换电重卡电池运营市场发展分析

Analysis of Battery Operation Market for Battery-Swap Electric Heavy-Duty Truck

本文通过分析近年换电重卡市场发展的数据,结合国家政策的引导和推动,对未来换电重卡数量、电池数量、电池储能量等的市场情况进行了分析计算,说明了换电重卡电池储能微电网对我国能源供给结构的重要补充作用和对清洁能源有效利用的重要价值。同时也通过分析电池运营的资金、技术等行业门槛,对未来可能的电池运营行业生态进行了预测,提出了“南有启源芯动力,北有长江豪能汇”的竞争发展格局,并以长江豪能汇为例对行业头部企业可能的投资和电池储能规模进行了分析预测。

Based on the analysis of the data of the development of the battery-swap electric heavy-duty truck market in recent years,combined with the guidance and promotion of the national policy,this paper analyzes and calculates the market situation of the battery-swap electric heavy-duty truck quantity,the battery quantity,the battery energy storage and so on in the future,the important supplementary function of the battery energy storage micro-grid to the energy supply structure of our country and the important value of the effective use of clean energy are explained.At the same time,by analyzing the threshold of the industry such as the fund and Technology of the battery operation,the paper also forecasts the possible ecology of the battery operation industry in the future,this paper puts forward the competitive development pattern of“Qiyuanxin Power in the south and Yangtze Haonenghui in the north”,and analyzes and forecasts the possible investment and the scale of battery energy storage of the leading enterprises in the industry by taking the Yangtze Haonenghui as an example.