OneprojectOverview
The project is planned to be carried out in Jiangsu, Guangdong, Guangxi, Xinjiang and other regions, and the project intends to build 295 battery swap stations (248 for passenger cars and 47 for heavy trucks) on self-owned land and leased sites, including 103 battery swap stations (78 for passenger cars and 25 heavy trucks) for vehicle and electricity separation (converted to 1 according to the matching ratio of vehicle and electricity separation).
Second, the necessity of project construction
1) Give full play to the company's own business synergy advantages and enhance competitiveness.
The company takes advantage of the advantages of large-scale low-cost green power and superior regional layout to build a centralized charging port, and at the same time lays out an off-grid battery swap station in the city center, and realizes off-grid battery swap through the mode of "centralized charging, unified distribution, and distributed battery swap", which is a useful supplement to the best battery swap and solves the pain points of power capacity increase in the city center. The cascade utilization of retired batteries in the mobile energy business can be used as supporting energy storage facilities for clean energy projects, focusing on the application scenarios of energy storage in zero-carbon parks, power generation and user sides. Lay out lithium mines, salt lake lithium resource development and lithium salt deep processing industries, help the development of mobile energy business, and improve its ability to control the industrial chain.
2) Cascade utilization can effectively solve the problem of battery retirement and promote the company's energy storage power station business.
Resources and environment have given great challenges to today's power system industry, so the trend of new energy in today's society is unstoppable. A large amount of primary energy consumption, so that the whole natural environment has a great irreversible damage, electric energy is undoubtedly a kind of clean energy that is widely used in today's society, and this energy storage method in the battery energy storage is undoubtedly the simplest and most convenient. Although the advent of electric vehicles has greatly reduced the environmental pressure and enabled the rapid development of the new energy vehicle industry, the power battery has become an important factor restricting the development of electric vehicles, because the cost of the power battery is high. Around 2013, with the hot sale of electric vehicles, the power batteries of electric vehicles, after five or six years of use, are now about to face the problem of elimination and retirement, because when the power battery energy storage of the car is less than 70%-80%, it will not be able to continue to be used in electric vehicles. On the one hand, with the retirement and scrapping of a large number of power batteries, its impact on health and the environment and the potential safety hazards will be multiplied and cannot be ignored. On the other hand, metals such as nickel, cobalt, and lithium, which are used to make batteries, are non-renewable resources. If the waste power battery cannot be effectively disposed of, it will not only cause huge pollution and harm to the environment, but also cause a great waste of resources.
This project will build 295 battery swap stations, and in the battery swap mode, the capacity loss of the battery is faster than that of the charging mode, and it will also face the problem of battery retirement sooner. At present, the retired power battery of electric vehicles is low and its performance can meet the requirements of energy storage power stations, and in terms of energy storage power stations, the company has created multi-scenario energy storage applications and built "Chang'e" series of energy storage power stations. In the field of energy storage, vigorously promoting the cascade utilization of retired power batteries will help reduce the cost of power storage equipment and optimize the energy storage configuration, which will play an important role in promoting the development of cascade energy storage power stations. And the cascade utilization of the battery of the battery swap station can bring considerable economic benefits. In addition, the echelon use of retired power batteries can extend the service life of the battery, give full play to its residual value, promote the consumption of new energy, and alleviate the pressure caused by the large number of current battery retirements and promote the development of the industry.
3. Project feasibility analysis
1) Relevant policies have been introduced to promote the development of the industry.
Energy and environmental issues are important issues in today's social development. In order to alleviate the energy crisis and reduce environmental pollution, countries around the world have launched a series of electric vehicle development policies to ensure the marketization and scale of electric vehicles. To some extent, the battery swap mode can promote the continued large-scale development of new energy vehicles, and China has introduced relevant policies to promote the development of the charging and swapping industry since 2015.
In October 2015, the General Office issued the "Guiding Opinions on Accelerating the Construction of Electric Vehicle Charging Infrastructure", and in November of the same year, the National Energy Administration, the Ministry of Industry and Information Technology and the Housing and Urban-Rural Development Bureau jointly issued the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)", which mentioned that "by 2020, more than 120,000 and more than 4.8 million decentralized charging piles to meet the charging needs of 5 million electric vehicles across the country";
In March 2019, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the State jointly issued the "Notice on Further Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles", which mentioned that "after the transition period, new energy vehicles (except new energy buses and fuel cell vehicles) will no longer be given purchase subsidies, but will be used to support the construction of charging (hydrogenation) infrastructure "short board" construction and supporting operation services";
In May 2020, the "** Work Report" made by the Prime Minister on behalf of the 13th National People's Congress included the battery swap station in the construction of new infrastructure for the first time, saying that it would "increase charging piles, battery swap stations and other facilities to promote new energy vehicles"; In the same month, in the 333rd batch of "Announcement on Road Machine Electric Vehicle Manufacturers and Products" announced by the Ministry of Industry and Information Technology, the name of the new product of the first battery-swapped pure electric multi-purpose passenger vehicle was marked with "separation of vehicle and electricity" in the other information part of the announcement; In September, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the Ministry of Finance jointly issued the "Guiding Opinions on Expanding Investment in Strategic Emerging Industries to Cultivate and Expand New Growth Points", which mentioned "accelerating the construction of new energy vehicle charging and swapping stations, and improving the coverage of rapid charging and swapping stations in highway service areas and public parking spaces". In November of the same year, the General Office of ** promulgated the "New Energy Vehicle Industry Development Plan (2021-2035)", which mentioned "accelerating the construction of charging and swapping infrastructure, improving the service level of charging infrastructure, and encouraging business model innovation".
