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Recently, the highly anticipated energy-saving and new energy vehicle technology roadmap 2.0 was officially announced, and China is moving towards the goal of achieving electrification transformation of the automotive industry by 2035. Although the roadmap will elevate the status of hybrid vehicles, the direction of electrification transformation is unstoppable, and the lithium-ion battery related industry that is driven by it is still hot.

However, the application field of lithium-ion batteries is not only in electric vehicles, but another big "wind" is also quietly coming.

The light electric vehicle industry, with a market holding of nearly 300 million vehicles and an average annual production of over 30 million vehicles, is accelerating the technological upgrade from lead-acid batteries to lithium-ion batteries under policy guidance. As a result, the growth rate of lithium-ion batteries in this field is expected to exceed that of electric vehicles.

Industry insiders told Tencent Automobile that "the two major battery giants C (referring to Ningde Times) and A (referring to ATL) are both focusing on the field of electric light vehicles and are expected to make significant moves next year

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