New energy vehicle giants are struggling to lay out power replacement mode industrial chains upstream and downstream joint efforts to promote standards to accelerate landing

Reporter Li Chunlian

With the continuous innovation of new energy vehicles, charging and replenishment methods are becoming more and more diversified. In addition to the growth of battery life, the power replacement mode also ushered in the air outlet due to high efficiency and other advantages.

On August 1st, the first one of Weilai and Shell's cooperation and replacement station was launched. The station is the 1048th power station and 1777 charging station of Weilai in the country. Its investment marks the official opening of Weilai and Shell's cooperation in the field of electric vehicles.

On the day before Weilai announced the above -mentioned major layout, the Ningde Times signed a strategic cooperation framework agreement with the Chengdu Government. The two parties will carry out all -round cooperation in the fields of electricity exchange operations, new energy and energy storage.

Behind the new energy vehicle giant competing for the layout of power replacement is that this track is ushered in the air outlet and began to enter the explosion period. In 2022, it is also called the first year of electricity exchange.

Qi Haihuan, president of Beijing Sunshine New Energy, told a reporter from the Securities Daily that the power replacement mode has been solved from the national level to solve the mileage of new energy vehicle users' mileage and slow charging and difficult charging industry pain points. Promoting power changes to the starting point for the public areas indeed reflect the country's attention to the new energy vehicle industry, which is conducive to the promotion and popularization of new energy vehicles.

In the first year of the outbreak

It is understood that by 2025, Weilai and Shell will build a total of 100 power stations. In Europe, the two sides plan to start the construction and operation pilot work of power stations from 2022.

Earlier, Weilai also cooperated with Sinopec, State Grid and other companies to build a co -construction charging and replacement station.

On July 29th, GCLENECO officially launched a series of car -based leased and sale product solutions, covering a variety of modes such as operating heavy cards and light trucks, passenger vehicles, power batteries, and vehicles.

GCLEKEngdiding raised 3.765 billion yuan into the power exchange market. In 2021, 13 power stations were completed, 300 targets were completed in 2022, and 5,000 were planned in 2025.

In addition to the Weilai and Ningde era, the power replacement mode is attracting more and more giants to enter the game. There are traditional energy giants, car companies, and power battery companies.

Compared with new energy vehicle charging models, the advantages of the power replacement mode are more obvious.

Qi Haizhen believes that the "separation of vehicle and electricity" of new energy vehicles may become a new business development trend. Motors are cars, electricity is electricity. Most of the car buying cars is one -time consumption, and electricity changes can be a lifelong service or long -term charging upgrade service.

Longzhong Information Lithium Electric Analyst Hao Hongmei told a reporter from the Securities Daily that the current level of new energy vehicle charging technology still requires car owners to wait for a long time to complete the power, especially the battery capacity of heavy cards and other models of long -distance transportation models. More, coupled with problems such as unable to install the charging piles of old communities, and increased frequency of extreme weather, the market's demand for electricity replacement mode is getting greater and greater. With market demand scene.

With the large -scale layout of the giants, the power exchange mode is ushered in the air outlet. Many brokerage agencies expect that the total size of the power replacement market will exceed 100 billion yuan.

The research report released by Cinda Securities stated that the development of power stations in my country can be divided into three stages: the budding period, integration period, and explosive period. It is currently in the stage of explosive growth. Upstream and downstream enterprises in the power replacement industry chain quickly enter the game.

"The public domain has a high concentration of power replacement, and the potential of market segments is also great." Qi Haiyu further mentioned that fast -to -electricity replacement is high -efficiency and high -safety for taxi, buses, logistics vehicles, etc. The energy supply demand provides the best solution. As travel electrometer becomes normal, the favorable policies are becoming more and more dense. The power station market space in the public domain has opened, and the prospects are also very good.

Power replacement standards are accelerating landing

There is no doubt about the market prospects of the power change mode, but the difficulty of development is mainly due to the difficulty of standardization.

"At present, the problem of inconsistent power changes in the market, less trading models, etc. also restrict the development of the power replacement mode." Qi Haizheng said that the power exchange mode in the field of private car is just a service provided by individual new energy vehicle manufacturers. Without unified standards, no market specifications, and not forming a market size, the construction speed of new energy vehicle power stations is relatively slow, the number of operations is small, and the profitability of electricity is worrying.

Hao Hongmei also mentioned that the size of the battery packs of various models is relatively large, and the structure design of the power station cannot be compatible with a variety of models. The unity of the detection standards is also difficult.

The rapid growth of the production and sales of new energy vehicles is forced to accelerate the standardization of the power exchange mode.

Recently, the work conference on the drafting group of pure electric commercial vehicles and pure electric passenger vehicles across the country was held in Xiamen.

Liu Guibin, chief engineer of the Standard Institute of China Automobile Technology Research Center Co., Ltd., said, "The standardization of power replacement standardization, heavy tasks, and urgent industry needs. I hope to achieve a consensus through the joint efforts of relevant units, promote the implementation of power exchange standards, promote electric vehicles to exchange for electric vehicles. The electricity industry standardized healthy development. "

The upstream and downstream industrial chain of electricity changes the upstream and downstream industrial chain.

The above -mentioned Cinda Securities Research Report believes that in 2025, the number of power stations is expected to exceed 22,000. The internal driving force comes from the standardization of power batteries. Only under standardization can it bring more power replacement demand and support 20,000 seats.The size of the above power station.The head battery enterprise actively deploy the power replacement business, and is expected to actively promote the standardization of power batteries.Qi Haiyu also said that from the specific application scenarios in the field of public transportation, different bus and taxi models, according to the type of car battery pack, set up unified standard power stations, can quickly promote the application of power replacement models, so that users can quickly exchange electricity to change electricity.It can also avoid waste of resource waste in local regions, which is worthy of vigorous promotion and application.

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