Electric bicycle industry is not affected by environmental storms

At the "China Power Battery Industry Application and Development Summit Forum 2011" held in Beijing recently, Ma Zhongchao, chairman of the China Bicycle Association, said that despite the impact of the environmental storm, this year's electric bicycle industry still maintains a 40% output above scale. Growth.

According to Ma Zhongchao, since 1998, the domestic electric bicycle production has been growing at an average annual rate of 40%, the total social security has reached 130 million, and the output and export volume have both accounted for more than 95% of the world total. However, over the years, the industry's development model of winning by volume has led to excess capacity, intensified price competition, insufficient technology investment, and weak corporate innovation capabilities, especially with high domestic dependence and insufficient development of overseas markets.

Since the beginning of this year, the electric bicycle industry has been affected by multiple policies. First, the four ministries and commissions issued the "Circular on Strengthening the Management of the Electric Bicycle Industry", followed by nine ministries and commissions such as the Ministry of Environmental Protection that have set an unprecedented scale for the lead-acid battery industry. In this regard, Ma Zhongchao said that despite the industry has never been rectified before, but in January-August, production above the scale still exceeded 10 million, an increase of 41%, "seeing the market demand for electric bicycles is still very strong."

According to statistics from the Bicycle Association Committee of the Bicycle Association, the output of 47 key enterprises in August also increased year-on-year. Customs statistics show that from January to July, the cumulative export of electric bicycles nationwide has increased by 2.4% year-on-year, and exports have increased by 5.4%.

However, as the upstream of electric bicycles, the battery industry is still experiencing great fluctuations under the impact of policies. According to Ma Chaochao, due to the impact of environmental protection, the battery gap reached 10-15% in the first six months, more severe after the third quarter, the battery supply and demand relationship is seriously out of balance, the battery gap once reached 20%, the price increase also reached 20% . However, after the fourth quarter, production capacity gradually stabilized, and supply and demand tensions eased.

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