国资、车企先后入局，蔚来“护城河”变成“护城海”

鞭牛士2024-01-14

蔚来的换电发展迎来多个重磅好消息。在与长安、吉利达成换电合作后，江淮、奇瑞也加入蔚来换电联盟。1月11日，江淮、奇瑞与蔚来签署换电战略合作框架协议，双方将在电池标准、换电技术、换电服务网络建设及运营方面开展全方位、多层次的深度战略合作。除了同业伙伴加入，蔚来还获得了国资出资，一起建设补能服务设施。同一天，安徽省能源集团有限公司、安徽省交通控股集团有限公司和蔚来签署《关于共同推进开放共享的储充换体系...

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2024-01-15
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011408380587b8ca2c&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来的换电发展迎来多个重磅好消息。在与长安、吉利达成换电合作后，江淮、奇瑞也加入蔚来换电联盟。1月11日，江淮、奇瑞与蔚来签署换电战略合作框架协议，双方将在电池标准、换电技术、换电服务网络建设及运营方面开展全方位、多层次的深度战略合作。除了同业伙伴加入，蔚来还获得了国资出资，一起建设补能服务设施。同一天，安徽省能源集团有限公司、安徽省交通控股集团有限公司和蔚来签署《关于共同推进开放共享的储充换体系...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011408380587b8ca2c&s=b\">Source 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sea\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09866":0.6,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6},"content_text":"蔚来的换电发展迎来多个重磅好消息。在与长安、吉利达成换电合作后，江淮、奇瑞也加入蔚来换电联盟。1月11日，江淮、奇瑞与蔚来签署换电战略合作框架协议，双方将在电池标准、换电技术、换电服务网络建设及运营方面开展全方位、多层次的深度战略合作。除了同业伙伴加入，蔚来还获得了国资出资，一起建设补能服务设施。同一天，安徽省能源集团有限公司、安徽省交通控股集团有限公司和蔚来签署《关于共同推进开放共享的储充换体系建设的战略合作协议》。在活动现场，中安能源（安徽）有限公司（以下简称“中安能源”）正式成立。在安徽省委省政府的大力支持下，中安能源将有序推动1000座储充换一体式换电站建设。“今天（1月11日）是蔚来充换电业务一个新的重要里程碑。”蔚来创始人、董事长、CEO李斌在签约当天向记者表示。目前，蔚来的换电业务发展已经走在前列。2023年，蔚来完成了“1000座换电站建设任务”，新建1035座换电站，新布局1322座充电站。截至2024年1月11日，蔚来在全球累计布局2369座换电站，其中752座是高速公路换电站。“蔚来做换电，终局就是对外开放。”李斌曾公开表示。在开放共建发展的过程中，以蔚来为中心的“换电联盟”不断扩大，现如今，国资、电力、交通领域的力量纷纷入局，更有越来越多的业内伙伴加入，说明蔚来换电业务已经被理解和看好。后续其他企业或机构，也都可以选择合作、投资等方式加入。这意味着，接下来的运作模式可有效摊薄换电站运营成本，蔚来换电业务盈利可期。当然，对于广大电动汽车车主而言，蔚来换电联盟的扩大、换电站的加速建设，开放合作的换电站模式，将大大提升车主们的补能体验。按照蔚来的计划，2024年将再新建1000座换电站，再新建20000根充电桩，结合中安能源1000座储充换一体站的建设，蔚来用户在城区和高速公路获得“加电比加油更方便”的补能体验，让“像借充电宝一样换电”不再是戏言。事实上，国家层面已经高度支持换电业务发展。2020年以来，工信部曾明确表态支持换电模式发展。国务院办公厅印发的《新能源汽车产业发展规划（2021—2035年）》指出，我国新能源汽车产业取得了巨大成就，但当前面临“基础设施建设仍显滞后、核心技术创新能力不强”等客观问题，“大力推动充换电网络建设”、“建设动力电池高效循环利用体系”分别是未来15年的重要任务。聚焦安徽来看，据统计，截至2024年1月11日，蔚来在安徽累计布局626根充电桩，25000+第三方充电桩，布局100座换电站，其中49座为高速换电站。中安能源的成立以及1000座储充换一体站的建设，对于整个安徽来说，无疑是其大力布局新能源市场的一剂强心针，我们预计，安徽有可能率先成为对新能源汽车最友好的市场，为全国新能源汽车产业建设提供可借鉴案例。“换电不是蔚来的包袱，换电是蔚来的护城河。”李斌曾表示。从异业合作，到同业伙伴的加入，再到国资出资参与换电站建设，蔚来的换电站不再是“护城河”了，而是“护城海”。中国汽车工业协会在《2024中国汽车市场整体预测报告》中预计，2024年我国新能源汽车销量为1150万辆左右，同比增长20%。“2024年、2025年会是高端纯电市场爆发的两年。明年的竞争会更加激烈。”李斌预测。随着更多伙伴加入换电联盟，以及再次获得阿布扎比战略投资等多重利好消息，手握充足现金储备的蔚来有足够的信心，有机会在2025年新能源汽车决赛圈拥有出色表现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":263218505781360,"gmtCreate":1705296501898,"gmtModify":1705296505244,"author":{"id":"4090564319968280","authorId":"4090564319968280","name":"MR_JIM","avatar":"https://community-static.tradeup.com/news/b97da3af64421b0d12b85b1553300677","vip":1,"crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4090564319968280","idStr":"4090564319968280"},"htmlText":"🫡","listText":"🫡","text":"🫡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263218505781360","repostId":2403163447,"repostType":2,"repost":{"id":"2403163447","kind":"news","pubTimestamp":1705192633,"share":"https://ttm.financial/m/news/2403163447?lang=en_US&edition=fundamental","pubTime":"2024-01-14 08:37","market":"us","language":"zh","title":"State-owned assets and car companies have entered the game one after another, and Nio's \"moat\" has become a \"city protection sea\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2403163447","media":"鞭牛士","summary":"在与长安、吉利达成换电合作后，江淮、奇瑞也加入蔚来换电联盟。在活动现场，中安能源（安徽）有限公司正式成立。目前，蔚来的换电业务发展已经走在前列。2023年，蔚来完成了“1000座换电站建设任务”，新建1035座换电站，新布局1322座充电站。截至2024年1月11日，蔚来在全球累计布局2369座换电站，其中752座是高速公路换电站。