Relevant industry insiders believe that with the improvement of the business environment, under the dual promotion of policy encouragement and technological breakthroughs, the advantages of power exchange technology routes have gradually become prominent. The technical route of power exchange has the advantages of lowering the price of vehicles and increasing the residual value of second-hand cars after the separation of vehicle and electricity; having the advantages of low-power slow charging to extend battery life and using trough power to reduce the burden on the grid.
A few days ago, Weilai and State Grid Electric signed the 'In-depth Cooperation Framework Agreement on Charging and Swap and Energy Services', actively exploring vehicle and charging business model innovation, carrying out cooperation in the construction of charging and swapping stations, and car network interaction, and jointly promoting clean energy consumption Satisfied. Weilai''s layout in the construction of the charging and swapping network is also a microcosm of the development of my country''s new energy automobile industry.
In recent years, the application range of new energy vehicles has become wider and wider, and new and higher requirements have been placed on the charging and swapping service infrastructure. In particular, under the vigorous promotion of the 'new infrastructure', the construction of my country''s charging and swapping network is accelerating, providing important support for the development of the new energy automobile industry.
Improve infrastructure
The effect of the country''s policy to promote automobile consumption is emerging. According to data released by the China Automobile Association a few days ago, in November, my country''s new energy vehicle production and sales continued to maintain a rapid growth trend, reaching 198,000 and 200,000 vehicles, respectively, up 17.5% and 24.1% month-on-month, and up 75.1% and 104.9% year-on-year.
As consumers'' acceptance of new energy vehicles gradually increases, the number of new energy vehicles in my country is gradually increasing. However, it should also be noted that there is still huge room for improvement in the matching of infrastructure such as charging and swapping with new energy vehicles, and further improvement is still needed. It is worth mentioning that with the inclusion of charging piles in the “new infrastructure” category this year as one of the important infrastructure construction projects, under the guidance and support of national and local policies for the innovation and upgrading of the charging and swapping industry, related industries are welcoming Great opportunities for development.
Related research reports pointed out that at present, the utilization rate of public charging piles in my country is generally at a low level, especially the positioning deviation of market segments and the unreasonable layout of pile stations. The construction speed of private piles is relatively slow, which is seriously mismatched with the resource supply and demand of new energy vehicles. At the same time, private piles also have a large amount of idle time and low utilization rate.
Facing the problems encountered in the development of new energy vehicles and promoting the long-term and healthy development of the industry, the previously released 'New Energy Vehicle Industry Development Plan (2021-2035)' clearly stated that the construction of charging and swapping networks should be vigorously promoted. Among them, it is necessary to speed up the construction of charging and swapping infrastructure, speed up the formation of moderately advanced highways and urban and rural public charging networks with fast charging as the main and slow charging as the supplement, to improve charging convenience and product reliability; to improve the service level of charging infrastructure, Improve the safety, consistency, and reliability of charging facilities; encourage business model innovation, and guide multiple parties to jointly carry out the construction and operation of charging facilities.
In this regard, Everbright Securities pointed out that the policy is inclined to the field of charging and swapping, which will help form a benign business model for charging and swapping, strengthen infrastructure construction, and further open up the space for industrial development.
Car companies increase their layout
In the cooperation between NIO and State Grid Electric, the two parties will establish an in-depth cooperative relationship in the field of charging and swapping operations, and strive to build 100 charging and swapping stations nationwide in 2021 to achieve full interconnection of charging and swapping facilities.
It is worth noting that, at present, the installed capacity of clean energy power generation in my country is growing rapidly, and the proportion of clean energy use continues to rise. And clean energy has its own characteristics, such as strong wind power at night and strong photovoltaic power at noon, which does not match the peak load of the grid, especially during the heating period in winter, resulting in waste of wind power and photovoltaic resources.
NIO and State Grid Electric jointly launched new energy vehicles using clean energy charging activities. By launching corresponding electricity price discounts and subsidy policies, the two parties jointly encourage and guide users to participate in green power transactions and other vehicle-network interactive activities to promote the consumption of clean energy. Strive to achieve at least 100 million kWh of clean electricity used by new energy vehicle users in 2021, and further promote the low-carbon life cycle of new energy vehicles.
Prior to this, State Grid Electric also launched strategic cooperation with Dongfeng Group. Among them, it signed a cooperation agreement on interconnection and interoperability with Dongfeng Changxing Technology Co., Ltd., a framework agreement for car and electricity package, an orderly charging cooperation agreement, and a cooperation agreement on separation of car and electricity; a V2G pilot cooperation agreement with Dongfeng Group Technology Center; and Dongchuang Zilian (Wuhan) New Energy Technology Co., Ltd. signed a cooperation agreement for electric vehicles to the countryside; signed an in-depth cooperation agreement with Dongfeng Group Lantu Automotive Technology Branch.
Earlier, BAIC Group signed a deepening strategic cooperation agreement with State Grid Electric. The two parties will carry out in-depth cooperation in battery energy packs, construction and operation of power exchange stations, sales of electric power packs and vehicles, and capital cooperation.
On December 15th, Xiaopeng Supercharge officially entered Guangzhou Baiyun International Airport and became a new car manufacturer in China that set up supercharge stations at the airport connection point. Xiaopeng car owners heading to Baiyun Airport can charge for free at the designated supercharger and enjoy free parking for one hour.
It is reported that the lifetime free charging service promoted by Xiaopeng Supercharge includes both the self-built charging network and the comprehensive service system of the third-party charging network. Xiaopeng car owners can enjoy the lifetime free charging service provided by Xiaopeng Supercharge at the preferred stations of third-party charging network operators such as State Grid, China Southern Power Grid, Special Call, Star Charging, and Xiaoju Charging.
The power exchange mode faces the 'outlet'
The battery swap mode of electric vehicles has gradually emerged in recent years. It uses centralized charging stations to centrally store, charge, and distribute a large number of batteries, and perform battery replacement services for electric vehicles in battery distribution stations, or charge battery collection, logistics deployment, and Replacement services are integrated.
It is mentioned in the 'New Energy Automobile Industry Development Plan (2021-2035)' that the application of power exchange mode is encouraged. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, previously stated that he will continue to vigorously promote the construction of charging and swapping infrastructure, further improve relevant technical standards and management policies, and encourage enterprises to develop models for battery swapping based on usage scenarios.
Related policies also give more support to the battery swap mode. In April of this year, the Ministry of Finance and other four ministries jointly issued the 'Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles', which put forward a clear award for the replacement model. It stipulates that the price of new energy passenger vehicles before subsidies must be less than 300,000 yuan (including 300,000 yuan). In order to encourage the development of a new business model of 'replacement', vehicles in the replacement mode are exempt from this regulation.
Relevant industry insiders believe that with the improvement of the business environment, under the dual promotion of policy encouragement and technological breakthroughs, the advantages of power exchange technology routes have gradually become prominent. The technical route of power exchange has the advantages of lowering the price of vehicles and increasing the residual value of second-hand cars after the separation of vehicle and electricity; having the advantages of low-power slow charging to extend battery life and using trough power to reduce the burden on the grid. In addition, the echelon utilization of decommissioned power batteries derived from the battery swap mode has huge potential for value exploration.
Shenang Securities pointed out that state-owned power grid companies represented by the State Grid and power battery companies represented by the Ningde era have entered the charging and swapping market, and the industry standardization and standardization trend has accelerated. The new energy vehicle swapping model is coming, and the future The prospects are promising.