Lithium battery prices will continue to fall sharply next year. There are several reasons:
1. The state will continue to increase subsidies for new energy lithium batteries, and it is very likely that the subsidies will be completely eliminated. The electric bicycle industry is an important channel for electric bicycles. It must be adjusted in terms of performance, quality, price and after-sales service to meet the competition of lead-acid battery companies. Therefore, the competition between lithium-ion batteries and lead-acid batteries next year will be huge.
2. The new energy vehicle enters the stage to replace the battery, and the replaced lithium battery can be used in the electric bicycle. According to the introduction of lithium battery companies: There is no problem with replacing lithium batteries on bicycles for new energy electric vehicles. The price of these lithium batteries will far exceed people’s imagination.
3. Next year’s lithium battery leasing (shared car battery) will rapidly develop and grow, providing technical support for the popularization and replacement of lithium batteries like lead-acid battery companies. Up to now, about one more than 20 lithium battery leasing (sharing) operators in my country have entered the electric vehicle maintenance service market. These network operators are backed by a strong capitalist market. At present, the company has dozens of funds for operation. Billion. The market economy share of the lead-acid battery industry eaten by lithium batteries in the secondary market cannot be underestimated.
Therefore, the battery of electric vehicles is a big cake in the era of exclusive lead-acid battery companies. The implementation of the new national standard lithium battery and the large-scale entry of enterprises will gradually drift away!
We can clearly see from the above that lithium batteries have absolute advantages in specific energy, cycle life, and weight, but there are some weaknesses in maintenance.
So, can lead-acid batteries that have dominated the electric vehicle industry for more than 20 years be eaten by lithium batteries in 2020? Here, make a rough estimate of the operating conditions of electric vehicles:
After the implementation of the new national standards for electric bicycles, about 15% to 20% (conservative estimates) of electric bicycle companies use lithium battery power. Next year, after the implementation of the new national standard, the weight of the battery will be given to plastic parts and other decorations to ensure the appearance of the car, because the entire car (including the battery) will be limited to 55 kg, vehicle companies will definitely choose lithium batteries as power.
Post time: Nov-10-2020
