Two barrels of oil and other giants are making efforts to "separate vehicles and electricity", and the power exchange industry may enter the era of standardization
Our reporter Li Chunlian Li Ting
The power exchange industry is expected to usher in changes.
On September 22, a reporter from "Securities Daily" learned from the Sinopec Information Office that Shanghai Jieneng Smart Electric New Energy Technology Co., Ltd. "Jie Neng Zhidian") was officially established.
The company will help build a complete ecosystem of vehicle-electricity separation, create a standardized platform, and bring safe, reliable, convenient and fast high-quality travel experience to new energy vehicle owners.
Sinopec joined hands with 4 companies to enter the market, and is expected to further popularize the battery swap model, promote the unification of standards, accelerate the layout of outlets, and improve user experience.
In recent years, as an important energy replenishment method for new energy vehicles, the battery swap mode has been continuously favored by capital.
In this regard, Wang Xianbin, a researcher at Gasgoo Automotive Research Institute, told the "Securities Daily" reporter that oil giants, car companies and leading battery companies have entered the field of vehicle-electric separation, which is expected to accelerate the expansion of the battery swap industry and the innovative development of new business models for battery asset management. .
The Soochow Securities Research Report pointed out that the cooperation between SAIC Group and traditional energy companies and power battery factories to deploy battery swap business can take advantage of the channel advantages of PetroChina and Sinopec to realize the coordinated layout of gas stations and battery swap stations. The cooperation of battery factories promotes the unification of industry standards for battery swapping and accelerates the ecological construction of battery swapping.
The powerful alliance detonates the power exchange market
It is understood that Jieneng Smart Electric will focus on the power battery leasing business, carry out research and development and promotion of battery swapping technology, battery operation management, big data services, etc., build a complete ecology of vehicle-electricity separation, and create a standardized platform.
The core of the business model of battery swapping is battery quality, which is generally believed by industry insiders to be the advantage of CATL's products and technologies.
At the beginning of this year, CATL, through its subsidiary, Times Dianfu, launched EVOGO, a combined battery swap solution and a battery swap service brand. It realized the full adaptation scenario of "one battery and multiple vehicles" through the customization of battery brackets, breaking the gap between batteries and models. Adaptation barriers.
The "Chocolate Power Swap" is suitable for most passenger cars and logistics vehicles developed on pure electric platforms, and is suitable for most models developed on pure electric platforms.
On September 17, Ningde Times announced that the company's first MTB (Module to Bracket, module integrated chassis) technology will be the first to be applied to the SPIC Qiyuanxin Power Heavy Truck Power Replacement Project.
It is reported that this technology can also be applied to bottom-mounted charging and replacing heavy trucks and construction machinery.
"Up to now, our car-end, station-end and quick-change station operations have achieved rapid growth and achieved the expected goals, and have successfully opened and operated in Xiamen and Hefei markets." A relevant person from Ningde Times said.
Ningde Times believes that as more and more car companies enter the field of battery swapping, they will jointly make the battery swapping service market bigger and stronger.
The battery swap service has market space on the supply side and the demand side, which can help more users to use new energy vehicles and promote the achievement of the "dual carbon" goal of the entire industry.
The relevant person of Jieneng Intelligent Electric told the reporter of "Securities Daily" that the company will rely on the business advantages of all shareholders to make efforts in core technology, business model, market development, etc., to create a complete industrial chain in the industry, and detonate a hundred billion yuan level power exchange market.
Is the era of battery replacement standardization coming?
Up to now, the number of new energy vehicles in my country has exceeded 10 million, and the market penetration rate is close to 30%.
New energy vehicles have entered the growth period from the introduction period, and the focus of industry development has shifted to consumer demand and experience improvement.
With the vigorous development of new energy vehicles, the battery swap mode, as a new way of replenishing energy, has received strong support from national policies.
However, the repeated construction of energy supplement facilities of different specifications and the incompatibility of different models of battery swaps have slowed down the development of the industry.
Wang Xianbin mentioned that the difficulty in unifying the separation standards between vehicles and electricity is mainly because the vehicle platform planning of each vehicle company has its own characteristics (such as Volkswagen MEB, Geely PMA and other chassis technologies).
In addition, the battery specifications are not unified (such as charging capacity, module, battery pack shape, etc.), and the swap station cannot be used across platforms and models.
On January 21, the National Development and Reform Commission and other departments issued opinions on improving the service guarantee capacity of electric vehicle charging infrastructure, which mentioned that the innovation and standard support of charging and swapping technology will be strengthened.
On the one hand, it is necessary to promote the formation of a unified power exchange standard in the main application fields, and to improve the safety, reliability and economy of the power exchange mode. and other scenarios, support the construction and layout of special swap stations, etc., to speed up the exploration and promotion of the vehicle-electricity separation mode.
On March 18, the Ministry of Industry and Information Technology issued the "Key Points of Automotive Standardization in 2022", proposing to promote the formulation of standards for the on-board battery swap system, general platform for battery replacement, and battery replacement battery packs for pure electric vehicles.
"Battery standardization is an industry problem, and it needs battery factories and OEMs to solve it together." Regarding the difficulty of unifying vehicle-electricity separation standards, on September 22, a relevant person from CATL told the "Securities Daily" reporter that the company is currently active Participate in vehicle and battery standardization, including safety, performance, size, platformization, etc.
The standardization of battery size is the common expectation of the industry, and the standards committees and industry associations are also actively promoting it, but it requires a process and requires all parties to gradually reach a consensus.
In addition, Sinopec Sales Company, relying on the network of gas stations all over the country, accelerated the construction of comprehensive energy stations, and promoted the power exchange industry into the era of standardization.
It is understood that it is expected that by the end of 2022, the number of charging and swapping stations of Sinopec will exceed 2,000, and 5,000 charging and swapping stations will be developed during the "14th Five-Year Plan" period.
Wang Xianbin believes that oil giants take advantage of the gas station scene to provide ecological services that can refuel, charge, and exchange electricity. Power battery companies use the separation of vehicle and electricity to find new growth points and accelerate the standardization of battery products, while car companies face consumers. Reduce the entry threshold for car purchases and provide energy-replenishing solutions that can be recharged and replaced by vehicles.
(Securities Daily)