The new “player” Contemporary Amperex Technology Co.Limited(300750) adds another partner to the power exchange market.
On April 27, Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ) announced that it had signed a cooperation framework agreement on evogo power exchange project with Aichi automobile. According to the cooperation agreement, the two sides will jointly develop the combined power exchange model with the first model of Aichi U5 as the carrier, and plan to launch it to the market in the fourth quarter of 2022.
Just two weeks ago, Contemporary Amperex Technology Co.Limited(300750) evogo power exchange service was officially launched in Xiamen. The first batch of four fast exchange stations were distributed in Siming District, Huli district and Haicang District of Xiamen. It is estimated that Contemporary Amperex Technology Co.Limited(300750) will complete the construction of 30 quick change stations in Xiamen by the end of this year.
Coincidentally, on the same day that Contemporary Amperex Technology Co.Limited(300750) official announced the start of power exchange service, Weilai announced that the 900th Weilai Power Exchange Station Nanjing Jiangning Auchan station was officially launched, and Weilai users changed power more than 8 million times.
It can be seen that new energy related vehicle enterprises are intensively laying out in the field of power exchange. According to the data of China electric vehicle charging infrastructure promotion alliance, as of March this year, the total number of replacement power stations in China was 1451. Among them, Weilai and Aodong new energy ranked first in the number of 915 and 429 replacement power stations respectively, accounting for 92.6% in total. In contrast, what new changes will Contemporary Amperex Technology Co.Limited(300750) bring to the industry?
Contemporary Amperex Technology Co.Limited(300750) to B Weilai to c
After entering the power exchange market, Contemporary Amperex Technology Co.Limited(300750) first aims at the b-end network car Hailing users.
If users want to enjoy Contemporary Amperex Technology Co.Limited(300750) ‘s power exchange service, they first need to buy a vehicle equipped with Contemporary Amperex Technology Co.Limited(300750) “chocolate power exchange block”. It is understood that the first vehicle to reach relevant business cooperation with Contemporary Amperex Technology Co.Limited(300750) in Xiamen is FAW Pentium NAT, which is a pure electric vehicle specially built by FAW Pentium for the rental and online car Hailing market. It has been put into operation in Shenzhen, Guangzhou, Suzhou, Wuxi, Hefei, Tianjin, Changchun, Lanzhou, Liaoyuan and other cities.
Recently, Contemporary Amperex Technology Co.Limited(300750) insiders told the reporter of daily economic news that Contemporary Amperex Technology Co.Limited(300750) has cooperated with many parties, including vehicle 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 vehicle enterprises, and relevant progress will be released in due time in the future.” The insider said.
It is worth noting that Contemporary Amperex Technology Co.Limited(300750) also announced that the monthly rent of chocolate power exchange blocks will be 399 yuan per block, and the rent and power exchange price will be dynamically adjusted according to the station location, time period and other factors. Similar to the Weilai baas scheme, the purchase price of Pentium NAT replacement model (without battery) is about 80000 yuan cheaper than that of ordinary model. Based on the monthly battery rent of 399 yuan, the saved cost is roughly equivalent to the battery rent of 16 yearsP align = “center” tabulation: every reporter Li Shuo
In contrast, Weilai, which currently has the largest number of replacement power stations, is mainly for C-end customers.
It is understood that at present, Weilai power exchange station only supports the power exchange service of this brand model. Official data show that as of April 18, the proportion of Weilai users whose residence or office location is within 3 kilometers of Weilai exchange power station was 59.40%. In 2022, Weilai plans to build more than 1300 replacement power stations, more than 6000 overcharge piles and more than 10000 destination charging piles in the Chinese market.
Orient Securities Company Limited(600958) research report believes that the vehicle electricity separation purchase mode adopted by Weilai is beneficial to both vehicle enterprises and consumers. For Weilai, this strategy can lower the price threshold and face a wider range of consumers; For consumers, under the power exchange mode of vehicle electricity separation, on the one hand, the purchase price of vehicles decreases, on the other hand, the depreciation of batteries does not need to be borne by consumers, which improves consumers’ purchase intention.
