The 100 billion -dollar power -changing track becomes a number of listed companies to enter the bureau

Our reporter Chen Hong

On July 20, Hanchuan Intelligent issued an announcement that the company intends to carry out the application for the Shanghai Stock Exchange for no more than 1 billion yuan. Construction projects and supplementary funds.

"The plan has been accepted, which means that the fixed increase of Hanchuan Intelligent has made substantial progress." Bai Wenxi, the chief economist of IPG China, said in an interview with the Securities Daily: "There is currently charging time in the field of new energy vehicles. The long bottleneck, the power replacement mode has become an important solution to solve the bottleneck of charging time, bringing good investment opportunities, attracting more and more capital to enter the game. Once the implementation of the fixed increase is implemented, the newly -opened new development of Hanyuan Intelligence will be opened up. The investment field and sustainable growth will be of great significance. "

The market space of power replacement equipment reaches 100 billion yuan

What is the prospect of the power changing track? What challenges will be encountered in the development period?

Guotai Junan Securities Analyst Zhou Tianle believes: "The power exchange industry has benefited from favorable policies, technical upgrades and capital entry, and its development potential is huge. In 2022, electricity exchange will be penetrated in the fields of heavy cards. Manufacturers will benefit from this. The power replacement mode can solve the pain point of 'charging efficiency', and has the advantages of battery maintenance, energy storage, reducing car purchase costs. It is expected that by the end of 2025, 22,100 power stations are expected to be built in China to form 38.3 billion yuan of equipment. Market space; by the end of 2030, 88,300 power stations are expected to be built to form 109.1 billion yuan of equipment market space. "

Qi Haikun, President of Beijing Steel Sunshine New Energy, told the Securities Daily reporter: "Power replacement can be quickly replenished for new energy vehicles, which is similar to the speed of fuel vehicle refueling. There are fewer problems such as tram models, which restrict the development of the power replacement mode. The power replacement mode in the field of private car is only provided by individual new energy vehicle manufacturers. Slow and small number of operations. The power replacement demand for commercial vehicles has a high concentration, and the potential of market segments has great potential. The fast -moving power replacement mode provides a good solution for the efficient and safe operation of taxis, buses, and logistics vehicles . Once the power station market space in the public domain is open, the development prospects will be very broad. "

"New Energy Vehicle Electric Separation" may become a trend. "Qi Haikun further said to reporters:" Is the power replacement mode of new energy vehicles a phased and transitional product? Can this gust of gusts be scraped for 3 years or 5 years? It will depend on the energy density of lithium batteries, the speed of technological level, and the development of fast charging technology. If the battery life of electric vehicles will exceed 1,000 kilometers in the next 3 to 5 years, the renewal mileage of a single charging in a few minutes will reach more than 500 kilometers or more Who is willing to change the battery? So, the future electric vehicle market is based on charging, supplemented by power replacement, or supplemented by power changes, supplemented by charging. Choose to determine the market out of the market. "

"The power replacement mode is very effective for new energy vehicles used in high -frequency high -frequency in the public field. Bus, logistics and other vehicles have a fixed route, the travel frequency is high, the driving distance is limited, and the travel cycle is stable. These characteristics are in line with the power exchange facilities. Requirement. "An Guangyong, an expert of the Credit Management Committee of Quanlian M & A Association, told the Securities Daily reporter:" But the distribution of the power -changing outlets is limited, the battery has a quality problem, etc., and the power replacement company still needs to be resolved. "

Dong Xinrui, an expert and investor of the Beijing Intellectual Property Library, also told the Securities Daily: "Too few power stations, too few power stations, difficulty in the reserves of backup batteries for charging stations, the problem of battery interface standards for different brands, battery technology, battery technology It is difficult to ensure the cost recovery of the early investment in the early stage and how to define the responsibility when the safety problem occurs. "

Major enterprises are scrambling to enter the market to change the power market

Since 2022, various favorable policies have been introduced one after another. Seven departments such as the Development and Reform Commission jointly issued the "Promoting Green Consumption Implementation Plan" to clearly strengthen the construction of supporting infrastructure such as charging and replacement power, and promote the development of new energy vehicle power replacement models. The "Implementation Opinions on Further improving the service guarantee capacity of electric vehicle charging infrastructure service guarantee" jointly released by the Development and Reform Commission and the National Energy Administration and other ten departments proposed that it was adapted to local conditions to promote the power exchange mode due to local conditions in the mine, port, and urban transfer.

With the help of policies, capital has begun to actively deploy in the power exchange market. In addition to the earlier national grids, Olympic New Energy, BAIC, Weilai, listed companies such as Hanchuan Intelligent, Ningde Times, GCLECO, and Bozhong Seiko also entered the game.

In order to solve the production capacity of the power replacement business, Hanchuan Intelligent Management quickly launched this fixed increase plan. Among them, the total investment for the production and construction project of smart electricity exchange equipment is 724 million yuan. The project construction period is 2 years. After completion, the production capacity of new energy vehicle replacement stations with an annual capacity of 2,000 sets will be formed. The expansion space of intelligence in the field of new energy vehicle replacement stations is expected to reach 30.02%after tax in 10 years; the total investment for intelligent electric vehicle component intelligent equipment production and construction projects is 216 million yuan, which mainly invests in flat wire motors. He has a pulse strong magnetic field welding equipment to meet the needs of downstream customers, break the industry's monopoly, and seize the right to speak in the domestic market.

On January 18, 2022, the Ningde Times established a subsidiary of the Sub -Company Times Electric Uniforms and officially entered the electrical switching track. It has now released the overall solution of EVOGO and the combination of electricity replacement.On April 18, the Ningde Times announced that the EVOGO electricity exchange service was officially launched in Xiamen. The first batch of four fast -changing stations that started services were distributed in Siming District, Huli District, and Haicang District.Complete the investment and construction of 30 fast -changing stations.In the early one year of Ningde, the GCL -Tech Keeo movement in the field of electricity replacement was even greater.The company said at the performance briefing held on May 10, 2022 that the goal of 2022 was to build 300 power stations, and the planning goal during the "14th Five -Year Plan" was to build more than 6,000 power stations.

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, told the "Securities Daily" reporter: "Although the power exchange mode has many advantages, it is still in the primary development stage of policy guidance and corporate strategic investment.Supporting the sustainable development of electricity replacement ecology will be the biggest challenge facing the entire industry. "

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