车企充换电业务布局研究

Research on Layout of Charging and Battery Swapping Business of Auto Companies

随新能源汽车的普及,越来越多的车主感受到了“补能焦虑”。为解决消费者的后顾之忧,许多整车企业也逐渐开始参与充换电基础设施的建设和运营,其中,“新势力”车企表现更为积极。车企充换电业务的开展方式可分为“重建设”的重资产模式和“重运营”的轻资产模式。本文分析了几家代表性车企的充换电业务发展,对不同模式做出对比,并展望了未来的发展趋势。

With the popularity of new energy vehicles,more and more car owners feel the"energy supplement anxiety".In order to solve the worries of consumers,many vehicle companies have gradually begun to participate in the construction and operation of charging and battery swapping infrastructure.Among them,“new forces”car companies are more active.The development of the charging and battery swapping business of auto companies can be divided into a"construction-oriented"asset-oriented model and a"operation-oriented"asset-light model.This article analyzes the development of the charging and battery swapping business of several representative car companies,compares different models,and looks forward to the future development trend.