Since 2010, the production of two-wheeled electric vehicles in the mainland has remained at about 25 million to 35 million, and according to the EBWR survey, in 2021, the global two-wheeled electric vehicle sales, the mainland is the world's largest consumer market, accounting for more than 90% of the global two-wheeled electric vehicle sales, and this data is still rising.
According to the big data of tianyancha industry, the current ownership of the mainland electric two-wheeler market has exceeded 300 million, and the daily travel frequency has reached more than 700 million times, and the prosperity of the consumer market has also brought about the prosperity of the industry. The mainland already has more than 730,000 electric two-wheeler-related enterprises, 73% of the related enterprises are distributed in the wholesale and retail industry, Jiangsu region is more concentrated, more than 85,000, of which Wuxi has two well-known listed enterprises - Xinri and Yadi electric vehicles, one of the leaders in the electric two-wheeler industry.
At present, the mainland electric vehicle market has long been pregnant with a number of large brand enterprises such as Emma, Xinri, etc., in this high degree of marketization, fierce competition, Yadi still maintains a leading sales volume. In 2020, Yadi became the world's first electric vehicle brand with annual sales of more than 10 million units; In 2021, Yadi's annual sales exceeded 13.8 million units, setting a new industry record for five consecutive years.
In the consumer satisfaction released by a media website, Yadi also won the honor of the brand index champion with a good reputation, and it can be said that the entire domestic Yadi is definitely one of the two-wheelers with the strongest comprehensive ability.
With the release of the new national standard "Electric Bicycle Safety Technical Specification" (GB17761-2018) in 2019, the industry generally believes that a new round of reshuffle of China's electric bicycle production is about to begin. In the new national standard, higher requirements are put forward for electric bicycles, especially in the body and power details, which leads to a large part of the more than 350 million existing two-wheeled electric vehicles in the mainland that do not meet the regulations.
In fact, there is a transition period for the implementation of the new regulations, and it is only in 2023 that the transition is almost announced in China, so this year domestic consumers will inevitably be pushed to choose to replace the compliant two-wheel electric. Founder Securities predicts that it expects the new replacement demand driven by the new national standard to reach 51 million vehicles. In this context, can Yadi still stabilize its current position, or even further open up the gap with brands such as Emma and Xinri, which are chasing after it?
Graphene batteries
Two-wheeled electric vehicles actually do not belong to the industry with high technical content, which to a certain extent also determines that the entry threshold of this industry is low, the competition is fierce, and the market was once in a state of chaotic competition. However, the new national standard's restrictions on the car body and battery have re-enabled the entire industry to begin to examine the importance of related technologies, after all, only by taking out more content and better experience in the "box" drawn by the state can it gain a firm foothold in the new round of reshuffle.
Graphene batteries are one of the magic weapons of Yadi, as the pioneer of graphene batteries, Yadi officially released a new TTFAR graphene 3 generation battery last year. This kind of battery has a long life, large capacity, fast charging three major electromechanical, the same volume can achieve 20%-25% of the endurance improvement, one hour fast charging can also meet the current stage of the two-wheeled electric vehicle missing rapid energy replenishment.
Whether it is a new energy vehicle or a two-wheeled electric vehicle, the performance of the battery at low temperatures is always difficult for consumers to rest assured, and the battery hydraulic hardiness technology developed by Yadi has largely solved this problem. Yadi specially let it be tested for a long time in an environment of -20 ° C before the launch of the new graphene battery, and from the final published results, after 72 hours of continuous cold, the TTFAR graphene 3-generation battery can still be used normally, and the endurance loss is very small.
Under the national standard, the battery technology has become more important, Yadi's graphene battery has already undergone three generations of updates, and has sold more than 20 million units in the market, according to Yadi graphene battery chief engineer Wei Shifu said, Yadi graphene battery has gone through a hundred people team, 7 years of research and development process. Nowadays, the new battery is even higher, leaving aside the endurance, overcoming the low temperature environment is already the leading industry, perhaps Yadi can rely on unique battery technology like BYD to complete the plunder of the entire market.
