Main content:
1. Definition of battery swapping service
The battery swap service industry is defined as a battery replacement and maintenance service for new energy vehicles and two-wheeled electric vehicles in the battery swap mode, which usually includes centralized charging facilities, such as battery swap stations and battery swapping cabinets.
The battery swap service is mainly divided into new energy vehicle battery swap service and two-wheeled electric vehicle battery swap service.
2. Two-wheeled vehicle battery swap service industry
China's two-wheeler battery swapping service market is experiencing competition. At present, battery swapping companies mainly develop the market of electric two-wheeled vehicles to solve the electricity demand of instant delivery industries such as takeaway and express delivery.
Delivery workers such as delivery riders are heavy users of electric two-wheelers, and they have a daily mileage of more than 100 km, and they need to alternate between two or more large-capacity batteries(12v 100ah lithium ion batteries).
The two-wheeled vehicle battery swap market is still in the early stage of development, and the competition between companies is sufficient, and there is no pattern of one or a few dominances.
Electric two-wheelers have become an indispensable infrastructure in industries such as express delivery and instant delivery. With the growth of the shared motorcycle industry and the takeaway delivery industry, the electric two-wheeled vehicle battery swap industry is also gradually growing and expanding.
The entire market is subdivided into three major segments: battery swapping cabinet market, battery market and operation market. This is a market with great potential and will grow rapidly in the future.
3. The drivers and restraints of the industry
- Facilitating factor analysis
China has successively issued a number of policies to promote the development of battery swap mode from top to bottom. Under the goal of "double carbon", we will vigorously promote the construction of battery swap mode.
Encouraging the application of battery swap mode is expected to promote the standardization of the battery swap industry and promote the development of the battery swap market. Behind the "range anxiety" is the market is the concern about the efficiency of energy replenishment.
Due to factors such as limited site, insufficient marketization, and imperfect construction and operation of supporting facilities, the construction and operation and maintenance efficiency of charging piles has always been unable to meet the needs of end users.
In contrast, the battery swap mode takes only 3 minutes to complete the energy replenishment, which is comparable to the energy replenishment efficiency of fuel vehicles, and has the incomparable energy replenishment efficiency of the charging mode.
- Hindrance analysis
The investment in fixed assets is large, and the payback period is long.
Compared with charging stations, the construction of battery swap stations requires more 12 volt 200ah lithium battery reserve costs and battery charging electricity costs in addition to the costs of land, manpower, and battery swap equipment purchase.
According to the profit model of the battery swap station, the main factors affecting the profitability of the battery swap station are the service time of the battery swap station and the mileage of the electric vehicle.
If the service vehicles and operating mileage are not up to standard, the payback period will continue to be extended. Therefore, industry investment is subject to greater investment risks.
Standards are not uniform, which hinders the promotion of battery swap services.
On the one hand, it is reflected in the battery standard, and battery standards are not uniform. There are many power battery brands, and the main top 10 power battery companies have different specifications such as materials, arrangement, and energy density.
4. Obstacles encountered in the process of development
- Fund
The upfront infrastructure investment cost of the battery swap station is high, and the continuous loss of lithium battery replacement requires continuous investment of large sums of money. Without a certain accumulation, it will be difficult to participate in the fierce market competition.
- Technology
Operators usually need to independently develop a full set of mobile energy products, including battery swap stations, battery swap modules, standard battery packs, etc., to form a complete product matrix + service solutions and build the company's core competitiveness.
- Region
Battery swap station operators can take advantage of the first-mover advantage to seize the advantageous location, which has become one of the core barriers to subsequent operation, and the reinvestment attribute of the battery swap station greatly reduces the probability of repeated investment in the same location.
5. The future development trend of the battery swap market
- Charging and swapping in parallel
Although the battery swap mode has many advantages over the charging mode, the charging mode itself has a first-mover advantage in the market and has formed a relatively stable audience.
Moreover, the market size of battery swap mode is still small compared with the charging mode, and it is impossible to completely replace the charging mode in the short term.
At the same time, the technology related to the charging mode is also continuing to develop and mature, and after the mode breaks through the technical bottleneck and achieves obvious technical results, its defects will also be greatly improved and recognized by consumers.
Therefore, for a long time, the passenger car market will be in a situation where charging and swapping coexist, and the two complement each other to provide strong support and guarantee for the healthy development of the entire industry.
The pain points of the charging mode are becoming more and more obvious, and the battery swap mode is gradually attracting attention. There are three main pain points in the new energy charging mode, namely the core pain points such as range anxiety and charging difficulty have not been resolved, and the charging infrastructure is insufficient.
It is difficult to charge, the charging infrastructure is difficult to install, and the safety issue needs to be guaranteed. That's why the battery swap mode is so popular.
Compared with battery swap mode VS charging mode, it has the following advantages:
The speed is fast, the energy replenishment efficiency is high, and the travel is more convenient. The separation of vehicle and electricity is conducive to reducing the initial cost of purchase. It helps to extend life and improve car battery safety.
It is conducive to improving the efficiency of the power grid and slowing down the pressure of power grid expansion. It does not occupy the charging space, occupies a small area, and solves the problem of difficult charging.
6. Conclusion
On the whole, the prospect of the battery swap industry is good, and the future is promising. From a technical point of view, the battery swap is faster and more efficient. The construction of battery swap infrastructure and supporting facilities will accelerate the promotion of battery swap services and the industry.
More importantly, from the perspective of the market environment, the battery swap mode has become an inevitable trend in the development of the new energy industry.
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