On January 15, Contemporary Amperex Technology Co.Limited(300750) announced that it would hold a Contemporary Amperex Technology Co.Limited(300750) evogo power exchange brand press conference at 15:30 on January 18.
In view of the above situation, the reporter of science and Innovation Board daily learned from Contemporary Amperex Technology Co.Limited(300750) that the power exchange brand will face all vehicle enterprises.
Recently, Contemporary Amperex Technology Co.Limited(300750) has acted frequently in the field of power exchange. Among them, on August 20, 2021, Contemporary Amperex Technology Co.Limited(300750) established a subsidiary of times electric service in Xiamen, Fujian, as the carrier of power exchange business; On December 20, Contemporary Amperex Technology Co.Limited(300750) established times electric service (Liaoyuan) Co., Ltd. in Jilin Province; On December 24, Contemporary Amperex Technology Co.Limited(300750) signed an agreement on cooperation in the construction of power exchange network with Guizhou provincial government.
According to the research of China International Capital Corporation Limited(601995) , power exchange mode should realize the large-scale implementation of the whole market, the standardization of battery box is the premise, and Contemporary Amperex Technology Co.Limited(300750) with absolute market share will be the core participant of the whole power exchange industry.
“At present, the power exchange mode is mainly used in the field of commercial vehicles and travel. It is not well promoted in the field of private cars. Weilai is a prominent case among car enterprises.” Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology, analyzed to the reporter of science and Innovation Board daily that ” battery is a product with high profit and value, accounting for about 40% – 60% of the vehicle cost. Once the power exchange is standardized, it means that the profit space and core competitiveness of vehicle enterprises will be affected. “
Another person in the industry told the science and Innovation Board daily that “power battery is the core part of new energy vehicles. If the battery is standardized, car enterprises may lose their competitiveness and voice in the field. precisely because there are many interest disputes, this has also become an important reason why it is difficult to unify battery standards. “
For some auto enterprises, the emergence of “battery manufacturer layout and power exchange” may open more imagination space for them.
According to Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology, ” for some auto enterprises with poor sales, the power exchange business of Contemporary Amperex Technology Co.Limited(300750) can reduce their manufacturing costs and simplify the manufacturing process. At the same time, the \’flow effect\’ of Contemporary Amperex Technology Co.Limited(300750) also helps to improve the sales of such auto enterprises. “
Previously, in October 2021, the Ministry of industry and Information Technology launched the pilot application of new energy vehicle power exchange mode, and a total of 11 cities were included in the pilot scope. Among them, there are 8 comprehensive application cities, namely: Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan; There are 3 characteristic categories of heavy trucks: Yibin, Tangshan and Baotou.
Under the favorable policy, it should be noted that at present, there are still many difficult problems to be solved in the power exchange mode.
Huaxi Securities Co.Ltd(002926) according to the research, the current shortcomings of power exchange include: the sharp increase in the construction cost of power exchange station, the difficulty in ensuring the equipment reliability and battery consistency, the inconsistency of technical standards, the difficulty in integrating and coordinating the interests of all parties, etc.
” battery suppliers need to consider economic benefits when arranging power exchange business. At present, the business model in the field of power exchange is not clear. At present, except for \’ningwang\’ with abundant funds, it may not be possible for other battery manufacturers to arrange power exchange business. ” said Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology.
From the perspective of enterprise planning, by the end of 2025, the global total number of Weilai replacement power stations will exceed 4000. Among them, there are about 1000 replacement power stations in markets outside China; Aodong new energy plans to complete the construction of 10000 exchange power stations within 5 years; By 2025, the state power investment plans to increase the total investment scale by 115 billion yuan, 4000 replacement power stations and 228000 batteries.
China International Capital Corporation Limited(601995) the research shows that the power exchange mode has the advantages of “low cost, high floor efficiency, grid friendliness and echelon utilization”, and finally constructs a new power system of “power exchange electric vehicle”. 2022 will become an important turning point of “0 to 1” for the commercialization of power exchange stations, which will bring investment opportunities in the corresponding industrial chain.
According to the research of Soochow Securities Co.Ltd(601555) , 2022 is the first year of large-scale power exchange station, and power exchange equipment manufacturers benefit the most. it is estimated that in 2025, more than 16000 new power stations will be added, and the investment in new equipment will exceed 60 billion yuan.
As the power exchange operators speed up the construction of power exchange stations, looking back at Contemporary Amperex Technology Co.Limited(300750) , how should they layout in the field of power exchange? The reporter of science and technology innovation board daily will continue to pay attention to the report.
