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高工锂电年会直击②:锂电新周期,先找场景再谈突破
高工锂电· 2025-11-19 12:06
11月18日,由海目星激光总冠名、卡洛维德协办、大族锂电特别赞助的 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 在深圳前海华侨城JW万豪酒店盛大举行。 活动现场汇聚锂电全产业链各细分领域头部企业 TOP10领袖 ,逾 400家 企业、超 1200位 产业链企业高层精英参与。 这场跨越十五载周期、聚焦产业未来领航之路的思想盛宴, 持续三天 。其中, 专场一"全面电动化攻坚战" 由 逸飞激光 倾情赞助。 专场一中,来自不同行业位置的企业给出了高度一致的信号: 全面电动化已经从"增长逻辑"切换到"体系逻辑"。 无论是乘用车、重卡、矿山、储能,还是机器人、飞行汽车、两轮车,电池已经从一个单纯的能源部件,变成了各类物理智能系统的底层基础设施。 所有企业都在回答同一命题——当应用场景急剧扩张、性能边界被不断推高、质量与安全标准被重新定义时,下一代电池体系究竟如何重建。 共性非常清晰。 第一,安全性被放在绝对优先的位置,并从材料、结构、制程、运营、测试四个维度同时重构; 第二,智能化成为全产业的基础能力,从电化学级别的数据采集(EIS)、AI 充放策略、云端诊断,到产线的数字孪生、AI 分容预测 ...
新能安锂电方案瞄准城市通勤、摩旅生活、商业运营三大场景
高工锂电· 2025-11-18 13:05
在 2025年高工锂电行业峰会上,宁德时代旗下新能安受邀演讲,分享了针对 城市通勤、摩旅生活与商业运营 三大场景的电池解决方案。 新能安以"真安全,高价值"主张,直击行业痛点,树立了两轮电动车高质量发展新标杆,宣告优质电池驱动的新出行时代已经来临。 国民出行背后的产业困局 中国两轮电动车保有量近 4亿辆,已成为"国民出行工具",但续航虚标、动力不足与安全隐患长期制约行业升级。 使用焦虑,始终成为电摩快步发展 的羁绊。 为了提升电摩性能,一些人选择改装却带来更多问题:改装电池多为杂牌,不仅缺乏与整车的智能交互,导致智能体验缺失;更重要的是,缺乏质量和 安全保障,导致安全事故频发。 新能安微型车事业部产品资深经理李嘉欣博士 指出,两轮车市场长期存在 "劣币驱逐良币"的困境,用户被迫在低价与安全、续航与寿命之间妥协。整 个行业都要认识到安全是 1,没有安全其他都是0 。 李嘉欣博士 表示: " 新能安要让'安全'成为底线,让'优质'成为标配,让每一次出发都安心而归。" 全生命周期安全:构筑核心防线 直面行业痛点,新能安的破局之道始于安全。新能安承袭了新能源科技( ATL)和宁德时代(CATL)的顶尖基因,构建了全生 ...
宁德时代加码两轮车市场:新能安发布全场景解决方案,定义行业 “优质” 新标准
Guan Cha Zhe Wang· 2025-09-23 12:38
Core Viewpoint - The automotive industry's shift from gasoline to electric is mirrored in the two-wheeled transportation sector, with CATL's new energy brand, New Energy An, launching a comprehensive solution for two-wheeled travel at the 2025 China Motorcycle Expo, aiming to transition the industry from "low-price competition" to "quality-driven success" [1] Group 1: Market Context and Challenges - Electric motorcycles have become a choice for nearly 400 million people in China for short-distance travel, but the industry faces challenges such as discrepancies between actual and advertised range, rapid battery depletion, and safety concerns due to substandard modifications [3] - The prevalence of low-quality batteries has led to significant safety risks, with 7,048 electric bicycle fire incidents reported in the first half of 2025, highlighting the urgent need for improved safety standards [3] Group 2: New Energy An's Solutions - New Energy An emphasizes a safety-first approach, integrating full lifecycle safety and scenario safety into their product development process, with over 16,000 testing cases to ensure comprehensive safety for two-wheeled travel [5] - The company has introduced the "Snow Leopard" battery for commuters, featuring lightweight and high-strength materials, achieving high energy density and efficiency [5] - For adventure riders, New Energy An launched a 72V90Ah lithium battery, offering a range of up to 195 kilometers and superior performance, including a 5C pulse discharge capability for enhanced acceleration [6] - In commercial operations, New Energy An's battery solutions are designed to be reliable and efficient, allowing riders to maximize their productivity with minimal battery swaps [6] Group 3: Strategic Partnerships - New Energy An's 72V90Ah battery is set to be featured in the Ninebot flagship electric motorcycle M5200, with Ninebot's leadership emphasizing the importance of intelligent experiences in the future of electric motorcycles [7]
摩托“油转电”,拐点已至
高工锂电· 2025-09-23 10:13