TTFAR2.0 Range Extended System
The world's first equipped with TTFAR graphene 3-generation battery is Yadi's Guanneng second-generation E8, this two-wheel electric has been popular in the market after last year's new, the biggest selling point in addition to no longer worrying about the low temperature environment, "a charge of more than two hundred kilometers" of the endurance performance is the point that makes many consumers move, to know that most of the current two-wheeled electric vehicles are still struggling in how to break through the limit of 100 kilometers, Yadi has come up with a product that has almost doubled the endurance, which not only benefits from the graphene 3-generation battery mentioned above. It is also the credit of Yadi's self-developed TTFAR2.0 range extended range system, which is also the second magic weapon of Yadi.
Guanneng TTFAR 2.0 range extender system, known as "one charge, one run twice". In addition to graphene 3-generation batteries, this system also has Yadi's self-developed high-performance motor and TFAR energy recovery controller, which can realize the "kinetic energy recovery" on electric vehicles, that is, the heat of the wheels can be converted backwards to increase the endurance when driving.
It is worth noting that most of Yadi's three major pieces are self-developed and have unique technology. This not only allows the most core part of the two-wheel electric to work perfectly together and ensure coordination, but also helps Yadi resist the problem that some supply chains will become more and more tense as the market demand grows larger, after all, no one wants to encounter the embarrassing situation of "no car to sell".
Of course, in addition to the three major pieces, including TTFAR low rolling resistance tires, TTFAR low resistance cables, TTFAR low wind resistance body, TTFAR electric energy monitoring instruments, TTFAR fast charger and other technologies, is a set of real battery to wire to body into a systematic two-wheeled electric vehicle system, but also can see Yadi as a domestic old two-wheeler enterprises in this industry immersed for many years.
Power exchange system
Mainland two-wheeled electric vehicles maintain rapid growth every year, of which a large number of increments flow to the timely delivery industry. In fact, the endurance and charging problems of two-wheeled electric vehicles have become the main pain points in the timely delivery industry. Whether it is a new energy vehicle or a two-wheeled electric vehicle, power exchange is a more mainstream energy supplementation method in the concept, but in actual operation, compared with fast charging, the capital investment required in the early stage of power exchange is quite huge, especially the construction of related facilities and subsequent maintenance.
Yadi held a high-end intelligent conference called "Royal Sword Electric Maintenance New Species" last year, which mentioned that the Long Ring Intelligent Power Exchange Platform was officially launched, and this new platform aims to "change the power once and have unlimited endurance" to create an era of "speed of light" replenishment.
The benefits of two-wheeled electric vehicle power exchange are obvious, in addition to saving the 6-8 hours of energy replenishment time required by traditional two-wheeled electric vehicles, the safety of the battery is also more secure. Traditional two-wheeled electric vehicles in the past year has had a number of spontaneous combustion accidents caused by irregular charging, and even localities have issued laws prohibiting two-wheeled electric vehicles from entering the elevator to replenish electricity, and power replacement can not only quickly replenish energy, but also concentrate on battery inspection, perfectly solving charging safety problems.
Of course, Yadi needs more efforts to achieve the "unlimited endurance" mentioned at the press conference. Today's Yadi power exchange facilities are still in the initial stage, the power cabinet only has a few key cities, and the number is very small, only after the future Yadi intelligent power exchange platform large-area layout, Yadi's advantages in power exchange can be revealed, then has a certain scale of power exchange system Yadi in the industry's position is self-evident.
The continuous breakthrough in technology has undoubtedly increased the weight of consumer choice for Yadi and built its own "moat". As the new regulations are getting closer and closer, in the mature market of two-wheeled electric vehicles, the Matthew effect has allowed resources to continue to concentrate on the head enterprises, and Yadi, a veteran, is now more and more stable in the industry, and the real future can be expected.