Dongguan Nailike New Energy Co., Ltd
In 2025, the global electric bicycle battery industry entered a transformative era. China, as the world's largest producer and exporter, holds the leading position. It is expected that in the future, the global shipment volume of lithium-ion batteries for electric bicycles will continue to grow steadily.
Governments around the world are implementing stricter safety regulations to curb the fire hazards of electric bicycles. China implemented mandatory standards in 2025 that introduced strict puncture penetration tests, requiring batteries not to catch fire when subjected to steel needle punctures - aiming to address 91.7% of electric bicycle fires caused by thermal runaway. These regulations have accelerated the phase-out of lead-acid batteries, and now lithium-ion batteries have become the dominant product in both domestic and export markets.
In 2025, China's electric bicycle battery export volume increased by 27.9% year-on-year, reaching 11 million units. The main growth drivers include:
1. Growth in the personal consumer market: driven by policy-driven replacement cycles and the demand for high-range models in rural areas.
2. Battery replacement market: reduced distribution fleet and infrastructure costs, and a wider coverage of overseas markets, with the rapid adoption of the "replace and go" model in Southeast Asia and Africa.
3. Significant application of shared mobility, thanks to the cost advantage of lifepo4 cell and the expansion of subscription-based services.
As the industry develops， technological diversification has become a key trend. We will actively respond to more customer demands and strive to provide better services.
Trends in the E-bike battery industry: The surge in exports from China and strict safety standards have driven changes
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