Another new battlefield of power lithium battery, now all the princes have assembled and are ready to go. Not only Ningde era, Weilai, etc., but also these new energy vehicle industry forces, such as Tencent, Alibaba and other technology giants in the Internet field.
And this new battlefield, which involves many giants, is the two wheeled electric bicycle market, which seems to be "insignificant", and the new "power change" mode is the starting principle.
1 list of bankruptcies
Driving four-wheel electric cars on the high, while riding two wheel electric bicycles on the local low, this is the intuitive impression of many people. Think about the painting style of putting a Tesla Model 3 or Wellcome es8 together with a Yadi or calf electric car.
"I'd rather cry in a BMW than laugh on a bicycle." This is the famous saying of the female guest of if you are the one. I don't want to judge this sentence right or wrong, just want to say that it reflects a kind of psychology.
In recent years, almost all the battery manufacturers in the whole industry chain are rushing to make power battery supporting for the "tall" electric vehicles, and people from all walks of life are fighting for it. Many battery manufacturers are dying or even going bankrupt because they can't get orders, or because the capital chain is broken, or because of quality problems.
This list can include a long list: watma, Guoneng battery, Aoyou power, Huanyu power, Qixing new energy, gemei energy, Yiyang new energy, lvhai new energy, Fengsheng Technology
In the future, "there will be only 20 to 30 power battery enterprises left, and more than 80% of them will be eliminated at this stage." Previously, the prediction and analysis of industry experts are unfortunately being verified.
However, the paradox is that up to now, the battery sales of two wheel electric bicycles are much larger than those of four-wheel electric vehicles; This is enough to feed a large number of battery manufacturers. However, many battery manufacturers are hanging on the tree of automobile power battery. Oh, it's sad!
According to the data, the installed capacity of domestic power batteries in 2019 is 62.2 GWH. Although the sales volume is slightly larger than this figure, it is still far from the two wheeled vehicle market. As early as 2017, the total sales volume of two wheeled vehicle batteries has reached 122gwh, which is more than 3.5 times of the total sales volume of electric vehicle batteries in the same year.
Of course, the two wheeled vehicle battery sales are mainly lead-acid batteries, but with the release of the new national standard, lithium batteries to replace lead-acid is an inevitable trend. The new national standard makes clear requirements for the weight and speed of electric vehicles, and 90% of the electric vehicles on the market are over standard. At present, less than 10% of lithium batteries are lighter, more environmentally friendly and in line with the new national standard, so there is a huge room for improvement.
2. Attacking forces
Some well-known names took the lead in landing in Normandy. The opening time is 2019 when the new national standard for electric bicycle will be implemented.
In March, led by Tencent, Weilai capital and other investors, the electric vehicle sharing charging service provider Yiqi power exchange completed several hundred million yuan of round B financing.
In April, at the Tianjin International bicycle and electric vehicle exhibition, Xingheng power demonstrated its intelligent power exchange system, realizing seamless and intelligent docking from battery to power exchange cabinet to the whole vehicle.
In the same month, far east battery and Guangzhou magic technology signed a framework cooperation agreement to provide "lithium battery smart energy system" and power cells for its intelligent power exchange system.
In June, Ningde times held a strategic cooperation conference with ALI harrow travel and ant financial services, and announced that it would jointly invest 1 billion yuan in the first phase to establish a joint venture to launch a power exchange service targeting the basic energy network of two wheeled electric vehicles.
For the two rounds of electricity market prospects, the big guys are full of confidence.
It is reported that Ningde times has developed a power battery specially for two wheeled electric vehicles, with a service life comparable to that of four wheeled vehicles, a weight only 1 / 4 of that of traditional two wheeled vehicles, and a longer driving range. Zeng Yuqun, chairman of Ningde times, said that Ningde times will rely on the world's leading lithium battery technology to provide first-class electrification solutions for two rounds of basic energy networks and jointly create a new mode of intelligent travel.
"Tencent is optimistic about the systematic dividend brought by lithium battery replacement under the new national standard policy." Yao leiwen, investment partner of Tencent, said he believed that with the standardized development of the two wheeled electric vehicle industry and people's desire for convenient travel mode, power exchange will become the standard configuration of the two wheeled vehicle market, and the aggregation effect brought by the urban service network will be amplified.
300 billion blue ocean
The two wheeled electric vehicle market is really a blue ocean.
From the data point of view, the daily average demand of bicycles in China is more than 200 million times. At the same time, China's average daily demand for two wheeled electric vehicles is more than 700 million times, and the demand and volume are more than three times that of the bicycle market. By the end of 2019, the number of electric bicycles in China has exceeded 350 million, and the annual sales volume has exceeded 40 million, which is worthy of the name of "national travel artifact".
In particular, in recent years, with the development of express delivery, take out and other industries, E-bike has become a rigid demand for these people to travel. According to the data released by meituan and Hummingbird distribution, as early as 2018, there were more than 2.7 million single riders in meituan takeout alone, and more than 3 million registered riders in hummingbird distribution. At present, the number of express delivery and takeout staff in major cities in China has already exceeded 10 million. It can be said that it is a huge urban cycling Corps.
However, E-bike has its own "Achilles' heel", short driving range and difficult charging become a persistent disease. Generally speaking, the range of an E-bike ranges from 50 to 60 km. It will run out of power after about 3 hours of riding, while charging takes several hours, which can not meet the actual needs of ordinary E-bike users, take away riders and express delivery personnel.
According to the author's comprehensive understanding from various information, generally speaking, the delivery crowd such as express delivery and take out need to replace the battery 2-3 times a day, while the C-end users need to replace it every 3 days, so the frequency of changing the battery is very high.
"I have to run for more than ten hours every day. My E-bike will be fully charged at least three times to run for one day. It's troublesome to have no electricity on the way." Dai fan, the delivery rider of meituan, said, "it's a big problem for us to rush to deliver meals. Since the smart sharing power station, it has brought us great convenience. The efficiency of delivering meals has improved, and the income has also increased."
It has to be said that the smart shared power station is a real high-tech. based on big data, it can install power exchange cabinets in different places through the power exchange cycle and usage habits of consumers, and has the functions of remote monitoring, precise positioning, remote locking, etc.
Moreover, many power exchange operations are extremely complicated. The user queries the nearest power change cabinet through the mobile app and makes an appointment to replace the battery; At the same time, users can decide whether to replace the battery according to the current battery power and the number of kilometers of the reserved battery.
"Although the electric vehicle industry has been 20 years, the difficulty of charging and fire safety are still the pain points. In the future, if people find that the battery is dead on the way of riding an electric vehicle, they can directly go to the power station and complete the power change in a few minutes. " Hello, Yang Lei, CEO of travel.
According to reports, the bicycle business of Hello travel carries about 20 million orders a day, and can provide 500000 times of power change service for 2 million users a day. Hello, travel has built up mature power exchange service capacity, and now it is ready to open up to the whole society.
To be sure, although there are still some problems to be solved, such as the disunity of standards, the market prospect is beyond doubt. According to industry estimates, even according to the most conservative method, in the next two years, the electric vehicle replacement mode in the streets of major cities across the country will create a blue ocean market of nearly 100 billion yuan.
There is no doubt that with Ningde era, Tencent, Ali, Weilai capital and other giants competing to enter the market, the two wheeled electric vehicle power exchange market will open up rapidly. This "Normandy landing" by means of power exchange mode will also be the beginning of the general attack of lithium batteries on traditional lead-acid batteries.
Overlord's action is swift.