lithium power battery or lead acid battery, which is better

Although each bicycle is equipped with a different lithium power battery solution, the solution is concentrated in the range of 48V10Ah, 48V12Ah, and 48V15Ah. According to the average electricity consumption of a car 0.6KWh roughly estimated, 30 million * 0.6KWh = 18GWh.

A "lithium electrification" storm is being blown into the entire electric bicycle industry in China.

Recently, high-tech lithium power batteries have learned from power battery companies that this year, the demand for batteries in the electric bicycle market has surged, and production capacity has even been in short supply.

The background of the demand for lithium power batteries for electric bicycles is that the mandatory national standards for "Electric Bicycle Safety Technical Specifications" (GB17761-2018) have been promulgated and implemented from the January approval report to May, and electric bicycle companies are actively seeking model upgrades.

According to the technical specifications, electric bicycles need to have pedal riding ability. The maximum design speed is no more than 25Km/h, the whole vehicle quality (including battery) does not exceed 55Kg, the motor power does not exceed 400W, and the battery nominal voltage does not exceed 48V.

Lead acid battery and lithium power battery which is better

And this series of indicators are clearly pointing to the market replacement of lithium power batteries.

Responding to the policy environment, the advance layout and potential of the leading electric bicycle companies including Yadi, Emma, New Japan, and Mavericks on the lithium-ion battery also promoted the rapid development of the bicycle lithium power battery market.

It is worth mentioning that, after the promulgation of the new national standard, although there is an 11-month transition period, the management of electric vehicles in major cities in accordance with the new national standard has begun to “make a real thing”. At present, cities including Beijing, Hangzhou, and Wenzhou have taken the lead in strictly controlling, banned and investigated excessive electric bicycles.

"Previously, the lithium power battery of electric bicycles has always been a screaming scream, and now it is finally seen in the dawn." A lithium power battery practitioner said.

Lithium-ionized steering of the giants

With the imperative new national standard, it is imperative to let the lithium power battery with the advantages of a lightweight, large capacity, and many times of charge and discharge times become the main direction of product development of various electric bicycle companies.

Chen Kaiya, director of the president of Xinri Electric Vehicles, publicly stated that in order to comply with the new national standard, the new national standard response team was established early in the new day, with lithium power battery technology as a breakthrough, and in advance in the high-end market of lithium power battery products, in order to occupy a new round of industry shuffling. Have to take the lead.

It is understood that there are only 14 home appliances such as Xinri, Emma, Yadi, Lima, Luyuan, Tailing, Xindazhou, Xinlei, Luneng, Lujia, Phoenix, Maverick, Jinjian, Xinben, Okada and so on. Motor train companies won the title of “the first batch of electric bicycle manufacturers in line with the new national standard”.

The industry generally believes that in the future, electric bicycles will be classified into three categories: electric bicycles, light electric motorcycles, and electric motorcycles.

Therefore, in addition to the introduction of the lithium-ion version of the electric bicycle in line with the new national standard, the electric bicycle giants have begun to force the field of lithium-ion electric motorcycles.

Recently, electric bicycle giants Yadi and Mavericks have released lithium-ion electric motorcycles, which is unprecedented in the industry. First, Yadi Technology Group launched a diamond-drilling electric car in Shanghai with 16 major suppliers in the world. Then, the Mavericks released two new M+ and N-GT electric cars in the Louvre in Paris.

Lead acid battery and lithium power battery which is better

It can be seen that the new products that the Giants are focusing on have begun to turn to the field of electric motorcycles. Although there is a certain degree of suspicion of “scratching the ball”, it is certain that high-end products and lithium-ionization have become important strategic directions.

18GWh/year of "New Blue Ocean"

According to data from the Ministry of Industry and Information Technology, the current domestic electronic bicycles have a social reserve of 200 million vehicles and an annual output of more than 30 million vehicles. lithium power battery products account for only about 10%.

