In 2017, Jumei, whose performance suffered a heavy blow, bet 300 million yuan on the shared charging treasure, but it encountered a collective decline, entrepreneurs and investors questioned it, and Wang Sicong: "If the shared charging treasure can become my food, the post will be proof."
However, in the second year, the street electricity brought 9The revenue of 300 million yuan accounts for one-fifth of Jumei's total revenue. In that year, the market share of street electricity exceeded 40%, and the number of users exceeded 100 million.
In 2021, Jiedian and Sodian merged, and the shared charging treasure industry entered a new era of "led by a super player".
In 2023, after 8 years of losses, Weilai has lost more than 70 billion, and Weilai's battery swap business has always been criticized, and many people feel that this is a dead end, for the same reason as not being optimistic about sharing Changdianbao:The battery capacity is getting bigger and bigger, the battery life is longer, and the charging speed is getting faster and faster, who needs to change the battery?"Battery replacement" is no longer mandatory.
Especially in the construction of battery swap stations, the high cost of land rent, labor, electricity costs and regular maintenance has indeed become a burden for NIO, and NIO battery swap stations can reach breakeven by changing batteries 60 times a day, and only 20% of battery swap stations have reached this level.
But when NIO opened up the battery swap business, all this seemed to have taken a turn for the better.
On November 21, 2023, NIO announced a partnership with Changan Automobile on battery swap business.
On November 29, 2023, NIO and Geely Automobile signed a battery swap cooperation agreement.
This does open the door for NIO, which is eager to "return to blood", because it is expected that by 2025, battery-swapped models will account for 30% of new energy vehicle sales. Among them, commercial and commercial vehicles account for the majority.
The cooperation with Geely means that NIO's battery swap station is open to commercial vehicles, because of the short battery swap time and low battery life loss, the demand for battery swapping is greater for commercial vehicles.
Only the more manufacturers and brands cooperated, the construction and operating costs of the battery swap station can be shared, and the number of users will grow rapidly, and the battery swap business is expected to be profitable.
At that time, a listed company specializing in battery swapping may be born.
But be sure to set it**, don't be like a shared power bank, which is getting more and more expensive, then I really might as well buy a power bank myself.