The information from China Tower shows that the bidding project of 2021-2022 lithium iron phosphate battery (version 3.0) product has met the bidding conditions and is now open for bidding.
The estimated size of this tender is 800,000 units, equivalent to 1,036.8MWh; The project is a tender project and the contract is valid for one year. Product name, quantity and main technical parameters are as follows:
The number of winning bidders of this project is 4, and the corresponding share of each winning bidder is 40%, 25%, 20% and 15%. The highest bid limit price is set for this project. The maximum bid limit price excluding tax for battery pack (including BMS, cell, shell, handle and internal connecting wire), wireless transmission module, wireless antenna and power interface is 1.283 Yuan /Wh. If the bidder's bid price is higher than the maximum bid limit price, his/her bid will be rejected.
The bidder shall also meet the requirements of 600MWh power lithium-ion battery installation for new energy vehicles in the People's Republic of China in 2020, or 80 million RMB (tax included) in the cumulative sales performance of lithium-ion battery products for three-wheel/two-wheel low-speed electric vehicles in a single customer from January 1, 2020 to September 30, 2021.
Battery network noticed that China Tower is also conducting collective procurement of intelligent power change-main cabinet (version 3.0) products, including 12 storehouses intelligent power change-expansion cabinet, 12 storehouses intelligent power change-main cabinet, 8 storehouses intelligent power change-expansion cabinet, with an estimated number of 20,000 units. The number of winning bidders of this project is 4, and the corresponding share of each winning bidder is 40%, 25%, 20% and 15%.
The project also has a maximum bid limit, The maximum bid limits excluding taxes for 12 storehouse intelligent power change-main cabinet (full configuration), 12 storehouse Intelligent power change-extension cabinet (full configuration), 8 storehouse intelligent power change-main cabinet (full configuration) and 8 storehouse intelligent power change-extension cabinet (full configuration) are 16,584 yuan/set, 14,460 Yuan/set, 11,632 yuan/set and 9,504 Yuan/set respectively. If the bid price of the bidder is higher than the maximum bid limit price, its bid will be rejected.
In terms of market demand, in July this year, research institutions EVTank, IVEY Economic Research Institute and China Battery Industry Research Institute jointly released the "White Paper on the Development of China's Electric two-wheeler electric vehicle exchange Industry (2021)". Data from the white paper shows that in 2020, a total of 57,000 electric cabinets will be needed in the national two-wheeler exchange market. EVTank estimates that by 2025, the total demand for two-wheeler electric cabinets will reach 670,000, and the demand for lithium ion batteries for two-wheeler electric cabinets will reach 10.9GWh, among which the demand for lithium batteries at the C-end will reach 7.1GWh, accounting for more than 65%. At present, the market of two-wheeled vehicle electric switching is still in the early stage of development and the market size is small. In 2020, the market size of China's two-wheeled vehicle electric switching is about 16.18 billion yuan. EVTank expects that with the improvement of electric switching service penetration rate and the growth of electric switching user group, the scale of China's two-wheeler electric switching market is expected to exceed 100 billion in 2025, becoming a new "blue ocean market".
In addition, on November 2, Qichacha released data showing that China's existing electrical change-related enterprises 67,500. In 2019, there were 3,710 new ones, up 27.98% year on year. An additional 16,600 were added in 2020, up 348.71 percent year on year. According to the analysis of Qichacha, in the past decade, the registration of electricity change-related enterprises in China showed an overall upward trend, and the registration increased sharply in 2020 under the influence of national policies. By October 2021, China had 33,600 new electricity-change-related enterprises, up 184.83 percent year-on-year. In the latest October, China added 3,284 electric-change-related enterprises, up 118.35% year on year.
About Manly
More than 12 years of experience in producing lithium battery cells and battery packs for various applications. Welcome to send your requiry to info@manlybattery.com
