From the change of power and wind, “ningwang” entered the game. On January 18, Contemporary Amperex Technology Co.Limited(300750) time electric service, a wholly-owned subsidiary of Contemporary Amperex Technology Co.Limited(300750) , launched the power exchange service brand evogo and the overall solution of combined power exchange, and Contemporary Amperex Technology Co.Limited(300750) officially entered the power exchange market. At present, the energy supplement contradiction of new energy vehicles is becoming increasingly prominent, and the power exchange mode is put on the agenda again. Previously, in the C-end market of Shanxi Guoxin Energy Corporation Limited(600617) automobile, the power exchange has always been mainly promoted by automobile enterprises. Weilai and BAIC have distinctive power exchange labels, which has become the direction followed by many new energy automobile brands in recent years.
However, car companies have entered the market one after another, which has not really opened the power exchange market of new energy vehicles. Under the difficult problems of standardization and unification, the power exchange market has not been separated from the situation of “fighting alone” of car companies, and has formed a large-scale effect. At this time, the entry of Contemporary Amperex Technology Co.Limited(300750) with rich “circle of friends” and supplier identity is considered by the industry to be the key to breaking the deadlock in the development of power exchange market.
“ningwang” in
After the release of “sodium ion” battery, “ningwang” is ready to take a share in the power exchange market. It is understood that times electric service has launched a combined power exchange overall solution and service composed of three products: “power exchange block, quick change station and app”. Under the mode of vehicle power separation, the battery is independent as a shared asset. Among them, the mass-produced battery “chocolate power exchange block” specially developed for shared power exchange will adopt Contemporary Amperex Technology Co.Limited(300750) CTP technology, with a weight energy density of more than 160wh / kg and a volume energy density of more than 325wh / L. a single battery can provide a endurance of about 200km.
“At present, the era electric service app has been launched.” The relevant person in charge of Contemporary Amperex Technology Co.Limited(300750) said that when changing power, users can select one or more batteries to match the needs of different mileage. If car owners buy a model that can use “chocolate for electricity”, they can rent batteries instead of buying batteries. The price of power exchange is a variable according to different time and location. Due to different environment, the company will provide competitive prices according to different conditions, and the power exchange is not limited to ternary lithium battery or lithium iron phosphate battery.
The reporter of Beijing business daily learned that the integrated power exchange solution of “power exchange block, quick change station and app” also has the characteristics of one power and multiple vehicles, renting electricity on demand and charging and exchange. Among them, 3 parking spaces are required for each standard station. The power exchange of a single power block is about 1 minute, and 48 power exchange blocks can be stored in the station. The replacement station can also provide versions suitable for climate and environmental conditions in different regions. The above person in charge disclosed that the battery assets in the power exchange station belong to the “battery bank”, and this battery bank includes times electric service, but the company also welcomes relevant parties in the industry to join in and jointly promote the rapid development of the power exchange network.
It is worth noting that Contemporary Amperex Technology Co.Limited(300750) has long been laid out in the field of power exchange. In July 2020, Contemporary Amperex Technology Co.Limited(300750) signed a vehicle power separation project contract with BAIC new energy, officially entering the power exchange operation field as a battery manufacturer. Subsequently, Contemporary Amperex Technology Co.Limited(300750) and Fukuda Zhilan new energy jointly built the power exchange heavy card and delivered it in Beijing. In January last year, Contemporary Amperex Technology Co.Limited(300750) established Ningde Jiaocheng Times New Energy Technology Co., Ltd., covering the sales of new energy power exchange facilities. On December 24 last year, Contemporary Amperex Technology Co.Limited(300750) signed an agreement on cooperation in the construction of power exchange network with the Guizhou provincial government.
” Contemporary Amperex Technology Co.Limited(300750) the previous layout is to test the power exchange market and pave the way for the release of its own power exchange brand in advance.” Yan Jinghui, a member of the expert committee of China Circulation Association, said that Contemporary Amperex Technology Co.Limited(300750) will not be satisfied with providing batteries. With the gradual maturity of the new energy vehicle market, power replacement will become an indispensable energy supplement in the future market. As a supplier, Contemporary Amperex Technology Co.Limited(300750) must choose to enter the market for future development.
promote pain points
Before that, the power exchange market has become the “label” of many car enterprises. Contemporary Amperex Technology Co.Limited(300750) believes that in order to alleviate mileage anxiety and meet occasional long-distance needs, consumers will choose to buy models with larger battery capacity and pay a high cost. However, the separation of car power and battery sharing or leasing may be the key to solve the owners’ life anxiety and reduce the cost of buying a car.
