E2W电池化学的策略分析与成长机会

E2W（电动两轮车）产业目前以锂离子电池为主，但随着电池技术的快速发展，钠离子和固态电池等先进的电池化学材料正变得更具成本效益和性能。

随着电动车产业的发展势头，电池化学和技术的成本、性能、安全性和耐用性的重要性也随之增强。在电动车中， E2W领域是全球成长最快的， E2W电池化学的创新预计将影响车辆的成本和性能，加速E2W 的普及。

最常用的E2W电池是铅酸电池和锂离子电池。先进的电池化学材料，例如钠离子电池和固态电池，也正在由世界各地的E2W产业相关人员进行开发和研究。

在这份分析中，Frost & Sullivan 探讨了目前E2W中使用的电池化学成分、其性能特征、对车辆性能的影响、当前电池趋势和技术、开发中的先进电池以及我们正在调查的电动车相关人员的成长机会。

调查目标区域遍及全球。研究期间为2021-2030年，其中2023年为基准年，2024-2030年为预测期。

目录

E2W产业的电池化学转型

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对E2W电池化学的影响

成长环境

生态系统

• 分析范围
• 主要竞争对手

成长要素

• 生长促进因子
• 成长抑制因素

E2W电池化学

• 电池化学：定义与成分
• 电池化学成分对于E2W电池的重要性
• E2W的关键电池化学类型

铅酸蓄电池

• 性能特点
• 的优点和缺点
• E2W铅酸电池主要企业
• 监管状况

锂离子电池

• 锂离子电池化学材料性能比较
• E2W使用的锂电池类型
• NMC电池：性能特点
• NMC电池：优点与缺点
• 磷酸铁锂电池：性能特点
• LFP电池：优点与缺点
• E2W电池：主要锂离子电池製造商
• 锂离子电池的监管现状
• 全球主要锂离子电池厂商近期投资动向
• 案例研究：锂离子电池 - Enevate Corp

新兴电池化学

• 钠离子电池：性能特点
• 钠离子电池：优点和缺点
• 钠离子电池：主要企业
• E2W OEM钠离子电池重大计划
• 案例研究：钠离子电池 - 华宇新能源科技
• 固态电池：性能特点
• 固态电池：优点与缺点
• 固态电池主要企业
• 固态电池E2WOEM主要计划
• 案例研究：固态电池- 辉能科技

E2W电池化学：创新技术与趋势

• E2W电池技术
• E2W电池化学趋势

成长机会宇宙

• 成长机会1：Gigafactory的建立
• 成长机会 2：扩大电池回收基础设施
• 成长机会3： E2W电池二次使用案例的增加

最佳实践意识

弗罗斯特雷达

下一步

While Lithium-ion Batteries Currently Dominate the E2W Industry, with Rapidly Evolving Battery Technologies, Advanced Battery Chemistries such as Sodium-ion and Solid-state Hold Potential in Cost-effectiveness and Performance

As the electric vehicle (EV) industry gathers momentum, the importance of cost, performance, safety, and durability of battery chemistry and technology also increases. Among EVs, the electric two-wheeler (E2W) space is the fastest growing worldwide, with innovations in battery chemistry for E2Ws expected to impact vehicle cost and performance, thus accelerating its adoption.

Lead acid and lithium-ion battery chemistries are the most used in E2Ws. Advanced battery chemistries like sodium-ion and solid-state are also in development and under exploration by E2W industry participants globally.

In this analysis, Frost & Sullivan explores current battery chemistries used for E2Ws, their performance characteristics, and their impact on vehicle performance; current battery trends and technologies; advanced batteries under development; and growth opportunities for EV stakeholders.

The geographic coverage is global. The study period is 2021-2030, with 2023 as the base year and 2024-2030 as the forecast period.

Table of Contents

Transformation in Battery Chemistries for the Electric Two-wheeler Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Battery Chemistries for the Electric Two-wheeler Industry

Growth Environment

• Battery Chemistries for E2Ws: Key Takeaways
• Battery Technology Roadmap
• E2W Battery Evolution
• Comparison of Key Battery Chemistries in E2Ws
• Energy Density vs. Cycle Life of Battery Chemistry
• Cost Comparison of Raw Material
• Lithium-ion Battery Pack Price Analysis
• Current Global Supply of Lithium-ion Batteries/Cells for Key E2W OEMs
• OEM Adoption of Current vs Future Battery Chemistries
• E2W OEMs' Engagement in Battery Technologies by Region
• Key E2W OEMs: List of Their Battery Manufacturers and Investments/Partnerships
• Battery Chemistries Used by Providers of Global Battery Swapping Solutions
• Global Lithium-ion Battery Manufacturers Diversifying into New Chemistries for EVs
• Analysis of Lithium-ion Battery Manufacturers Diversifying to New Chemistries
• Key Existing and Emerging Global Lithium-ion Battery Manufacturing Facilities
• Risk Assessment of Battery/Cell Production Based on Chemistries
• Existing Battery Chemistry Comparison Across Key E2W Models
• Regional Bifurcation of Existing Battery Chemistries for E2W

Ecosystem

• Scope of Analysis
• Key Competitors

Growth Generator

• Growth Drivers
• Growth Restraints

Battery Chemistries for E2Ws

• Battery Chemistry: Definition & Components
• Importance of Battery Chemistries in E2W Battery
• Types of Key Battery Chemistries for E2Ws

Lead-acid Batteries

• Performance Characteristics
• Pros and Cons
• Top Players for Lead-acid Batteries in E2Ws
• Regulatory Landscape

Lithium-ion Batteries

• Performance Comparison of Lithium-ion Battery Chemistry Materials
• Types of Lithium Batteries that E2Ws Use
• NMC Battery: Performance Characteristics
• NMC Battery: Pros and Cons
• LFP Battery: Performance Characteristics
• LFP Battery: Pros and Cons
• E2W Batteries: Selected Lithium-ion Cell Manufacturers
• Regulatory Landscape for Lithium-ion Batteries
• Recent Investments by Key Global Lithium-ion Battery Manufacturers
• Case Study: Lithium-ion Battery-Enevate Corp

Emerging Battery Chemistries

• Sodium-ion Battery: Performance Characteristics
• Sodium-ion Battery: Pros and Cons
• Top Players for Sodium-ion Battery
• Key Projects by E2W OEMs in Sodium-ion Batteries
• Case Study: Sodium-ion Battery-Huayu New Energy Technology
• Solid-state Battery: Performance Characteristics
• Solid-state Battery: Pros and Cons
• Top Players for Solid-state Battery
• Key Projects by E2W OEMs for Solid-state Batteries
• Case Study: Solid-state Battery-ProLogium Technology

E2W Battery Chemistries: Innovative Technologies & Trends

• Battery Technologies for E2Ws
• Battery Chemistry Trends for E2Ws

Growth Opportunity Universe

• Growth Opportunity 1: Set Up Gigafactories
• Growth Opportunity 2: Expand Battery Recycling Infrastructure
• Growth Opportunity 3: Increase Second-life Use Cases for Electric Two-wheeler Batteries

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer