On January 18, Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun took a piece of chocolate and spoke for Contemporary Amperex Technology Co.Limited(300750) "chocolate for electricity". At the same time, Contemporary Amperex Technology Co.Limited(300750) launched evogo, a power exchange brand, and announced that it would be operated by Contemporary Amperex Technology Co.Limited(300750) subsidiary times electric service.
Contemporary Amperex Technology Co.Limited(300750) said that the overall solution of combined power exchange is composed of "power exchange block, quick exchange station and app". It will start the power exchange service in the first batch of 10 cities and officially declare FAW Pentium as the first cooperative vehicle enterprise of the power exchange brand.
Contemporary Amperex Technology Co.Limited(300750) the relevant person in charge disclosed to the reporter of Securities Daily that under the power change mode, the separation of vehicle and electricity is realized. When buying a car, you can rent a battery instead of buying a battery. Later, other vehicle enterprises under negotiation will be announced one after another.
However, some insiders questioned whether Tesla gave up the power exchange mode, and whether the power exchange mode of Contemporary Amperex Technology Co.Limited(300750) can succeed?
As of December 2021, the retail penetration rate of new energy vehicles in China has reached 22.6%. However, mileage anxiety, energy supplement anxiety and purchase cost are still consumption pain points.
As for the energy source of electric vehicles, at the 2020 annual performance presentation meeting held in May 2021, Zeng Yuqun said, "we believe that power exchange and fast charging are better than hydrogen energy in economy and maturity."
At the power exchange brand press conference, Contemporary Amperex Technology Co.Limited(300750) proposed to separate the battery as a shared asset under the mode of vehicle power separation, and launch the combination scheme of "power exchange block, quick exchange station and app". It is reported that the chocolate power exchange block "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." At the same time, it can be applied to passenger cars and logistics vehicles from A00 level to B level and C level, breaking through the adaptation barrier between battery and model, and realizing the freedom of choice of electric vehicle type.
As early as last year, Tesla and Weilai once fell into the debate of "charging or changing electricity". Tesla said that charging is the best way to supplement energy for large-scale civil electric vehicles. Tesla tried to change electricity earlier, but gave up.
On the other hand, Chinese auto enterprises represented by Weilai put forward different opinions. Weilai said that Weilai's battery is "rechargeable, replaceable and upgradeable", which can be charged or changed. In addition, under the power exchange policy, Geely technology, Chang'an, Dongfeng and other enterprises have also entered the Bureau.
An unnamed person in charge of a car enterprise told the Securities Daily that the same car brand can adopt various modes such as power change or charging. In the short term, there will be the coexistence of multiple energy supplement modes of power change and charging in the market. In the field of passenger vehicles, it is indeed relatively suitable for standardized power exchange, while it is difficult for commercial vehicles to adopt the power exchange mode because of the large and scattered batteries.
Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology, told the Securities Daily that for most car enterprises, battery packs are the core parts with high profits. Once car enterprises release and let third parties enter, it will be difficult for them to control their core competitiveness.
Mo Ke, chief industry analyst of truth research, told the Securities Daily that with the accelerated layout of enterprises including Contemporary Amperex Technology Co.Limited(300750) , it can be predicted that the power exchange mode will achieve great development in the past one or two years, but from the perspective of automobile enterprises, it is only a try.
Some insiders believe that technical power, asset power and resource power will become the three key words for the development of Contemporary Amperex Technology Co.Limited(300750) power exchange mode. Among them, battery manufacturers have more technical basis for battery management and operation than host manufacturers; Relying on the cycle life of power battery, the profitability will be improved through business models such as battery leasing, echelon utilization and recycling; It has a wide customer base and multiple application scenarios, so that it can carry out network and ecological operation.
