Officially enter the power exchange market of vehicle power separation, "ningwang" hopes to obtain more market cakes. On April 18, Contemporary Amperex Technology Co.Limited(300750) announced that evogo power exchange service was officially launched in Xiamen. The first batch of four fast exchange stations to start service are distributed in Siming District, Huli district and Haicang District of Xiamen. It is expected that 30 fast exchange stations will be completed in Xiamen by the end of this year.
"At present, the charging capacity of a single piece of 'chocolate power exchange block' is 26.5 degrees, and the minimum preferential price of monthly rent is 399 yuan per piece. The rent price and power exchange price will also be dynamically adjusted." Contemporary Amperex Technology Co.Limited(300750) insiders told the financial associated press that Contemporary Amperex Technology Co.Limited(300750) currently includes car enterprises, vehicle operators, site resources, power grid, and even financial institutions. "FAW Pentium NAT is mainly online car Hailing. In addition to FAW, it has reached cooperation with a number of car enterprises, and relevant progress will be released in due course."
In January this year, Shidai electric service, a wholly-owned subsidiary of Contemporary Amperex Technology Co.Limited(300750) launched the power exchange service brand evogo and the overall solution of combined power exchange. Among them, the mass-produced battery "chocolate power exchange block" specially developed for shared power exchange will adopt Contemporary Amperex Technology Co.Limited(300750) latest CTP technology, with a weight energy density of more than 160wh / kg and a volume energy density of more than 325wh / L. a single battery can provide a endurance of about 200km, and can adapt to 80% of the world's pure electric vehicles that have been listed and will be listed in the next three years.
"The 'chocolate power exchange block' can be applied to passenger cars and logistics vehicles from A00 to B and C." At that time, Chen Weifeng, general manager of times electric service, introduced that the power exchange station can adapt to various brand models using "chocolate power exchange blocks", which broke through the adaptation barrier between batteries and models, and realized the freedom of choice of electric vehicle models. "The power exchange of a single power block takes about 1 minute, and 48 power exchange blocks can be stored in the station."
It is worth noting that Weilai, which has built 900 replacement power stations in the Chinese market, recently announced an adjustment to the price of its products. Among them, the long-term battery pack battery rental service fee is adjusted from 1480 yuan / month to 1680 yuan / month, and the standard battery pack battery rental service fee remains unchanged at 980 yuan / month.
"Only in terms of unit price, Ningde has an advantage over Weilai (long life battery pack)." Some industry analysts said, however, that the user groups of the two companies are different. "At present, the power exchange mode is not well promoted in the field of private cars. Weilai is the most prominent among car enterprises, while Ningde power exchange will be oriented to all car enterprises, which means that Ningde's product structure is richer, the market depth and share will be further improved, and the profitability will naturally be gradually enhanced."
Regarding the entry of Contemporary Amperex Technology Co.Limited(300750) , an insider of Weilai said, "this is a good thing to expand the power exchange market together."
On January 21 this year, ten ministries and commissions including the national development and Reform Commission and the National Energy Administration issued the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure, making specific arrangements for a number of outstanding problems existing in the current charging infrastructure, so as to promote the development of electric vehicle infrastructure. According to relevant statistics, as of March this year, the number of replacement power stations in China had reached 1451, with a year-on-year increase of 140%. The number of replacement power stations in Beijing, Guangdong, Jiangsu, Shanghai and other provinces and cities exceeded 100.
"For a long time, China's charging infrastructure has been seriously insufficient and in short supply." Guosheng securities research report said that however, with the promotion of policies, industry leaders such as main engine plants, battery plants and traditional energy giants have entered the Bureau, and a 100 billion level power exchange market is about to be formed.
According to the conservative prediction of the organization, AVIC Securities Research Report believes that at the end of the 14th five year plan, the number of power exchange stations in China exceeded 20000. From 2022 to 2025, the investment in new power station equipment may be 3.551 billion yuan, 7.519 billion yuan, 12.023 billion yuan and 16.564 billion yuan respectively, with a total of about 39.7 billion yuan. In the same period, the operation space of power exchange station, the link with the largest market space in the field of power exchange, is expected to reach 8.315 billion yuan, 24.371 billion yuan, 61.456 billion yuan and 135755 billion yuan respectively every year.
