If lithium batteries are used in low-speed electric vehicles?

Will the lithium battery upgrade give low-speed electric vehicle companies a chance to sublimate? This issue is quite worthy of discussion. 1. Related demand for switching low-speed electric vehicles to lithium batteries. There are many reasons why low-speed electric vehicles can achieve such a large application volume. On the whole, the price is limited to 20,000 to 30,000 or even lower. This price The section plus local loose use restrictions are the current rapid development of low-speed electric vehicles as a combustion aid. Hard requirements: The total cost of lithium batteries needs to be comparable to the existing costs. The performance of the entire system of lithium batteries needs to be compatible with the current system. The supply mode of the lithium battery system needs to be similar to the current model. From low-speed electric vehicles In terms of system structure, it is very important for each component to form a stable and relatively simple structure. As shown in Figure 1, if you follow the following structure: The supplier of the core of the low-speed car has already completed the model and cost control of the entire system. It is then left to manufacturers to assemble and build low-speed electric vehicles. The rapid development of the system is directly related to the relatively simple overall system and the ready-made core component system. It can be seen that in terms of control and characteristics, the component vendors' solutions dominate. Figure 1 The original basic system architecture of low-speed vehicles. 2. The safety of lithium batteries. Look at the problem from the worst case. According to the 'New Energy Vehicle Fire Fighting and Rescue Regulations' issued by the Ministry of Public Security, due to some characteristics of lithium batteries, road fire protection New features have also appeared in the rescue. If low-speed electric vehicles cut into the lithium battery system as required, we must consider the following questions: 1. Compared with existing new energy vehicles, will the frequency of accidents increase? This comparison is mainly based on several comparisons: the number base of the low-speed electric steam itself, strict cost constraints, and the time issue of the new introduction; 2. The existing market demand, the time required for the entire compliance process, and the subsequent minimum amount of time Will shortness increase the risk? Many accidents have occurred in the development of new energy vehicles. Auto companies have matured through accident trial and error and problem improvement, and they have a relatively long time to implement development and system safety verification. 3. The low-speed electric vehicle market is characterized by the decentralization of the private market. If the first two are not in place, it may cause a second accident after the low-speed electric vehicle spontaneously ignites, and damage houses or other parked vehicles. This involves the use of lithium batteries. It can be expected that the performance and working conditions of new energy vehicles will be downgraded and reduced. However, the formulation of national safety standards for new energy vehicles will incorporate the core requirements for the safety of low-speed electric vehicles. , There may be adjustments to each item in it, and there may be changes or trade-offs in multiple items. This is the general trend. 3. Opportunities and predictions 1. Due to the safety control possibilities of the above analysis, real-time monitoring of low-speed electric vehicles may be more thorough than new energy vehicles; local monitoring platforms will become the main safety monitoring of low-speed electric vehicles platform. 2. Lithium iron batteries are currently mainly used in commercial vehicles and some special vehicles. As the commercial vehicle market gradually becomes saturated in the next few years and the logistics vehicle market pursues higher specific energy and energy density indicators, the sales volume of iron-lithium batteries will It is difficult to achieve double-speed growth. In the future, as the competitive landscape becomes clearer, there will be iron-lithium battery companies focusing on low-speed electric vehicles. However, the regional development pattern of low-speed electric vehicles may lead to the emergence of local protectionism. 3. The lithium-ionization of low-speed electric vehicles is carried out under the condition of low-cost battery systems, and safety is an unavoidable factor. To achieve cost control and safety assurance for power battery companies, one is to increase production capacity, and then to use B-type batteries grouped by performance parameters in low-speed electric vehicle lithium battery systems to gain price momentum. 4. In the process of lithium-ionization of low-speed electric vehicles, lithium battery companies and low-speed electric vehicle companies are more prone to new partnerships, alliances and even acquisitions, and the variables in this field are particularly large.