News from the China Tower shows that the bidding project for lithium iron phosphate replacement battery (version 3.0) from 2021 to 2022 has met the bidding conditions and is now subject to public bidding.
The estimated scale of this tender is 800000 groups, equivalent to 1036.8MWh. the project is a bidding project and the contract is valid for one year. The product name, quantity and main technical parameters are as follows:
The number of winning bidders in this project is 4, and the corresponding shares of each winning bidder are 40%, 25%, 20% and 15%. The maximum bid limit price for this project is set, and the maximum non-tax bidding price of battery pack (including BMS, cell, shell, handle, internal connection line), wireless transmission module, wireless antenna and power interface is 1.283 yuan / Wh,. If the bidder's bid price is higher than the maximum bid limit price, the bid will be rejected.
Bidders are also required to meet the conditions that the installed capacity of lithium-ion batteries for new energy vehicles will reach 600MWH in 2020, or the cumulative total sales of lithium-ion battery products for three-wheel / two-wheel low-speed electric vehicles will reach 80 million yuan (including tax) from January 1, 2020 to September 30, 2021.
Battery net noted that China Tower is also carrying out intelligent change cabinet (version 3.0) product collection, including 12 warehouse intelligent change cabinet-main cabinet, 12 warehouse intelligent change cabinet-expansion cabinet, 8 warehouse intelligent change cabinet-main cabinet, 8 warehouse intelligent change cabinet-expansion cabinet, estimated number of 20,000 units. The number of winning bidders in this project is 4, and the corresponding shares of each winning bidder are 40%, 25%, 20% and 15%.
The maximum bid limit price is also set for this project, 12 warehouse intelligent change cabinet-main cabinet (full match), 12 warehouse intelligent change cabinet-expansion cabinet (full match), 8 warehouse intelligent change cabinet-main cabinet (full match), 8 warehouse intelligent change cabinet-expansion cabinet (full match). The maximum bidding limit price without tax is 16584 yuan per unit, 14460 yuan per unit, 11632 yuan per unit and 9504 yuan per unit, respectively, if the bid price of the bidder is higher than the maximum bid limit price, Its bid will be rejected.
In terms of market demand, in July this year, research institutions EVTank, Ivy Economic Research Institute and China Battery Industry Research Institute jointly released the "White Paper on the Development of China Electric two-wheeled vehicle Power Exchange Industry (2021)." according to the white paper data, in 2020, the national two-wheel vehicle power exchange market needs a total of 57000 change cabinets, and EVTank estimates that the total demand for two-wheeler change cabinets will reach 670000 by 2025. The demand for lithium-ion batteries for power replacement of two-wheeled vehicles will reach 10.9 GWH, of which the demand for lithium-ion batteries at the C terminal of To will reach 7.1 GWH, accounting for more than 65%. At present, the two-wheeled vehicle power exchange market is still in the early stage of development, and the market scale is relatively small. In 2020, the scale of China's two-wheeler power exchange market is about 16.18 billion yuan. EVTank predicts that with the improvement of power exchange service penetration and the growth of power exchange users, the scale of China's two-wheeler exchange market is expected to exceed 100 billion in 2025, becoming the new "blue ocean market".
In addition, on November 2, the company checked and released data showing that there are 67500 power exchange-related enterprises in China. There were 3710 new ones in 2019, an increase of 27.98% over the same period last year. There were 16600 new ones in 2020, an increase of 348.71 percent over the same period last year. According to the enterprise investigation and analysis, the registration of enterprises related to power exchange in China has shown an overall upward trend in the past decade, and the number of registrations has increased sharply under the influence of national policies in 2020. In the first 10 months of 2021, 33600 new power exchange-related enterprises were added in China, an increase of 184.83% over the same period last year. Recently, in October, there were 3284 new power exchange-related enterprises in China, an increase of 118.35% over the same period last year.
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