Replacement of electricity, allowing new energy companies to gain new momentum

Recently, the Ministry of Industry and Information Technology issued the revised "Regulations on the Access Management of New Energy Vehicle Manufacturers and Products", which will be implemented on September 1, and the entry threshold has been further relaxed.

The "replacement mode" of new energy vehicles refers to the centralized storage, centralized charging, and unified distribution of a large number of batteries through centralized charging stations, and the battery replacement service or battery charging, logistics deployment, and logistics deployment of electric vehicles in the battery distribution station.

It is understood that after the subsidy declined, problems such as high price, difficult charging, long charging time, and short cruising range of electric vehicles have become increasingly prominent.

Huge market

"It's very convenient.

The person in charge of Chuanlong New Energy Technology Co.

"For the current urban fast-paced, time is everything, and waiting has become the most difficult thing for urbanites.

In the use of new energy vehicles, "short battery life", "less charging piles" and "long charging time" have become the three major pain points.

According to statistics, as of July this year, there were only 457 swap stations.

In this regard, industry insiders pointed out that after the resumption of the construction of power swap stations in my country, it is still in the early stage of large-scale construction, and there is more room for development in the future.
The replacement station and the charging station are expected to form a beneficial complementarity, allowing new energy vehicles to "run further.
"

The enterprise is moving by the wind

On August 20, NIO, a new force in car-making, announced that Wuhan Nineng Battery Assets Co.
, Ltd.
, jointly initiated and invested by Ningde Times, Hubei Science and Technology Investment, Guotai Junan and NIO, was registered and established on August 18 with a registered capital of 800 million.
yuan.
NIO has released a battery rental service, which can provide comprehensive services such as separation of car and electricity, battery rental, rechargeable, exchangeable, and upgradeable services.

With the introduction of favorable policies for power swapping, domestic companies with a keen sense of smell have moved on.
Since July, many car companies have made new moves in the power swap market.
Some have joined together with service providers to establish a power swap alliance to open up the power swap market for the first time; some are preparing to work with partners to vigorously build power swap stations.

BAIC Group and State Grid Electric Vehicle Service Co.
, Ltd.
signed a framework agreement to deepen strategic cooperation.
It plans to cooperate in the construction of 100 swap stations by the end of June 2021.
Recently, the first swap station "Jinan No.
1 swap station" built by the State Grid Electric Vehicle Company and BAIC Group's Langu Wisdom (Beijing) Energy Technology Co.
, Ltd.
was officially put into operation recently.

　　Currently, there is still a certain gap in my country's charging and swapping infrastructure.
The "power swapping mode" not only solves the anxiety of charging and reduces the cost of car purchase, it can solve the problems of new energy vehicles for many years, and it can also save costs and time for consumers.

　　Favorable policies continue to be released

　　The battery swapping mode has so many benefits, will it gradually replace the charging mode? At present, the gap between the current swapping station and the charging station is too large.
The industry believes that there are still many difficulties in promoting the power exchange model.
For example, the battery swap mode generally does not support household self-charging, consumers cannot enjoy low electricity prices, and actual usage costs may increase.
Secondly, the battery swap mode faces differences in the design and technical standards of various battery factories and car brands, and there are still many difficulties in promoting it.

　　Recently, the Electric Vehicle Sub-Committee of the Auto Standards Committee organized a 2020 standards review meeting in Shenzhen.
Among them, the GB/T "Safety Requirements for Electric Vehicle Replacement" drafted by BAIC New Energy, Weilai, China Automotive Center and other units is recommended.
The national standard has passed the review, which clarifies the requirement for the operation time of no more than 5 minutes for a single battery exchange.
The formulation of the standard will provide guidance for the healthy and safe development of the battery exchange electric vehicle industry.

　　It is understood that currently there are not many cars on the market that can be exchanged.
Consumers reduce the cost of buying a car when buying a battery-swapping vehicle.
Most businesses will sign a contract with the consumer to meet the requirements for the number of battery exchanges within a certain period of time.
Industry insiders pointed out that the utilization rate of the swap station is related to the vehicle retention rate.
Different new energy vehicle models have different national standards for battery life.
When the battery of all models is universal, the swap market can be activated.

　　After entering 2020, the national level of warm air will blow frequently, and favorable policies will continue to be released, which will promote the rapid development of power exchange models.
In April, the four ministries and commissions issued the "Notice on Improving Financial Subsidy Policies for the Promotion and Application of New Energy Vehicles".
In principle, the subsidy standards for 2020-2022 will be reduced by 10%, 20%, and 30% on the basis of the previous year.
As an important part of the new infrastructure, substation replacement was included in the government work report for the first time this year.
Regarding the content of the new infrastructure in the report, the "construction of charging piles" was expanded to "adding charging piles, power stations and other facilities.
"

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