The threat of lithium batteries is inevitable, and the living space of lead batteries is squeezed

In May 2018, the National Standards Commission issued the 'Mandatory National Standards for Safety Technical Specifications for Electric Bicycles' (hereinafter referred to as the 'New National Standards'). The transition period is from May 15, 2018 to April 14, 2019. The new national standard was officially implemented on April 15, 2019. After the technical specifications are officially implemented, products that do not meet the technical specifications cannot be produced, sold, or imported. After such mandatory national standards are officially released, they will bring to China’s electric vehicle market. A huge shock. In the new national standard, the maximum speed, saddle length, front and rear wheel center distance and other data of electric bicycles are compulsory. It also stipulates that the mass of the whole vehicle shall not exceed 55kg. The situation is getting longer, wider and heavier. However, if you want to reduce the weight of the whole vehicle, you can start with the reduction of the weight of the battery, but this is undoubtedly a huge challenge for the battery research and development strength of various electric bicycle brands. It is understood that starting from July, some battery manufacturers have begun to reduce the weight of batteries. Taking 48V20Ah battery as an example, a battery has dropped from 6.8 kg to 6.3 kg. The reduction in battery weight means a reduction in the amount of lead used. Environmental protection is undoubtedly a good thing, but compared with this, lithium batteries are light and small, weighing only about 1/5 of that of lead-acid batteries. In contrast, according to the vehicle quality specified in the new national standard That said, lithium batteries are actually more advantageous. Some time ago, there was a gossip on the Internet that my country will completely ban the use of lead-acid batteries for electric bicycles and that lithium batteries will replace lead-acid batteries. However, the gossip is still far from the official information. There is no explicit stipulation, but behind the news, we must also see that it is an inevitable trend for lithium batteries to replace lead batteries. 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 reorganizations. The industry reshuffle has accelerated. At the same time, the emergence of lithium batteries has begun to erode the market share of lead-acid batteries. With the increasing environmental protection pressure and the policy-oriented support of national policies for lithium batteries, coupled with the continuous high-pressure management and supervision of the lead-acid battery industry in recent years, the current lead-acid battery market continues to be weak. However, if lithium batteries are to be popularized in the electric bicycle industry, they will still face huge resistance from traditional lead-acid battery manufacturers. If the country wants to vigorously promote the development of lithium batteries, it needs to make 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 transform. The competition between lithium batteries and lead-acid batteries is inevitable, and many companies have already heard the wind and made arrangements in advance, and they have begun to invest heavily in lithium batteries. In February 2016, Ganfeng Lithium and Mengshi Technology successively announced plans to raise 1.5 billion yuan to improve the lithium industry chain and increase the production of lithium batteries. That month, Jianrui Firefighting announced that the company intends to acquire 100% equity of Watermar at a price of 5.2 billion yuan. At the same time, it plans to issue a share of 9.90 yuan per share to raise supporting funds of 2.5 billion yuan. Established in 2002, Waterma is one of the earliest power lithium battery companies in China that successfully developed lithium iron phosphate new energy vehicle power batteries, automotive starting power supplies, and energy storage system solutions, and took the lead in realizing large-scale production and mass application. In addition, Shengli Precision also issued an announcement in February that year that Hefei Jieshi New Material Co., Ltd., a wholly-owned subsidiary of Suzhou Jie Li, planned to purchase 10 lithium-ion battery separator production lines and some key equipment, totaling approximately 930 million yuan. Renminbi. In March 2016, Ganfeng Lithium announced that the company and Zhongzhi Investment Management Co., Ltd., Suzhou Anko Power Co., Ltd. and its shareholder Xu Yulin signed a 'Letter of Intent'. A total of 200 million yuan will be invested in Amko Power by way of capital increase to extend the antennae to the field of battery power. Just this year, battery factories such as Tianneng, Chaowei, and Nandu have also continued to expand their production capacity in the lithium battery sector. This undoubtedly conforms to the general trend of development, and it has also been hit hard for the development of lead batteries.