电(dian)动自行车或成锂电(dian)新战场,宁德时代(dai)、比(bi)亚迪等已集(ji)结(jie)
发布时间:2021-06-11 |
今年以(yi)来,几大电(dian)(dian)(dian)池(chi)(chi)厂商开始纷纷转向(xiang)新战(zhan)场:6月,宁德时代(dai)联(lian)合(he)(he)哈啰(luo)出行(xing)、蚂(ma)蚁金服联(lian)合(he)(he)搞事情,面向(xiang)城(cheng)市(shi)两(liang)轮电(dian)(dian)(dian)动(dong)车(che)(che)用(yong)(yong)户预计投放500个(ge)以(yi)上(shang)换电(dian)(dian)(dian)柜;同期(qi),力神电(dian)(dian)(dian)池(chi)(chi)与新日电(dian)(dian)(dian)动(dong)车(che)(che)举行(xing)了战(zhan)略合(he)(he)作签(qian)约仪(yi)式,采购超过5000万支电(dian)(dian)(dian)动(dong)两(liang)轮车(che)(che)用(yong)(yong)锂(li)电(dian)(dian)(dian)池(chi)(chi);8月,国轩高科(ke)与滴滴出行(xing)签(qian)订战(zhan)略协议(yi),为滴滴旗下(xia)运营的电(dian)(dian)(dian)单车(che)(che)供(gong)货锂(li)电(dian)(dian)(dian)池(chi)(chi)组;10月底,比亚迪(di)旗下(xia)电(dian)(dian)(dian)池(chi)(chi)独立品牌弗迪(di)电(dian)(dian)(dian)池(chi)(chi)在深(shen)圳(zhen)举办了滴滴青桔电(dian)(dian)(dian)池(chi)(chi)首批(pi)下(xia)线仪(yi)式……动(dong)力电(dian)(dian)(dian)池(chi)(chi)巨头(tou)相继加码(ma)电(dian)(dian)(dian)动(dong)自行(xing)车(che)(che),这(zhei)意味着锂(li)电(dian)(dian)(dian)池(chi)(chi)的“新蓝(lan)海”已(yi)开辟,谁能在这(zhei)一战(zhan)场中拔得(de)头(tou)筹,值得(de)期(qi)待!
电(dian)(dian)动自(zi)行车或称锂电(dian)(dian)“新蓝海”
自新国标实施以来,电(dian)动自行(xing)车采用锂电(dian)、放弃铅酸正成(cheng)为趋势。相比铅酸电(dian)池,锂电(dian)池在重量、能量密度、循(xun)环寿命(ming)等方面(mian)均具有很大(da)的(de)优(you)越性,并且在生命(ming)周(zhou)期内的(de)购(gou)置(zhi)成(cheng)本也(ye)更低。
近年来,我国快递行业、外卖、共享单车行业发展迅猛,对于电动自行车的需求量也日益庞大。中国自行车协会表示,近年来,我国电动自行车年销量超过3000万辆,社会保有量接近3亿辆,千元以上自行车产量持续增长。铅酸换锂趋势之下,锂电产业正迎来千亿级市场。
毫无(wu)疑问,电(dian)动(dong)自行车(che)或将是锂电(dian)产(chan)业的“新蓝海(hai)”。
多行(xing)业企业入(ru)局电动自(zi)行(xing)车(che)电池(chi)板块
由于(yu)电(dian)动自(zi)行车(che)市场潜力巨大,多家企业面对该(gai)领(ling)域跃跃欲试,争(zheng)取抢得先机。宁德时代、比亚迪、比克(ke)电(dian)池、亿纬(wei)锂(li)能等巨头更是早(zao)已进入电(dian)动自(zi)动车(che)市场。
按照比亚迪旗下弗迪电(dian)池(chi)(chi)(chi)的(de)(de)规划,弗迪电(dian)池(chi)(chi)(chi)的(de)(de)“两轮车”电(dian)池(chi)(chi)(chi)的(de)(de)产(chan)品线未来将(jiang)会以数十倍的(de)(de)增速增长,并将(jiang)会在青海(hai)大量投(tou)放“两轮车”电(dian)池(chi)(chi)(chi)产(chan)线。预计到(dao)2025年,其电(dian)动轻型车电(dian)池(chi)(chi)(chi)产(chan)能将(jiang)会实现60GWh到(dao)80GWh的(de)(de)增长。
而亿纬锂能(neng)宣(xuan)布将募投项(xiang)目(mu)(mu)“荆门亿纬创能(neng)储(chu)能(neng)动(dong)(dong)力锂离子(zi)电池项(xiang)目(mu)(mu)”调出募集资金90,000万元,用于组建(jian)全自动(dong)(dong)化圆(yuan)柱三(san)元锂离子(zi)电池生产线,主(zhu)要应用领域为电动(dong)(dong)工(gong)具和电动(dong)(dong)自行车市场。
国轩高科与滴(di)(di)滴(di)(di)出行签订的战略合作协议,目前已(yi)经向滴(di)(di)滴(di)(di)旗下运营的电单(dan)车供货约34万套电池,全年预计供货超60万套。
不难看出(chu),部分动(dong)力电池生产商(shang)选择将其在电动(dong)汽(qi)车领域的技术路(lu)线直接转接到电动(dong)自(zi)行车上;而有些厂商(shang)则会加大产能布局(ju),以(yi)求占据更(geng)大市场。
目前(qian),电动自(zi)行车(che)的市(shi)(shi)场(chang)与电动汽车(che)市(shi)(shi)场(chang)还是有(you)着(zhe)较大(da)的区别的,“打(da)法”各有(you)千秋。当众多电池企业共同进(jin)入这(zhei)一市(shi)(shi)场(chang),遭遇(yu)和(he)碰撞(zhuang)在所难(nan)免,竞(jing)争(zheng)(zheng)与合作也(ye)将(jiang)成为常(chang)态,有(you)竞(jing)争(zheng)(zheng)才有(you)成长,也(ye)必将(jiang)会推动电动自(zi)行车(che)市(shi)(shi)场(chang)的快速(su)发展。