New National Standard Takes Effect: Battery Manufacturers Of Electric Two-wheelers Face Triple Impacts

   The implementation of the new national standard for electric two-wheelers has brought about three core impacts on battery enterprises. Firstly, technological upgrading has become an inevitable requirement. Lead-acid batteries need to be lightweight and have longer lifespan, while lithium batteries need to enhance safety protection. At the same time, the quality control standards for enterprises need to be raised. Secondly, the industry is undergoing accelerated consolidation. Around 30% of inefficient production capacity will exit, and leading enterprises will seize market share based on their technological and scale advantages. Thirdly, market demands are adjusting. Lead-acid batteries are suitable for large-capacity applications, while lithium batteries have greater competitiveness in lightweight scenarios, driving the growth of the supporting industry chain.