从异业合作，到同业伙伴的加入，再到国资出资参与换电站建设，蔚来的换电站不再是“护城河”了，而是“护城海”。","content":"<p><html><body><article><a href=\"https://laohu8.com/S/NIO\">Nio</a>The development of battery swapping has ushered in many great news.</p><p>After reaching battery swap cooperation with Changan and Geely, JAC and Chery also joined<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Battery swap alliance.</p><p>On January 11, JAC, Chery and Nio signed a battery swap strategic cooperation framework agreement. The two parties will carry out all-round and multi-level in-depth strategic cooperation in battery standards, battery swap technology, and battery swap service network construction and operation.</p><p>In addition to the participation of peer partners, Nio has also received state-owned investment to build energy replenishment service facilities together.</p><p>On the same day, Anhui Energy Group Co., Ltd., Anhui Transportation Holding Group Co., Ltd. and Nio signed the \"Strategic Cooperation Agreement on Jointly Promoting the Construction of an Open and Shared Storage, Charging and Swapping System.\"</p><p>At the event site, Zhongan Energy (Anhui) Co., Ltd. (hereinafter referred to as \"Zhongan Energy\") was formally established. With the strong support of the Anhui Provincial Party Committee and Provincial Government, Zhongan Energy will promote the construction of 1,000 integrated storage, charging and swapping power stations in an orderly manner.</p><p>\"Today (January 11) is a new important milestone in Nio's charging and swapping business.\" Li Bin, founder, chairman and CEO of Nio, told reporters on the day of signing the contract.</p><p>At present, the development of Nio's battery swap business has been at the forefront. In 2023, Nio completed the \"1,000 battery swap station construction task\", built 1,035 new battery swap stations, and newly deployed 1,322 charging stations. As of January 11, 2024, Nio has deployed a total of 2,369 battery swap stations around the world, of which 752 are highway battery swap stations.</p><p>\"When Nio is doing battery replacement, the final outcome is to open to the outside world.\" Li Bin once publicly stated. In the process of opening up, co-construction and development, the \"battery swap alliance\" centered on Nio continues to expand. Nowadays, forces in the fields of state-owned assets, electric power, and transportation have entered the game one after another, and more and more industry partners have joined, indicating that Nio The battery swap business has been understood and optimistic.</p><p>In the future, other enterprises or institutions can also choose to join through cooperation, investment, etc. This means that the next operating model can effectively dilute the operating costs of the battery swap station, and Nio's battery swap business can be expected to be profitable.</p><p>Of course, for the majority of electric vehicle owners, the expansion of Nio's battery swap alliance, the accelerated construction of battery swap stations, and the open and cooperative battery swap station model will greatly enhance the energy replenishment experience of car owners.</p><p>According to Nio's plan, another 1,000 new battery swap stations and 20,000 new charging piles will be built in 2024. Combined with the construction of 1,000 integrated storage, charging and swapping stations of Zhongan Energy, Nio users can get \"more power-up than refueling\" in urban areas and highways. The \"more convenient\" energy replenishment experience makes \"swapping batteries like borrowing a power bank\" no longer a joke.</p><p>In fact, the national level has highly supported the development of battery swap business.