PetroChina and Sinopec entered the power switching track.

For a long time, whether the new energy vehicle industry should be the charging model or the power replacement mode has always been the focus of market controversy. The five major companies such as the nearly recent auto, Ningde Times, PetroChina, and Sinopec have jointly established a power replacement company. Many people are asking many people asking. Does this mean that the power replacement mode is going to win?

1. Five companies such as SAIC and Ningde Times jointly set up power replacement companies?

According to the Securities Times report, SAIC Group News, Shanghai Jienengzhi New Energy Technology Co., Ltd. jointly invested by Sinopec, PetroChina, Ningde Times, and Shanghai International Automobile City, was officially established, with a registered capital of 4 billion yuan Essence Jienengzhi will take the power battery rental business as the core to carry out power exchange technology research and development, battery operation management, big data services, etc., to build a complete ecosystem of vehicle electricity separation, and build a standardized platform. In terms of network, Jienengzhi will rely on Sinopec and PetroChina to spread more than 50,000 gas stations across the country to upgrade to create a comprehensive energy service station of "replaceable and charging". In terms of models, branded brands such as Feifan, Roewe, MG, and Chase, will soon launch a tram -changing model, covering all categories such as SUV, cars, MPVs and commercial vehicles.

In recent years, the advantages of high efficiency, security, economy and friendship with power grid have gradually become highlighted. In order to popularize the power replacement mode, promote unified standards, and accelerate the layout of the outlets and improve the user experience. SAIC Group continues to increase investment in new energy vehicles to create an "technical base" for electric intelligent networking; in the Ningde Times, it has a leading advantage in the field of battery research and development and manufacturing to accelerate the layout of new electric tracks.

Jie Nengzhi aggregates the advantages of all parties, with the vehicle and electricity separation mode as the starting point, regards the battery as part of the energy service, and changes to "buy a car and refuel" as "buying the body to power the power" to provide the industry with standardized and generalized universal generalization. Adaptive solution. At the same time, Jienengzhi will also promote the transformation of the gas station to the comprehensive energy service station by creating a new format for supplementary energy to create a new growth point for the energy service side.

2. Is the power replacement mode win?

In the end, the market for the market for new energy vehicles has continued for a long time. In this case, many people are asking how the future development of new energy vehicles is like? However, the five well -known companies we have seen now have established power replacement companies, which also represents a very distinctive orientation of the market.

First of all, from the perspective of the development of the entire market, the power replacement mode undoubtedly has its unique market charm. After all, for most people, it takes so much time to use it for charging. This is for many people. It is very difficult to accept. After all, so much time is used for charging, and the overall waste of the market is a lot, so from the perspective of the entire market, the charging mode has its market disadvantage, and the power exchange mode is with Our current cheering is also a very simple thing. It can be replaced in a short time, and it can achieve ultra -long battery life. This is very important for most people. The model has its unique market advantages.

Secondly, let's take a look at these five giants. Among them, Ningde Times was a very famous product manufacturer in China as the largest power battery manufacturer in China. PetroChina Petrochemical is a well -known processor of oil and natural gas products, and is also the most important provider of China's gas stations. SAIC Group and Shanghai Automobile City are relatively different at the two ends of the production and sales of the automotive industry. These five companies go to form a power exchange company together. In a sense, it can also be considered that the entire market has gradually recognized it. As an important direction, electricity changes can be launched in the market. It is believed that these five companies that jointly invested and established were at least in the market. They still have certain market competitiveness.

Third, from the perspective of long -term new energy development, charging and power exchange may become two important states of the market. For ordinary home cars, everyone may be willing to use the charging mode. After all, the cost of the charging mode is lower Most of the private cars are often unattended, and the real driving time is relatively small every day, so the charging mode is very suitable for this lifestyle. However, for taxis or freight vehicles and public transportation vehicles, these vehicles are undoubtedly very uncomfortable with the charging mode. The use of electricity replacement mode can effectively solve the market demand of such vehicles, so the market is likely to be two in the future. The common existence of the market demand, charging and electricity changes will have a large market share in the market. For most new energy vehicles owners, the popularity of electricity changes can allow themselves At that time, be able to get electrical energy supplements in a short time.

However, the key to this situation is that there is no way to break through the battery technology in a short period of time. Once the charging can be fulfilled in the future, if the battery is fully charged in the future, the market space of the power replacement mode will be quickly compressed quickly. Essence

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