Lightweight, lithium-ion electric bicycles have become a trend

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Bicycle Association in the recent "new national standard" lithium travel ecosystem summit said, electric bicycle lightweight, lithium will become the trend; upstream and downstream industries to carry out lithium system and vehicle structure safety matching joint research; continue to work with universities, scientific research units on lithium battery safety in-depth research; strengthen the industry innovation platform construction; through the efforts of all parties continue to strive for a better development environment for the electric bicycle industry.

Accelerate the digitalization
Since 2019, electric two-wheelers have shown four new trends: new national standard, new power, new model and new ecology. It is expected that the replacement process of lithium-ion to lead-acid in the electric bicycle field will be further accelerated in the next few years, and the market scale will reach more than 100 billion. The early layout of the electric bicycle industry chain will usher in a round of excellent development opportunities. SPIR data show that the penetration rate of lithium electric bicycle in China was 13% in 2018, while the figure reached 25% in 2019. SPIR predicts that the penetration rate of lithium electric bicycle is expected to reach 40% in 2020, 60% in 2021 and 100% in 2025.
electric bicycles
Along with the rising urbanization rate and increased demand for short-distance travel, electric two-wheelers will remain in solid demand. Liu Suwen said, especially under the influence of the new national standard and the epidemic, industrial transformation and upgrading has been imminent. He believes that the trend of lithium-ionization and lightweighting is unstoppable, intelligence and digitalization are essential, energy saving remains a strong advantage of electric vehicles, standardization is the core guarantee of healthy development of the industry, and the current industry should firmly grasp the era of lithium-ionization and accelerate the promotion and advancement of digitalization of electric vehicles.

Along with the scale of e-commerce, online life service merchant coverage continues to rise, the demand for electric bicycles for take-away and express delivery is experiencing rapid growth. At the same time, the shared electric bike business model is driving new market demand, and the two-wheeled bicycle replacement model and others that go with it are also developing rapidly.

Aiming at short-distance travel demand
China's electric short-distance travel market size totals 370 billion-420 billion yuan, of which the C-end core category will bring 200 billion-210 billion yuan market size, including 25 million electric two-wheeled bicycles, 49 billion yuan; while the B-end and service market size 170 billion-210 billion yuan, including 3 million shared trips, nearly 10 billion yuan, the market optimism of the replacement end can reach 100 billion yuan, 70 billion yuan after the maintenance market, etc.
electric bicycles
Another agency predicts that in 2020, shared electric bicycle is expected to put the scale of more than 5 million, with the three major Internet platforms to increase the placement, shared electric bicycle in three or four line cities penetration rate will maintain rapid growth trend, 2023 shared electric bicycle placement number or will exceed 8 million or even higher.

With the new national standard overlapping with the development wave of sharing for electricity, it is crucial for two-wheeled vehicle OEMs to seize the development opportunity of lithium-ionization of two-wheeled vehicles. On the one hand, two-wheeled vehicle OEMs should aim at the needs of personal short-distance travel, take-away, express, sharing and other terminal applications, and develop a variety of lithium-ion products to meet the new national standard to quickly seize the market, which requires OEMs to further enhance their core competitiveness. On the other hand, in order to realize the large-scale replacement of lead-acid batteries in the field of electric two-wheelers, the host factory must meet the needs of users in terms of safety, price and after-sales service of lithium batteries, which also puts forward higher requirements for lithium battery enterprises.
electric bicycles
Cost reduction through technological innovation is imminent
Lithium battery market dividend has come despite the rapid development of the market, but the full lithium electric bicycle is still difficult, including battery safety issues need to be improved, the high cost of batteries, the lack of universal industry standards, after-sales service system is not perfect, and so on, the slow industrialization process.

Specifically, the progress of lithium-ionization in different regions of the country is widely disparate: Tianjin plate lithium-ionization is the most rapid, Wuxi plate is the second, the rest of the plate last. And two-wheeled head enterprises lithium-electric more proactive, waist and tail enterprises based on development costs and market risks, basically take a "stability-oriented" strategy.

The consensus of the industry is that, among them, battery safety and technology breakthroughs and is the most important. On the one hand, electric bicycle safety accidents occur frequently, lithium battery safety has become the sword of Damocles hanging over the industry, the problem can not be delayed. On the other hand, the electric bicycle market is exceptionally cost-sensitive, forcing the price of lithium batteries down, through the technical breakthrough of lithium battery cost reduction path, is also an arrow on the string had to be sent.

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