With the two-way rush of policy and market, the power exchange mode will usher in a new round of vigorous development.
On March 26, Lin nianxiu, deputy director of the national development and Reform Commission, said at the 8th China electric vehicle 100 people forum that we should actively explore new models such as vehicle power separation, combination of charging and changing electricity, flexible battery configuration and so on, create an innovation ecosystem for industrial integration and development, and take innovation as the driving force to continuously improve the level of industrial development.
Insiders said that under the power change mode, users can choose to rent batteries instead of purchasing batteries when purchasing new energy vehicles, so as to reduce the initial purchase cost. In addition, in the power exchange mode, users of new energy vehicles can adjust the required battery version according to different scenarios, flexibly control the battery use cost, and the cost advantage of the power exchange mode is very obvious in combination with the battery depreciation loss avoided in the rented battery mode.
Since this year, new energy giants have accelerated the layout of power exchange.
In January this year, Contemporary Amperex Technology Co.Limited(300750) announced to officially enter the field of power exchange and released the evogo power exchange brand; In early March, Japan’s Mitsubishi announced that it would cooperate with Germany’s Bosch to carry out the power exchange test of pure electric vehicles in China based on Baic Bluepark New Energy Technology Co.Ltd(600733) test vehicles.
At the communication meeting between Contemporary Amperex Technology Co.Limited(300750) and investors in February this year, chairman Zeng Yuqun once revealed that he wanted to strive for a market with a relatively low penetration rate of 80000 yuan to 120000 yuan. The car price without battery could reach 70000 yuan. The monthly battery rental cost was about the same as that of fuel, and the speed of power change was about the same as that of refueling.
Data show that by the end of January this year, the number of replacement power stations in China had reached 1386, an increase of 146.6% compared with 562 in January last year The Citic Securities Company Limited(600030) research report points out that it is expected that the number of replacement power stations will increase explosively in 2022, and the number of new replacement power stations in the whole year will exceed 3000.
