At a time when lithium batteries are popular, the stock of lead-acid batteries is still very large. It is very difficult to occupy a place in the electric bicycle market, whether in terms of cost, channels, product standards and other aspects are facing challenges.
Yadi, Hello Travel, Ant Financial have invested in the electric vehicle lithium battery industry, from new energy electric two-wheeled vehicle new product development, promotion, network construction and other aspects of the beginning, at the same time, BYD is also discussing cooperation with electric bicycle head enterprises, the original electric vehicle field of lithium battery giant enterprises also gradually extended to the field of electric bicycles.
The market of "lead to lithium" is attractive, and the pattern of lithium battery industry will be reversed
Starting from 2019, new energy vehicle subsidies regressed by more than 50%, host plants had to put forward more stringent battery price reduction requirements, at the same time, the comprehensive performance of new energy vehicles and power batteries also put forward higher requirements, which means that the power battery industry competition further intensified, host plants and battery plants need further product upgrades.
In order to reduce costs and enhance market competitiveness at the same time, the host plant will be a comprehensive consideration of the quality, price, supply capacity, capital chain and other aspects of battery companies, so this also means that battery companies have to readjust the company's market strategy and clarify their positioning.
From the market situation, the market pricing of major brands of lithium batteries has seen a certain degree of downward adjustment, and with many product advantages such as greater energy density, cleaner and more environmentally friendly, and lighter, the pace of lithium batteries replacing lead batteries has significantly accelerated. It is expected that China's lithium electric bicycle will exceed 10 million units in 2020, and the penetration rate will exceed 50% by 2021, achieving a major reversal of the industry pattern.
The new national standard for electric bicycles for power battery safety requirements, as well as its own low-cost characteristics, and lithium iron phosphate battery has become one of the most powerful competitors in the electric bicycle power battery market.
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