New Energy: The era of accelerated lithium battery for electric bicycles

The upcoming "Lead-Acid Battery Access Regulations" of the Ministry of Industry and Information and the recent reorganization of the electric bicycle industry are accelerating the era of lithium battery replacement. At present, 97.5% of domestic electric bicycles use lead-acid batteries. Since lead-acid battery companies have stopped production in large areas, nearly 60% of electric bicycle manufacturers currently face no battery available. Many lithium bicycle manufacturers and lithium battery manufacturers have appeared in short supply. In May, the four ministries and commissions of the country issued a joint announcement for the electric bicycle industry, laying a broad road for the future of lithium battery bicycles. Shandong Runfeng New Energy and other second-line lithium-ion battery manufacturers benefit.

As the lead-acid battery used in electric vehicles usually weighs about 13-17 kilograms, the current national 120 million electric vehicles, more than 90% of the total vehicle weight greatly exceed 40 kilograms, while the equivalent specifications of lithium battery weighs only 4 kilograms . At the same time, lithium battery life is at least three times that of lead-acid batteries, and it is environmentally friendly and energy-efficient. This is a rare development opportunity for lithium-powered bicycles. Regardless of industry trends or policy trends, electric bicycles are in urgent need of transformation and upgrading. Needless to say, lithium-ion bicycles will be the vanguard of this transformation and upgrading.

In the electric bicycle industry, in the next three to five years, the country hopes to increase the proportion of lithium batteries from 2.5% to 20%. Lithium electric bicycles are expected to become an important growth point for lithium battery demand. In the near future, the replacement point of the lithium battery industry will also focus on new energy vehicles. It is expected that new energy vehicles will boost the demand for lithium battery materials by more than 10 times.

It is estimated that each new-powered vehicle requires approximately 0.03 tons of lithium carbonate, assuming that 1% of the world's newly-increased passenger vehicles use lithium batteries since 2009 and have since increased by 1% year-on-year. According to the global production and sales scale of about 50 million vehicles in 2007, based on this projection, the annual demand for new lithium carbonate will reach tens of thousands of tons. At present, the global supply and demand of lithium carbonate are basically balanced. If there is a jump in demand due to new power batteries, the supply and demand balance of lithium carbonate will be completely broken. The rapid expansion of the market will bring revolutionary changes to existing lithium carbonate producers. Lithium batteries have superior performance, wide range of uses and broad prospects. Compared to lead-acid batteries, nickel-cadmium batteries, and nickel-metal hydride battery secondary batteries, lithium batteries have outstanding advantages such as high energy density, long cycle life, low self-discharge rate, no memory effect, and environmental protection. Lithium batteries have been widely used in people's lives as technology continues to advance, such as portable electronic products, new energy vehicles, and energy storage.

Lithium battery materials in the battery film and lithium hexafluorophosphate electrolyte technology threshold. Lithium battery material is the key raw material for lithium battery upstream, "technology + resources" barriers to build oligopoly structure; lithium battery cathode material: fierce competition, technology leadership is the key; lithium battery electrolyte will gradually achieve import substitution, lithium hexafluorophosphate electrolyte is the largest Aspects; Lithium battery thin film technology is difficult to go to the sky, currently relying on imports. Lithium battery material industry stock selection strategy. Lithium battery industry related to more stocks, you need to choose strong operating capacity, technology is in the industry-leading, there is a certain scale effect, the future capacity expansion or industry chain extension capabilities related companies will exceed the industry development, with long-term investment value.