Recently, the heat of the electricity exchange market has been high.
A few days ago, the National Development and Reform Commission and other seven departments jointly issued the "Implementation Plan for Promoting Green Consumption" to clearly strengthen the construction of supporting infrastructure such as charging and replacing electricity, and promote the pilot work of applying the new energy vehicle power exchange model; in addition, the National Development and Reform Commission, the National Energy Administration and other ten departments jointly issued the "Implementation Opinions on Further Improving the Service Guarantee Capacity of Electric Vehicle Charging Infrastructure", proposing to promote the power exchange model in mining farms, ports, urban transfer and other scenarios according to local conditions.
Under the influence of good policy news, the concept stock of power exchange led the rise at the opening of the market on January 24. Minsheng Securities analysis said that with the entry of battery giants, the power exchange model is expected to usher in new opportunities. The battery giant mentioned by Minsheng Securities is the Ningde era.
A few days ago, Ningde Times, a wholly-owned subsidiary of CATL, officially released the power exchange service brand EVOGO and the overall solution of combined power exchange, which is committed to providing users with convenient and reliable mobile power solutions and services, Chen Weifeng, general manager of Times Electric Service, said that the EVOGO power exchange service will be launched in the first batch of 10 cities.
The "Chocolate Swap Block" is suitable for 80% pure electric models
Solve industry pain points
"Is there a better idea to solve the three problems of mileage, convenience of power replenishment and purchase and use cost at the same time?" At the Ningde Times Power Exchange Brand Conference, Chen Weifeng, general manager of Times Electric Service, threw out such a question.
At the same time, Chen Weifeng also gave his answer, "We must think from the perspective of sharing and service, in the mode of separation of vehicle and electricity, the battery is independent as a shared asset, so that the battery is no longer a personal consumer product." Based on this, Times Electric Service Innovation launched a combination of power exchange overall solutions and services composed of three major products of "power exchange block, quick change station, app", in the mode of vehicle and electricity separation, the battery is independent as a shared asset, bringing a new experience to the market.
Chocolate bar changer
According to the information revealed by Chen Weifeng, the chocolate power exchange block is a battery specially developed and mass-produced for the realization of "shared power exchange". The chocolate power exchanger adopts the latest CTP technology of the Ningde era, with a weight energy density of more than 160Wh/kg and a volume energy density of more than 325Wh/L, and a single battery can provide an endurance of about 200 kilometers.
The chocolate changer block can be freely combined, and consumers can flexibly match according to the needs of different mileages; in addition, it adopts wireless BMS technology, and only high-voltage positive and negative interfaces are externally available, which greatly improves the reliability of plugged and unplugged parts.
It should be known that for the power exchange industry, the lack of industry standards is currently the biggest obstacle to development, as a standardized product suitable for most of the models developed by pure electric platforms, chocolate power exchange blocks can be applied to passenger cars and logistics vehicles from A00 levels to B classes and C classes; more specifically, chocolate power exchange blocks can be adapted to 80% of the pure electric platform development models that have been listed in the world and will be listed in the next 3 years. The industry believes that the replacement brand of the Ningde era has broken through the barriers to the adaptation of batteries and models, and greatly improved the scope of promotion and application of power exchange.
Not only that, due to the ingenious design of the chocolate exchange block, it also brings convenience to the construction of the substation; a standard station of the EVOGO brand change station only needs three parking spaces, the single block is exchanged for about 1 minute, and 48 power exchange blocks can be stored in the station.
EVOGO interchange station
For consumers, the EVOGO brand can rent electricity on demand, truly increase or decrease, and use electricity freely; at the same time, the power exchange solution provided by the EVOGO brand and the existing home charging and fast charging together constitute a full-scenario energy replenishment method.
Yu Kaifang, an expert on the whale platform and deputy general manager of TBEA Electric Co., Ltd., told reporters that slow power replacement is a pain point affecting the sales of new energy vehicles, and the overall solution of the combination power exchange in the Ningde era effectively solves this pain point. According to the analysis of ciccumb research reports, the contradiction of new energy vehicles is becoming increasingly prominent, and the power exchange model is expected to rise rapidly with the advantages of the system. The power exchange model to achieve the whole market scale landing, battery standardization is the premise, the market share has an absolute dominant position in the Ningde era or will become one of the most core participants in the entire power exchange industry.
What is the intention of the giant's entry?
Or solve the problem of power exchange standardization
In recent years, the development of new energy vehicles in the mainland has entered the fast lane, and the sales volume of new energy vehicles in 2021 has increased by 1.6 times year-on-year, and the development of the new energy vehicle market has shifted from policy-driven to market-driven; at the same time, new energy vehicles have also shown a high-tech development trend, with a mileage of more than 500 kilometers from 400 kilometers in 2019 to 2021, and car companies have also begun to lay out long-range models.
For consumers, more anxiety about pure electric vehicles is in charging, such as the difficulty of finding charging piles, the inability to install private charging piles, and the queuing of holiday travel charging. Wang Zidong, former director of the National 863 Electric Vehicle Major Special Power Battery Test Center, said that whether it is convenient for pure electric vehicles to supplement energy is the key to the development of the current pure electric vehicle market, and the current development of pure electric vehicles does not match the development of energy replenishment, and the way of energy replenishment should also be diversified.
By the end of 2021, the number of new energy vehicles has reached 7.84 million, and the strong contrast is the number of charging stations and replacement stations. According to data from the China Electric Vehicle Charging Infrastructure Promotion Alliance, the number of domestic substations is less than 1,200, and the number of charging infrastructure is 2.617 million.
