Per reporter: Sun Tongtong Per editor: Sun Lei
The two-wheeled electric vehicle replacement market has ushered in new players.
Recently, Aichang Energy Co., Ltd. (hereinafter referred to as "Swap"), a joint venture established by GreatEr Yangtze River Group and Yadi Technology Group, officially released an intelligent power exchange solution for the domestic two-wheeled electric vehicle market. It is understood that the solution includes battery research and development and energy storage system, substation, charge and discharge safety monitoring SaaS platform.
Official data show that the service life of a replacement power station is about 20 times that of the traditional power exchange cabinet, the charging efficiency and battery energy are about 2 times that of the traditional power exchange cabinet, and a replacement power station can serve at least 500 users per day. According to the plan, the replacement first landed in Hangzhou, and the construction of 45 power exchange stations has been completed in Hangzhou, and it is expected that by the end of 2021, the number of installation sites will reach 80.
Image source: Photo by reporter Sun Tongtong
In fact, with the rapid growth of the electric two-wheeler market, charging anxiety and charging safety have become pain points in the industry, and have prompted the two-wheeled electric vehicle power exchange model to usher in a new outlet. According to statistics, in 2020, China's two-wheeled electric vehicle sales exceeded 30 million, with a total of about 350 million vehicles, and it is expected that the future will be close to 500 million, which provides a huge market demand foundation for the two-wheeled electric vehicle exchange model.
At present, there are not many entrants in the two-wheeled electric vehicle replacement market, and even giants such as Didi, Meituan, and Ningde Times can be seen. In June 2019, Meituan Delivery and Tower Energy Co., Ltd. announced that they intend to cooperate in the delivery of electric vehicle replacement services. Previously, Hello Bicycle and Ant Financial also announced their entry into the two-wheel electric vehicle replacement business.
Like electric vehicles, the two-wheeled electric vehicle power exchange mode is also based on B-end users in the early stage, and the main service objects are takeaway, express delivery and other platforms. However, with the implementation of the new national standard for motorcycles, the C-end market demand for two-wheeled electric vehicles is being released. In this context, some people believe that after 5 years, the size of the B-end two-wheel electric vehicle replacement market will reach at least 40 billion yuan, while the C-end market size is likely to reach more than 100 billion yuan.
"We will not deliberately divide B-end or C-end users, the B-end market has a lot of traditional power exchange companies in operation, from the cost point of view, we have no way to compare with them." In the mainland market, compared with B-end users, the C-end market is now a blue ocean. We hope to solve the pain points of C-end users for charging, and provide them with a more convenient and safer power exchange mode that meets their tastes and life style. Wang Zhihua, CEO and general manager of the change, said in an interview with the "Daily Economic News" reporter that the power exchange network can make the operation of shared two-wheeled electric vehicles more efficient, which is also likely to be the cooperation mode of the B-end in the future.
Image source: Photo by reporter Zhao Wenqi (data map)
Although the C-end market is still a blue ocean, the competition is equally fierce and the challenges cannot be underestimated. "At present, the B-end power exchange mode is easy to make C-end users misunderstood, we need to educate users, let them know that the intelligent replacement of the exchange is completely different from the impression of the replacement of the power in use by the chinese and foreign brothers, the replacement of the delivery brother emphasizes convenience, and the replacement emphasizes safety." Wang Zhihua said that it takes a certain amount of time to stimulate the C-end market, and the specific time is still difficult to predict.
At present, the replacement has special requirements for the two-wheeled electric vehicle that joins the power exchange network, and unlike the old car modification access system commonly used in the B-end market, the vehicles that join the replacement network need to be customized and need to be replaced by safety verification.
At present, the replacement of the two major shareholders Yadi and the GreatEr Yangtze River Group have respectively launched the model plan of adapting the replacement and replacement network. By 2022, Yadi models will be fully adapted to the replacement network; from 2022 to 2023, Dajiang Group will successively launch 5 new models of electric motorcycles and electric mopeds to adapt to the replacement network.
Daily economic news