Official announcement! NIO officially opens its power swap network, and Li Bin announces its first partner

Good news came from Fog City.

On November 21 , NIO and Changan Automobile signed a cooperation agreement on battery swap business in Chongqing. The two parties will cooperate around battery swap and jointly promote high-quality development and low-carbon transformation of the automotive industry. Specific cooperation contents include:

  • Establish standards for battery replacement
  • Building and sharing power exchange network
  • Develop battery swap models
  • Establish an efficient battery asset management mechanism

According to the agreement, Changan Automobile's first swappable passenger model that shares a battery pack with NIO is planned to be launched in 2025. As the cooperation progresses, users of some brands of models owned by both parties can share the public battery swap stations built by both parties.

From the first day of its charging and swapping business, NIO decided to open it up to the entire industry.

During the signing ceremony, NIO CEO Li Bin talked about NIO’s original intention of doing battery swapping.

Li Bin said that, like Internet cloud service infrastructure, NIO's power exchange network and NIO Energy Cloud have also followed a path of infrastructure first, internal closed loop, full-scenario verification, and openness to the outside world.

After five years of development, NIO’s power swap network and NIO Energy Cloud have accumulated rich experience in R&D, construction, and operation , and NIO’s power swap business is ready to be opened to the industry .

The term "power exchange network" is equivalent to "cloud service" was mentioned by Li Bin in yesterday's internal conversation.

He believes that the power exchange network is equivalent to NIO's "cloud service infrastructure", and a large part of the market value of cloud services such as Alibaba, Tencent, Amazon, and Microsoft comes from "cloud services." Without the cloud, their market value would be They will all be discounted," Li Bin said.

Zhu Huarong, Chairman and Party Secretary of Changan Automobile, said that against the background of the country’s vigorous development of new energy and intelligent connected vehicles, the implementation of NIO’s battery swap model is of milestone significance.

In the future, Changan Automobile will not only cooperate with NIO in the field of battery swapping, but also continue to strengthen its cooperation with NIO in other platform and basic ecological fields, from energy, charging and swapping, complete vehicles, ecology, etc. cooperate.

If you want to promote the battery swap model to the entire industry, the difficulty lies in the unification of battery swap standards . Li Bin's current situation is similar to Musk's more than half a year ago.

In March this year, Tesla CEO Musk announced that all 7,500 Tesla charging stations in the North American market will be open to the public by the end of next year for use by other brands in the market. As soon as the news came out, it immediately received a lot of doubts.

A White House official made it clear at the briefing: Tesla's charging piles must be able to be used by other electric vehicles that adopt the federally recognized "Combined Charging System Standard" (CCS) to be eligible for special subsidies. The CCS standard is based on industry standards set by the Society of Automotive Engineers (SAE) and the European Automotive Industry Association (ACEA), while Tesla uses the proprietary North American Charging Standard (NACS).

It seems impossible to change the industry by oneself, but now, mainstream car companies in North America have decided to connect to Tesla's charging network. It only took Tesla more than half a year to successfully unify North America. , the key lies in Tesla’s industry leadership .

Judging from historical experience, the formulation and specification of industry standards are generally completed by industry leaders. Tesla, as the largest player in the North American market in terms of electric vehicle ownership and charging pile construction, is promoting the unification of charging standards. Has a pivotal position.

So, who is the leader in the domestic battery replacement industry? There is no doubt that it is NIO, and Li Bin knows this clearly.

We are not the only one in the industry doing battery swapping, but we are the first and most determined in the industry, and we already have a first-mover advantage.

As a state-owned enterprise, the participation of Changan Automobile, a "national team" with a history of 161 years, may accelerate the introduction of general industry standards for battery swap modes.

In fact, NIO’s battery swapping technology has already been recognized by the official and industry levels.

As early as 2020, the National Energy Administration released the battery swap industry standards researched and formulated by NIO. NIO took the lead in the preparation of three standards, 10435, 10436 and 33025, and was deeply involved in the preparation of two standards, 10434 and 33004. At present, NIO has obtained more than 1,200 patents related to battery swapping, and has participated in the preparation of more than 20 battery swapping standards.

Moreover, Changan will not be Weilai’s only “partner”. Li Bin said yesterday: "There are still 4-5 companies still in talks."

With more players entering the market to swap batteries, will the NIO brand lose its brand moat? Will the battery swapping experience of NIO users be affected? This is a question that many NIO users are concerned about.

In fact, the opening of the power swap network must be a sure-profit deal for them.

Tesla energy director Drew Baglino once said:

Improving the utilization of the charging network greatly reduces our costs, not only brings lower charging prices, but also earns us money, allowing us to further expand the charging network faster.

The same is true for Weilai.

The improvement in the utilization rate of the power exchange network will ultimately be reflected in the price of power exchange or the expansion speed of the power exchange network.

The first is the price of battery replacement. Today, the replacement price of a 100kWh battery during the day is about 150 yuan. Compared with charging, the cost is more than twice as high, and there is still a lot of room for exploration.

As for the battery replacement experience. As the expansion speed of the power swap network increases, the number of power swap stations will also increase significantly. When the time comes, are you still worried about queuing?

In short, it is the users who ultimately benefit.

Anyone with wheels is interested and welcome to communicate. Email: [email protected]

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