As one of the most convenient means of travel, China has more than 300 million e-bikes, and the annual demand is more than 35 million. However, due to battery failure, non-standard assembly and other reasons, accidents involving the fire of two wheeled electric vehicles in many places in China have been reported frequently, and the casualties and property losses caused are even more shocking.
In order to reduce the detonation of the above "time bomb", China is strengthening the supervision of relevant industries. On February 21, the Ministry of industry and information technology publicly solicited opinions on the mandatory national standard formulation plan project of safety requirements for lithium ion batteries for electric bicycles.
industry standard development will benefit high-quality enterprises
The reporter found that the mandatory national standard was mainly drafted by Wuxi inspection, testing and Certification Institute, Xingheng power supply Co., Ltd. (hereinafter referred to as "Xingheng power supply"), Dongguan xinneng'an Technology Co., Ltd., Tianneng Shuai Fude Energy Co., Ltd. and China Institute of electronic technology standardization. The deadline for comments is March 19, 2022.
According to public data, Xingheng power, which participated in the formulation of one of the standards, is an enterprise invested by the listed company Fujian Superpipe Co.Ltd(300198) equity participation fund. It has been deeply cultivated in the light electric vehicle market for nearly 20 years. Its cooperative customers almost include the first-line brands of electric bicycles such as Yadi, Emma and tailing, and is the core supplier of its lithium battery. As early as the beginning of 2020, the company's market share in the segment of electric bicycle has exceeded 60%.
On the topic of strengthening battery safety, Feng Xiao, chairman of Xingheng power, said publicly earlier that there are four root causes of problems in the lithium battery industry of electric vehicles, which need to be rectified and standardized.
First, the technical threshold is high. lithium battery industry is a high-tech industry with high requirements for safety technology. To do a good job of lithium battery, achieve high yield, low cost and good safety, this is a very high threshold.
Second, the entry threshold is relatively low. especially in the two wheeled electric vehicle industry, the enterprise's ability and quality are mixed.
Third, the industry standards are not perfect. there is no systematic national standard and no mandatory safety specification.
Fourth, management level to be improved. with the rapid development of the industry, the implementation and supervision of safety norms need to be further strengthened, and the universal education of the overall safety management concept needs to be improved.
Moke, chief analyst of Zhenli Research Institute, told the Shanghai Securities News that recently, the office of the capital urban environmental construction management committee issued the implementation plan on Further Strengthening the whole chain control of electric bicycles in the city, which made it clear that a standardized, safe and orderly electric bicycle and charging service market would be formed by the end of 2023, Basically eliminate the potential safety hazards of electric bicycles and batteries going upstairs and charging into the house, promote the sustainable and coordinated development of the industry of electric bicycles and charging facilities, and significantly reduce the number of fire accidents and deaths of electric bicycles.
This time, the Ministry of industry and information technology solicited opinions on the mandatory national standard formulation plan project of safety requirements for lithium ion batteries for electric bicycles, indicating that regulatory authorities at all levels are committed to making electric bicycles safer to use and more standardized in production, which is conducive to the development of electric bicycles in the long run.
another researcher in the lithium battery industry said in an interview with reporters that electric bicycles are prone to various accidents, which is largely due to the lack of norms in the market and the informal assembly or modification of accident vehicles. with the promotion of the formulation of mandatory standards in the industry, the market will enter a new stage of standardized development. As the product quality is generally good, leading enterprises obviously have more competitive advantages in the process of standardized development of the industry.
giants have already laid out the electric bicycle market
Industry insiders said that with the implementation of the new national standard for electric bicycles in 2019, lithium batteries have replaced lead-acid batteries in the field of electric bicycles, opening up a new huge market space.
According to the data of institutions such as the Institute of high technology industry, the shipment of lithium batteries for two wheeled vehicles in China in 2020 was 9.7gwh, with a year-on-year increase of 76%. It is expected that the average compound annual growth in the next five years will exceed 25%.
In addition to Xingheng power supply, lithium battery enterprises familiar with the market such as Eve Energy Co.Ltd(300014) , Contemporary Amperex Technology Co.Limited(300750) have also participated in the electric bicycle market. According to the analysis and prediction of China International Electric two wheeled vehicle market, the relevant experts of the small power scheme Department of the research institute predict that the corresponding lithium battery installed capacity demand will be 29gwh by 2025, and the market share will gradually expand. In the field of electric two wheeled vehicles, Eve Energy Co.Ltd(300014) large cylindrical lithium iron phosphate battery scheme will give full play to its advantages and characteristics and further promote the development of the industry.
Contemporary Amperex Technology Co.Limited(300750) in April last year, it added weight to the battery field of electric two wheeled vehicles, and plans to establish a joint venture with ATL to layout the medium-sized battery business in the fields of household energy storage and electric two wheeled vehicles, with a total investment of 14 billion yuan. Earlier, Contemporary Amperex Technology Co.Limited(300750) has cooperated with Hello travel and ant group to launch xiaoha power exchange service. Contemporary Amperex Technology Co.Limited(300750) also cooperates with Yadi and Baicheng, and plans to create the national fast charging network + Post Service ecological model of lithium-ion two wheeled vehicles in China.
