"Ning Wang" has released the latest battery module technology power replacement heavy truck circuit to usher in the air outlet?

The new energy heavy truck track is good.

A few days ago, Ningde Times (SZ300750, a stock price of 421.01 yuan, and a market value of 1.03 trillion yuan) released its first MTB (Module to Bracket) technology. It is understood that this is a new type of battery module technology applied to heavy trucks and construction machinery. Compared with traditional battery packs+frame/chassis, it can increase the volume utilization rate of the system by 40%, and reduce weight by 10%by 10% Essence

Photo Source: Corporate Photo Conferring

In Ningde Times, MTB technology will be the first to be applied to the National Electric Power Core Dynamic Power Electricity Project, and it will also work with more partners in the future. According to the analysis of Guangfa Securities, in the context of the "double carbon", multi -party factors have also promoted the development of the electricity exchange industry at the same time, and the policy increase will continue to increase. It is expected that the penetration rate of related models will continue to increase in the future.

Public data shows that from January to August this year, the cumulative sales of new energy cards in China reached 13,400 units, an increase of 319%year -on -year. Among them, the sales volume of new energy cards in August reached 1847, an increase of 28%month -on -month, an increase of 127%year -on -year.

The heavy card is accelerating the electrification process

In recent years, the new energy development of heavy truck models has attracted much attention. According to statistics, the domestic heavy truck ownership amount is about 8 million, accounting for only 2.67%of the car ownership. A over -standard heavy truck exhaust emissions are equivalent to 200 cars. Therefore, all parties are also accelerating the process of heavy trucks that emit "big households".

In October 2021, the State Council issued the "Notice on Printing and Distributing the Carbon Peak Action Plan for 2030", which clarified that my country's transportation must actively expand power, hydrogen energy, natural gas, advanced biological liquid fuel, etc. application.

In August of this year, the "Implementation Plan for the Industrial Field of Industrial Fields" jointly released by the Ministry of Industry and Information Technology, the Development and Reform Commission, and the Ministry of Ecology and Environment proposed that the development and demonstration applications of electric heavy cards and hydrogen fuel vehicles were carried out. By 2030, the intensity of carbon dioxide emissions of passenger and commercial vehicles will decrease by more than 25%and 20%from 2020, respectively.

"The highway and transportation of the two ends of the public railway and the public water multi -type transportation. Due to the fixed line and the distance between the distance, the charging and replacement infrastructure can be guaranteed. Cai Cui, director of the center, said.

From the perspective of use costs, the current energy replacement card purchase cost is about 900,000 yuan, and diesel vehicles are about 500,000 yuan. For example, calculated at 0.7 yuan/kWh/kWh and service fee of 0.65 yuan/kWh, the new energy heavy truck consumes 1.7 kWh of power at one kilometer, equivalent to 2.3 yuan. The fuel vehicle consumes 0.5 liters of fuel for one kilometer, and the cost is 4 yuan. The new energy heavy truck can save 1.7 yuan per kilometer. When driving 230,000 kilometers, the cost gap between the cost of car purchase is erased, and this mileage is not much for commercial vehicles that have long been engaged in transportation on the road for a long time.

The competition between charging and power replacement is also extending from passenger cars to commercial vehicles. According to Xu Changming, deputy director of the National Information Center, in the future, new energy heavy trucks will form a "power replacement+charging" pattern. According to the survey, in the power replacement mode, the purchase cost of the vehicle is high, and the frequency of the vehicle is a key factor in determining the profit and loss. At the same time, due to the huge investment in power stations, the power replacement mode can only achieve a faster profit and loss balance only in the high frequency usage scenario, and the investment station investment is relatively low. The mid -to -low frequency transportation mode is more cost -effective.

Multi -party effort new energy heavy truck circuit

Under the frequent policy "Dongfeng", players from all parties are also accelerating the layout of the new energy heavy truck.

In February of this year, in Ningde Times joined hands with Sany Heavy Industry (SH600031, the stock price of 14.96 yuan, and a market value of 127.1 billion yuan) promoted the implementation of the Fujian Provincial Electric Reverandrina Card Application Project; in August, Ningde Times and FAW Liberation (SZ000800, 7.60 yuan, market value 35.371 billion yuan) Signed a contract and established a joint venture. One of the core business of the company is to provide vehicle and electrical separation services.

Earlier, State Power Investment proposed that by 2025, the total investment scale was plans to increase the total investment scale of 115 billion yuan, the promotion of 200,000 heavy cards, 370,000 other types of vehicles, 4,000 new investment holding power stations, new investment holding 22.8 battery 22.8 Thousands of sets. GCLEngo (SZ002015, the stock price of 13.56 yuan, and a market value of 22012 billion yuan) issued an announcement saying that it will cooperate with the commercial vehicle autonomous driving company invested in Baidu to science and technology. Operating work, and completed the power exchange network layout of 1,000 electricity replacement service capabilities at the end of 2023 at the end of 2023.

"2022 is the first year of the outbreak of electricity exchange cards." CITIC Securities said in the research report that the advantages of rapid replacement of energy replacement mode and low operating costs, which meets the needs of operating vehicles for high -operate efficiency and cost -effectiveness, will help the electricity conversion electricity change The penetration of the mode in operating vehicles, "the power replacement mode accelerates penetration in the field of new energy cards, and the power exchange heavy card will usher in an explosion."

Guangfa Securities predicts that the penetration rate of new energy heavy trucks in 2025 is expected to reach 20%, of which the proportion of electricity conversion cards is expected to reach 70%, and the sales of electricity switching cards in 2025 will exceed 200,000.Increased power replacement card demand will drive the demand for multi -party values such as power stations and power batteries. It is expected that the scale of newly increased weight card replacement stations in 2025 will reach more than 4,500 blocks. In that year, the new equipment market space is expected to exceed 20 billion yuan.Daily Economic News

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