“Ningwang”, which occupies half of the power battery, is no longer satisfied with just being a supplier of cars. In January 15th, the official account of WeChat Contemporary Amperex Technology Co.Limited(300750) announced that it would hold the EVOGO Conference on power exchange in January 18th, and the slogan of “energy exchange” was also loud.
Relevant persons of Contemporary Amperex Technology Co.Limited(300750) confirmed to the reporter of Shanghai Securities News that the power exchange products of Contemporary Amperex Technology Co.Limited(300750) will face all vehicle enterprises. According to the analysis of industry experts, Contemporary Amperex Technology Co.Limited(300750) This means that it has officially entered the power exchange market of “separation of vehicle and electricity”, hoping to cut a new market cake during the accelerated development of new energy vehicles.
ningwang cuts into the power exchange track
“The moral of the name of the new brand is: evolution + go.” The person in charge of Contemporary Amperex Technology Co.Limited(300750) introduced to the reporter of Shanghai Securities News on January 15 that Contemporary Amperex Technology Co.Limited(300750) will launch a new power replacement brand named evogo, which will be released in the afternoon of January 18. At present, it can be determined that Contemporary Amperex Technology Co.Limited(300750) new power replacement products will face all vehicle enterprises.
evolution means evolution.
According to industry experts, when the popularity of new energy vehicles is accelerating, the “vehicle power separation” commonly known as “power change” is that the electric vehicle and the battery form two completely independent parts. When the battery of the electric vehicle needs to be charged, the owner can go to the power station to replace a fully charged battery. As a new energy supplement scheme for electric vehicles, power replacement can solve the two core pain points of electric vehicle endurance and charging time.
As one of the ways to supplement the energy of electric vehicles, China Shanxi Guoxin Energy Corporation Limited(600617) car enterprises Weilai and Baic Bluepark New Energy Technology Co.Ltd(600733) have made some layout in the field of power exchange. The newly launched power exchange platform of the two enterprises can realize efficient machine power exchange in less than 3 minutes. Gcl Energy Technology Co.Ltd(002015) it was also revealed recently that the company currently focuses on high-frequency travel operation vehicles such as heavy trucks, logistics, taxis and online car hailing, and will continue to expand the coverage and service capacity of the power exchange market.
According to people close to Contemporary Amperex Technology Co.Limited(300750) , although it accounts for more than half of the China Shipbuilding Industry Group Power Co.Ltd(600482) battery field, Contemporary Amperex Technology Co.Limited(300750) also needs to expand new business space. According to the latest statistics of China Automobile Association, Contemporary Amperex Technology Co.Limited(300750) power battery loading volume in 2021 is 80.51gwh, accounting for 52.1% of the market; Byd Company Limited(002594) the loading volume is 25.06 GWH, accounting for 16.2% of the market; China Innovation Airlines ranks third, with a loading volume of 9.05gwh, accounting for 5.9% of the market.
In fact, in 2021 Contemporary Amperex Technology Co.Limited(300750) has begun to layout in the “power change” track. At the 2020 annual performance presentation meeting held in May 2021, Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun said during the exchange that the company believes that power replacement and fast charging are better than hydrogen energy in economy and maturity, and the company has discussed relevant cooperation with vehicle enterprises.
On December 10, 2021, Contemporary Amperex Technology Co.Limited(300750) joined hands with FAW Pentium to hold a Pentium NAT exchange meeting with Fujian provincial agents; 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.
industry “standardization” acceleration
some automotive industry experts said that the field of power exchange is not a small cake in the new energy vehicle market. Compared with the current charging technology, power exchange is a more efficient way to supplement energy, but there are not many enterprises and brands engaged in power exchange.
In terms of policy, relevant state departments have encouraged the development of power exchange mode since April 2020, emphasizing that for new energy vehicles with more than 300000 yuan, only electric vehicles can continue to enjoy state subsidies.
In addition, according to the notice on organizing the pilot work of the application of new energy vehicle power exchange mode issued by the Ministry of industry and information technology in October 2021, 13 cities were included in the pilot. Among them, there are 8 comprehensive application cities (Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan) and 3 characteristic heavy truck cities (Yibin, Tangshan and Baotou).
According to the latest research report, the contradiction between energy supplement of new energy vehicles is becoming increasingly prominent, and the power exchange mode is expected to rise rapidly with the advantages of the system. In order to realize the large-scale implementation of the whole market, the standardization of battery boxes 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.
Unlike Weilai, Baic Bluepark New Energy Technology Co.Ltd(600733) and other auto manufacturers, Contemporary Amperex Technology Co.Limited(300750) customers have included almost all new energy vehicle enterprises. The company’s participation in the power exchange track will not only improve the customer service ability, but also further promote the standardization of the industry.
In addition, from the system level, the promotion of power exchange business in various regions first needs to lay a power exchange network, China International Capital Corporation Limited(601995) believes that the standard power exchange station matching the standard battery box and electric vehicle type will take the lead in building a large area in various regions. Some institutions predict that by 2025, the number of new power exchange stations in China will reach more than 9000, and the demand for new power exchange equipment in China will reach 12 billion yuan.
Replacement station of Weilai automobile
