A 100 billion level industry is expected to enter a period of rapid growth.
China Securities News · CSI Taurus reporter learned from industry insiders that the implementation opinions on further improving the service guarantee capacity of charging and exchanging infrastructure studied by the National Energy Administration in conjunction with the Ministry of industry and information technology will be officially issued in the near future.
With the promotion of new energy industry, the efficient "energy supplement" method of power exchange can greatly reduce the number of new energy battery necks. Driven by the policy, the difficulties in the power exchange mode have been gradually broken through. The organization expects that the proportion of changing tram type will reach 30% in 2025, resulting in a market scale of 300 billion yuan.
battery standard is expected to be unified
accelerate the introduction of relevant industry standards
As one of the important "energy supplement" methods of new energy vehicles, power exchange has advantages in reducing vehicle purchase cost, eliminating mileage anxiety and improving safety level. While more and more capital is devoted to the circuit of power exchange, the power exchange mode still restricts the development of the industry, such as the non-uniform battery standards that restrict its large-scale development for a long time, the unclear profit model of power exchange station and so on.
The reporter learned from insiders that in order to accelerate the large-scale development of the power exchange industry in the future, it is necessary to unify the specifications and standards of battery packs, open services and share resources.
At present, the state is promoting the accelerated introduction of relevant industry standards.
On November 1, the national standard of safety requirements for electric vehicle replacement was officially implemented. The standard was approved and issued by the State Administration of market supervision in April. It is the first basic universal national industry standard formulated by China in the power exchange industry.
Insiders pointed out that the standard helps to improve the safety level of electric vehicles using power exchange technology in terms of mechanical strength, electrical safety and environmental adaptability, ensure the safety of power exchange electric vehicles, fill the standard gap in the automotive industry, solve the urgent problem that there is no standard for power exchange mode, and help guide the product research and development of automotive enterprises, Support the high-quality development of new energy vehicle industry.
In May this year, the national development and Reform Commission and the National Energy Administration organized and drafted the implementation opinions on further improving the service support capacity of charging and switching infrastructure (Exposure Draft), which refined the development requirements of charging infrastructure for different scenarios, and encouraged the transformation to V2G, intelligent and orderly charging and high-power fast charging; Strengthen technical innovation and standard support for charging and changing electricity; Accelerate the popularization and application of power exchange mode; Improve the promotion mechanism for the construction of charging piles in residential communities, strengthen the subsidies for guaranteed, high-power and vehicle network interactive charging and replacement facilities, and tilt the subsidies to high-quality stations.
Insiders pointed out that the power exchange technology is expected to make up for the low charging efficiency of the charging pile, and form a peak shaving effect on the power grid through energy storage, so as to promote the rise of the power exchange track.
new energy vehicle power exchange pilot has been launched
100 billion market space is expected
From the current new energy vehicle policies, it is obviously inclined to the power exchange mode.
This year's government work report expanded "building charging piles" to "increasing charging piles, changing power stations and other facilities", which is interpreted by the industry as a shift in policy direction.
In order to implement the new energy vehicle industry development plan (2021-2035) and promote the in-depth integrated development of new energy vehicles and energy, the Ministry of industry and information technology and the National Energy Administration launched the pilot application of new energy vehicle power exchange mode on October 28. There are 11 cities included in the pilot scope, including 8 comprehensive application cities of Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan, as well as 3 heavy truck characteristic cities of Yibin, Tangshan and Baotou.
This is the first time that heavy truck characteristic cities have been included in the scope of pilot cities. The Ministry of industry and information technology said that the power exchange mode can reduce users' car purchase cost and has certain advantages in eliminating mileage anxiety and improving safety level.
Market analysts pointed out that after the separation of vehicle and electricity, users only need to pay attention to the power and mileage, and the property right of the battery belongs to a separate operating company. Since the cost of a battery is at least tens of thousands of yuan, the early construction investment of the power exchange station is large and the assets are heavy. The power exchange pilot is expected to promote more financial instruments and policy support.
With the development of the pilot work, Founder Securities Co.Ltd(601901) it is estimated that in 2025, the sales volume of power exchange passenger vehicles will exceed 2.8 million, the sales volume of power exchange commercial vehicles will exceed 500000, and the demand for supporting power exchange stations is about 28000, corresponding to the market scale of 76.5 billion yuan; The demand for supporting batteries is about 55gwh, corresponding to the market scale of 38.8 billion yuan, the power revenue of 216.8 billion yuan, and the total scale of the industrial chain is about 332.1 billion yuan.
enterprises speed up the layout of power exchange business
On December 8, Sinopec disclosed that its 1000th charging and replacement power station was officially completed and put into operation. Sinopec said that during the "14th five year plan" period, Sinopec will plan to build 5000 charging and replacement power stations.
Sinopec accelerated the layout of charging and replacing electricity business this year. Up to now, Sinopec has built 935 charging stations and 65 replacement stations. On April 15, Sinopec signed strategic cooperation agreements with two new energy enterprises, Weilai and Aodong, to "make charging and changing electricity as convenient as refueling". On the same day, Sinopec Chaoying station, the world's first fully intelligent power exchange station jointly built with Weilai, was put into operation. On July 20, China Petroleum & Chemical Corporation(600028) Chongqing Dazhulin power exchange station, the first power exchange station jointly built with Olympic sports, was put into operation.
Driven by state-owned enterprises, a number of enterprises have indicated that they will carry out R & D and layout of power exchange mode. Dongfeng, Weilai, Aodong, BAIC, Chang'an, SAIC, Geely and other enterprises have cut into the power exchange track. At present, Aodong, which accounts for the largest proportion in the power exchange field, plans to complete the construction of 10000 power exchange stations within five years.
Analysts believe that the power exchange mode will enter a period of rapid growth during the 14th Five Year Plan period. With the continuous development of new energy vehicles, the power exchange technology will be more perfect, the power exchange cost will be reduced day by day, and the power exchange mode will usher in a good application space.
Sinopec invests heavily in companies related to charging and changing power stations or receives attention (with shares)
Two 1000! Sinopec has built 1000 charging and replacement power stations and 1000 photovoltaic power stations respectively
(China Securities Journal)
