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 quick change stations to start service are distributed in Siming District, Huli district and Haicang District of Xiamen. It is expected that the construction of 30 quick change stations will be completed in Xiamen by the end of this year. 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. 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.
Soochow Securities Co.Ltd(601555) pointed out that the power exchange mode reduces the resource consumption at the social level and gradually gets the attention of the policy: for users, the advantages of the power exchange mode are mainly: (1) saving time and cost and reducing the waiting time for energy supplement; (2) Save the battery purchase cost and allocate it to the subsequent battery leasing to reduce the operation threshold. From a social perspective, the power exchange mode can give greater play to the value of each battery and reduce the consumption of battery resources. In the context of high cost of raw materials for power batteries and China’s dependence on imports for 70% of lithium and more than 80% of nickel and cobalt, the power exchange mode is an effective way to solve the high cost of raw materials, which has been paid attention to by the state and policies.
At present, the replacement of electric vehicles is mainly concentrated in commercial vehicles and medium and high-end passenger vehicles. From the perspective of the sales volume and penetration rate of electric vehicles, (1) commercial vehicles: the sales volume of electric vehicles has increased rapidly since the second quarter of 2021, and the penetration rate of electric vehicles has shown a rapid upward trend. In the fourth quarter of 2021, the sales volume of electric vehicles was 1417, with a penetration rate of 2.82%. (2) Passenger cars: the absolute value of the sales volume of electric vehicles has increased rapidly since the fourth quarter of 2020, and the sales volume of electric passenger cars exceeded 30000 in the fourth quarter of 2021, a record high. In the first quarter of 2021, the penetration rate of replacing passenger cars with electric vehicles increased to 4.58%. The slight decline in the penetration rate of replacing passenger cars from the second quarter to the fourth quarter of 2021 was due to the significant increase in the sales volume of rechargeable passenger cars. Among relevant concept stocks, Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shanghai jiuhang (unlisted), bertan Technology (unlisted), and Inventronics (Hangzhou) Inc(300582) , are recommended to focus on Bozhon Precision Industry Technology Co.Ltd(688097) , Gcl Energy Technology Co.Ltd(002015) , Shandong Weida Machinery Co.Ltd(002026) , Csg Smart Science&Technology Co.Ltd(300222) , Shanghai jiuhang (unlisted), bertan Technology (unlisted).
