Reporter | Zhuang key
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The power battery leader Ningde Times (300750.SZ) officially entered the power exchange market.
On January 18, CATL released the power exchange brand - EVOGO, as well as the power exchange solution composed of three major products: the power exchange block, the quick change station and the APP.
Lexing Power Exchange will be operated by Times Electric Service Technology Co., Ltd. (hereinafter referred to as Times Electric Service), which is a wholly-owned subsidiary of CATL. According to Tianyan, Times Electric Service was established in August last year and registered in Xiamen, Fujian Province.
Lexing power exchange conference revealed that in order to achieve shared power exchange, NINGDE times specially launched a chocolate power exchange block, a single block of power exchange block can provide about 200 kilometers of endurance. The battery changer user can arbitrarily choose one or more chocolate swap blocks to match the needs of different mileage.
Zeng Yuqun, chairman of NINGDE Times, promoted the "chocolate exchange block". Image source: Ningde Times
CATL said that the replacement time of a single chocolate power exchange block at the change station is about 1 minute, which can be adapted to the pure electric platform developed by 80% of the world's pure electric platforms that have been listed and will be listed in the next three years. Faw Besturn NAT combination power-changing version is one of the first models to adapt to the lexing power-changing.
According to data from the Ministry of Industry and Information Technology, a total of 200 new energy power-changing models have been launched in China, and a total of 150,000 power-changing vehicles have been put into operation.
Chocolate for electric block, image source: Ningde times
Chen Weifeng, general manager of Times Electric Service, said that Lexing Power Exchange will launch the first batch of pilots of its power exchange service in ten cities.
According to the statistics of the China Electric Vehicle Charging Infrastructure Promotion Alliance, by the end of 2021, there will be 1298 replacement power stations in China, which is 2.3 times that of the end of 2020.
Weilai Automobile and Aodong New Energy are the top two power exchange operators in China, and the number of substations currently owned by the two is 789 and 402 respectively.
Weilai Automobile previously said in an interview letter replying to Interface News that in the next four years, the company plans to add 600 new substations in the domestic market every year. Aodong New Energy has greater ambitions and plans to complete the layout of 10,000 substations by 2025.
CICC pointed out in a report released at the end of last year that the Ningde era, which has an absolute advantage in the market share of the power battery field, will be the most core participant in the entire power exchange industry. Therefore, it is expected that caterer will continue to increase the power exchange business.
Last year, cathedale's domestic power battery loading volume was 80.51 GWh, accounting for 52.1% of the market share.
The energy replenishment methods of new energy vehicles are mainly charging and power exchange. In the "New Energy Vehicle Industry Development Plan (2021-2035)" released in 2020, it is clear that charging and power replacement are juxtaposed in the way of energy replenishment, and at the same time, it is proposed to accelerate the construction of charging and replacing infrastructure.
In October last year, the Ministry of Industry and Information Technology launched a pilot application of the new energy vehicle power exchange model, and a total of 11 cities were included in the scope of the pilot. Eight cities, including Beijing, were listed as pilot cities for comprehensive application, while three cities, including Yibin, were listed as pilot cities with heavy truck characteristics.