Good policies are intensively released, and the power exchange mode will take off in 2024.
The favorable policies are intensively released, and the power exchange mode will take off in 2024.
With the popularization and promotion of new energy vehicles, as one of the ways to supplement energy, the power exchange mode has also been supported by the policy.
At the National Conference on Industry and Informatization held at the end of 2023 (December 21st), the Ministry of Industry and Information Technology clearly pointed out that in 2024, it is necessary to support the development of new energy vehicles’ electricity exchange mode and do a good job in the pilot area of full electrification of vehicles in the public domain.
In fact, looking back on 2023, it is not difficult to find that both the national level and local governments have issued a series of support policies to promote the construction of power exchange stations and the promotion of power exchange vehicles, which undoubtedly added new kinetic energy to the accelerated development of power exchange mode in 2024. This paper sorts out and summarizes the electricity exchange policy introduced in 2023 for the reference of the industry.
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Ministry of Industry and Information Technology: Support the development of new energy vehicle power exchange mode in 2024.
On December 21st, the National Conference on Industry and Informatization was held in Beijing. The meeting stressed that in 2024, we should focus on high-quality development, highlight key points, grasp the key points, and do a good job in 12 key tasks. These include boosting large-scale consumption of new energy vehicles and electronic products. Deepen the integration of production and operation, and do a good job in ensuring the service of key foreign-funded projects in manufacturing.Support the development of new energy vehicle power exchange mode, and do a good job in the pilot area of comprehensive electrification of vehicles in the public sector.We will launch a pilot program of intelligent networked vehicle access and road traffic, and promote the scale application of Beidou and the development of satellite Internet.
Seven departments, including the Ministry of Industry and Information Technology, encourage the application of new energy vehicle power exchange mode.
On September 1st, the Ministry of Industry and Information Technology and other seven departments issued the Work Plan for Steady Growth of Automobile Industry (2023-2024), which pointed out that new energy vehicles should be organized to go to the countryside, enterprises should be encouraged to develop more advanced and applicable models, and the consumption potential in rural areas should be fully tapped. Encourage the application of new energy vehicle power exchange mode, and promote the deep integration and development of new energy vehicles and energy.
National Development and Reform Commission: Continue to promote the formulation of relevant standards for power exchange infrastructure.
On July 20th, the National Development and Reform Commission and other departments jointly issued "Several Measures on Promoting Automobile Consumption". Measures require strengthening the construction of supporting facilities for new energy vehicles. Continue to promote the formulation of relevant standards for power exchange infrastructure to enhance compatibility and versatility. Accelerate the popularization and application of power exchange mode, actively carry out the pilot of vehicle power exchange mode in the public domain, and support the construction of charging and replacing infrastructure in urban bus stations. Encourage qualified cities and highways and other traffic trunk lines to accelerate the construction of power exchange stations.
Ministry of Industry and Information Technology: Support business model innovations such as power exchange, financial leasing and "separation of vehicles and electricity"
On February 3, the Ministry of Industry and Information Technology and other eight departments jointly issued the Notice on Organizing the Pilot Work of Fully Electrified Vehicles in the Public Sector. The notice is clear, scientifically and reasonably formulate the promotion target of new energy vehicles, carry out diversified scene applications according to local conditions, encourage the promotion and application of new energy heavy trucks in specific scenes such as short-distance transportation, urban construction logistics and mines, accelerate the scrapping and updating of old vehicles into new energy vehicles, and accelerate the promotion of vehicles in the public domain. Fully electrified. Support business model innovations such as power exchange, financial leasing, and "separation of vehicles and electricity".
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Guangzhou: Layout a batch of power exchange infrastructure ahead of schedule, and actively declare the national pilot city for power exchange.
On December 22nd, Guangzhou Development and Reform Commission issued the Medium and Long-term Development Plan of Guangzhou Automobile Industry (2023-2035). The document proposes to encourage enterprises to study and formulate highly compatible power exchange standards, speed up the popularization and application of power exchange modes, lay out a number of power exchange infrastructures in advance, and actively declare national pilot cities for power exchange.
Xinyang, Henan Province: Carry out the special construction action of electric vehicle power exchange facilities
On November 8, the Xinyang Municipal Government of Henan Province issued a notice on the "Three-year Action Plan for Electric Vehicle Charging Infrastructure Construction in Xinyang City (2023-2025)".
