Leafmotor

Bike conversion kit dealer to open in Hangzhou Lin Ping 18 stores. In the past, the monthly sales volume can reach 5000 or so, one year, sales of bike conversion kit can be nearly 6 million.

“Policy were published, bike conversion kit sales plummeted, and now only sell 3,000 units a month, a decrease of 40%.” Ping Lin said, because the future direction of bike conversion kit Mo Buzhun, many customers to wait and see , and other policies intended to clear before purchase, this attitude has seriously affected sales.

In 2009, bike conversion kit also affected by the introduction of a similar standard to market, but strong opposition from the manufacturers, the standard was eventually stopped. “This last effect is not large, because this is a joint notice from the four ministries, high standard, the final implementation is more likely.” Lin Ping that, if they follow the standards, then the bike conversion kit I am afraid that no one bought.

The bike conversion kit on the market price of 1,000 yuan to 3,000 general of dollars, but the price is only a few hundred dollars a bike. “If the bike conversion kit 20 kilometers per hour speed limit, speed is not such as bicycles, who are willing to spend a thousand or even a few thousand dollars to buy electric cars?” Entry pine to ask, since the use of bike conversion kit for the majority of office workers, each day use of a dozen kilometers, this distance, cycling and not feel tired.

“40 kg weight limit is also very funny.” Lin Ping excuse, a bike conversion kit, battery weight with motor, coupled with two wheels and brakes, doing probably 38 kg or so, then only 2 kg allocated to the frame. “2 kg of the frame, how to use will be broken, so the car can be safe? How a solid frame have to 10 kg!”

Lin Ping electric cars are mainly sold to Hangzhou City and its suburbs. Urban Fortunately, after the sale will automatically get a license, so the impact of policy on the sales of fairly small; but not the same suburb, sold the car without a license, because it involves the future will be allowed on the license, the business was blow more.

“National policy is clear impact on sales.” Said Lin Ping, Zhejiang earlier provisions for bike conversion kit is the maximum speed of not more than 25 km / h, weight does not exceed 50 kg. Despite the loose 10 kg, however, to compliance is not easy, so some consumers buy the product 36 volts, 48 ​​volts than a battery electric car less, less the weight of several kilograms. However, the 36-volt electric car endurance enough to use for some time, electric cars can go more than 20 kilometers, no way, some consumers had to spend money to modify the battery, the result would be more dangerous.

Lu Vehicle Co., Ltd. Deqing Huzhou sales was mainly targeted at rural users, Lv Jianhong, chairman, said before the monthly sales of about 350, now down to 300, the policy direction for rural customers somewhat concerns. “However, customers still favor the eventual purchase of the speed of faster, more expensive electric cars.” Lv Jianhong explained that, while the fastest speed of 35 km bike conversion kit sold for $ 2500, while the speed of 25 km only sell 1,900 yuan, but the Most consumers are still willing to buy the kind of 2,500 yuan, rural road as far uphill to go downhill bad.

Luyuan Electric Vehicle Co., Ltd. Ni Jie, chairman admitted, since the four ministries to strengthen bike conversion kit release management policy, Luyuan sales significantly affected, but the past few years, the entire bike conversion kit-sector output and output value in the rapid growth. Jie Ni bike conversion kit does not agree with a huge safety risk to the statement, he retorted: “According to statistics, in 2009 the number of deaths due to electric cars more than 3600, more than 5,000 people died while cycling, there are several automobile deaths per year million, the highest was eighty-nine million, bike conversion kit deaths in these types of transport in the lowest. ”

Enterprises in the South hardest hit

Policy of a four ministries, bike conversion kit companies have expressed the hope that national authorities will seriously study the needs of consumers and industry about the actual situation, the appropriate speed limit standards and to improve vehicle quality standards.

