New energy vehicle giants are scrambling to deploy the battery swap model, and the upstream and downstream of the industry chain work together to accelerate the implementation of the standard

As the number of new energy vehicles continues to hit new highs, the ways of charging and replenishing energy are becoming more and more diversified
.
In addition to the increase in battery life, the battery swap mode has also ushered in the wind due to its high efficiency advantages
.

On August 1, the first charging and replacement station jointly developed by NIO and Shell was put into operation
.
The station is the 1,048th battery swap station and 1,777th charging station that NIO has deployed nationwide.
Its commissioning marks the official start of the cooperation between NIO and Shell in the field of electric vehicle energy
.

Just one day before NIO announced the above-mentioned major layout, CATL signed a strategic cooperation framework agreement with the Chengdu Municipal Government.
The two parties will carry out all-round cooperation in the fields of power exchange operation, new energy and energy storage
.

Behind the new energy vehicle giants' scramble to deploy battery swaps, is that this track is ushering in the tuyere and beginning to enter an explosive period, and 2022 is also called the first year of battery swapping
.

Qi Haishen, president of Beijing Teyi Sunshine New Energy, told a reporter from Securities Daily that the battery swap mode has solved the mileage anxiety of new energy vehicle users and the industry pain points of slow charging and difficult charging at the national level.
The promotion of battery swapping stations in the public areas as a starting point indeed reflects the country's emphasis on the new energy vehicle industry and is conducive to the promotion and popularization of new energy vehicles
.

The power exchange mode welcomes the first year of the outbreak

It is understood that by 2025, NIO and Shell will build a total of 100 swapping stations
.
In Europe, the two sides plan to start pilot work on the construction and operation of swapping stations from 2022
.

Previously, NIO has also cooperated with Sinopec, State Grid and other companies to jointly build charging and swapping stations
.

On July 29, GCL Nenke officially launched a series of rental and sales product solutions based on the separation of vehicles and electricity, covering the operation of heavy and light trucks, unpowered bodies of passenger cars, power batteries and complete vehicles
.

GCL Nengke has raised 3.
765 billion yuan to enter the power exchange market.
In 2021, 13 power exchange stations will be built, 300 power stations will be built in 2022, and 5,000 power stations are planned to be built in 2025
.

In addition to Weilai and Ningde era, the battery swap model is attracting more and more giants to enter the game, including traditional energy giants, car companies, and power battery companies
.

Compared with the charging mode of new energy vehicles, the advantages of the battery swap mode are more obvious
.

Qi Haishen believes that the "separation of vehicle and electricity" of new energy vehicles may become a new development trend
.
A car is a car, and electricity is electricity.
Buying a car is mostly a one-time consumption, and changing a battery can be a lifetime service or a long-term fee-based upgrade service
.

Hao Hongmei, a lithium battery analyst at Longzhong Information, told the "Securities Daily" reporter that the current level of charging technology for new energy vehicles still requires car owners to wait a long time to complete the full charge, especially for heavy trucks and other models with large battery capacity and long-distance transportation.
Larger, coupled with problems such as the inability to install charging piles in old residential areas and the increase in charging frequency in extreme weather, the market demand for battery swapping mode is increasing.
scene
.

With the large-scale layout of the giants, the power exchange model is ushering in the wind.
Many securities companies predict that the total size of the power exchange market will exceed 100 billion yuan
.

According to a research report released by Cinda Securities, the development process of China's power swap stations can be divided into three stages: the budding period, the integration period and the outbreak period, and is currently in the stage of explosive growth
.
The upstream and downstream enterprises in the power exchange industry chain quickly entered the game
.

"The demand for power exchange in the public sector is relatively high, and the market segment has great potential
.
" Qi Haishen further mentioned that fast power exchange is efficient and safe for taxis, buses, logistics vehicles, etc.
As the electrification of travel becomes the norm, favorable policies are becoming more and more intensive, and the market space for power exchange stations in the public domain has opened up, and the prospects are also very good
.

Battery swapping standards are accelerating

There is no doubt about the market prospect of the battery swapping mode, but the difficulty in development has always been that standardization is difficult to unify
.

"Currently, the battery replacement standards in the market are not uniform, and there are few battery replacement models, which also restrict the development of the battery replacement model
.
" Qi Haishen said that the battery replacement model in the private car field is only a service provided by individual new energy vehicle manufacturers.
There is no unified standard, no market regulation, and no market scale yet, resulting in a relatively slow construction of new energy vehicle swap stations, a small number of operations, and worrying about the profitability of power swaps
.

Hao Hongmei also mentioned that the size of the battery packs of various models varies greatly, and the structural design of the swap station cannot be compatible with various models.
In addition, the rated parameters, materials, and health of the battery packs are also different.
It is also difficult to unify the testing standards
.

The rapid growth in the production and sales of new energy vehicles is forcing the accelerated standardization of the replacement mode
.

Recently, the working meeting of the drafting group of the national battery swapping standards for pure electric commercial vehicles and pure electric passenger vehicles was held in Xiamen
.

Liu Guibin, chief engineer of the Standard Institute of China Automotive Technology Research Center Co.
, Ltd.
, said, "The standardization work time for battery replacement is tight, the task is heavy, and the industry needs are urgent.
The electrical industry will develop in a regulated and healthy manner
.
”

Both the upstream and downstream industry chains of battery swapping hope and continue to promote the accelerated implementation of standardization
.

The above-mentioned Cinda Securities research report believes that in 2025, the number of battery swap stations is expected to exceed 22,000, and the internal driving force comes from the standardization of power batteries.
The scale of the above swap station
.
The head battery companies are actively deploying the battery swap business, which is expected to actively promote the standardization of power batteries
.

Qi Haishen also said that starting from specific application scenarios in the field of public transportation, different bus and taxi models, according to the type of vehicle battery pack, set up a unified standard power exchange station, which can quickly promote the application of power exchange mode and facilitate users to quickly exchange power.
It can also avoid the waste of resources caused by repeated investment and construction in local regions, which is worthy of vigorous promotion and application
.