The notice pointed out that special construction actions for electric vehicle power exchange facilities should be carried out. Support new energy vehicle manufacturers to carry out group-type and large-scale power exchange station construction, implement the sales mode of "separation of vehicles and electricity", and promote the standardized construction and operation of power exchange stations; Support all localities to explore the construction of demonstration cities for power exchange in the fields of public transportation, mines, muck and sanitation, strengthen the dynamic monitoring of vehicles and power batteries in power exchange mode, and improve the level of safe operation. By 2025, the city has built a total of 5 power stations.
Yancheng, Jiangsu Province: Support the construction and layout of special power exchange stations around the application of ports, public transportation and urban transshipment.
On October 26th, Yancheng Municipal Government issued the "Implementation Opinions on Further Promoting the Healthy Development of Electric Vehicle Charging (Replacement) Infrastructure in the City". The document pointed out that the application of power exchange mode should be promoted, focusing on the application of ports, public transportation, urban transshipment and other scenarios, supporting the construction and layout of special power exchange stations, and accelerating the exploration and promotion of vehicle-electricity separation mode.
Shenzhen: Support the pilot of power exchange mode.
On September 15th, the Shenzhen Municipal Development and Reform Commission issued "Several Measures for Promoting Consumption in Shenzhen", which proposed to support the pilot project of new energy vehicle power exchange mode. Take the lead in piloting new energy replacement vehicles in heavy trucks and other fields, and subsidize heavy trucks that meet the pilot conditions. Encourage social capital to invest in the operation of the new energy vehicle general demonstration station, and support it in terms of land use, approval and operation.
Henan: By 2025, 100 power exchange stations will be built in the province.
On August 15th, the General Office of the People’s Government of Henan Province issued the "Three-year Action Plan for the Construction of Electric Vehicle Charging Infrastructure in Henan Province (2023-2025)", which proposed to carry out special construction actions for electric vehicle power exchange facilities. Support new energy vehicle manufacturers to carry out group-type and large-scale power exchange station construction, implement the sales mode of "separation of vehicles and electricity", and promote the standardized construction and operation of power exchange stations; Support all localities to explore the construction of provincial-level demonstration cities for power exchange in the fields of public transportation, mines, muck, sanitation, etc. Relying on the monitoring and management platform of new energy vehicles, strengthen the dynamic monitoring of vehicles and power batteries in power exchange mode, and improve the level of safe operation. By 2025, 100 power stations will be built in the province.
Tianjin: Actively build various facilities such as charging and replacing electricity, filling gas and hydrogenation.
On August 7th, Tianjin Housing and Urban-Rural Development Committee and Municipal Development and Reform Commission issued the Implementation Plan of Tianjin’s Urban Infrastructure Construction in the 14th Five-Year Plan. The plan pointed out that the construction of energy stations for new energy vehicles should be vigorously promoted. Comply with the requirements of the development of new energy vehicles, actively build various facilities such as charging and replacing electricity, refueling and hydrogenation, and strengthen the operation supervision of refueling and hydrogenation substations.
Jiangxi: Explore new modes such as separation of vehicles and electricity.
On July 12th, the People’s Government of Jiangxi Province issued the Action Plan for the Modernization of New Energy Industry Chain in Jiangxi Province (2023-2026). The plan mentioned that the infrastructure construction of charging and replacing new energy vehicles with charging as the main and replacing electricity as the auxiliary should be promoted, and new modes such as separation of vehicles and electricity should be explored.
Sichuan: further promote the pilot application of new energy vehicle power exchange mode (heavy truck characteristic category)
On July 7, the Sichuan Provincial Party Committee and the Sichuan Provincial People’s Government issued the Opinions on Supporting Yibin to Build a Pioneer Zone of Ecological Priority, Green and Low-carbon Development, proposing to implement the "Electric Yibin" action, support the construction of a comprehensive electric pioneer zone for vehicles in the public domain, and further promote the pilot application of new energy vehicles (heavy truck characteristics).
Chengdu: By 2025, 3,000 power exchange stations will be built.
On June 25th, the Office of the Leading Group for Building a Powerful Manufacturing City in Chengdu issued the notice of Chengdu New Energy and Intelligent Networked Automobile Industry Development Plan (2023-2030), proposing that by 2025, the deployment of new infrastructure will be accelerated, and 3,000 power exchange stations and 160,000 charging piles will be built.
