On November 27, 2020, Yiou Motors will hold the "GTM2020 Global Technology Travel Summit-Shanghai Forum (and the release of the global technology travel industry series list)" in Shanghai.
During this summit, Yiou Automobile will integrate the annual industrial and investment research results, release the annual blockbuster global technology travel industry series list, and support a series of research reports. Yiou Automobile will make a detailed interpretation of the industry segments and make predictions on the future development trends of the industry. In the list setting of
, Yiou Automobile has set up a person list and an industry list respectively, covering areas including new energy (charge and replacement), intelligent network, circulation and services, travel services, etc., covering hundreds of companies.
charging and swapping infrastructure will usher in rapid development. As a key factor in the popularization of new energy vehicles, the construction of
charging and swapping infrastructure is particularly important. Many policies issued this year also frequently mention increasing subsidies for the construction of charging piles.
In May 2020, the "New Infrastructure" will include the replacement of power stations as an important part of it, and the previous “construction of charging piles” will be expanded to “add charging piles, replacement power stations and other facilities”. The inclusion of charging and replacement in the 2020 government work report also proves its important role in the promotion of new energy vehicles.
On November 2, the General Office of the State Council released the "New Energy Automobile Industry Development Plan (2021-2035)" which mentioned charging and replacing related content again. In terms of specific performance, the "Plan" added "building a high-efficiency power battery recycling system", which requires strengthening the construction of a new energy vehicle power battery traceability management platform, and supporting the innovation of power battery echelon products in the fields of energy storage, energy backup, charging and swapping Application to promote the efficient extraction of valuable elements from scrap power batteries.
The charging and swapping infrastructure has previously provided electric energy for new energy vehicles, and has gradually transformed into an important node for distributed energy storage in the future. In the distributed energy storage ecology, the charging pile infrastructure is an important entry point for new energy vehicles and the grid to feed each other. In addition to providing users with convenient battery swapping services, the swap station will also become the battery recycling entrance in the battery echelon utilization link.
New energy vehicles use charging piles as the entrance to form an energy circulation system with the grid, which helps to regulate the load of the grid and plays a role of "cutting peaks and filling valleys". In the vehicle-electricity separation mode, the swap station can evaluate whether the battery has the conditions to continue to be used in new energy vehicles, and then decide whether to transfer the battery to the battery operator for echelon utilization. Under this business model, the cost of new energy vehicles is expected to be greatly reduced, which will help the popularization of new energy vehicles while maximizing the full life cycle value of batteries.
Image source: Yiou think tank "2020 Ningde Times Enterprise Research Report"
At present, the policy side encourages the signal of charging and replacing the infrastructure is already very obvious. Yiou Automobile judges that this field is expected to enter the fast lane of development in the future. In the construction of charging piles, with the entry of the national team and private capital, the scale of the layout has been further expanded; in the construction of power stations, companies such as Weilai and Aodong New Energy have been cultivating for many years. With the encouragement of policies, there will be more Enterprises enter the field.
Yiou Automobile will release the "2020 China New Energy Charging and Swap Infrastructure Science and Technology Innovation List TOP20" list
In order to understand the development of the industry in depth, Yiou Automobile will release the "2020 China New Energy Charging and Exchange" Power Infrastructure Science and Technology Innovation List TOP20" list.
The candidate companies selected for this list will be selected from companies engaged in charging services, battery replacement services and battery operations in the industry. Yiou Automobile will evaluate it from multiple dimensions, including but not limited to dimensions such as establishment time, business progress, financing scale, corporate valuation, and the quality of investment institutions. According to a multi-dimensional analysis, Yiou Automobile will select the companies that are shortlisted in the "2020 China New Energy Charging and Swap Infrastructure Science and Technology Innovation List" and will be held at the "GTM2020 Global Technology Travel Summit-Shanghai Forum" on November 27 Officially released.
About GTM2020
GTM2020, the full name of Global Technology Mobility 2020 (2020 Global Technology Mobility Summit), is an important conference brand of Yiou Automobile, an innovation service platform for the technology and mobility industry. Hold.This event revolved around the long-term insights and pre-judgments of Yiou Automobile on the automotive travel industry. Through a series of high-end dialogues, lists, report releases, etc., the event invited stakeholders from inside and outside the industry to share insights into the future of technology travel. Topics include major content such as auto companies going overseas, industrial digital and intelligent upgrades, software-defined cars, and investment opportunities in the primary and secondary markets.
