Are battery swaps feasible for light trucks?
1. Why do we need to replace the battery in the era of overcharging and large battery?
At present, the new energy light truck field mainly includes three major technical routes: pure electric, hydrogen and hybrid.
According to industry statistics, from January to October this year, domestic sales of new energy light trucks totaled 71,751 units. Among them, a total of 64,288 pure electric light trucks were sold, accounting for 89.6%. If the energy replenishment method is used as the basis for sales division, the sales volume of rechargeable light trucks is much higher than that of battery-replacement light trucks.
Looking at the pure electric light truck market in the past two years, the competition among car companies for large-power models has become increasingly fierce. From early 81kWh and 89kWh battery capacity models, to a large number of pure electric light trucks equipped with 100kWh large-capacity battery packs emerging on the market in 2023, to the standard 105kWh battery packs for mainstream models on the market this year, larger-capacity battery packs are gradually becoming a Standard equipment for pure electric light trucks.
2. The light truck battery replacement track is accelerating.
Previously, the market attention of battery-replacement light trucks was not high, but the popularity has continued to rise recently. This significant change is inseparable from the strong promotion of favorable policies.
The Ministry of Industry and Information Technology, the Ministry of Finance and other departments have successively introduced a number of support measures such as city implementation plans for battery swap pilots, battery swap technical specifications and standards, and vehicle purchase tax discounts for battery swap modes, effectively promoting the rapid development of the battery swap model.
Judging from the policy orientation of local governments, some cities have clearly defined the strategic position and practical role of the battery swap model, and vigorously promoted its standardization construction and business model innovation; some cities have further accelerated the battery swap model through financial subsidies and other incentives. implementation and popularization.
3. Large-scale promotion still faces challenges
In the high-frequency transportation scenario of urban distribution logistics, battery-swapping light trucks are entering a new period of development opportunities by virtue of their unique advantages and driven by both policy support and market demand. However, from a practical operational perspective, a series of difficulties still need to be overcome in order for the battery swap model to be widely promoted in the urban distribution logistics market.
First of all, large-scale deployment of battery swap stations and reserve of backup batteries requires huge capital investment. , the construction cost of a single power swap station is up to several million yuan, which is undoubtedly a major asset investment. In addition, the battery reserves of current battery swap stations are generally between 6 and 8. If there are too many service vehicles, the user's battery swap efficiency and user experience will be greatly reduced. Secondly, battery standardization is the key to realizing the sharing of battery swap resources. As a result, cross-brand compatibility and interchange cannot be achieved.
Battery swapping light trucks can make up for the shortcomings of rechargeable models, but to achieve large-scale promotion, it is necessary to simultaneously improve the infrastructure and jointly solve problems such as inconsistent battery swapping standards, difficult battery asset management, and large investment amounts in battery swapping stations, and build a complete battery swapping system. service ecosystem, thereby effectively reducing operating costs.
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