New energy vehicle power station

Solve the core pain points of electric vehicles and help electric vehicles accelerate penetration

Pain point 1: The number of trams exceeds 6.5 million, and fast charging brings the problem of grid expansion

Pain point 2: battery life anxiety, charging time, charging inconvenience

Vehicle-electric separation: with the two advantages of cost reduction and efficient replenishment

Advantage 1: Under the vehicle-electric separation mode, the z high purchase price can be reduced by half, and the purchase of electric vehicles can achieve parity.

Advantage 2: The industry pattern is gradually clear, and battery standardization is in the common interests of all parties

Advantage 3: Car companies break the ice, electric models gradually increase, safety standards continue to establish, and 2H21 policy pilot can be expected

Power change mode: How much space does the power change station have?

In 2025/2030, electric replacement models accounted for 30%/60% of new energy vehicle sales.

In 2025, there will be a demand for 22,000 power stations, and the market size of the operating side will be 263.1 billion

The power station equipment market is expected to reach 69.3 billion in 2025, with a CAGR of 81% in 21-25 years. With the equipment investment scale of 261 million yuan and 4.2 million yuan for passenger cars and heavy truck power stations, the equipment demand market will reach 69.5 billion yuan in 2025, and the market prospect is considerable.

电池更换国家标准进程

电池更换趋势研判