</p><p>Since 2020, the Ministry of Industry and Information Technology has clearly stated its support for the development of the battery swap model. The \"New Energy Vehicle Industry Development Plan (2021-2035)\" issued by the General Office of the State Council points out that I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The automobile industry has made great achievements, but it is currently facing objective problems such as \"infrastructure construction is still lagging behind and core technology innovation capabilities are not strong\". \"Vigorously promoting the construction of charging and swapping networks\" and \"building an efficient recycling system for power batteries\" are important tasks in the next 15 years respectively.</p><p>Focusing on Anhui, according to statistics, as of January 11, 2024, Nio has deployed a total of 626 charging piles, 25,000 + third-party charging piles, and 100 battery swap stations in Anhui, 49 of which are high-speed battery swap stations.</p><p>The establishment of Zhongan Energy and the construction of 1,000 integrated storage, charging and swapping stations are undoubtedly a shot in the arm for Anhui as a whole to vigorously lay out the new energy market. We predict that Anhui may take the lead in becoming the most friendly market for new energy vehicles, providing reference cases for the construction of the national new energy vehicle industry.</p><p>\"Battery swapping is not Nio's burden, battery swapping is Nio's moat.\" Li Bin once said. From cross-industry cooperation, to the participation of peer partners, to the participation of state-owned assets in the construction of battery swap stations, Nio's battery swap stations are no longer a \"moat\", but a \"sea of city protection\".</p><p>The China Association of Automobile Manufacturers predicts in the \"2024 China Automobile Market Overall Forecast Report\" that my country's new energy vehicle sales will be about 11.5 million units in 2024, a year-on-year increase of 20%.</p><p>\"2024 and 2025 will be the two years when the high-end pure electric market will explode. Competition will be more intense next year.\" Li Bin predicted.</p><p>As more partners join the battery swap alliance and receive multiple good news such as strategic investment from Abu Dhabi again, Nio, which has sufficient cash reserves, has enough confidence to have the opportunity to perform well in the 2025 new energy vehicle finals.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>State-owned assets and car companies have entered the game one after another, and Nio's \"moat\" has become a \"city protection sea\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nState-owned assets and car companies have entered the game one after another, and Nio's \"moat\" has become a \"city protection sea\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">鞭牛士</strong><span class=\"h-time small\">2024-01-14 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><a href=\"https://laohu8.com/S/NIO\">Nio</a>The development of battery swapping has ushered in many great news.</p><p>After reaching battery swap cooperation with Changan and Geely, JAC and Chery also joined<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Battery swap alliance.</p><p>On January 11, JAC, Chery and Nio signed a battery swap strategic cooperation framework agreement. The two parties will carry out all-round and multi-level in-depth strategic cooperation in battery standards, battery swap technology, and battery swap service network construction and operation.