Relevant data show that in 2020, the lithium battery penetration rate of the electric two wheeled vehicle industry reached 27%, of which the real penetration rate was 16.2%, and the annual shipment volume was 9.7gwh, but it was also deeply affected by the ecological acceleration layout of sharing motorcycles and changing motorcycles. Only for the traditional electric two wheeled vehicle industry, the real lithium electrification still has a long way to go, and there is still considerable incremental space in the future.
The president believes that the traditional electric two wheeled vehicles are currently in the chaotic stage of separation and enclosure after standardization. The marketing war based on price strategy has broken through the normal bottom line, and seizing the sales bonus of new national standard has become the top priority of major brands. In contrast, lead-acid batteries with more cost advantages are still the first choice of many manufacturers, which is very obvious from the popular series of brands in 2020.
Like the debate on the endurance of electric vehicles, electric two wheeled vehicles have officially entered the long mileage era since last year. Yadi, Emma, tailing and other brands successively launched long mileage series products last year, and a large number of brands follow up relevant series this year.
It can be said that under the "unity of strength" of major brands, electric two wheeled vehicles have entered the "long mileage era", which has also become one of the only new selling point labels in the industry after the new national standard.
Affected by this, the 48 / 1X series battery pack, which was the mainstream in the market before, will be gradually replaced. The 48 / 20 lithium battery pack will be generally carried on the national standard scooter, and the national standard minivan will also be upgraded to 48 / 28, 48 / 30 or even 48 / 32 lithium battery pack.
Years later, the raw material market showed a rise, and lithium batteries are no exception. However, since last year, lithium battery head enterprises have begun to enter the stage of price competition, take the initiative to reduce the ex factory price, and even some products are very close to the cost price.
In essence, the price reduction of lithium battery enterprises is the same as the demands of vehicle enterprises, both occupying the market. The lithium electrification process will accelerate again in 2021, and more and more players will enter the game. It is expected that the overall price trend will still be downward, but the specific decline depends on the future trend of raw material cost.
In addition to the above trends, intelligence has become one of the key words of this year's Tianjin Exhibition. For lithium batteries, the iterative upgrading of energy as the power core of electric vehicles is only the most basic. The extension of functions such as fast charging and wireless charging is imperative.
