At the symposium on May 20, NIO founder Li Bin invited Xiaomi founder Lei Jun, hoping that he would join the battery swap alliance. Li Bin believes that half of the car owners are unable to build charging piles, so he initiated this alliance. NIO was previously committed to high-end pure electric vehicles and launched Ledao worth 210,000 yuan. Now it realizes that it is necessary to sell more cars and build more battery swap stations to make a difference. He emphasized the importance of building battery swap stations with partners. At the same time, Lei Jun promoted unified in-vehicle interfaces to reduce costs, increase in-vehicle value-added services, and reduce vehicle prices. They all hope to form a scale effect by expanding their circle of friends and share the cost of the vehicle to resist competition. To be public The affordable car market has been successful, NIO need Reduced the price to 100,000 yuan, this is a model that NIO does not have yet. For partners, although battery swap alliance is a good idea, it cannot be decided entirely by NIO. Battery Manufacturers, state-owned car companies and even two-wheeled electric vehicles company Everyone is optimistic about the battery swap market. On May 21, China FAW and NIO signed strategy The cooperation framework agreement has become the eighth member of the NIO battery swap alliance. Although this is not enough to worldwide Compared with many car brands, this is just a cooperation agreement signed by NIO within one year.
In recent years, the trend of the automobile market has changed. The extended range is gradually replaced by battery swap. The price of extended range is high. According to Li Bin's estimate, the cost is about 15,000 yuan, which will cost 15 billion yuan for 1 million cars. In contrast, policy support for the development of battery swap is more beneficial. The battery swap station not only has energy storage functions, but also helps the power grid to absorb and clean. energy . NIO's battery swap station has start Participating in the peak shaving of Zhejiang Power Grid, becoming the first car company in China to connect to the State Grid. Although battery swap has become more popular in the fields of commercial vehicles and two-wheeled vehicles, it also faces various problems. For example, takeaway rider Miromi encountered various difficulties when using two-wheeled battery swap services, such as a failure of the battery swap cabinet, a poor customer service attitude, and poor battery life. According to the requirements of the Ministry of Industry and Information Technology, the comprehensive electrification of vehicles in the public sector will be promoted in 2024, and the construction of battery swap services will be accelerated in the field of public commercial vehicles.
It is reported that in 2023, the domestic market will have 500 million two-wheeled electric vehicle users, 7 million takeaway personnel and 3.1 million courier personnel. According to relevant companies, the monthly rent for the two-wheeled battery swap market is 299 yuan, and the market size reaches 36 billion yuan. In comparison, data from the Charging and Swap Research Institute shows that the market size of my country's battery swap passenger car in 2025 was about 37.6 billion yuan. At present, there are more than 30 two-wheeled battery swap companies in China, such as Tower battery swap, Xiaoha battery swap, e Battery swap, etc. Taking the Xiaoha battery swap under Harrow as an example, the battery swap mode has the advantages of fast speed and wide coverage. Although NIO is also promoting battery swap business , However, we need to face the situation where the commercial vehicle and two-wheeler markets have become popular, as well as other problems and challenges.
