In May 2018, the National Standards Committee issued the "Compulsory National Standard for Safety Technical Specifications for Electric Bicycles" (hereinafter referred to as "the new national standard"), from May 15th, 2018 to April 14th, 2019, the transition period, the new national standard It will be officially implemented on April 15, 2019. After the technical specifications are officially implemented, products that do not meet the technical specifications may not be produced, sold or imported. After such the mandatory national standard is officially released, it will bring huge benefits to the electric vehicle market in China. Shock.
In the new national standard, the data on the maximum speed of the electric bicycle, the length of the saddle, the center distance of the front and rear wheels, etc. are mandatory, and the quality of the whole vehicle is not allowed to exceed 55kg. The purpose is to change the part of the “over-standard” car body in recent years. The longer, the wider, the heavier and heavier. However, in order to reduce the weight of the whole vehicle, it is possible to start from the weight reduction of the battery, but this is undoubtedly a huge challenge for the battery research and development strength of each electric bicycle brand.
According to Linkage New Energy, starting from July, some battery manufacturers have begun to reduce the weight of the battery. Take the 48V20Ah battery as an example. One battery has been reduced from 6.8 kilograms to 6.3 kilograms. The weight of the battery is lowered, which means the amount of lead. Reducing, for environmental protection, is undoubtedly a good thing, but compared with this, the lithium battery is light and small, and the weight is only about 1/5 of the lead-acid battery. By contrast, according to the new national standard In terms of car quality, lithium batteries actually have advantages.
Some time ago, there was a rumor that China would completely ban the use of lead-acid batteries and lithium batteries in electric bicycles instead of lead batteries. However, the gossip is far from the official information. It is confirmed that this news is false news. There is no clear text, but behind the news, we also need to see lithium batteries instead of lead batteries is an inevitable trend.
Lithium batteries and lead-acid batteries are the most common sources of power for electric vehicles. In recent years, the lead-acid battery industry has undergone a series of reforms and rectifications, and the industry has shuffled its cards. At the same time, lithium batteries have sprung up and have begun to eat away the market share of lead batteries. With the increase of environmental protection pressure and the policy guidance of the national policy on lithium batteries, coupled with the continuous high-pressure treatment and supervision of the lead battery industry in recent years, the lead-acid battery market continues to be weak. However, lithium batteries will be in the electric bicycle industry and will still face tremendous resistance from traditional lead-acid battery manufacturers. If the country wants to vigorously promote the development of lithium batteries, it needs to impose more restrictions on the environmental protection standards and weight of lead-acid batteries, eliminate a group of small and medium-sized enterprises, and urge large enterprises to improve technology and transformation. The competition between lithium batteries and lead-acid batteries is inevitable. Many companies have already heard the wind and moved ahead of schedule.
In February 2016, Haofeng Lithium and Mengshi Technology successively announced that they would plan to raise 1.5 billion yuan to improve the lithium industry chain and increase the production of lithium batteries.
In the same month, Jianrui Fire announced that the company intends to purchase a 100% stake in Waterma for a price of RMB 5.2 billion. At the same time, it plans to raise RMB 5.50 million from the 9.90 yuan/share issue. Founded in 2002, Waterma is one of the first power lithium battery companies in China to successfully develop lithium iron phosphate new energy vehicle power batteries, automotive start-up power supplies, energy storage system solutions and to achieve large-scale production and batch application.
In addition, Shengli Precision also announced in February that the company's wholly-owned subsidiary, Suzhou Jieli, Hefei Jieshi New Materials Co., Ltd. plans to purchase 10 lithium-ion battery separator production lines and some key equipment, totaling approximately 930 million yuan. Renminbi.
In March 2016, Qifeng Lithium announced that the company and Zhongzhi Investment Management Co., Ltd., Suzhou Anke Power Co., Ltd. and its shareholder Xu Yulin signed the “Investment Letter of Intent”, and the company and Zhongzhi Investment or its designated related entities In total, it invested 200 million yuan in the way of increasing the capital by relying on the power supply, extending the reach to the battery power field.
Just this year, Tianneng, Chaowei, Nandu and other battery factories have continued to expand production capacity in the lithium battery sector, which undoubtedly also conformed to the development trend, but also for the development of lead storage batteries.