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The pattern of the power exchange market is expected to change

author:Gao Feng Sihao New Energy

Chen Weifeng said that the EVOGO power exchange service will be launched in the first batch of 10 cities, and FAW Besturn will become the first automobile brand to be included in the power exchange system.

Previously, CATL and the People's Government of Guizhou Province signed an agreement on cooperation in the construction of a power exchange network in Guiyang City on December 24, 2021. According to the agreement, the two sides will cooperate in depth in the construction of new energy vehicle power exchange network facilities, promote the improvement of new energy vehicle power exchange capacity, and promote the high-quality development of the new energy industry, and jointly build a double highland of Guizhou's new energy market and industry.

The pattern of the power exchange market is expected to change

True Lithium Research CEO Mo Ke told reporters that the current electric vehicle users, the mileage anxiety is not as strong as before, and the problem of charging convenience is becoming more and more prominent. The 4-hour queuing of highways and 1 hour of charging on National Day in 2021 fully reflects the user's consumption demand for supplementary energy convenience.

As a means of promoting sales, WEILAI's power exchange has been in a state of loss, and the catalpine era of power exchange business as an independent subsidiary, the pursuit of profit is a must consider.

The reporter asked Chen Weifeng at the press conference: What is the per-cost of the power exchange business in the Ningde era? How to achieve profitability? In the face of this question, Chen Weifeng did not answer positively, but simply said that Times Electric Service will launch a competitive program.

If the users of Weilai and Aodong are attracted, the price is high, the price is low, and the profit of the times will become a problem.

An industry insider told reporters that the power exchange in the Ningde era will rely on the scale advantage to reduce costs, after all, the scale of power exchange launched by the Ningde era will be larger than that of Weilai and Aodong. In addition, the power exchange model of the Ningde era broke the brand boundary, and this convenience was incomparable in the past, and consumers may also pay a little more price for this convenience.

Dr. Tang, a friend of the reporter, focused on investing in the field of new energy, although he had a fuel car at home, he also became the owner of Weilai at the first time. Dr. Tang said to reporters about his electric power exchange body that with the increase in the number of Weilai car owners, it is now necessary to queue up for power exchange. "If it is convenient to change the electricity in the Ningde era, you can spend a little more money on it." Dr. Tang said.

However, Chen Weifeng also admitted that power exchange belongs to the heavy asset industry and has a long investment payback period. The reporter noted that the registered capital of Times Electric Service is 200 million yuan, which is not much for the field of power exchange. At the press conference, the reporter asked Chen Weifeng whether there was a financing plan for Times Electric Service in the face of future business expansion. Chen Weifeng said: "The times of electrical services is from 0 to 0.001, there are still many things to do, a long way to go, the times of electrical services uphold an open and inclusive attitude to face all difficulties, anything is possible." ”

The pattern of the power exchange market is expected to change

In addition, the reporter noted that most of the substations in the Ningde era were built in parking lots, and they will also face the problem of how to coordinate local resources. In this regard, Chen Weifeng responded: "The characteristics of resources in various places are different, and they need to be treated separately on a case-by-case basis, on the basis of existing resources, the replacement business of the Ningde era will also increase investment and expand more substations." ”

At the end of the press conference, Chen Weifeng said: "The establishment of times electrical services marks the completion of the closed loop of the whole life cycle value chain of batteries from research and development, manufacturing, use and recycling of CATL, providing a more free use experience for new energy vehicle consumers, which will promote the intensive and efficient use of social resources and accelerate the popularization of electrification." ”

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