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 Recently, CCTV finance paid attention to the electric two-wheeler power exchange market, showing us a potential market of 10 billion or even 100 billion. In recent years, with the surge in the number of electric vehicles, the concept of "power change" came into being, after just a few years of development, the entire market has burst into potential, and the rapid expansion of power change enterprises.

01 The market potential is huge, and the power exchange market is accelerating

At present, there are more than 350 million electric two-wheeled vehicles in the country, and there are hundreds of millions of battery charging needs every day. Just imagine, a small piece of shared charging treasure lets the monster charging, known as "shared charging treasure stocks", reach 2.8 billion yuan annually, and has 350 million electric two-wheeled vehicles in the market, leaving the market prospects of power replacement companies visible.

As an authoritative media in the electric vehicle industry, the global electric vehicle network and business electric vehicles have repeatedly issued a paper discussing the huge potential of the electric replacement market. In particular, the implementation of the new national standard for electric vehicles and the arrival of the lithium electrochemical era have added a piece of the puzzle for the "power change mode" of electric vehicles, and now it is the eve of the power change market.

02 power change mode has obvious advantages, or set off a new round of battery revolution

The advantage of the "power change mode" is very obvious, not only can realize the use on demand, but also can cross peak charging, relieve the power pressure of the national grid. Some respondents said: back to the community after work, the charging pile charging port also needs to be robbed, and now you can directly replace the fully charged battery in the change cabinet by making an appointment.

Whether it is an electric vehicle or an electric two-wheeled vehicle, the long charging time and short driving distance of electric vehicles are the pain points of users, and the emergence of the power change mode has cracked this problem. Electric vehicle battery change three minutes, electric two-wheeled vehicle battery change as long as half a minute, it can be said that this will be a subversive revolution of electric vehicle batteries.

03 Although the market is large, no standard enterprises can not move

Previously, the industry generally believed that only takeout riders and express brothers are "deep users" of electricity change, but in the CCTV interview, we can also see that ordinary residential community users are now gradually accepting this new model, and the market is very broad. For a long time, the acceptance of ordinary users to the power change cabinet is low, mostly because of the mismatch between the power change cabinet and the battery of the user's electric vehicle.

The author believes that in order to let ordinary users accept the power change mode, in addition to the laying of the power change network, the problem of the power change model should be solved. How to build a unified power change standard is the current top priority, which requires vehicle manufacturers, battery manufacturers, power change enterprises, the State grid, related components and other companies to jointly discuss industry standards.

As early as the Nanjing Exhibition in 2019, all kinds of power replacement enterprises have begun to run horses and enclosure, and the development of today is not satisfactory. The reason is that most of them are limited by the mismatch between the model and the battery, the enterprise power change network is difficult to roll out on a large scale, and the cross-delivery between various brands has also caused waste to a certain extent.

From the current electric vehicle ownership market, electric vehicle battery demand is huge, if you can seize this wave of power change opportunities, this will be ten times larger than the shared charging treasure market, the relevant participating enterprises will also be able to "share a share", now only need to develop a unified "power change standard" this foot!