At the beginning of 2022, the power changing track will usher in heavyweight players – Contemporary Amperex Technology Co.Limited(300750) .
On January 18, Contemporary Amperex Technology Co.Limited(300750) time electric service, a wholly-owned subsidiary, released the overall solution for power exchange service brand evogo lexing power exchange and combined power exchange, announcing that evogo power exchange service will be launched in the first batch of 10 cities, and the first cooperative model is FAW Pentium NAT combined power exchange version.
Tianyancha app shows that at present, more than 81000 power exchange related enterprises have poured into the track in China.
layout replacement
Contemporary Amperex Technology Co.Limited(300750) establish a new company
Recently, Contemporary Amperex Technology Co.Limited(300750) added several trademark application information such as “chocolate power exchange block” and “Big Mac power exchange block”.
Tianyancha app shows that on January 17, Yibin Sanjiang Greentown Energy Technology Co., Ltd. was established with a registered capital of 80 million yuan, the legal representative is Wu Chunli, and its business scope includes the research and development of emerging energy technologies; Sales of new energy vehicles and power exchange facilities; Battery sales, etc. Yibin Sanjiang Greentown Energy Technology Co., Ltd. is 34% owned by Contemporary Amperex Technology Co.Limited(300750) New Energy Industry Investment Co., Ltd. and 66% owned by Yibin Sanjiang investment and Construction Group Co., Ltd.
On January 18, Contemporary Amperex Technology Co.Limited(300750) wholly owned subsidiary times electric service held its first press conference to release the overall solution of power exchange and combined power exchange of evogo, a power exchange service brand.
Chen Weifeng, general manager of times electric service, said that from the perspective of sharing and service, under the mode of separation of vehicle and electricity, the battery will be independent as a shared asset, so that the battery is no longer a personal consumer goods. Therefore, times electric service has launched a combined power exchange overall solution composed of “power exchange block, quick change station and app”.
“Power exchange block” is a battery developed and produced specifically for shared power exchange. It adopts Contemporary Amperex Technology Co.Limited(300750) ternary cell and the latest CTP technology. The weight energy density exceeds 160wh / kg and the volume energy density exceeds 325wh / L. a single battery can provide a endurance of about 200km.
The quick change station covers a small area. Each standard station only needs three parking spaces. The power change of a single power block is about 1 minute, and 48 power change blocks can be stored in the station.
Different from the traditional power change mode, evogo realizes two fully adaptive scenarios of “one power and multiple vehicles”. “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 the models of various brands using the “power exchange block”, breaking through the adaptation barrier between the battery and the model.
Evogo’s first cooperative model FAW Pentium NAT combined power exchange version is online car Hailing. The plan of times electric service is to start from online car hailing and then spread to private cars. In the future, evogo plans to select the first batch of ten cities to start the power exchange service, and will release more brand electric models. At present, the first batch of replacement power stations have been put into Xiamen.
scale trapped
Can the trillion market break the deadlock
Charging difficulty and endurance anxiety are a major bottleneck restricting the development of new energy vehicles.
In fact, when major enterprises are “close combat” in the field of power batteries, some enterprises have long focused on the power exchange mode of vehicle power separation. Especially recently, the power exchange track has become increasingly lively.
According to the data of Tianyan survey, there are more than 81000 power exchange related enterprises in the country (the business scope includes power exchange, and the status is in business, existing, moving in and moving out). Among them, more than 55% of the enterprises were established within one year, and 36.74% of the enterprises have a registered capital of more than 5 million. Jiangsu and Guangdong have the most power exchange enterprises. With the support of the new energy market, the concept of power exchange continues to be hot, and the number of enterprise registrations continues to increase. Among them, in 2021, more than 45000 power exchange related enterprises (all enterprises) were added in the whole year, an increase of 147% over the previous year.
At present, State Grid, China Southern Power Grid, China Petroleum & Chemical Corporation(600028) , China Power Investment Corporation, GCL group, Xingxing charging and other enterprises have been laying out the power exchange business, and BAIC, GAC, SAIC, FAW, Chang’an, Weilai, Geely and other automobile enterprises have changed electric models.
Soochow Securities Co.Ltd(601555) believes that 2022 will be the “first year of large-scale replacement power stations”, and it is expected that there will be more than 16000 new replacement power stations and more than 60 billion yuan of new equipment investment in 2025. According to Bloomberg’s prediction, by 2040, the proportion of Shanxi Guoxin Energy Corporation Limited(600617) automobile power consumption in the total electricity consumption of the whole society will rise from 1.3% in 2020 to 8%. At that time, the scale of China’s power exchange market will exceed 500 billion yuan.
However, the electricity exchange market has been tepid before. For example, better place, the “ancestor of power exchange”, had only one core customer of Renault until it went bankrupt. Weilai’s identity as a car enterprise determines that its power exchange service is difficult to promote to its friends.
Since its establishment in 2000, Aodong new energy has been exploring the power exchange technology. It did not fully start the large-scale commercial power exchange layout until 2016. At present, it has cooperated with 14 mainstream car enterprises to develop more than 24 electric models.
