In terms of batteries of electric vehicles, can lithium batteries completely replace lead-acid batteries?

"The idea of completely replacing lead-acid batteries for electric two-wheeled and tricycles is unrealistic." Another lithium-ion company bluntly said.

Despite the efforts of lithium batteries in recent years, the performance of lithium batteries has made it more competitive with lead-acid batteries in the electric two-wheel and tri-wheel market. However, lead-acid enterprises are not waiting for the market, which has been in the market for nearly 20 years. The strong foundation is not that lithium-ion companies can surpass them overnight.

The first is that lead-acid companies have a mature and huge marketing network. Since the rise in the domestic market in 2000, the development of electric two-wheeled vehicles, traces of lead-acid batteries, and rooted in the market for nearly 20 years, giant lead-acid enterprises have established a mature and stable marketing network nationwide.

Giant Superpower has said in 2017 that the company has about 300,000 lead battery sales terminals nationwide.

Second, lead-acid batteries still have room for price compression, which means that the price advantage of lead-acid batteries will continue for a long time. Although the lead-acid battery market has matured and the profit margin has been squeezed quite adequately, the lead-acid battery field has continued to undergo a terrible price war for many years. In this context, lead-acid enterprises have shrunk by over 2,000 companies. There are currently less than 50.

Not long ago, the lead-acid industry opened a new round of "price wars." The latest survey data shows that the current 48V12Ah electric bicycle lead battery price has dropped from 390 YUAN in 2017 to 340 YUAN in early 2018, and has now dropped to 280 YUAN, a drop of 28.2%; 48V20Ah lead storage battery, by In 2017, 600 YUAN, down to 540 YUAN at the beginning of 2018, has now fallen below 480 YUAN, a drop of 20%.

Third, the lead-acid market has a difficult market position in third- and fourth-tier cities. Although consumers in the first and second cities are fully influenced by the consumption concept and the road rights policy, they are open to lithium batteries. However, in the third and fourth-tier towns and vast rural areas, prices are still consumers purchasing electric vehicles, the dominant factor of the wheel and tricycle.

According to the data disclosed by Chaowei, electric bicycles and tricycles are becoming important vehicles for daily use in China's third- and fourth-tier towns and rural areas, and are also important markets for their attention.

Fourth, new technologies to promote the performance improvement of lead-acid batteries are actively emerging. In order to enhance product competitiveness, many emerging technologies have been developed in the field of lead-acid batteries in recent years. Among them, the new technology that emerges around the lead-acid ratio energy increase is particularly eye-catching. One of the more famous technologies is called lead-acid “super battery”.

That is to say, the parallel use of super capacitors and lead-acid batteries has evolved into the "inner phase" stage, which combines the advantages of high specific power and long life of electric double layer capacitors into lead-acid batteries, and maintains "external" to increase power and extend The advantages of battery life, while simplifying the circuit, increasing the specific energy, and reducing the total cost.

It is said that the specific energy of lead-acid batteries combined with various new technologies can be increased to 60-80 WH/KG and the power can reach 600-700 w.

Fifth, the recovery of lead-acid batteries has formed a relatively complete system. Based on the previous national sales network foundation, lead-acid battery companies have a natural advantage in battery recycling. The recycling rate of single-group lead-acid batteries recovered from formal channels can reach 80%, up to 98%.

In fact, in order to shape a benign industrial cycle, Tianneng, Chaowei, Camel, Nandu Power and other giants have taken the lead in strengthening battery recycling, waste battery processing, and increased the distribution of recycled lead capacity:

Prior to this, Chaowei announced the use of 300,000 lead battery sales terminals nationwide to improve lead recycling channels; Camel shares rely on more than 1,000 contracted dealers and over 50,000 retailers nationwide to set up a nationwide recycling network; Tianneng will be Zhejiang and Henan The total capacity of the old battery recycling treatment of the large recycling base was increased to 400,000 tons/year.

"The future of the electric two-wheeled and tricycle market should be a situation in which lithium battery is gradually rising and lead acid is gradually going down. This development process is irreversible, but for a long period of time, lithium battery will coexist with lead acid." A lithium battery practitioner judged.

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