Lithium-ion electric vehicles are gaining momentum. Who will be the biggest winner?

Lithium-ion batteries for electric vehicles are gaining momentum. Who will be the biggest winner? The biggest innovation in the electric vehicle market is the development of new energy batteries. All new electric vehicles use lithium-ion batteries as power sources. This important demand feature has also successfully attracted Has attracted the attention of many investors. The market for electric vehicles equipped with lithium-ion batteries is developing rapidly. For a while, lithium-ion batteries have surpassed and replaced lead-acid batteries. Electric vehicle lithium-ion battery travel is gaining momentum, who will be the biggest winner? In recent years, due to the rapid increase in China’s demand for new energy (electric) vehicles and energy storage, my country’s lithium-ion battery, especially power lithium-ion battery industry has ushered in development During the outbreak period, the long-term prospects of the industry are optimistic by all parties. The lithium-ion battery industry is in a period of rapid development. At the same time, with strong government support, capital from all walks of life is rushing into the lithium-ion battery industry. Regarding lead-acid batteries, lithium-ion batteries have obvious advantages in volume and weight, higher energy density, and can provide more comfortable power support for green travel of Chinese people. The general trend of lithium-ion electrification of electric vehicles is irreversible and will become Standard equipment for electric vehicles. People in the lithium-ion power industry believe that the proportion of lithium-ion power in electric two-wheelers will rise at a high speed in the next three years, and the lithium-ion power penetration rate is expected to exceed 50% in 2023. Faced with this huge change in lithium-ion electrification in the electric vehicle industry, whose opportunity will it be? Lithium-ion battery companies, automakers, battery swaps, and sharing may become the biggest winners. 1. Lithium-ion battery companies: a good time to race into 2020. Lithium-ion battery companies are accelerating their efforts to seize the battery market in the field of electric bicycles (light-duty vehicles), whether they are traditional power, consumer lithium-ion battery giants, or traditional Lead-acid battery companies are vying to enter the market to 'stake a race'. There is no doubt that the tide of lithium-ion electrification is the first to benefit battery companies. Lithium-ion battery companies led by CATL and BYD have seized a considerable market share in the country, and the company's market value has risen even more. The electric two-wheeler industry is no exception. Traditional lead-acid battery companies are seeking development in the field of lithium-ion batteries. Many lithium-ion battery companies have been gearing up, especially Xingheng has achieved a relatively high proportion in the field of electric two-wheelers. With the further deepening of the lithium-ion electrification of the two-wheeled vehicle market, there will be a flourishing event for lithium-ion battery companies to contend and flourish. As the replacement of lithium-ion batteries accelerates, more lithium-ion battery companies will come in in the future, especially some companies that are not expanding smoothly in the new energy vehicle market, will take the segment of lithium-ion electric bicycles as an important direction, thus making the current The technical route of the lithium-ion electric bicycle market also presents a diversified status. 2. OEMs: The new track that has opened up its position is a pure electric new energy vehicle that has attracted much attention as a future industry trend. Because of the high degree of attention and topicality, its spontaneous combustion accidents and battery safety have been enlarged. , Has also become a curse on the heads of automakers and even suppliers. As the core component of electric vehicles, battery technology is a key factor in determining the product strength of a model. With the gradual decline of new energy vehicle subsidies, car companies that can master the battery foundation will undoubtedly have more effective cost control and competitive advantages. . The tide of lithium-ion electrification of electric vehicles is also an opportunity for OEMs. As lithium-ion batteries have high technical barriers, long-term product adaptability testing and market promotion are required. Once the top brands take the lead in mastering lithium-ion technology, there is no doubt It will further widen the gap with competing products. In the new national standard trade-in wave, the more prominent brands of lithium-ion battery products have already tasted the sweetness. 3. Sharing and swapping: new business models in the wave of lithium-ion electrification of electric vehicles have also spawned brand-new business models: sharing electric vehicles and swapping companies. In the choice of travel tools, consumers always have the demands for safety, cheapness, lightness, and travel. In the lithium-ion era, whether it is a takeaway brother or an ordinary user, it is undoubtedly more advantageous to share and replace batteries without considering battery issues. . Shared power exchange not only meets people’s electric emergence needs, but also enables better recycling of lithium-ion batteries, which promotes the increasing development and improvement of the cascade utilization system. In the future, shared power exchange models will also be an inevitable trend in the development of electric mobility. . Summary: The development of electric vehicles has become an inevitable market development. In the face of a trillion-dollar market, only innovators and companies that have mastered core technologies can obtain opportunities for long-term development in the future. Only by continuous technological innovation and continuous improvement of product quality can we continue to meet the upgrading needs of future consumers, and the future-oriented micro-electric vehicle industry in my country can achieve industrial upgrading and enter the fast lane of rapid development. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous post: The PACK market continues to rise. What performance should the battery PACK company pay attention to?