The transition period of the "new national standard" in many places will end in 2022-2023, and according to agency analysis, the demand for larger replacement may begin to be released intensively from 2022, which will promote the rapid growth of demand for lithium batteries for electric bicycles.
As the largest owner of electric bicycles in the world, the number of electric bicycles in China has exceeded 350 million, and the annual sales in recent years has been maintained at about 30 million. However, as the transition period of the "new national standard" is coming to an end, Citic Securities analysts believe that with the increase in demand for the replacement of non-national standard cars in the next three years, there may be a "small and best part" in electric bicycle sales.
However, the market of electric light vehicles (bicycles, motorcycles and tricycles) is very sensitive to the prices of accessories and raw materials, and the cost of "lithium and lead electricity" has always been the focus of electric light vehicle companies and end-users. For car companies, they have been hoping to reduce the cost of lithium electricity, which in turn promotes the lithium battery to occupy a larger share of the electric light vehicle market.
It is worth noting that since the beginning of this year, the price of lithium raw materials has risen rapidly, and has been passed on to the mainframe factory, which has affected part of the demand of consumer terminals, and the shipment of lithium batteries from electric light vehicles has been obviously affected by periodic price increases. According to the analysis of industry insiders, the high price of raw materials is bound to have a greater impact on this year's lithium electricity shipments and market share of electric light vehicles.
Based on the advantages of lightweight, clean and environmental protection, long cycle life and long life of lithium battery, lithium electrification has become the main route of electric two-wheeled vehicles in developed countries. From an international point of view, lithium-ion battery electric bicycles have been widely used in Japan, Europe, America and other developed countries.
In addition, from the perspective of technological development trend and consumption upgrading, the intelligence of electric bicycles will be an inevitable trend, and lithium battery will be an important basis for realizing the intelligence of electric light vehicles because of its high energy density.
According to industry data, the demand for lithium battery in the electric bicycle, electric motorcycle and power exchange market is increasing year by year. It is expected that the total demand for lithium battery for electric light vehicles in China will exceed 60 GWh in 2025, when the permeability of lithium battery will exceed 45%.
Whether it is the "new national standard" or intelligent, there is an urgent demand for lithium electrification of batteries for electric bicycles. However, in the context of rising costs, the popularization and promotion of lithium electricity in the electric light vehicle market is undoubtedly a challenge that must be overcome.
September 13-14, 2021, including Yadi, Emma, Luyuan, No. 9, Xinri, Tailing, Mavericks, Hello and other domestic electric light vehicle head enterprises, Ke Neng New Energy, Yiwei Lithium Energy, Xingheng Power supply, Xinneng an, Chaowei Chuangyuan, Nandu Power supply, Fujian Mengshi and other dozens of battery and upstream materials, intelligence industry chain hundreds of enterprises gathered in Guangzhou. Participate in the "2021 International Summit on Lithium Battery Technology and applications for Light Electric vehicles" to discuss the market and technological development of lithium batteries for electric light vehicles in China, and achieved fruitful results.
The "2022 International Summit on Lithium Battery Technology and applications for Light Electric vehicles" will be held in Guangzhou from June 22 to 23, 2022. At that time, domestic and foreign mainstream electric light vehicle enterprises, battery enterprises, materials and parts industry chain enterprises will gather in Guangzhou to feel the pulse of the development of the electric light vehicle lithium battery market in China and Southeast Asia. In view of the industrial development difficulties brought about by the rise in the price of lithium battery raw materials this year. As well as the development of lightweight, intelligent and environmentally friendly electric light vehicles, they will communicate together and find ways to widely use and popularize lithium electricity.
It is reported that the 2022 sixth South China Electric vehicle Exhibition and the 2022 South China Intelligent Transportation Expo will also be held at Poly World Trade Expo in Guangzhou from June 23 to 25, 2022, based in South China, radiating the country and the world at home and abroad.
Exhibits include electric light vehicles, batteries, motors, controllers, chargers, tires, Internet of things software and hardware, industrial chain parts products, production equipment, cycling equipment and so on. The exhibition is sponsored by Guangdong Electric vehicle Chamber of Commerce, in conjunction with the Guangdong Council for the Promotion of International Trade, China Mechanical and Electrical Import and Export Chamber of Commerce and other units and organizations that can promote foreign economic and trade development, to provide a high-quality cooperation and negotiation platform for the industry to expand domestic demand and expand overseas.
