It is not too much to say that China is a "country on wheels". China's population has exceeded 1.4 billion, with an average of 2.8 billion trips per day. The average daily demand for bicycles exceeds 200 million, and the average daily demand for two-wheeled electric bikes is close to 1 billion! The number of electric bicycles is charged at an average of 100 million times per day!
The current number of electric vehicles has exceeded 350 million. In this industry that involves the people's livelihood across the country, every policy change will generate tens of billions or even hundreds of billions of new outlets.
The new national standard for electric vehicles has been officially implemented in April last year, and the whole industry has begun to change. Many capital and Internet predators have seen business opportunities in it. Many people believe that shared power exchange will become an emerging force in the urban market, especially because the rapid rise of the lithium battery industry will stimulate a large market of more than 300 billion yuan.
Is it reliable to share the battery?
At the first "New National Standard" Lithium Travel Ecological Chain Thousand Talents Martial Arts Conference and 2020 High-tech Lithium Light Electric Vehicle Industry Summit held last week, many industry leaders gave their opinions.
The current electric two-wheeler industry is facing three major pain points:
One: Food delivery and express delivery are rapidly emerging with the help of the Internet and 4G. The O2O group continues to expand, and the battery life and charging of electric vehicles have become the biggest pain points.
Two: After the introduction of the new national standard, the control of the weight of electric bicycles has limited the battery capacity and continued mileage. The traditional battery model has been difficult to meet the travel needs of consumers.
Three: In the past two years, all parts of the country have actively promulgated and implemented management standards that prohibit charging in urban corridor communities, which has greatly restricted the charging and use environment of electric vehicles.
Among them, the third point is particularly painful. Data show that from 2013 to 2017, more than 10,000 fires caused by electric vehicles were reported nationwide, an increase of 33.3% over the previous five years. Since 2013, 233 people have died of electric bicycle fires across the country, of which more than one has been caused. There were 34 fires and 142 people died.
Moreover, unlike the media rendering of lithium battery explosions and frequent spontaneous combustion, most electric vehicle fires are caused by incorrect charging habits and inappropriate charging conditions. Human factors greatly exceed product quality factors.
Therefore, changing the people's electric bicycle use and charging habits is not only a demand for consumption upgrades, but also a demand for users out of safety considerations.
After the introduction of the new national standard, there are restrictions on vehicle weight, vehicle speed, battery rated voltage and power, which gives lithium batteries the opportunity to rise rapidly. At the same time, the state has successively issued relevant regulations on the specification of lithium-ion batteries, which has further promoted the rise of shared power exchange models.
Not only insiders in the electric vehicle industry think so, many capitals have also targeted this piece of fat.
Meituan’s shared electric vehicles and Didi’s Qingju motorcycles have their urban operation models based on power exchanges. The Yiqi Power Exchange mentioned above has the shadow of powerful capital such as Tencent and Weilai Capital.
We can clearly see that the 300 billion shared power exchange outlets are not "come from the ground" at all, but a real piece of cake.
Some people say that the quality of lithium batteries is not good, and others say that the shared gameplay itself is a false proposition. I think there is nothing wrong with the technology and model itself. What is wrong is those who produce counterfeit and shoddy products, and those unscrupulous merchants who cheat deposits and franchise fees by sharing the banner.
Back to the question at the beginning: Is this sharing of electricity reliable?
Of course reliable! As long as the industry achieves healthy development and products become more mature, the market facing us is more than 300 billion?
Be bold, let China's lithium battery go to the world, and create a new model of trillion-scale shared power exchange!