Fujian: Building a Benign Business Model of Power Exchange
On June 5, the Fujian Provincial Department of Industry and Information Technology and other ten departments jointly issued the "Implementation Opinions on Comprehensively Promoting the Construction of" Electric Fujian "(2023-2025)", which pointed out the development of battery leasing. Support power battery leasing enterprises to become bigger and stronger, and radiate to the whole country. For power battery leasing and other businesses in the purchase and use, the rated capacity of power batteries will be subsidized according to 30 yuan/kWh, and the maximum subsidy fund for three years will be 100 million yuan. Encourage power battery manufacturers to take the lead in setting up various types of consortia to jointly create a benign business model of power exchange, and promote its application in the fields of new energy vehicles, electric ships, new energy construction machinery and agricultural machinery.
Hohhot: By 2025, 60 power stations will be built.
On May 10th, Hohhot Bureau of Industry and Information Technology issued the Implementation Plan for the Promotion and Application of New Energy Vehicles and High-quality Industrial Development in Hohhot (2023-2025). It is mentioned that by 2025, the penetration rate of new energy vehicles will reach more than 20%, the number of new energy vehicles registered in the city will reach about 60,000, and a total of 20,000 charging piles and 60 power station replacement piles will be built. The integrated intelligent multi-function station of "light storage, charging and discharging" and "charging and replacing electricity" will be built according to local conditions, and the ratio of vehicles to piles will reach 3: 1, which basically meets the service demand of charging and replacing electricity for new energy vehicles.
Chengdu: carry out business model innovations such as separation of vehicles and electricity and exchange of electricity.
On March 10th, the General Office of Chengdu Municipal People’s Government issued the "Implementation Opinions on Promoting the Development of New Energy Vehicle Industry in Chengdu", which proposed to encourage state-owned platform companies to take the lead in cooperating with upstream and downstream enterprises in industrial chains such as complete vehicles, power batteries, new power systems and charging and replacing equipment, purchase new energy vehicles in bulk, and carry out business model innovations such as leasing, vehicle-electricity separation, power exchange and BOT (build-operate-transfer) to help promote new energy vehicles in various fields. By 2025, 3,000 charging and replacing power stations will be built. For the power exchange facilities included in the pilot scope, the construction subsidy will be given according to 300 yuan/kW, and the maximum operating subsidy of 200,000 yuan will be given to a single station according to 0.2 yuan/kWh every year.
At the same time, encourage and support industrial alliances to organize units such as complete vehicles, power batteries, intelligent systems, charging and replacing equipment, operations, finance, etc. to formulate group standards such as vehicle selection and application of replacement modes in sub-sectors.
Harbin: 100,000 yuan will be added to each power station.
On March 6th, Harbin officially promulgated the Detailed Rules for Supporting the Construction and Operation of Electric Vehicle Charging Infrastructure, which clearly stated that the maximum amount of temporary subsidy for charging facilities construction projects applying for central funds should not be higher than 60% of the purchase price of charging equipment, and the specific subsidy standard should be determined after comprehensive balance between the total amount of subsidy funds and the total amount of qualified charging facilities. 100,000 yuan will be added to each replacement station in the power station.
Shanghai: We will explore the sharing mode of power exchange service in advantageous areas.
On February 24th, the General Office of the Shanghai Municipal People’s Government issued a notice on "Implementation Opinions on Further Promoting the Construction of Charging and Replacing Infrastructure in this Municipality", which clearly stated that it would explore the sharing mode of power exchange services in advantageous areas. Accelerate the formulation of local standards such as the construction of power-changing vehicles, power-changing equipment and power-changing stations, break down the barriers to the application of power-changing technology across brands and vehicles, and promote the formation of unified power-changing standards in major application areas such as special vehicles and passenger cars. Strengthen technical research, and study and lay out special-purpose vehicle sharing power exchange stations around short-distance and high-utilization scenarios such as ports, logistics and sanitation. Explore the sharing mode of electricity exchange between taxis, network cars and private cars in cities, and encourage the construction of integrated sharing stations for charging and exchanging electricity.
(This article is from Gasgoo, Gasgoo)