Two barrels of oil and other giants for power vehicle electrical separation industries or enter the standardization era

Reporter Li Chunlian Li Ting

The power exchange industry is expected to usher in the change.

On September 22, the reporter of the Securities Daily learned from the Sinopec News Office that Shanghai Jienengzhi New Energy Technology Co., Ltd. (hereinafter referred to as Sinopec and China Petrochemical and China Petrochemical and SAIC, SAIC, Ningde Times, and Shanghai International Automobile City (hereinafter referred to as "Jie Nengzhi") was officially established. The company will help build a complete ecosystem of vehicle electricity, build a standardized platform, and bring safe, reliable, convenient, and fast high -quality travel experience to new energy car owners.

Sinopec and four companies enter the bureau. It is expected to further popularize the power exchange mode, promote the unified standards, accelerate the layout of the outlets, and enhance the user experience.

In recent years, as an important way to make up for new energy vehicles, the power replacement model has continuously won the favor of capital. In this regard, Wang Xianbin, a researcher at the Gaishi Automobile Research Institute, told the Securities Daily that the oil giants, car companies and head battery companies have entered the field of vehicle electrical separation. Essence

Soochow Securities Research Report pointed out that this time SAIC Group and traditional energy vendors and power battery factories cooperate to lay out the power replacement business. With the help of CNPC and Sinopec's channel advantages, the coordinated layout of gas stations and power stations can be achieved. The cooperation of battery factories promotes the unity of the power exchange industry standards, and accelerate the construction of electricity replacement ecology.

Strong and strong joint detonation of power replacement market

It is understood that 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.

The core of the business model of electricity change is the quality of battery. People in the industry generally believe that this is also the advantage of products and technology in Ningde Times.

Earlier this year, Ningde Times launched an overall solution to combine power replacement and electric service brand EVOGO through the subsidiary era of the subsidiary era. Adaptation barriers. "Chocolate replacement blocks" are suitable for passenger vehicles and logistics vehicles developed by most pure electric platforms, and adapt to models developed by most pure electric platforms.

On September 17, the Ningde Times announced that the company's first MTB (Module to Bracket, Module Integration Chassis) technology will be the first to be applied to the National Electric Power Capital Dynamic Dynamic Card Electricity Project. It is reported that this technology can also be applied to the bottom -hanging power conversion card and construction machinery.

"As of now, our vehicle end, station end, and fast -changing station operations have achieved rapid growth, reaching the expected goals, and have successfully opened operations in Xiamen and Hefei markets." Said the relevant person in Ningde Times.

In the Ningde era, as more and more car companies entered the field of power replacement, they would jointly make the power exchange service market bigger and stronger. Power exchange services have market space on the supply side and demand side, which can help more users use new energy vehicles to promote the achievement of the "dual carbon" goals throughout the industry.

Relevant persons from Jie Nengzhi told the "Securities Daily" reporter that the company will rely on the business advantages of the shareholders to make efforts in core technology, business models, and market development to create a complete industrial chain in the industry and detonate 100 billion yuan level. Power replacement market.

The era of power change is coming?

As of now, my country's new energy vehicle ownership has exceeded 10 million units, and the market penetration rate is close to 30%. New energy vehicles have entered a period of growth, and the industry development focus has shifted to consumer demand and experience improvement.

With the booming development of new energy vehicles, the power replacement mode has been strongly supported by national policies as a new way of replenishment. However, problems such as duplicate construction of different specifications and compatibility of different models have delayed the development speed of the industry.

Wang Xianbin mentioned that the difficulty of unified vehicle electrical separation standards is mainly due to the special features of the vehicle platforms of the entire vehicle enterprise (such as Volkswagen MEB, Geely PMA and other chassis technologies). In addition, the battery specifications are not uniform (such as power, module, battery pack shape, etc.), and the power station cannot be used across platforms.

On January 21, the National Development and Reform Commission and other departments issued opinions on improving the service guarantee capabilities of electric vehicle charging infrastructure, which mentioned that it will strengthen the innovation and standard support of charging and replacement technology. On the one hand, it is necessary to promote the formation of unified power exchange standards in the main application areas, and improve the security, reliability and economy of the power replacement mode. On the other hand, it is also necessary to accelerate the promotion and application of the power exchange mode. In other scenarios, support the construction of special power stations for construction and layout, etc., and accelerate the exploration and promotion of vehicle electricity separation mode.

On March 18, the Ministry of Industry and Information Technology issued the "Essentials for Automotive Standardization Work in 2022" and proposed that the promotion of standards for pure electric vehicle vehicle vehicle power replacement systems, general power replacement platforms, and electric battery packs.

"Battery standardization is an industry -friendly issue, which requires the solution of battery factories and OEMs." For the difficulty of unified vehicle and electrical separation standards, on September 22, relevant persons in Ningde Times told the "Securities Daily" reporter that the company is currently active in the company that the company is currently actively actively Participate in the standardization of vehicles and battery, including safety, performance, size, platformization and other aspects. The standardization of battery size is the common expectations of the industry. Standard committees and industry associations are also actively promoting, but it requires a process and requires all parties to gradually reach consensus.

In addition, Sinopec Sales Corporation relies on gas stations across the country to accelerate the creation of comprehensive energy stations and promote the into the standardization era.It is understood that the number of Chinese petrochemical charging and replacement stations at the end of 2022 will exceed 2,000. During the "14th Five -Year Plan" period, 5,000 charging power stations will be developed.Wang Xianbin believes that the oil giant uses the advantages of the gas station scene to provide ecological services that can refuel, charge, and replace power. Power battery companies use vehicle electricity separation business to find new growth points and accelerate battery products standardization. Car companies are facing consumers for consumersReduce the threshold for the purchase of the car and provide a replenishment solution for the vehicle energy.(Securities Daily)

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