However, the layout of many auto enterprises has not fully opened the power exchange market. According to the released data, by the end of 2021, the number of charging infrastructure in China had reached 2.617 million, of which the total number of power exchange facilities was only 1298, including 789 power exchange stations owned by Weilai automobile and 402 power exchange stations built by Austrian new energy, a power exchange service operator. At the same time of poor promotion, there are still profit problems in power station replacement. According to statistics, the income of most power exchange stations in China mainly comes from operating vehicles with high frequency of use and enough private cars. Only when the utilization rate of power exchange stations reaches 60% – 70%, can we achieve profit and loss balance. However, by 2020, the average load rate of power exchange stations in first tier key cities such as Beijing is only about 20%.
The problem behind this is the failure to achieve “standardization”. Industry insiders said that the key to profitability lies in the large-scale promotion. However, due to the non-uniform battery pack, the non-uniform chassis platform, the standardization is difficult to promote, and the power station and battery can not be used in general, which means that the large-scale promotion cannot be promoted. Car enterprises do not want standardization, but there is a competitive relationship between car enterprises. No one is willing to use the temsector of competitors for manufacturing and development. Therefore, they have not been fully promoted to achieve large-scale effect, and the profit model has not been formed.
“circle of friends” killer
On the one hand, the market needs to change the power mode, and on the other hand, the car enterprises “fight alone” fail to achieve the scale effect, which provides an opportunity for Contemporary Amperex Technology Co.Limited(300750) as a supplier.
It is understood that based on the development principle of universal adaptation, evogo’s “chocolate power exchange block” can be applied to passenger cars and logistics vehicles from A00 to B and C. The power exchange station can be adapted to various models using “chocolate power exchange block”, so as to realize the freedom of choice of electric vehicle type.
While applicable to a variety of models, the entry of Contemporary Amperex Technology Co.Limited(300750) will hit the pain point that the power exchange mode of traffic enterprises cannot be the same. “It can adapt to 80% of the pure electric models that have been listed in the world and will be listed in the next three years. 80% adaptation means that they can adapt as long as they are not special-shaped.” The relevant person in charge of Contemporary Amperex Technology Co.Limited(300750) said that car enterprises do not need to adjust the chassis, but only need to develop a power exchange bracket suitable for “chocolate power exchange block”.
In fact, Contemporary Amperex Technology Co.Limited(300750) can get through the “pain point”, not only because of its supplier status, but also because of the “circle of friends” foundation laid in the battery field. Contemporary Amperex Technology Co.Limited(300750) as one of the largest power battery suppliers in the world, it has been expanding its “circle of friends”. At present, Contemporary Amperex Technology Co.Limited(300750) has cooperated with BMW, SAIC, Chang’an, Volkswagen, Volvo, Jaguar Land Rover, Toyota, BAIC and many other Chinese foreign car enterprises. Cui Dongshu, Secretary General of the passenger car joint committee, believes that the power exchange mode is a high-cost investment, and after Contemporary Amperex Technology Co.Limited(300750) as a supplier launches the power exchange mode, the car enterprises with cooperation in its “circle of friends” may also continue to cooperate with it in the field of power exchange. These car enterprises can not only save investment, but also successfully launch the power exchange mode.
The favorable policy also provides good support for the Contemporary Amperex Technology Co.Limited(300750) incoming power exchange market. In April 2020, the Ministry of Finance and other four departments jointly issued the notice on adjusting and improving the subsidy policy for new energy vehicles, which stipulates that only new energy passenger vehicles with a selling price of no more than 300000 yuan before the subsidy are eligible for a new round of subsidies, but new energy vehicles supporting the power exchange mode are not limited by the regulation of 300000 yuan. In addition, with the release of the relevant documents of the notice on starting the pilot application of new energy vehicle power exchange mode by the Ministry of industry and information technology in October last year, the pilot application of new energy vehicle power exchange mode was officially launched, providing policy support for power exchange. The document decided to launch the pilot application of new energy vehicle power exchange mode in 11 cities such as Beijing, Nanjing and Wuhan.
Industry insiders said that under the promotion of the policy, more car enterprises will launch power exchange models. Compared with the competitive relationship between car enterprises, Contemporary Amperex Technology Co.Limited(300750) as a supplier, it is easier to achieve scale, form standardization and form a profit model.