Therefore, industry analysts believe that Contemporary Amperex Technology Co.Limited(300750) and Weilai do not form a competitive relationship in the power exchange business at this stage, considering the differences in the selling price of current models and the nature of users.
” Contemporary Amperex Technology Co.Limited(300750) ‘s power exchange service was mainly based on the b-end market of operating vehicles in the early stage. For operating vehicles, the current main demand is to increase the operation time of vehicles and reduce the charging and replacement time. These users have relatively low personalized demand for vehicles, so they can accept Contemporary Amperex Technology Co.Limited(300750) ‘s standardized batteries. However, the C-end market is quite different, and I think it is still a long way from large-scale promotion and application.” On April 27, Tong zongqi, director of the Information Department of China electric vehicle charging infrastructure promotion alliance, said in an interview with reporters.
battery pack standard unification problem is expected to be solved
In fact, Contemporary Amperex Technology Co.Limited(300750) entering the power exchange market has a longer-term consideration. In the assumption of Contemporary Amperex Technology Co.Limited(300750) , the chocolate power exchange block is a mass-produced battery specially developed to realize “shared power exchange”. The power exchange blocks can be combined freely, and consumers can flexibly match the vehicle according to their personal mileage needs.
Contemporary Amperex Technology Co.Limited(300750) said at the press conference that the chocolate battery block is not only suitable for passenger cars from A00 to B and C, as well as logistics vehicles, but also suitable for 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. This also reveals that Contemporary Amperex Technology Co.Limited(300750) tries to solve the biggest problem in the power exchange market: the battery pack standard is not unified.
For car enterprises, the power battery is one of the core components of new energy vehicles, involving many parameters and indicators such as safety, mileage and charging speed. It is not willing to be commissioned by a third party. According to incomplete statistics, 30 enterprises have launched 59 electric vehicle replacement products.
“Vehicle manufacturers are reluctant to standardize the battery pack because the profit of the battery pack is very high, accounting for about 40% ~ 60% of the vehicle cost. Once the power is replaced and standardized, the battery pack can be done by a third party, which is something that vehicle enterprises do not want to see.” Zhang Xiang, President of New Energy Vehicle Technology Research Institute of Jiangxi new energy technology vocational college, said in a media interview earlier.
Despite many difficulties, Contemporary Amperex Technology Co.Limited(300750) is still actively cooperating with auto enterprises. At present, Aichi automobile and FAW Pentium have become their partners. Contemporary Amperex Technology Co.Limited(300750) said that the details of the partners will be published in the future.
\u3000\u3000 ” Contemporary Amperex Technology Co.Limited(300750) is an absolute leader in the field of power batteries in terms of market share and influence. In order to better cooperate with Contemporary Amperex Technology Co.Limited(300750) and get the batteries or battery modules of Contemporary Amperex Technology Co.Limited(300750) in time, many car enterprises have established joint ventures with Contemporary Amperex Technology Co.Limited(300750) to bind their assets. The strong position in the battery field leads Contemporary Amperex Technology Co.Limited(300750) to have a strong voice in the face of car enterprises, which promotes car enterprises to accept their battery contractors The resistance is relatively small in the industrial model. Therefore, Contemporary Amperex Technology Co.Limited(300750) entering the power exchange market has also played a certain role in promoting and promoting the standardization of battery packs. ” Tong zongqi told reporters.
\u3000\u3000 “Power exchange is a track with a market scale of one trillion. At present, power exchange has attracted the attention of many parties, including policy, industry and capital. Many powerful leading enterprises not only change power for power exchange, but also work hard for the accelerated development of the whole energy storage and the whole industry. Contemporary Amperex Technology Co.Limited(300750) ‘s participation is good for power exchange. From the practice of Olympic power’s exploration of power exchange, power exchange really needs the support and entry of more players. ”In mid April, Yang Ye, co-founder and senior vice president of Aodong new energy, said in an interview with the media.