Core Viewpoint - The article highlights a significant structural transformation in the motorcycle industry, where electric motorcycles (e-motorcycles) are systematically replacing fuel motorcycles (oil motorcycles) across major markets, driven by advancements in battery technology and evolving consumer demands [2][3][4]. Group 1: Market Trends - In Southeast Asia and China, the market share of fuel motorcycles is rapidly being eroded by electric motorcycles, with notable growth rates such as over 26% in Indonesia and a 45% increase in high-end e-motorcycle sales in China [2]. - Government policies, such as the ban on fuel motorcycles in Hanoi starting in 2026, are accelerating this transition [2]. Group 2: Consumer Preferences - The younger generation is shifting their perception of two-wheelers from mere transportation to lifestyle products, emphasizing design, smart features, and overall riding experience [5]. - E-motorcycles offer advantages such as lower charging costs and reduced maintenance expenses, making them more economically viable over their lifecycle compared to fuel motorcycles [6]. Group 3: Challenges and Solutions - The industry faces challenges including safety concerns due to low-quality batteries and a fragmented approach to solutions that do not cover all user scenarios [10]. - A focus on safety and comprehensive solutions that address various travel scenarios is essential for overcoming these challenges [11]. Group 4: Technological Innovations - New energy companies like 新能安 are leading the way with innovative solutions, emphasizing safety and performance through rigorous testing and high standards [14][16]. - The introduction of customized solutions for different user scenarios, such as lightweight batteries for urban commuting and high-capacity batteries for long-distance travel, showcases the industry's commitment to enhancing user experience [18][19]. Group 5: Industry Outlook - The electric motorcycle sector is poised for rapid growth, with the potential for Chinese brands to gain significant influence in the global motorcycle industry [24]. - The transition from fuel to electric motorcycles is expected to accelerate, particularly in economic and commuting scenarios, as technology and value systems mature [25].
新能安与九号联合发力:让优质电池成为两轮车标配
Huan Qiu Wang· 2025-09-20 13:21
Core Insights - The electric two-wheeler market is experiencing a significant transformation driven by the demand for high safety and high value solutions, as highlighted by the launch of a comprehensive solution by New Energy An at the 2025 China Motorcycle Expo [1][6] - The current domestic electric motorcycle market has nearly 400 million units, but faces challenges such as discrepancies between actual and advertised range, battery degradation over time, and performance issues in cold weather [2][5] - Safety is emphasized as a fundamental aspect of development in the two-wheeler industry, with New Energy An aiming to establish safety as the baseline for all products [5][6] Industry Challenges - Users experience "range anxiety" due to significant differences between advertised and actual performance, as well as "power anxiety" when carrying heavy loads [2][5] - The prevalence of substandard battery modifications poses safety risks and undermines the overall user experience [2][5] New Energy An's Solutions - New Energy An's approach includes a comprehensive safety framework that spans the entire product lifecycle, with over 16,000 testing cases to ensure battery safety and reliability [5][6] - The company has introduced the "Snow Leopard" battery for urban commuting, which utilizes aerospace-grade magnesium alloy for lightweight and high strength, enhancing energy density and efficiency [6] - The launch of the 72V90Ah large single-cell lithium battery aims to address range and performance limitations, offering a capacity of 6.5 kWh and a range of 195 kilometers, while maintaining over 100% capacity retention after 300 cycles [6][9] Market Positioning - New Energy An's battery solutions are positioned as essential assets for commercial operators, enhancing efficiency and reliability in operations [7] - The collaboration with Ninebot aims to integrate smart mobility with intelligent energy solutions, focusing on providing users with safer, smarter, and more flexible travel experiences [9]