According to the statistics of China electric vehicle charging infrastructure Promotion Alliance (evcipa), by the end of December 2021, there were 789 power exchange stations in Weilai, 402 in Aodong and 107 in Botan, Hangzhou.
In this regard, industry insiders believe that the standardization of battery replacement technology is the first step, and the more difficult is operation. The power exchange business is a heavy asset operation, which is also the reason why the current power exchange enterprises have not been able to achieve large-scale expansion.
And Contemporary Amperex Technology Co.Limited(300750) as a power battery supplier to do power exchange service, which can be called “eating crabs”. Can it break the deadlock?
Public information shows that the market share of Contemporary Amperex Technology Co.Limited(300750) in Shanxi Guoxin Energy Corporation Limited(600617) automobile industry has been locked at about 50%. According to the data of China automotive power battery industry innovation alliance, in 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume accumulated 154.5gwh, a year-on-year increase of 142.8%. The installed capacity of Contemporary Amperex Technology Co.Limited(300750) is 80.51gwh, accounting for 52.1% of the market.
At the same time, Contemporary Amperex Technology Co.Limited(300750) is also growing into an international company, with well-known car companies such as Volkswagen, Daimler and BMW as its solid partners. Nezha also revealed two years ago that it planned to promote “battery bank”.
Insiders said that in order to become a platform power exchange service enterprise, Contemporary Amperex Technology Co.Limited(300750) power battery leader’s position is at least matched.
news depth
air outlet has reached
how Chongqing digs into the trillion market
In 2022, in the eyes of many analysis institutions, the air outlet of the power change track has come. Then, how will Chongqing, an important automobile city, tap the gold market?
In October 2021, the Ministry of industry and information technology announced the list of pilot cities for the application of new energy vehicle power exchange mode, including 8 comprehensive application cities (Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan) and 3 characteristic heavy truck cities (Yibin, Tangshan and Baotou).
The overall promotion goal of the pilot is to promote the replacement of 100000 + electric vehicles and 1000 + power stations.
From November 1, 2021, the first basic general national standard formulated by China’s automobile industry in the field of power exchange – Safety requirements for power exchange of electric vehicles began to be implemented; On December 22, the group standard of code for construction of shared power station for electric passenger vehicles was released.
On May 9, 2021, the first Weilai second generation power station in Southwest China and Chongqing was officially put into operation. Its completion is not only a powerful supplement to Chongqing’s power exchange resources, but also marks the full opening of the regional layout of Weilai second generation power station in Chongqing.
Different from the first generation power station, the new Weilai second generation power station has been comprehensively upgraded. The number of batteries in a single station reaches 13 and is equipped with 100 degree batteries. Vehicles can park in the station automatically. Users can complete the power change with one click without getting off. Car owners will get a more intelligent and convenient power exchange experience. They can start at full power in the time of one song.
Previously, Chongqing Changan Automobile Company Limited(000625) , Geely and others had already laid out replacement power stations in Chongqing.
According to the plan, Geely will build 100 power exchange stations in Chongqing in 2021 and more than 200 power exchange stations in 2023 to build Chongqing into a power exchange demonstration city; With Chongqing as the center, it radiates to Zhejiang, Shandong and other parts of the country at the same time, covering major cities, inter provincial and high-speed road networks across the country.
In the next five years, the partners of Chang’an new energy and power exchange alliance will build a total of 100 power exchange stations in Chongqing. Among them, 10 replacement power stations will be built in Liangjiang New Area, expressway service area and other areas by the end of 2020, and 20 will be started in the main urban area.
On September 22 last year, the first batch of 100 Lifan maple leaf 80V replacement taxis were officially delivered for operation. On June 28 of the same year, the launch and delivery of Chang’an new energy Yidong ev460 power exchange version and the network release of power exchange station were officially held.
Recently, the layout of these car companies on the power exchange track is “speeding up”.
On December 13, 2021, Lifan Technology(Group)Co.Ltd(601777) announced that it planned to establish a joint venture with Geely Automobile Holding Co., Ltd. in the directly administered area of Liangjiang New Area, Chongqing, which would integrate the resources of both sides and jointly build cars. On January 1, 2022, Geely and the Lifan Technology(Group)Co.Ltd(601777) joint venture officially launched the global name campaign of replacing electric vehicle series. In terms of power exchange services, the joint venture will have 5000 power exchange stations covering more than 100 core cities by 2025 to meet the power exchange demand of 1 million vehicles. At the same time, the “power exchange” service will not be limited to “power exchange”, but include the “vehicle power separation” management mode and ecological layout of vehicle battery operation, retired battery energy storage and utilization, and scrapped battery regeneration.
Qin Feng, general manager of Weilai Chongqing regional company, said that Weilai will build and replace power stations in urban areas such as university city this year. In addition to cooperating with Sinopec, it will also cooperate with PetroChina and shell.
Recently, Chongqing Municipal Commission of economy and information technology issued the action plan for accelerating the construction of a perfect ecological environment for smart new energy vehicle industry in Chongqing (Draft for comments). By 2025, the output of smart new energy vehicles will reach more than 1 million, accounting for more than 40% of the vehicle output. Among them, in terms of application ecology, more than 200 replacement power stations have been built, forming a service capacity of 20000 replacement electric vehicles.