“If we can determine the speed limit 30 km to maintain the country’s 120 million electric car how almost no modification.” Ni Jie said Zuoxiu academicians advocated domestic bike conversion kit of the speed limit be fixed at 35 km, policies and conditions in front of the speed appear to be “a little high.” In the U.S., bike conversion kit of the speed limit is 32 km, 25 km speed limit in some countries in Europe.

For a long time, bike conversion kit according to the traditional two camps are divided into north and south, the northern production bike conversion kit light, smart, and South production bike conversion kit bigger in size, speed, a style. “Southerners like to buy bigger, prettier of the electric car, do not like to pedal the bike is also equipped with electric cars.” Lv Jianhong that this relationship, and Southerners have more face-saving.

“South of the production car, a lot of weight to seventy to eighty kilograms, the north will more than fifty kilograms.” Lifan Technology Co., Ltd. is responsible for research and development of electric vehicle technology, Tan Bo introduction. The next best car industry, chairman of Tianjin car Xiaoming also believes that the speed limit so that once the strict implementation of the South against larger enterprises. He said the policy of pressure will bring two changes: one is due to reduced speed, the original by bike conversion kit to make a living will is no longer used, this will inevitably lead to market decline; another impact on the industry, the South ” luxury cars “section gradually disappear, and may even be completely gone, no longer have two camps north and south” personality “differences.

Market share will further focus

Some industry sources believe that the four ministries policies show the automotive, motorcycle industry favoritism. “Bike conversion kit motorcycle industry and competitive relationship between the industry, but the motorcycle industry a powerful force, lobbying ability, compared to just develop the bike conversion kit industry almost no voice.” Tan Bo explains. Jinan Qingqi, Qianjiang Motorcycle, motorcycle, etc. 9 Pearl River motorcycle companies have listed, and bike conversion kit companies in the country only 10 years of history, is the recent rapid development of six or seven things, the biggest listed companies are still waiting .

Since the bike conversion kit since the emergence of the industry are all chipping away toss up by private enterprise, but it has been subjected to heavy pressure, the future will continue to bear the various tests.

“The pressure will accelerate the industry consolidation, and ultimately the rest of the big brands, big business.” Lv Jianhong think. Committee of the China Bicycle Association, Bicycle Lu Jinlong cite a set of data: bike conversion kit number of firms in 2004, reached its peak in 2005, when the statistics over 2700, but a recent survey, the number has dropped to 1,000 the . Lu Jinlong think this is the result of industrial restructuring.

“In 2004, the largest annual output, but four or five million, now yield can reach 200 million, was almost the sum of the first 50 possessions can be seen the industry concentration is increasing, this is a good thing for the industry. “Lu Chin-lung said that in 2010 the domestic annual bike conversion kit2964.5 million, based on this figure, in his view, the future bike conversion kit enterprise scale annual output of 300,000 is reasonable.

“30 million capacity, if an annual output of 300,000, just 100 enough, but now there are a lot of domestic production in the 100,000 the following companies, so out certainly have to continue, more small companies will be forced to withdraw from the industry. “Based on industry analysis, Lu Chin-lung showed his point of view.

Restructuring electric motor need to be cautious

According to state regulations, bike conversion kit speed must be limited to within 20 kilometers per hour over the speed, you need to follow electric car electric moped electric motorcycle or management. It seems that defining bike conversion kit as standard, and therefore designated a huge market – the electric motor market. Many troubled bike conversion kit power steering motor companies expect the market. So, electric motor bike conversion kit market for some manufacturers and some investors, it is not a huge opportunity in the market?

Concerned about electric motorcycles and electric mopeds technical standards, have already announced. The surface it seems, bike conversion kit with the standard bike conversion kit, electric motorcycle electric motorcycle has standard, electric cars can be described as two entirely different sub-sectors, will receive a healthy development.

In fact, bike conversion kit in the country already has 120 million, is a huge industry, but the electric motor are not few. For the electric motor, Green Group, that the Ni Jie, the definition of electric motor should be the minimum speed limit, such as the minimum speed of not less than 60 km, and bike conversion kit is provided for a maximum speed limit are different.