The industry believes that the entry of the Ningde era is from behind the scenes to the front of the stage, stepping into the power exchange promotion track to directly hit consumer pain points, closer to consumers; and with the solution of consumer pain points and demand, it may also bring consumption increments.
In addition, at present, although the frequent support policies at the national level have given the development of the power exchange model a "reassuring pill", the actual promotion is still not smooth, and the most important thing to solve is the problem of inconsistent battery standards. For example, GB/T 34013-2017 "Electric Vehicle Power Battery Product Specification Size" in the provisions of as many as 145 kinds of battery models, battery module structure is different according to the model design, resulting in car companies is difficult to achieve battery products and power exchange equipment sharing; in addition, there are side power exchange, sub-box power exchange, chassis power exchange and other types.
As a leading power battery enterprise, the layout of the Ningde era in the power exchange market has the significance of a weather vane. Soochow Securities analysis believes that with the addition of leading battery factories such as the Ningde era, coupled with the introduction of national policies, the problem of battery standards for substations is expected to be solved faster; Everbright Securities Research Report believes that the introduction of standardized "chocolate batteries" in the Ningde era will accelerate the promotion of battery standardization, and then drive the development of the entire power exchange industry.
One electric vehicle
From the perspective of the development of the power battery industry itself, in 2021, there is a shortage of raw materials for power batteries, and the price continues to rise, which in turn directly leads to the cost curve. It is reported that in less than a year, the price of lithium ore has increased by more than 2.3 times, and how to reduce the dependence on lithium ore resources has also become an important topic, and the sodium-ion battery released by the Ningde era is also one of the means to reduce the dependence of lithium ore resources.
In addition, if you want to reduce the dependence on lithium ore resources, you also need to do, one is to continuously increase investment in innovation, upgrade technology and other means to create long-life batteries and extend the service life of batteries; the second is to distribute power on demand for the market and consumer needs; the third is to improve the battery recycling industry chain for the recycling and reuse of decommissioned batteries.
The single battery of the EVOGO brand chocolate replacement block of the Ningde era can provide an endurance of about 200 kilometers, and consumers can freely choose the number of rental replacement blocks according to their own usage scenarios and habits; at the same time, the Ningde era has created a closed loop of the whole industry chain of self-production, self-use and self-recycling. Therefore, the industry believes that in the long run, the Ningde era of power exchange brand EVOGO can reduce the demand for lithium ore resources and alleviate cost pressure.
For car companies, the price increase of raw materials also affects the cost of their vehicles, and under the power exchange scheme of the Ningde era, car companies no longer need to carry out battery research and development, reduce the dependence on battery procurement, and effectively reduce the cost of the vehicle. Chen Weifeng said, "In the previous model, each model and each battery needed to be customized research and development, and with the power exchange mode, the battery would not need to be customized design and research and development, which would directly bring cost advantages." ”
For consumers, under the power exchange scheme of the Ningde era, the cost of car purchase will also be reduced; at the same time, the on-demand rental of electricity is also more suitable for the needs of modern travel, which can better utilize and save resources.
Create a closed loop of the battery industry chain
The Ningde era is increasing in full horsepower
Why does the layout of the Ningde era set off a climax in the industry?
In fact, as early as 2020, the Ningde era began to lay out and accumulate experience in the separation of vehicles and electricity, when the Ningde era established a joint venture company Weineng Battery Asset Company with Weilai Automobile as the third largest shareholder, and the company played a function similar to the battery bank that Chen Weifeng repeatedly mentioned; since then, ningde era has also reached cooperation with the Guizhou provincial government and Sichuan development on power exchange related business.
Not only that, in the field of commercial vehicles, CATL has occupied more than 80% of the market share of the power exchange market, and has reached cooperation with Beiqi Foton, Shaanxi Automobile, FAW, Dongfeng, Yutong Bus and so on.
Back to the passenger car market, in 2021, China's cumulative power battery production was 219.7GWh, an increase of 163.4% year-on-year; the loading volume was 154.5GWh, an increase of 142.8%; among them, cathedale ranked first in the domestic power battery company with an installed capacity of 80.51 GWh, accounting for 52.1%. As an industry leader, it is natural that the Ningde era continues to expand the application scenario of the power exchange mode in the field of passenger cars.
Not only that, in the eyes of the industry, the Ningde era of cutting into the power exchange track is more like a set-up. First, the Ningde era with a market value of more than one trillion yuan has sufficient capital to carry out the layout and early promotion of power exchange; second, as the leader of the power battery industry, the Ningde era has obvious advantages in battery technology, and naturally realizes the battery in the power exchange mode to be controllable; third, the cooperation between the Ningde era and car companies for many years can more clearly understand the needs of car companies for batteries and chassis.
Combined power exchange solution
In addition, in addition to the power exchange mode, it involves the industrial chain of the power exchange itself, but also involves the recycling and processing of decommissioned batteries. According to the analysis of soochow Securities Research Report, the battery factory centralizes the management of batteries to facilitate the cascade utilization and recycling of batteries. CATL has set up a number of subsidiaries to establish a power battery recycling system, and the power exchange mode can further help CATL realize the closed loop of the battery industry chain of self-production, self-use and self-recycling, and reduce the cost of the whole life cycle of the battery.
The industry believes that through the layout of the power exchange mode, CATL is building a full-chain management system for power batteries including research and development, production, assembly, charging, use, maintenance, monitoring, safety and recycling, and at the same time, CATL is depicting a beautiful future for the transformation to a composite energy service provider.
Text/Linlin Wang Edited by Xi Lili Proofreader Liu Jun