According to Contemporary Amperex Technology Co.Limited(300750) WeChat official account, the Contemporary Amperex Technology Co.Limited(300750) EVOGO brand conference will be held at 15:30 on January 18th.
Source: Contemporary Amperex Technology Co.Limited(300750) WeChat official account
China Securities News · China Securities Taurus reporter learned from insiders that the power exchange will be for all car enterprises.
Recently, many ministries and commissions have vigorously promoted the pilot application of new energy vehicle power exchange mode, and battery manufacturers and vehicle manufacturers are also accelerating cooperation to promote the commercialization of power exchange business. The agency estimates 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.
strengthen regional power exchange cooperation
Contemporary Amperex Technology Co.Limited(300750) has frequently acted in the field of power exchange recently.
On December 24, 2021, Contemporary Amperex Technology Co.Limited(300750) and Guizhou Provincial People’s government signed an agreement on cooperative construction of power exchange network in Guiyang. According to the agreement, the two sides will conduct in-depth cooperation in the construction of power exchange network facilities for new energy vehicles, promote the improvement of power exchange capacity of new energy vehicles, and promote the high-quality development of new energy industry, so as to jointly build a new energy market and industrial highland in Guizhou.
On August 20, 2021, Contemporary Amperex Technology Co.Limited(300750) established the times electric service subsidiary in Xiamen, Fujian, as the main carrier of power exchange business. On December 20, 2021, times electric service established a regional power exchange business company in Jilin Province.
The Research Report of China International Capital Corporation Limited(601995) points out that Contemporary Amperex Technology Co.Limited(300750) has reached an overall cooperation with all regions at the group level. Times electric service is responsible for the specific implementation of power exchange business, and has established corresponding regional branch companies, which is expected to build a three-dimensional business network of ” Contemporary Amperex Technology Co.Limited(300750) – Times electric service – regional branches”.
China International Capital Corporation Limited(601995) it is expected that after Jilin and Guizhou provinces, the power exchange business of Contemporary Amperex Technology Co.Limited(300750) will accelerate regional expansion, and is expected to take the lead in Fujian, Jiangsu, Sichuan and other advantageous regions, and quickly promote it nationwide.
multipoint landing of power exchange business
Vehicle manufacturers and battery manufacturers are also accelerating the joint promotion of the application of power exchange mode.
In September 2021, FAW Pentium and Liaoyuan jointly promoted the new energy vehicle project of power exchange mode. 2000 Pentium NATs (the first batch of 500) in power exchange mode were delivered to Liaoyuan city. FAW Pentium launched the process of ecological integration of Pentium NAT models and power exchange operation in power exchange mode.
According to the analysis of China International Capital Corporation Limited(601995) , Pentium NAT power exchange version will become the first b-end mass production model of Contemporary Amperex Technology Co.Limited(300750) power exchange system based on standardized battery box. After Pentium NAT, more main engine manufacturers will launch power exchange supporting models based on standardized battery boxes one after another, matching the regional rapid promotion rhythm of power exchange business. The replacement of electric vehicle type will take the lead in large-scale production in the b-end market and gradually penetrate into the C-end.
In July 2020, Contemporary Amperex Technology Co.Limited(300750) and Fukuda Zhilan new energy jointly built the power exchange heavy card and delivered it in Beijing, becoming the first commercial application scenario of power exchange heavy card. On September 13, 2021, Beiqi Foton Motor Co.Ltd(600166) Foton Zhilan new energy, Foton OUHUI and Contemporary Amperex Technology Co.Limited(300750) subsidiary ningpu times held a strategic cooperation agreement signing ceremony on new energy commercial vehicle battery finance and innovative business model. According to the agreement, the two sides will cooperate around the Beiqi Foton Motor Co.Ltd(600166) full range of new energy commercial vehicle products, the landing application of leasing mode, and the future cooperation between battery banks and power exchange stations.
China International Capital Corporation Limited(601995) it is expected that with the continuous rise of monthly sales of power replacement heavy trucks in China, power replacement heavy trucks will accelerate the electrification process in the field of commercial vehicles with their timeliness and economy.
In addition to Contemporary Amperex Technology Co.Limited(300750) , Weilai and other vehicle manufacturers are also stepping up the layout of power stations. In 2021, Weilai will build 778 power exchange stations around the world, with 4582 new overcharge piles and destination charging piles.
Huaxi Securities Co.Ltd(002926) the research report points out that by 2020, the number of completed replacement power stations in China will increase to 555, and 249 will be added that year. Based on the demand growth trend of new energy vehicles, it is estimated that the number of new power exchange stations in China will reach more than 9000 in 2025.
policy boost
Recently, the Ministry of industry and information technology and other ministries and commissions have vigorously promoted the pilot application of new energy vehicle power exchange mode.
Recently, the general office of the Ministry of industry and information technology issued the notice on starting the pilot application of new energy vehicle power exchange mode, and decided to start the pilot application of new energy vehicle power exchange mode. 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 heavy truck characteristic cities (Yibin, Tangshan and Baotou).
The notice points out that the basic principles of the pilot application of power exchange mode are market-oriented, innovation driven, key breakthrough and coordination and linkage. The pilot objectives include strengthening the research and development of key technologies, accelerating the construction of power exchange infrastructure, promoting the application of power exchange mode vehicles, and forming a benign development ecology of complementary charging and power exchange.
The notice mentioned that charging and changing electricity are complementary ways of electric vehicles, and each has its own application fields and consumer groups. The power exchange mode has certain advantages in reducing car purchase cost, eliminating mileage anxiety and improving safety level. In recent years, the development of power exchange mode has made positive progress. At present, there are nearly 200 models of electric vehicles, more than 150000 vehicles have been promoted, and nearly 900 power exchange stations have been built. However, they still face problems such as technical standards, tax policies, construction and management specifications of power exchange stations.
In order to implement the new energy vehicle industry development plan (2021-2035), further promote the application of new energy vehicle power exchange mode, promote the deep integration development of new energy vehicles and energy, and form replicable and popularized development experience, the Ministry of industry and information technology, together with relevant departments, has carried out pilot work on the application of new energy vehicle power exchange mode.
Huaxi Securities Co.Ltd(002926) said that in 2021, the value of power exchange station equipment in China was 1.7 billion yuan, and the industry was still in its infancy. It is estimated that by 2025, the demand for new power exchange equipment in China will reach 12 billion yuan.
