Text: Understand the original Wei Wei of Chedi
On the afternoon of January 18, CATL officially released the power exchange brand EVOGO, the brand meaning of the English "Evolution+Go", which can be understood as "moving towards evolution". It is reported that the Ningde era power exchange products will be for all car companies.
It is worth mentioning that the first model to cooperate with CATL to replace the power is the FAW Besturn NAT combination power exchange version. FAW Besturn NAT was officially launched in April 2021 In terms of power and endurance, the range of the Besturn NAT is more than 400 kilometers, and there are two configurations to choose from, charging version and power replacement version.
According to the INTRODUCTION of CATL, the "combined power exchange" scheme of CATL era is composed of a power exchange block, a quick change station and an App. With the release of the "combined power exchange" scheme, the power exchange brand "EVOGO" was also officially released.
According to the installed capacity statistics, CATL has occupied more than 50% of the market share of China's power batteries. Today, the replacement brand EVOGO released by CATL, according to industry analysis, can be understood as the "to C" power exchange service brand of NINGDE era.
Ningde era power exchange brand conference warm-up poster
For new energy vehicles, the main way to replenish energy is still charging, but the number of public charging piles is far from enough for the demand for new energy vehicles. According to data from the Charging Alliance, as of October last year, the cumulative number of charging infrastructure in the country was 2.25 million units, and the vehicle-to-pile ratio was 3.05:1. Among them, the number of public charging piles is 1.06 million, but the number of new energy vehicles has reached 7.84 million. Charging is still a major pain point for the use of new energy vehicles, especially pure electric vehicles.
When it comes to power exchange, domestic car companies Weilai and BAIC have laid out early in the field of power exchange, and the newly launched power exchange platform of the two companies can achieve less than 3 minutes to change power.
The policy also provides guidance for the Ningde era to enter the power exchange service market. Since April 2020, the state has encouraged the development of the power exchange model, and emphasized that for new energy vehicles of more than 300,000 yuan, only the power exchange model can continue to enjoy state subsidies; in April 2021, the Ministry of Industry and Information Technology issued the "Notice on Organizing and Carrying Out the Pilot Work of the Application of the New Energy Vehicle Power Exchange Model", and 13 cities were included in the pilot, and the power exchange model ushered in a new development opportunity.