</p><p>In addition to the participation of peer partners, Nio has also received state-owned investment to build energy replenishment service facilities together.</p><p>On the same day, Anhui Energy Group Co., Ltd., Anhui Transportation Holding Group Co., Ltd. and Nio signed the \"Strategic Cooperation Agreement on Jointly Promoting the Construction of an Open and Shared Storage, Charging and Swapping System.\"</p><p>At the event site, Zhongan Energy (Anhui) Co., Ltd. (hereinafter referred to as \"Zhongan Energy\") was formally established. With the strong support of the Anhui Provincial Party Committee and Provincial Government, Zhongan Energy will promote the construction of 1,000 integrated storage, charging and swapping power stations in an orderly manner.</p><p>\"Today (January 11) is a new important milestone in Nio's charging and swapping business.\" Li Bin, founder, chairman and CEO of Nio, told reporters on the day of signing the contract.</p><p>At present, the development of Nio's battery swap business has been at the forefront. In 2023, Nio completed the \"1,000 battery swap station construction task\", built 1,035 new battery swap stations, and newly deployed 1,322 charging stations. As of January 11, 2024, Nio has deployed a total of 2,369 battery swap stations around the world, of which 752 are highway battery swap stations.</p><p>\"When Nio is doing battery replacement, the final outcome is to open to the outside world.\" Li Bin once publicly stated. In the process of opening up, co-construction and development, the \"battery swap alliance\" centered on Nio continues to expand. Nowadays, forces in the fields of state-owned assets, electric power, and transportation have entered the game one after another, and more and more industry partners have joined, indicating that Nio The battery swap business has been understood and optimistic.</p><p>In the future, other enterprises or institutions can also choose to join through cooperation, investment, etc. This means that the next operating model can effectively dilute the operating costs of the battery swap station, and Nio's battery swap business can be expected to be profitable.</p><p>Of course, for the majority of electric vehicle owners, the expansion of Nio's battery swap alliance, the accelerated construction of battery swap stations, and the open and cooperative battery swap station model will greatly enhance the energy replenishment experience of car owners.</p><p>According to Nio's plan, another 1,000 new battery swap stations and 20,000 new charging piles will be built in 2024. Combined with the construction of 1,000 integrated storage, charging and swapping stations of Zhongan Energy, Nio users can get \"more power-up than refueling\" in urban areas and highways. The \"more convenient\" energy replenishment experience makes \"swapping batteries like borrowing a power bank\" no longer a joke.</p><p>In fact, the national level has highly supported the development of battery swap business.</p><p>Since 2020, the Ministry of Industry and Information Technology has clearly stated its support for the development of the battery swap model. The \"New Energy Vehicle Industry Development Plan (2021-2035)\" issued by the General Office of the State Council points out that I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The automobile industry has made great achievements, but it is currently facing objective problems such as \"infrastructure construction is still lagging behind and core technology innovation capabilities are not strong\". \"Vigorously promoting the construction of charging and swapping networks\" and \"building an efficient recycling system for power batteries\" are important tasks in the next 15 years respectively.