Although the electric motor has its own standards, but in fact, who seems in some industries, electric motorcycles is difficult to do successfully. The most important reason is that there is no market. Why bike conversion kit to “fire up”, because the three points, one easy, the second is to save money, third is not the driving test.

But as a motor vehicle, electric motorcycle driving test must be, this is sufficient for the vast majority of consumers have been discouraged. Test a motor vehicle driver’s license, the cost will not speak, but also take some time to training. Second, the electric motor is no price advantage, and compared fuel motorcycle is not cheap. Buy a electric motor, generally get 4,000 yuan to 6,000 yuan, and this price can buy a motorcycle burning fuel, which power is strong, strong endurance, performance is stable. These do not have the electric motor, how can and fuel motorcycle competition?

Electric motorcycle business is difficult to survive another reason is the high registration threshold. According to regulations, electric motorcycles registered capital should be 80 million yuan or more, while domestic enterprises are bike conversion kit for small and medium private enterprises, out of 80 million yuan of funds to do test electric motor industry is difficult. Moreover, seeing there is no electric motor market, who would be willing to go to vote?

Real strength of the R & D, production of electric motorcycle, the motorcycle should be the original production company, they have sufficient funds, are familiar with the performance of high-speed vehicles, familiar with motorcycle manufacturing process, and are familiar with motorcycle customers. However, as a bike conversion kit practitioners say, even though they have the strength to do electric motorcycles, electric cars, but they are a stranger, do not understand and do not attach importance to electric cars. They do not have experience in the electric car veteran, looked down on bike conversion kit business, there is no interest in playing accompanied bike conversion kit business.

Another important reason comes from technique. According to the domestic industry’s practice bike conversion kit, speed of 50 km bike conversion kit, if you want to maintain the highest speed, the battery can only adhere to one hour. Want more than this time, there are insurmountable technical barriers.

The temptation to invest in lithium batteries

The four ministries issued “on the strengthening of bike conversion kit management,” which shook the whole bike conversion kit industry, the industry that standards will bike conversion kit industry chain – the battery industry to bring new opportunities.

Is expected to help policy subsidies

“120 million electric cars, more than 90% excessive.” Lifan Technology Co., Ltd. electric vehicle R & D department heads Tan Bo talk about his views, “if the strict requirements of the future rate of no more than 20 kilometers, that of the electric car industry , is lower rather than higher technical standards, it is very easy to do, and really easy ones to the future in technology, where the most tangled is the weight limit. ”

According to the 1999 release of “bike conversion kit general technical conditions”, bike conversion kit vehicle quality should be 40 kg. “Bike conversion kit from the weight of two parts, the body weight, and part of the battery weight, which is not easy to reduce the new standard is bound to stimulate corporate research and development of new lighter materials.” Tan Bo introduction, the traditional The bike conversion kit uses steel, if the weight, the steel thinning, thinning, although the weight will be reduced, but the quality is very difficult to pass, bike conversion kit of parts will be breakage. “Do is to fool people, the real solution is to use the new alloy, the industry standard will encourage enterprises to increase development of new materials.” He said, the steel can be used instead of aluminum-magnesium alloy, an aluminum-magnesium alloy foot twenty-three kg can replace the 9 kg of steel. Carbon fiber is lighter and more robust, but more expensive.

“The key is to use new materials and new batteries, the price will rise significantly.” Tan Bo example, an ordinary bike conversion kit if the price was 2,000 yuan, of alloy to reduce weight, the price will rise by 1 / 5 ~ 1 / 3 , that is, costs 300 yuan to 500 yuan, while the further use of lithium batteries, the price would go up $ 500, on the whole, designed to reduce the weight of the new electric cars, the price will be your $ 1,000.

The market price is not easy to accept. As the bike conversion kit market competition, a variety of components, costs are already transparent, the same type of car, will lose more than $ 50 each market, so the use of new materials, bike conversion kit sales is difficult to ensure.

