According to Ningde Times official wechat public number 28 news, recently, Didi and Ningde Times announced the official establishment of a power exchange joint venture company in Ningde City, Fujian province.

The power exchange joint venture company will rely on the technical advantages and operational capabilities of both sides, cut from the network car scene, and provide efficient power exchange services for many new energy vehicles.

Establish a joint venture

Deepen the ecological network layout of power exchange

Ningde Times said that the cooperation is an important strategic layout of the two sides in the field of public replenishment, and the two sides will lead the industry service technology standards, improve resource utilization and social operation efficiency.

In addition to the establishment of the power exchange joint venture company, Ningde Times has also formed a strategic cooperation intention with Didi's small Orange Energy, which will promote cooperation in a wider range of new energy fields such as storage and charging.

Didi has long been committed to improving the sharing rate of vehicles, promoting the development of ride-sharing, slow transportation and intelligent transportation, and helping the electric transformation of transportation vehicles. Small Orange Energy focuses on exploring carbon neutral solutions in the field of transportation and travel, and its business has covered many sectors such as Internet refueling, smart charging, virtual power plants, power trading, power auxiliary services, and enterprise services. By the end of December 2023, Xiaoorange Energy's charging services have covered more than 190 cities, providing a total of more than 680 million charging services.

Ningde Times said that the public travel market has the characteristics of a large user base, high frequency of replenishment and strong timeliness requirements, and is one of the most valuable application scenarios for power change services. With the establishment of the power exchange joint venture company, the two sides will work closely to rapidly lay large-scale power exchange stations, promote power exchange models, improve the operational efficiency of the public energy supplement market, and promote the green transformation of transportation.

The trend of cohesion is gradually obvious

According to the data disclosed by the China Charging Alliance, as of the end of 2023, the total number of power stations in the country is 3567, as a contrast, in early January 2023, the total number of power stations in the country is 2000, an annual increase of about 80%. Up to now, WEilai, AOMao and Yiyi Interconnection are the main operators in the power station industry, with 2333, 685 and 271 power stations, respectively.

Since the introduction of the power change mode, the problem of inconsistent standards in various aspects such as power change safety and power change interface has restricted the development of the industry. At the end of last year, NIO announced the opening of its power change network, and all parties in the industrial chain began to explore the power change business by means of alliance, and the unification of power change models and power change standards is the key content.

At the beginning of this year, the cooperation between Weilai and Anhui State Assets, Jiangqi Group and Chery Automobile around the power change business was also mentioned, and it will carry out all-round and multi-level deep strategic cooperation in the battery standards, charging and replacing technology, battery asset management and operation, cooperation in new power systems, and supply chain cooperation related to the production and manufacturing of storage and replacing equipment in the storage and replacing industry. Previously, NIO also reached cooperation with Changan Automobile and Geely Automobile in the field of power replacement.

Coordinated and orderly development of charging and replacing industry

Recently, a series of policies and measures on the charging and replacement industry have been introduced and implemented: the National Development and Reform Commission and other departments have formulated and issued the "Implementation Opinions on Further Improving the Service Guarantee ability of electric Vehicle Charging Infrastructure", and issued the "Guidance on Further Building a high-quality charging infrastructure System". China Automobile Charging and Replacing Ecology Conference further in-depth exchanges on how to build a new ecology of charging and replacing industry... This fully shows that China attaches great importance to the charging and replacing industry, and indicates the good development prospects of this industry.

Charging and replacing infrastructure is an important guarantee for the high-quality development of the new energy automobile industry. In recent years, China's new energy automobile industry has entered a period of comprehensive expansion, and the construction of a safe and reliable, efficient and economic, green and low-carbon high-quality charging and replacing industry pattern has become the key to crack the "replenishing anxiety" of new energy vehicles and fully support the popularization and application of new energy vehicles. Under the dual drive of policy promotion and market demand, the development of China's charging and replacing industry has achieved positive results, and the charging and replacing infrastructure has begun to take shape.

It should also be noted that there are still many problems in the current development of the industry, such as the poor quality of products and services, the imperfect infrastructure system, and the insufficient protection of industrial coordination factors, resulting in poor user charging experience, low equipment utilization rate, and limited industry profitability, which is difficult to support the high-quality development of the new energy automobile industry and promote the continuous upgrading of large-scale consumption such as automobiles. In the next stage, we should focus on the characteristics of the energy supply demand of national new energy vehicles, take user-friendly, grid-friendly and environment-friendly as the guidance, coordinate and promote the construction of a balanced and perfect charging and replacing infrastructure system, promote the construction of a coordinated and orderly industrial ecology, promote industrial technological innovation and cross-border collaboration, and create a safe and reliable, efficient and economic, green and low-carbon charging and replacing industry development pattern.

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