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 - The new national standards are driving technological upgrades and eliminating outdated production capacities, positioning early adopters as future market leaders [20].

当超3亿辆的存量车替换需求，撞上加速高质量锂电化的趋势，一场由政策与消费升级共同驱动的产业 风暴，正在重塑两轮出行市场。 多个锂电巨头跨界布局"抢赛道" 政策之余，两轮锂电也在用户需求转变的背景下，从"大众供给"转向精准定制，实现从"能用"到"好 用"的价值跃迁。 这其中，尤以18-35岁区间内的年轻用户为主，他们对两轮车的需求早已经超越基础代步，而是裂变为 多元化的细分场景。追求极致性能体验的用户群体，对车辆"推背感"的乐此不疲；长距离通勤人群则关 注100km+真实续航解决里程焦虑；同时也有部分用户依赖-20℃至50℃的宽温域电池应对极端环境；同 时还有外卖配送、共享出行等企业级用户，对高安全与极速补能的需求。 *电摩公社收集整理 9月1日，电动自行车新国标即将正式实施。以安全与合规为双刃剑，新标准一方面严控非法改装与超标 电池，另一方面也通过重量限制倒逼技术升级。 业界观点表示，纵然传统铅酸电池在新国标体系下依旧有着比较广阔的使用前景，但同等重量下的锂电 能量密度优势依旧巨大，比如车辆搭载48V30Ah锂电池实现100公里以上续航，是同等重量下铅酸电池 的几乎两倍，这也将驱使更多人转向锂电池。 而市场数 ...