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1. The current state of electric two-wheeler market
In the field of two-wheeled vehicles, the number of fuel motorcycles in Southeast Asian countries is very large. According to the data, the number of fuel motorcycles in the Vietnamese market is nearly 50 million, the Thai market has reached 30 million, Indonesia has about 60 million, and Malaysia has more than 10 million units.
Over the past two years, Southeast Asia has been promoting "fuel restriction and battery swapping" by subsidizing electric vehicles and "avocate electric motorcycles."
For example, Vietnam's "motorcycle ban" and Thailand's tax on motorcycles based on carbon dioxide emissions have created a broad market demand for electric two-wheelers.
It is worth mentioning that due to the high price sensitivity of motorcycle consumers in Southeast Asia, the market needs cost-effective two-wheeled electric vehicle products. Therefore, sodium ion batteries, which are more cost-effective, may also usher in a huge number of application scenarios in Southeast Asia.
Second, Southeast Asia's demand for electrified products is adapted to the advantages of China's lithium battery industry chain, which is conducive to undertaking the capacity spillover of lithium iron phosphate and other industries.
With the help of cost reduction and efficiency improvement brought about by the technological progress of lithium battery, China's early new energy vehicles have played an important role in the popularization process.
2. For the supporting needs of lithium batteries
So for battery industry chain companies, is it a good business? As a key station connecting the Maritime Silk Road, Southeast Asia has continuously increased its support for the new energy industry in terms of car purchase subsidies, import tariffs, and business operations, and built a fertile ground for the electrification market.
However, from the perspective of electric vehicle sales and penetration, Southeast Asia as a whole is still in the initial stage of electrification. Currently, the small passenger car market in Southeast Asia is in a similar explosion phase. The Chinese company is in a dominant position in the new energy small car segment, and its products have strong richness and cost performance.
The supporting demand for the lithium iron phosphate battery industry chain is also conducive to lithium battery companies in the world to find a new performance growth curve.
Especially for the boom period of lithium iron phosphate expansion in the past two years, exports will become an effective way to hedge the risk of overcapacity.
- Industry standards
The formulation of relevant policies and technical standards, and the planning of ecological construction still need to be actively improved.
- Business model
The pain points of insufficient charging infrastructure and a backward energy replenishment environment are also becoming layout opportunities.
Due to the low purchasing power of electric two-wheelers in Southeast Asia, it is impossible to pay for high-power two-wheeler products, but at the same time, there is still a demand for long battery life.
Therefore, compared to the mainstream charging and energy supplement, the battery swap station model has become the best solution for the local area. In general, the construction of China's lithium battery global competitiveness needs to complete the evolution from economies of scale to value economy, which is based on the value distribution rights of the industrial chain brought about by the transformation of production relations.
3. Development of battery swap stations in Vietnam
Even if the increase in electric two-wheelers is determined, the construction of basic charging and swapping facilities and the concept of consumption in Southeast Asia are more restrictive issues for electrification.
Obviously, while Southeast Asia needs to complete the electrification transformation, it is also a good time for China's lithium battery industry to gain dominance and pricing power, and realize the restructuring of production relations, so that it can truly build long-term competitiveness through the economic cycle.
A company that operates a network of battery swapping stations in Vietnam. The solution allows users to change the 12 volt 200ah lithium battery as if it were refueling, and it only takes 2 minutes to travel 150 kilometers on a full charge.
The battery can be used on more than 70% of electric motorcycles currently on the market. Cooperate to provide genuine batteries, and at the same time develop the Vietnamese and Southeast Asian markets by leveraging the advantages of both parties.
To promote cleaner modes of transportation, there is currently a lack of support for charging infrastructure and battery swapping systems. Lack of investment and support to research, provide, and operate charging infrastructure and battery swapping services.
At present, Vietnam's two-wheeler charging network and battery swapping system are still limited, and users mainly charge at home. Lack of charging infrastructure and the laying out of battery swapping systems can make it difficult for users to recharge their batteries.
In terms of infrastructure, charging infrastructure and battery swapping stations could be provided in new residential areas, shopping centres, car parks and other locations, and collaboration could be encouraged to standardize technology and reduce investment costs for charging infrastructure networks and battery swapping systems.
4. Advantages of standard swappable batteries
Based on a deep understanding of the electric motorcycle market, battery swapping field and user demands, the standard 12v 100ah lithium ion batteries developed and launched by Tycorun has the following advantages:
High energy density: Compared with the mainstream level of the industry, the energy density is increased by 25%, which can achieve longer battery life.
Lightweight: Thanks to the high energy density and design optimization of the pouch cell, it is convenient for users to extract.
Rapid energy replenishment: 15 minutes of charging, the battery level rises from 10% to 80%.
Superpower: The battery cell has low internal resistance, supports high-speed discharge, accelerates to 100 km in just 3.3 seconds, and the maximum speed can reach 198km/h, making the climb faster and more powerful.
Good high-temperature performance: the cell has a large surface area, supplemented by high-efficiency thermal conductivity design, small high-power discharge temperature rise, and long high-temperature cycle life of the battery.
High safety: Pouch battery technology has a deep accumulation, and the product has obtained safety certification, which is extremely reliable.
Long cycle life: It can meet the whole life cycle application, and the test and certification are complete.
Iterative upgrade of standard batteries: With cells of the same size, it can help further achieve lightweight, greatly shorten the development cycle and reduce costs, and enhance product competitiveness.
5. Conclusion
As the earliest battery company in China to deploy battery swap solutions, Tycorun's standard battery is based on product verification of the huge market, which will greatly meet the demand for battery swapping, lead the development of the two-wheeler battery swap market, and improve the travel experience of consumers.
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