On February 13, Gcl Energy Technology Co.Ltd(002015) announced that Guiyang industry control group and Gcl Energy Technology Co.Ltd(002015) signed a strategic cooperation framework agreement. The two sides will carry out cooperation on digital management of batteries and energy assets, construction and operation of power exchange and energy supplement network, new power system and energy storage, battery materials and industrial funds, including battery banks.
On January 26, the State Council issued a document clearly proposing to support Guizhou in cultivating strategic emerging industries, accelerate the construction of R & D and production bases for new energy power batteries and materials, and orderly develop supporting industries of new energy vehicles such as lightweight materials, motor electric control, charging and replacement equipment; Actively develop new energy and expand the application of new energy in transportation, data center and other fields; We will strengthen the development and utilization of clean energy and build a new comprehensive energy base.
In this context, Guiyang industry control group and Gcl Energy Technology Co.Ltd(002015) focus on the power exchange track and carry out cooperation in seven aspects, namely to build a big data platform for energy asset management of battery bank; Jointly promote the promotion and application of new energy vehicles for power exchange and the development and operation of supporting power exchange and energy supplement network, and build a green, convenient and intelligent travel ecology. Carry out fund cooperation around the carbon neutral industry, invest and introduce leading enterprises and industrial resources, carry out energy big data and full life cycle digital asset management, and explore the innovation of carbon footprint, carbon credits, carbon quotas and other evaluation and trading mechanisms.
The two sides introduced that the battery bank, which focuses on cooperation, will truly realize battery sharing and asset service, and accelerate the promotion and application of vehicle electricity separation mode. It can not only improve the utilization rate of capital and capacity through the activation and management of “battery” assets in the whole life cycle; It can also solve the problem of difficult recovery and regeneration of power battery for a long time.
At present, “battery bank” has attracted much attention. According to the notice on organizing the pilot work of power exchange mode for new energy enterprises jointly issued by the Ministry of industry and information technology and the national energy administration, one of the key work contents of the pilot work of power exchange mode for new energy vehicles is to “encourage social capital to participate in the establishment of battery asset management companies”. At the same time, Saic Motor Corporation Limited(600104) , Contemporary Amperex Technology Co.Limited(300750) , FAW Group and other enterprises are involved.
In December 2021, investors asked Gcl Energy Technology Co.Ltd(002015) on the investor interaction platform, what is the cooperation mode between the company and major automobile manufacturers? Will it go deep into the vehicle manufacturing industry or lithium battery industry?
At that time, Gcl Energy Technology Co.Ltd(002015) said that based on the power exchange operation platform + battery bank, the company could provide various cooperation modes for automobile manufacturers. For example, for existing electric models, the company could provide power exchange operation services, including vehicle sales; Develop the vehicle end power exchange system for the whole vehicle factory, including power exchange battery, power exchange lock and power exchange controller, and develop the power exchange station customized. At present, the company does not go deep into the vehicle manufacturing industry and lithium battery industry. The company focuses on power station replacement and power replacement operation.
