On January 18, Contemporary Amperex Technology Co.Limited(300750) time electric service, a wholly-owned subsidiary, released the power exchange service brand evogo and the overall solution of combined power exchange, which is composed of three products: "power exchange block, quick exchange station and app"; The solution is rechargeable and replaceable, and will form a full scene energy supplement mode together with the existing home charging and fast charging.
Specifically, the Contemporary Amperex Technology Co.Limited(300750) power exchange mode mainly has four main points:
First, the battery is one of the cores of the power exchange mode. Whether Contemporary Amperex Technology Co.Limited(300750) will launch standardized and unified batteries is a major concern of the outside world.
At this press conference, Contemporary Amperex Technology Co.Limited(300750) developed a mass-produced battery "chocolate power exchange block" for shared power exchange. The weight energy density of a single battery exceeds 160wh / kg and the volume energy density exceeds 325wh / L, which can improve the endurance of about 200km; and can adapt to 80% of the models developed by the pure electric platform that have been listed in the world and will be listed in the next three years.
It is worth mentioning that Contemporary Amperex Technology Co.Limited(300750) this launch of power exchange mode gives users a certain active choice. When changing power, consumers can choose to assemble 1-3 power change blocks according to their mileage needs. for example, only one electricity block needs to be rented for daily commute in the city. Two to three electric blocks can be selected for long-distance travel.
The second is to replace the power station. The Contemporary Amperex Technology Co.Limited(300750) quick change station has four characteristics: small land occupation, fast circulation, large capacity and all climate. Each standard station only needs three parking spaces, it takes about 1 minute for a single power block to change power, and 48 power blocks can be stored in the station. at the same time, the replacement station can also provide versions suitable for climate and environmental conditions in different regions.
The third is app, through which consumers can choose power exchange service. The company said that more app functions will be launched in the future. At present, the Apple App store has been able to search and download the "times electric service" app.
Fourth, the adaptive model is another major focus of attention. This press conference only announced a cooperative electric exchange model of evogo - FAW Pentium NAT combined electric exchange version.
Chen Weifeng revealed that the "chocolate power exchange block" is applicable to passenger cars and logistics vehicles from A00 to B and C. The power exchange station can be adapted to various brands of models using "chocolate power exchange block". In the future, evogo will release more brand replacement electric models, plans to select ten cities to start the replacement service in the first batch.
At present, China has issued a series of policies to encourage and support the power exchange industry, and the power exchange mode has been supported in terms of policy. With the entry of "ningwang", it is expected to further drive the development of power exchange mode in the short term.
The market previously believed that the cost of power exchange was high, the standards were not unified, and the business model was difficult to promote. However, to some extent, Contemporary Amperex Technology Co.Limited(300750) today's "chocolate for electricity block" solves the pain point of "inconsistent standards".
China International Capital Corporation Limited(601995) also pointed out that the increase of power exchange participants may bring new business models, and the final energy supplement mode is expected to form a rechargeable, replaceable, fast charging and ultra fast charging mode.
