On February 15, Shanghai Pengxu Automobile Sales Service Co., Ltd. was established, the legal representative Li Chuxu, the registered capital of 5 million yuan, the scope of business includes the sale of new energy vehicle power exchange facilities, new energy vehicle waste power battery recycling and cascade utilization. Shareholder information shows that the company is wholly owned by Xiaopeng Automobile Sales Co., Ltd.
There have been a number of enterprises layout power exchange, in February this year, Ningde era chocolate power exchange triggered people to discuss the power exchange mode, will the power exchange industry usher in an explosive period in 2022?
Policy weather vane changes
The policy vane of new energy vehicles is blown from charging mode to power exchange mode. In May 2020, the substation was written into the Government Work Report for the first time as an important part of the new infrastructure. In October 2021, the Ministry of Industry and Information Technology decided to first launch a pilot application of the new energy vehicle power exchange mode in 13 cities, including Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei, Jinan, Yibin, Tangshan and Baotou.
In November 2021, the national standard of "Safety Requirements for Electric Vehicle Replacement" was officially implemented, which is the first basic universal national industry standard formulated in the field of power exchange in the mainland automotive industry.
In December 2020, the group standard of "Electric Passenger Vehicle Sharing and Replacement Power Station Construction Code" was released, which formulated the unified technical requirements for shared replacement power stations, and standardized the electric passenger car sharing and replacement power stations from all levels, so that the construction and management of the replacement power station can be followed. With the continuous refinement of the policy, the future power exchange industry has great potential.
Capital has entered the game
In order to push and replace the business model of electricity, WEIlai promised that the first car owners who purchased ES8 and ES6 (except operating vehicles) could enjoy the rights and interests of free power exchange and warranty for life.
On January 24, 2022, Geely and Lifan officially announced that the joint venture company was officially named "Chongqing Ruilan Automobile Technology Co., Ltd.", and the two sides jointly invested 600 million yuan to vigorously layout and replace electricity.
Energy companies also look at the big cake of power exchange, Ningde Era, Sinopec, Aodong New Energy and Hangzhou Botan. Especially on January 18, CATL released the concept of chocolate power exchange, triggering a large wave of discussion, the core of ningde era power exchange technology is "chocolate power exchange block", the size and specifications are unified, can be used alone, can also be combined together to carry on a car, indicating that the ultimate solution for models in the range of 80,000 yuan - 120,000 yuan is chocolate power exchange.
According to the data of the research institute, as of February 2020, the main listed companies in the power exchange industry are: upstream of the industrial chain: Guodian NARI (600406); Otson (002227); Xu Ji Electric (000400); Trident (300001); Siyuan Electric (002028); Ningde Era (300750); BYD (002594); Guoxuan Hi-Tech (002074); Shanshan Shares (600884) and so on. Midstream of the industrial chain: NIO Automobile (NIO); Beiqi Blue Valley (600733); Lifan Technology (601777); Downstream of the industrial chain: Tesla (TSLA); Wanma Shares (300698); NIO Motor (NIO); BYD (002594); Xiaopeng Automobile (09868); Guanghua Technology (002741), Grammy (002340); Huayou Cobalt (603799) and so on. It can be seen that the marathon of the power exchange industry has just begun, and there will be more capital layout in the future.