32140基础款
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创明新能源 研发总监 马振华:大圆柱电池在两轮车细分领域的应用及发展前景
起点锂电· 2025-07-12 10:07
Core Viewpoint - The 2025 Fifth Electric Two-Wheeler Battery Exchange Conference focuses on the development and application of advanced battery technologies, particularly cylindrical batteries, in the electric two-wheeler market, highlighting growth opportunities and challenges in the industry [1][9]. Group 1: Market Overview - The global electric vehicle market is growing annually, with the Asia-Pacific region accounting for 63% of the market share, Europe at 31.4%, and North America at 4% [3]. - In China, electric two-wheeler sales have been increasing since 2017, with a slight dip expected in 2024 due to new national standards, but a rebound is anticipated starting this year [3]. - As of 2024, there are over 400 million two-wheelers in China, with lithium-ion batteries currently holding about 10% market share, projected to rise to 30-40% in the coming years [4]. Group 2: Battery Demand and Characteristics - The demand for two-wheeler batteries encompasses five key aspects: safety, price, range, lifespan, and performance [5]. - Current market applications predominantly use lead-acid batteries, which account for 50% of the market, with consumers prioritizing cost-effectiveness and safety [3][5]. - The preferred range for electric two-wheelers is over 50 kilometers, with over 90% of users requiring this range [3]. Group 3: Cylindrical Battery Insights - The cylindrical battery market is characterized by several series, including 3233, 40, 46, and 60 series, with the 46 series being a significant driver due to its application in new energy vehicles [7]. - The advantages of cylindrical batteries include lower manufacturing costs, reduced module complexity, and improved longevity, with lifespans extending from 5 to 10 years [7][9]. - Current cylindrical batteries typically operate within a discharge range of 1C charge and 2C discharge, with a cycle life of 2000 to 4000 cycles [7][8]. Group 4: Opportunities and Challenges - The demand for cylindrical batteries in electric two and three-wheelers is on the rise, driven by the transition from lead to lithium batteries [9]. - Challenges include cost pressures, competition, performance enhancement, and manufacturing difficulties [9]. - The market is expected to see growth in the application of cylindrical batteries, with ongoing developments in semi-solid systems and safety management [9]. Group 5: Company Overview - Shenzhen Chuangming New Energy Co., Ltd. was established in 2003 and operates five production bases globally, with a research base in Dongguan [12]. - The company offers three main products: the 32140 basic model, the 32140 high-rate model, and the 46120 capacity model, catering to different market needs [12].