In the field of global two-wheel power lithium battery production, China has been firmly in the leading position, and domestic companies such as Top New Energy occupy an absolute dominant position in the global market. Even for the strategic consideration of consolidating the leading position, we must unswervingly support the domestic lithium battery two-wheel vehicle industry to continue to do large-scale. Under the global trend of electrification of two-wheelers, lithium-ion two-wheelers have a very large market volume. According to authoritative forecasts, by 2030, the global electric two-wheeler market will exceed 700 billion yuan. In the face of huge market increment, only by further developing the domestic market with high quality, expanding the scale effect and brand advantage, and copying domestic advanced technology and experience to the global market can we further consolidate our leading edge. In fact, the lithium electrochemical of domestic two-wheelers is accelerating. GGII estimates that by 2027, China's lithium two-wheeler shipments will reach 28 million units, and the penetration rate of lithium is approaching 40%. At present, the high-quality and inexpensive Chinese lithium two-wheeled vehicles have already become the pioneer of the domestic new energy industry, and are actively participating in the global market competition in Europe and the United States, South Asia, Southeast Asia and other markets.
Since the beginning of this year, the state has introduced a series of highly purposeful measures for the lithium battery two-wheel vehicle industry. All signs show that the state vigorously supports the two-wheeled lithium battery industry, promotes the industry's refined transformation and upgrading, and promotes growth. In the early explosive development stage of the two-wheeled lithium battery industry, inferior lithium batteries are mixed, which has caused serious harm to the ecology and travel safety of the entire industry. Today, the two-wheeled lithium battery industry has ushered in a new phase of refined development, and inferior batteries will be forced to retire. In order to rectify and standardize the market order of electric bicycle lithium batteries, the state has successively introduced the "Safety Technical Specifications for lithium-ion batteries for electric Bicycles" (GB 43854-2024), the white list of lithium battery manufacturers and other related industry norms and access mechanisms, and cut off the breeding soil of inferior batteries from the source. At the same time, the Ministry of Commerce and other five departments jointly issued the "Implementation Plan to promote the replacement of old electric bicycles for new ones", and organized qualified products of compliant electric bicycle manufacturers to participate in the replacement of old consumer goods for new activities; The Ministry of Industry and Information Technology has also studied and drafted the "Guidelines for the Health Assessment of lithium-ion Batteries for electric Bicycles", focusing on the extended service of lithium batteries. Two-pronged approach, layer by layer, will help solve the huge stock of "overstandard cars", "exceeding the standard battery", "inferior battery" and other historical problems. Under the strict supervision and strong promotion of relevant government departments, the domestic lithium battery two-wheel vehicle industry has entered a new stage of fine development and will usher in a new round of large-scale development. Lithium battery manufacturers with scale effects and brand advantages, strict implementation of the relevant national norms and standards, is bound to further promote the improvement of industrial concentration, and become the backbone of leading the industry compliance and healthy development.
Lithium electric two-wheeled vehicles into the fine development of the fast lane, not only can greatly improve the domestic two-wheeled vehicle travel ecology, accelerate the transformation to compliance, lithium electrochemical; It can also greatly enhance the overseas competitiveness of China's lithium two-wheelers and consolidate the leading position of Chinese enterprises in the trillion track of lithium two-wheelers. From the domestic two-wheeled vehicle travel ecology, electric bicycle industry in strict implementation of the new national standards and national standards, lithium battery manufacturers in strict accordance with the national standards for production, will further accelerate the lithium two-wheeled vehicle industry compliance process, consumers can enjoy higher quality, safer lithium battery products. Lithium batteries produced by compliant lithium battery enterprises in line with the requirements of the national strong standard GB43854 have comprehensive advantages such as lightweight, high performance, long life, and high safety, which can bring consumers a far better riding experience than lead-acid batteries. From the perspective of lithium two-wheeled vehicle export trade, lithium two-wheeled vehicles accelerate the pace of going to sea, which can both output capacity, seize overseas markets, and occupy the minds of overseas consumers, and cultivate a large number of potential users for China's new energy vehicles. According to the data, in the first half of 2024, China's new energy vehicle exports reached 605,000 units, an increase of 13.2%, and the global market share was as high as 60%. But behind the numbers is a tough competitive environment. The United States announced a 100% tariff on Chinese new energy vehicles from August 1, and the European Union also decided to impose some tariffs on Chinese new energy vehicles. The 100% electric vehicle tariff means that China's trams no longer have any cost advantage, leading to more difficult conditions for China's electric vehicles. In the case of electric vehicles blocked from going to sea, the lithium battery two-wheel vehicle industry has sounded the horn for a comprehensive acceleration to the sea. Yadi, Emma, Lvyuan and other vehicle enterprises and lithium battery manufacturers represented by Xingheng Power supply have broken the internal volume, accelerated the globalization strategic layout of "going out", and actively exported production capacity to South Asia, Southeast Asia and other motorcycle ownership is the largest and electrization demand is the most urgent "Belt and Road" countries. A new round of global lifepo4 battery opportunities have arrived, China's lithium battery two-wheeled vehicles should take the domestic market as the basic plate, bigger and stronger domestic market, and rapidly go to the world. The technology, cognition and changes that China has achieved in the field of lithium two-wheeled vehicles in the past two decades are copied to the "Belt and Road" countries, quickly seize the market, occupy the minds of consumers, and contribute important forces to China's new energy to the sea. Standing at a new starting point, China's lithium two-wheel vehicle industry is experiencing a crucial change and opportunity. The lithium two-wheeled vehicle industry has entered the era of compliance, which will not only become the watershed of the development of the two-wheeled lithium industry, but also become the fertile soil for the scale of lithium two-wheeled vehicles to accelerate. Only by expanding the domestic base can we move more rapidly to the world. Taking advantage of the global electrification of two-wheelers, high-quality and inexpensive Chinese lithium two-wheelers will show strong vitality and competitiveness on the global stage at an unprecedented speed and scale.