At the same time, the 2020 new energy vehicle subsidy "Notice" not only shows the intensity and rhythm of the subsidy amount reduction from 2020 to 2022, but also focuses on "encouraging" the new energy battery swap mode. According to the Notice, the price of new energy passenger vehicles before subsidies must be less than 300,000 yuan (including 300,000 yuan), except for vehicles in battery swap mode. The battery swap mode, as a new energy supplement method in parallel with charging, is currently being promoted in high-end new energy vehicles represented by NIO and operating vehicles represented by BAIC taxis. Compared with charging, the most direct advantage of the battery swap mode is that the energy replenishment speed is significantly faster than charging, and the battery swap completed in three to five minutes gives the owner a similar experience to a fuel vehicle, in addition, the "vehicle power separation" mode derived from the battery swap can reduce the cost of car purchase, and the owner can also maintain the high endurance experience of the vehicle by constantly replacing the high-performance battery, so as not to be troubled by the endurance problem caused by battery attenuation.
In addition, on September 22, 2020, China** proposed at the 75th session of the United Nations General Assembly: "China will increase its nationally determined contributions, adopt more powerful policies and measures, strive to peak carbon dioxide emissions before 2030, and strive to achieve carbon neutrality before 2060." "On March 5, 2021, the Prime Minister pointed out in the 2021 work report that we should do a solid job in carbon peak and carbon neutrality, formulate an action plan for carbon emission peak before 2030, and optimize the industrial structure and energy structure. In the same year, on the afternoon of March 15, the general secretary presided over the ninth meeting of the financial and economic committee to deliver an important speech, emphasizing that achieving carbon peak and carbon neutrality is a broad and profound economic and social systemic change, and it is necessary to incorporate carbon peak and carbon neutrality into the overall layout of ecological civilization construction, and take out the momentum to achieve the goal of carbon peak before 2030 and carbon neutrality before 2060 as scheduled.
The introduction of the above industry policies and environmental protection policies has continuously promoted the development of the industry and laid a good policy foundation for the implementation of this project.
2) The mobile energy business team is industry-leading and has leading product technology.
Since the company launched the mobile energy business, it has set up a core team composed of industry leaders, covering product development, platform development, market development, battery swap operation and financing, brand and other business and support units, the company has participated in the preparation of 4 national standards, led the preparation of 5 industry standards and 2 landmarks, participated in the preparation of 14 group standards, and completed the preparation of more than 25 enterprise technical standards. The company is still strengthening investment, and has established five research institutes, including new energy vehicle research and development, autonomous driving research and development, electric vehicle research and development, digital research and development, and blockchain research and development, to further strengthen its research and development capabilities.
The company is gradually building a new ecology of mobile energy products, creating a complete battery swap product spectrum, realizing the characteristics of high efficiency, high compatibility, and modular and intelligent iteration of software and hardware, forming a unique product competitiveness. In addition, the company has built the industry's first PaaS and SaaS integrated digital battery swap cloud platform.
3) The new energy market is developing well, and the project will help the company seize the development opportunities of the industry.
With the development of the country and the need for environmental protection, new energy electric vehicles came into being, and China has actively promoted the development of the electric vehicle industry in recent years, in order to improve the existing automotive industry through this more energy-saving and environmentally friendly way of travel. At the same time, as a place to serve new energy electric vehicle charging and swapping stations, it has also been built. The charging and swapping station is different from gas stations, gas stations and ordinary charging stations, it is a comprehensive service place integrating automatic replacement of automobile batteries, automatic battery charging and battery storage.
The electric vehicle charging and swapping station adopts the mode of replacing the electric vehicle battery pack, when the battery pack of the electric vehicle is exhausted, the battery pack used by the electric vehicle is directly replaced with the battery pack that has been fully charged in the charging and swapping station, and the charging equipment in the charging and swapping station is used to carry out centralized charging, management and maintenance of the replaced battery, on the one hand, it provides a convenient and fast way for the electric vehicle to supplement the power, on the other hand, the impact that the charging load is largely dispersed at the end of the distribution network to the distribution network is avoided, It can realize peak shaving and valley filling of the load on the power grid, which is one of the effective ways to guarantee the promotion of electric vehicles. The electric vehicle operation model based on charging and swapping stations has been promoted in Denmark, Israel, Qingdao, Hangzhou and other places in China.
It is foreseeable that the electric vehicle industry will have broad development space and market prospects in the future. According to the data of the China Automobile Association, from 2013 to 2020, the production and sales of new energy vehicles in China increased by 1750,000 units, 180,000 units increased to 13660,000 units, 13670,000 units, with an average annual compound growth rate of 8636% and 8563%。In terms of electric vehicle charging and swapping stations, as an important infrastructure for electric vehicle energy supply, reasonable management has become an important part of this process. The huge gap in charging and swapping stations has become one of the main reasons restricting the development of China's new energy vehicle industry, and there is still a lot of room for the development of the charging and swapping industry.
This report is part of the excerpt from [Lelang Planning and Research Institute], if you need to customize the preparation of project approval, land grant, filing, application for funds, bank loans, special bonds and other purposes of the feasibility study report, please consult [Lelang Planning and Research Institute].
Feasibility study report