Ningde times high-profile official announcement into the power exchange market, the 18th will hold a new power exchange brand EVOGO press conference

On January 16, Capital State learned that on January 15, CATL Yu Guanwei announced that it would hold an EVOGO power exchange brand conference on January 18, and released a poster "Energy, Swap It Out!" After the slogan, on the 16th, the Ningde era re-launched the official micro, "Freedom, call out!" posters.

(Source: Ningde Times Official Micro)

It is reported that catheter era this time the new replacement brand named EVOGO, can be interpreted as "evolution + go" meaning, of which Evolution represents evolution, evolution. The relevant people of the Ningde era also said that the newly launched power exchange products will also be for all car companies in the future.

The so-called "power exchange" refers to the "separation of vehicle and electricity" service. Industry insiders analyze that in the late stage of the development of the new energy vehicle industry chain, with the comprehensive promotion of rechargeable battery standardization, electric vehicles and car batteries can also exist completely as completely independent individuals, when the battery of the electric vehicle needs to be charged, the owner can go to the replacement power station, directly replace a fully charged battery, you can complete the charging process.

As a new type of electric vehicle energy supplementation scheme, the power exchange has a bit of "that is, replace and go", which can provide rapid power exchange services and completely solve the problems such as insufficient charging piles and long charging time in the mileage anxiety of new energy vehicles.

At present, when the development of new energy vehicles is in full swing, the actual power exchange outlet has already arrived.

In October 2020, the state issued the "New Energy Vehicle Industry Development Plan (2021-2035)", encouraging the application of power exchange mode, strengthening the research and development of new charging technologies such as intelligent and orderly charging, high-power charging, and wireless charging, and improving charging convenience and product reliability.

In 2021, the government work report once again mentioned that facilities such as substations should be added.

In May 2021, the National Energy Administration, together with the Ministry of Industry and Information Technology, studied and formulated the Implementation Opinions on Further Improving the Service Guarantee Capacity of Charging and Replacing Infrastructure (Draft for Comments). It is proposed to accelerate the promotion and application of the power exchange model, support the construction of special power exchange stations, and explore the shared power exchange mode in the fields of leasing, network booking and logistics and transportation.

In October 2021, the General Office of the Ministry of Industry and Information Technology officially issued the "Notice on Launching the Pilot Work on the Application of the New Energy Vehicle Power Exchange Mode", decided to start the pilot work of the application of the new energy vehicle power exchange mode, and delineated 11 cities with a range of ten points.

From the perspective of ownership structure, Aodong New Energy, Weilai, Hangzhou Botan accounted for 52%, 31%, 17% respectively, at present, the substation market is mainly occupied by Aodong New Energy, Weilai Automobile and Botan Technology.

According to the news, on December 11 last year, Weilai announced that it had laid out 702 substations nationwide, and by 2025, it planned to deploy more than 4,000 substations around the world. And between 2022 and 2025, WEILAI also planned to add more than 600 new power stations per year. At the same time, the cumulative number of substations deployed outside the Weihe Chinese market is about 1,000.

At the same time, according to Bloomberg's forecast, by 2040, The proportion of new energy vehicle power consumption in the total electricity consumption of new energy vehicles in china will climb from 1.3% in 2020 to 8%, when the scale of China's power exchange market will exceed 500 billion yuan, and the power exchange business will become a new performance growth point for the company.

It is also worth mentioning that although the official announcement of the CATL era will create a new power replacement brand EVOGO, the layout of the CATL era in the field of power exchange has begun as early as 2020.

At that time, in July 2020, the heavy truck for power exchange jointly built by CATL and Futian Zhilan New Energy was delivered in Beijing, becoming the first commercial application scenario of heavy truck replacement.

In May 2021, at the 2020 annual performance briefing held at that time, Zeng Yuqun, chairman of CATL, said in an exchange that the company believes that power exchange and fast charging are better than hydrogen energy in terms of economy and maturity, and the company and car companies have discussed relevant cooperation.

In December 2021, CATL joined hands with FAW Besturn and Fujian provincial agents to hold a Pentium NAT power exchange meeting; in the same month, CATL also established Times Electric Service (Liaoyuan) Co., Ltd. in Jilin Province, and signed a cooperation agreement with the Guizhou Provincial Government to build a power exchange network.

Some analysts pointed out that unlike the current hot "players" in the field of power exchange, the replacement service customers of the Ningde era will include almost all new energy automobile enterprises in the future, so it is also expected to further promote the standardization process of the industry in the field of power exchange.