting new opportunities for Chinese companies [3][4] Group 2 - The event will take place on July 10-11, 2025, at the Shenzhen Baon International Hotel, with an expected attendance of over 600 participants [4] - The agenda includes various specialized forums discussing trends in electric two-wheeled vehicles, battery technology, and the challenges and opportunities in the battery swap market [5][6] - Key topics will include advancements in lithium and sodium batteries, safety standards, and the impact of new regulations on battery technology [6][7] Group 3 - Notable participating companies include major players in the electric two-wheeled vehicle and battery swap sectors, such as Meituan, Didi, and various battery manufacturers like CATL and BYD [7][8] - The conference aims to facilitate discussions on the balance between energy density, cost, and safety in battery technology, as well as the application of new materials and manufacturing processes [6][8] - The event will also cover the growing demand for lightweight power batteries in various applications, including low-altitude flight and smart home technologies [3][4]

Core Insights - The Chinese lightweight power lithium battery market is projected to see a shipment volume of 49.0 GWh in 2024, representing a year-on-year growth of 12.9%, with expectations to reach 183.8 GWh by 2030, indicating a compound annual growth rate (CAGR) of 24.6% over the next six years [1]. Group 1: Electric Tools and Two-Wheeled Vehicles - The electric tools battery sector is expected to rebound in 2024, with a shipment volume of 22.1 GWh, reflecting an 18.2% year-on-year increase, and a forecast of 24.6 GWh in 2025, marking an 11.3% growth [4]. - The demand for electric two-wheeled vehicle batteries is driven by relaxed regulations in major cities and increased battery exchange penetration, with a projected shipment of 9.3 GWh in 2024, a 4.5% increase, and an expected 10.1 GWh in 2025, growing by 8.6% [4]. Group 2: Other Electric Vehicles and Applications - The shipment volume for electric balance and scooter batteries is anticipated to reach 5.3 GWh in 2024, showing a slight increase of 3.9%, while electric tricycle batteries are expected to grow significantly to 0.9 GWh, a 28.6% increase, driven by exports to India and Southeast Asia [5]. - The demand for drone batteries is projected to be 2.7 GWh in 2024, with an 8.0% increase, and start-stop/parking batteries are expected to reach 7.2 GWh, reflecting a 12.5% growth due to increased penetration rates [5]. Group 3: Smart and AI Robots - The shipment volume for smart and AI robot batteries is forecasted to be 1.7 GWh in 2024, with a remarkable year-on-year growth of 41.7%, and is expected to reach 58 GWh by 2030, indicating a CAGR of 83.9% over the next six years [6]. - The electric tools and two-wheeled vehicles will remain the primary application areas for lightweight power batteries, while smart and AI robots, start-stop/parking, and electric tricycles are projected to be the fastest-growing segments in the future [6].