However, it is not all gloomy news, coming a possible opportunity to help the lithium battery market.

“At present, China Bicycle Association, Bicycle Committee is seeking the state lithium battery electric vehicle sales business subsidies to help get to market faster lithium batteries to reduce the traditional lead-acid battery production caused by environmental lead contamination.” China Bicycle Association, Bicycle Committee Director Lu Chin-lung said. His argument is that, because reducing energy consumption and pollution, the state subsidies for electric cars are, then why can not lithium battery bike conversion kit to provide subsidies?

“Now our bike conversion kit, using 97% of lead-acid batteries, lithium batteries use only 3%, although not completely replace lead-acid batteries lithium batteries, but for businesses, lithium batteries have a huge space for development, electric car companies and battery research and development enterprises should seize the opportunity. “Lu Jinlong that, if the lithium battery electric vehicle subsidy per 400 yuan to 500 yuan, the basic lithium battery electric vehicles can make up the difference in the market, for lithium batteries to open the door to mass market, but once the rapid expansion of production scale, will further reduce the cost of lithium batteries.

Investment risk caused by technical problems

According to a statistics, China bike conversion kit lead-acid battery sales in 2009 already reached $ 12.2 billion from 2009 to 2011 compound annual growth expected to remain at 24%. Bike conversion kit to benefit from the rapid development of industry, battery industry, a thriving.

bike conversion kit production enterprises, has achieved more than listed. In the listing prospectus, these companies have focused rendering their bike conversion kit in the domestic market share and growth potential, to demonstrate that they can take a slice of the fast growing market.

June 11, 2007, days to first battery group to China stocks listed on the Main Board in Hong Kong as its business mainly in the production of electric cars environmentally friendly battery-based. Another battery giant – Chaowei Power Holdings Co., Ltd. 00951.HK also on July 7, 2010 successfully boarded the local capital market, raise funds amounted to HK $ 550 million. In the prospectus, the company announced in 2009, the domestic bike conversion kit with lead-acid battery market share of about 18.3%, the highest in the forefront.

In contrast, the domestic lithium battery company just to the fast lane. Suzhou Star Constant Power Co., Ltd. is the production of one of the largest lithium batteries, by Legend Capital, Institute of Physics, Chengdu Di Ao Group, a joint venture set up. On its Web site, the company also claimed that the domestic lithium battery product line, the largest investment companies. However, the company currently employs more than 500 people registered capital of 190 million yuan, with the leading enterprises in contrast to lead-acid batteries far. Industry sources pointed out that because of the scale is still relatively small, the lithium battery industry, there are significant investment opportunities.

“At present, lithium battery bike conversion kit sales is still relatively small, mainly because the user reason to buy for two reasons: first, because they live in high-rise buildings, lead-acid battery is too heavy, inconvenient to carry charge; the other is the fashion needs. “Deqing, Huzhou Lu Vehicle Co., Ltd., chairman of Lv Jianhong analysis, the next three to five years, the large-scale lithium batteries into the bike conversion kit market.

“However, in addition to electric vehicles using lithium batteries expensive than at present, there are still some difficult to overcome the shortcomings.” Tan Bo said lithium battery bike conversion kit can not start too fast, the load can not exceed 70 kg, that is, not with people. In contrast, lead-acid bike conversion kit is no problem loading more than 100 kilograms, can take people.

Zhejiang 001 Group, chairman of items that the lithium pine two other obvious shortcomings, first, the high cost, another point is the capacity of the explosive. “So much energy is released in one second, can not explode?” As the number of electric vehicle technology, inventors, pine familiar term in many areas of the industry, “lead-acid batteries as chemical batteries, has developed over 100 years , several decades before developing lithium batteries, is not stable. “He believes that investment in lithium battery high risk, one of his relatives had invested in tens of millions of lithium batteries on, but the business eventually because of technical problems difficult to overcome and shut down.