Lithium-powered Two-wheelers Replicate EV Growth Path, Leader PHYLION’s Soaring Performance Signals Industry Boom
As new energy vehicles surpass the 50% penetration tipping point and enter a market-driven phase, a similar power revolution is accelerating in the two-wheeler sector. Just as car batteries replaced fuel engines, lithium batteries for two-wheelers are now unstoppably replacing traditional lead-acid batteries. The soaring performance of industry leader PHYLION Power stands as the most vivid testament to this “lead-to-lithium” transition.
Tipping Point Reached: Two-wheelers Mirror Four-wheelers’ “Energy Shift” Path
Latest data from the China Association of Automobile Manufacturers shows this April, China’s new energy vehicle penetration hit 49.5%, with passenger cars exceeding 53.3%, marking new energy vehicles’ explosive transition from policy-driven to market-driven growth.
The success story of new energy vehicles crossing the “fuel-to-electric” tipping point is now being precisely replicated in two-wheelers’ “lead-to-lithium” shift: identical policy drivers (new national standards implementation), technological superiority (lithium batteries offer four times the energy density of lead-acid), demand upgrades (surge in range, power, and fast-charging needs), and cost advantages (lithium batteries reduce total usage costs by ~1/3 vs. lead-acid).
Notably, unlike lithium batteries in new energy vehicles which relied on massive fiscal subsidies for adoption, lithium batteries in the two-wheeler sector achieved popularity with zero subsidies, relying entirely on inherent advantages and market competition.
Just as new energy vehicles technologically superseded fuel-powered cars, lithium batteries are now rapidly displacing traditional lead-acid batteries in the two-wheeler sector by virtue of their core advantages: lightweight design, high performance, extended lifespan, smart capabilities, and lower total cost of ownership. The fundamental industry logic has shifted: market forces are now surpassing policy support to become the core driver.
Leader’s Surge: PHYLION’s Output Spike Reveals Demand Explosion
Clear signals of the lithium two-wheeler market explosion: Q1 2025 domestic lithium two-wheeler sales surged 58% YoY. Industry leader PHYLION is both a direct beneficiary and bellwether.
This giant—with 22 years in two-wheeler lithium batteries, >33 million global battery packs sold, seven consecutive years as global sales leader, and >70% domestic market share—recently posted “soaring” performance: Q1 two-wheeler lithium battery sales spiked 70% YoY.
PHYLION’s deep partnerships with leading brands Yadea, Aima, Tailin, Luyuan, Niu, and Ninebot make it the industry’s “barometer”.
Giants Rush In: “One Leader, Multiple Contenders” Pattern Emerges
The massive market unleashed by accelerating lithium adoption in two-wheelers is drawing lithium giants like BYD, Eve Energy, and Sunwoda to expand or enter. A “one leader (PHYLION), multiple contenders (new entrants)” landscape is forming, though car battery makers require 3–5 years for scenario validation (two-wheeler lithium batteries have a 3–5 year lifecycle).
”PHYLION’s moat remains robust due to deep first-mover advantages and accumulated tech, capacity, and ecosystem strengths. But new entrants foster positive competition-collaboration—jointly growing the market and accelerating cost reduction,” analysts stress. Market share will increasingly concentrate among leaders with comprehensive advantages.
Future Accelerates: Full Lithium Electrification Era in Power Field
Four-wheel success is rapidly replicating in two-wheelers. Bolstered by sustained policy support and robust consumer demand for high-performance batteries, the two-wheeler lithium wave is unstoppable—an inevitable result of technological progress and market selection.
PHYLION’s soaring performance and giants’ scramble to enter signal the full launch of a trillion-yuan blue ocean market. As market forces take full command, this tech-driven green power revolution is profoundly reshaping global mobility for billions.
From four wheels to two, the shift to lithium replicates not only technological pathways but industrial upgrade patterns. The era of full lithium electrification in the power field is unfolding at unprecedented speedsity, safety, cost and cycle life.