High-tech lithium power battery learned that although each bicycle is equipped with a different lithium power battery solution, the solution is concentrated in the range of 48V10Ah, 48V12Ah, and 48V15Ah. According to the average electricity consumption of a car 0.6KWh roughly estimated, 30 million * 0.6KWh = 18GWh.

Lead acid battery and lithium power battery which is better

This means that if lithium power batteries fully replace lead-acid batteries in the electric bicycle market, there will be more than 18GWh of market growth space each year.

In fact, such potential and huge market increase have begun to show signs of emergence in lithium power battery manufacturers.

Xiao Jie, manager of Yiwei Lithium Energy Marketing Department, revealed that this year, only one electric bicycle manufacturer has received more than one million orders per month. Next, the demand for lithium power batteries in the electric bicycle market will not be underestimated.

As a top supplier in the field of lithium power batteries for electric bicycles in Europe and China, the market demand for Xingheng Power is also significantly improved. In order to cope with the upcoming market, it is ready in terms of production capacity.

In fact, due to the deterioration of the competitive environment of the main battlefield of power batteries, many lithium-ion companies are embarking on new opportunities in other segments. Among them, some lithium-ion companies have set their sights on the electric two-wheeler/bicycle market.

"At present, electric bicycle batteries have accounted for a large part of the company's production capacity, and now it is in short supply. Zhuhai based real estate line is also actively increasing the production capacity of lithium power batteries for electric bicycles." Liu Jiansheng, Dean of Penghui Energy power battery Research Institute Said.

It is worth noting that high-tech lithium power batteries are also known from various sources. As electric bicycle manufacturers have different requirements for vehicle function requirements, they have different requirements in terms of intelligence, digitization, and system integration solutions, so they are also biased towards third parties. The PACK factory cooperates and the third-party PACK factory cooperates to purchase batteries.

 "Chance" and "Danger" of domestic lithium power batteries

The implementation of the new national standard will undoubtedly bring a new round of market vitality to the domestic lithium power battery industry, but in terms of product quality, safety performance and consumer experience, it is not easy for domestic lithium power battery manufacturers to really want to share a cup.

The first is quality and safety. It is understood that the 18650 battery has the advantages of high production automation, good stability, high replaceability, and relatively low cost. At present, the battery model of the lithium-ion electric bicycle introduced in China is mainly 18650.

However, the biggest drawback of the 18650 battery is that its single battery capacity is low, so the number of batteries required is very large, and the battery management is more complicated, which leads to the need for thermal management when the 18650 battery works, because the internal temperature difference of the single unit is small, the entire battery pack It is more difficult to keep the temperature difference within the proper range.

In the field of more sensitive electric bicycles, on the one hand, it must be excellent in battery safety management, on the other hand, it must ensure low cost, and there are still certain challenges for lithium power battery manufacturers.

Second is the vicious competition within the industry. At present, there are many battery manufacturers engaged in the 18650 model in China, and the product homogeneity is serious. Under the background of market profit-seeking, low-quality competition and inferior products with mixed products are inevitable. Therefore, the market needs to be wary of the emergence of bad money to drive out good money.

The third is the market impact of the world's leading battery manufacturers. Recently, the new products released by Yadi and Maverick have international labels such as “Panasonic” and “LG”. They want to gain a foothold in the high-end market, and imported batteries have become an important choice for electric bicycle manufacturers.

High-tech lithium power battery also noted that Panasonic is also making a comeback in China's electric bicycle market. In this Non-subsidized field, consumer demand controls the market's dominant voice. As the market consumption level escalates, imported batteries may occupy an important position.

Fourth, the market position of the lead-acid market in the third- and fourth-tier cities and below is difficult to shake in the short term. On the one hand, lead-acid batteries still have the advantage that lithium power batteries are difficult to achieve in terms of price space and marketing network; on the other hand, new technologies to promote the performance improvement of lead-acid batteries are still emerging.

In the long run, the death knell of lead-acid batteries in the field of electric bicycles has already sounded, and lithium electricity will become an unstoppable trend, but in the next 2-3 years, lithium power battery and lead acid will coexist.

The page contains the contents of the machine translation.