On April 18, according to Contemporary Amperex Technology Co.Limited(300750) news, evogo power exchange service was officially launched in Xiamen. At the same time, Contemporary Amperex Technology Co.Limited(300750) also announced that the minimum preferential monthly rent of chocolate power exchange block was 399 yuan / piece.
In addition, there are rumors in the market that Fujian Yongfu Power Engineering Co.Ltd(300712) provided EPC services such as design, procurement, installation and commissioning for Contemporary Amperex Technology Co.Limited(300750) first batch of evogo quick change stations Contemporary Amperex Technology Co.Limited(300750) Fujian Yongfu Power Engineering Co.Ltd(300712)
Contemporary Amperex Technology Co.Limited(300750) evogo’s first batch of four quick change stations are distributed in Siming District, Huli district and Haicang District of Xiamen. It is expected that 30 quick change stations will be completed in Xiamen by the end of this year. At that time, there will be one quick change station within every 3 km service radius on Xiamen Island.
At present, the minimum preferential monthly rent of chocolate power exchange block is 399 yuan / piece, and the rent price will be dynamically adjusted according to different use conditions of users China Securities Journal reporter learned from Contemporary Amperex Technology Co.Limited(300750) that the battery rent is only to rent the battery, and the replacement fee is calculated separately. The service price of quick change station is equivalent to that of quick charging, and will be dynamically adjusted according to station location, time period and other factors
it is understood that the weight energy density and volume energy density of the “chocolate power exchange block” exceed 160wh / kg and 325wh / L. a single battery can provide a endurance of about 200km, and can adapt to 80% of the models developed by pure electric platforms that have been listed in the world and will be listed in the next three years
Contemporary Amperex Technology Co.Limited(300750) pointed out that the chocolate battery replacement products are equipped with corresponding models, which can make the purchase cost of new energy vehicles (excluding batteries) lower than that of fuel vehicles, and the replacement speed is equal to that of fuel vehicles. The company plans to launch a new product m3p, which is called the ternary battery of phosphate system. The cost is lower than that of ternary battery, and the energy efficiency is improvedP align = “center” rapid development of power exchange industry
Power exchange can effectively solve the anxiety of electric vehicle energy supplement. Recently, a number of policies have encouraged the development of power exchange industry. The national development and Reform Commission and other seven departments jointly issued the “implementation plan for promoting green consumption” a few days ago, which clearly stipulates to strengthen the construction of supporting infrastructure such as charging and changing electricity, new energy storage and hydrogenation. According to the notice on starting the pilot work of new energy vehicle power exchange mode application, there are 11 cities included in the pilot scope, including 8 comprehensive application cities (Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan) and 3 characteristic heavy truck cities (Yibin, Tangshan and Baotou); It is expected to promote the replacement of more than 100000 electric vehicles and more than 1000 power stations.
Enterprises are also accelerating the layout of power exchange network. On April 15, 2022, Weilai and China Petroleum & Chemical Corporation(600028) signed a strategic cooperation agreement. In one year, the two sides jointly built 175 charging and replacement power stations, including 71 charging and replacement power stations, 75 overcharging stations and 29 destination charging power stations, covering 26 provincial administrative regions and 72 prefecture level cities.
As of April 15, Weilai has accumulated 894 replacement power stations across the country, including 237 Expressway replacement power stations; 737 overcharge stations and 4102 overcharge piles; There are 685 destination charging stations and 3892 destination charging piles.
Citic Securities Company Limited(600030) believes that the Shanxi Guoxin Energy Corporation Limited(600617) automobile energy supplement market is expected to maintain the pattern of charging first and power replacement second in the next five years, taking into account the advantages of more efficient power replacement mode, more friendly to power grid and land, as well as the disadvantages of low degree of standardization, closed system and high investment cost. Driven by various factors, it is expected that the application and promotion of power exchange mode in some high-end passenger cars and operating vehicles will accelerate significantly.