</p><p>Focusing on Anhui, according to statistics, as of January 11, 2024, Nio has deployed a total of 626 charging piles, 25,000 + third-party charging piles, and 100 battery swap stations in Anhui, 49 of which are high-speed battery swap stations.</p><p>The establishment of Zhongan Energy and the construction of 1,000 integrated storage, charging and swapping stations are undoubtedly a shot in the arm for Anhui as a whole to vigorously lay out the new energy market. We predict that Anhui may take the lead in becoming the most friendly market for new energy vehicles, providing reference cases for the construction of the national new energy vehicle industry.</p><p>\"Battery swapping is not Nio's burden, battery swapping is Nio's moat.\" Li Bin once said. From cross-industry cooperation, to the participation of peer partners, to the participation of state-owned assets in the construction of battery swap stations, Nio's battery swap stations are no longer a \"moat\", but a \"sea of city protection\".</p><p>The China Association of Automobile Manufacturers predicts in the \"2024 China Automobile Market Overall Forecast Report\" that my country's new energy vehicle sales will be about 11.5 million units in 2024, a year-on-year increase of 20%.</p><p>\"2024 and 2025 will be the two years when the high-end pure electric market will explode. Competition will be more intense next year.\" Li Bin predicted.</p><p>As more partners join the battery swap alliance and receive multiple good news such as strategic investment from Abu Dhabi again, Nio, which has sufficient cash reserves, has enough confidence to have the opportunity to perform well in the 2025 new energy vehicle finals.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011408380587b8ca2c&s=b\">鞭牛士</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4574":"无人驾驶","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011408380587b8ca2c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2403163447","content_text":"蔚来的换电发展迎来多个重磅好消息。在与长安、吉利达成换电合作后，江淮、奇瑞也加入蔚来换电联盟。1月11日，江淮、奇瑞与蔚来签署换电战略合作框架协议，双方将在电池标准、换电技术、换电服务网络建设及运营方面开展全方位、多层次的深度战略合作。除了同业伙伴加入，蔚来还获得了国资出资，一起建设补能服务设施。同一天，安徽省能源集团有限公司、安徽省交通控股集团有限公司和蔚来签署《关于共同推进开放共享的储充换体系建设的战略合作协议》。在活动现场，中安能源（安徽）有限公司（以下简称“中安能源”）正式成立。在安徽省委省政府的大力支持下，中安能源将有序推动1000座储充换一体式换电站建设。“今天（1月11日）是蔚来充换电业务一个新的重要里程碑。”蔚来创始人、董事长、CEO李斌在签约当天向记者表示。目前，蔚来的换电业务发展已经走在前列。2023年，蔚来完成了“1000座换电站建设任务”，新建1035座换电站，新布局1322座充电站。截至2024年1月11日，蔚来在全球累计布局2369座换电站，其中752座是高速公路换电站。“蔚来做换电，终局就是对外开放。”李斌曾公开表示。在开放共建发展的过程中，以蔚来为中心的“换电联盟”不断扩大，现如今，国资、电力、交通领域的力量纷纷入局，更有越来越多的业内伙伴加入，说明蔚来换电业务已经被理解和看好。后续其他企业或机构，也都可以选择合作、投资等方式加入。这意味着，接下来的运作模式可有效摊薄换电站运营成本，蔚来换电业务盈利可期。当然，对于广大电动汽车车主而言，蔚来换电联盟的扩大、换电站的加速建设，开放合作的换电站模式，将大大提升车主们的补能体验。按照蔚来的计划，2024年将再新建1000座换电站，再新建20000根充电桩，结合中安能源1000座储充换一体站的建设，蔚来用户在城区和高速公路获得“加电比加油更方便”的补能体验，让“像借充电宝一样换电”不再是戏言。事实上，国家层面已经高度支持换电业务发展。2020年以来，工信部曾明确表态支持换电模式发展。国务院办公厅印发的《新能源汽车产业发展规划（2021—2035年）》指出，我国新能源汽车产业取得了巨大成就，但当前面临“基础设施建设仍显滞后、核心技术创新能力不强”等客观问题，“大力推动充换电网络建设”、“建设动力电池高效循环利用体系”分别是未来15年的重要任务。聚焦安徽来看，据统计，截至2024年1月11日，蔚来在安徽累计布局626根充电桩，25000+第三方充电桩，布局100座换电站，其中49座为高速换电站。中安能源的成立以及1000座储充换一体站的建设，对于整个安徽来说，无疑是其大力布局新能源市场的一剂强心针，我们预计，安徽有可能率先成为对新能源汽车最友好的市场，为全国新能源汽车产业建设提供可借鉴案例。“换电不是蔚来的包袱，换电是蔚来的护城河。”李斌曾表示。从异业合作，到同业伙伴的加入，再到国资出资参与换电站建设，蔚来的换电站不再是“护城河”了，而是“护城海”。中国汽车工业协会在《2024中国汽车市场整体预测报告》中预计，2024年我国新能源汽车销量为1150万辆左右，同比增长20%。“2024年、2025年会是高端纯电市场爆发的两年。明年的竞争会更加激烈。”李斌预测。随着更多伙伴加入换电联盟，以及再次获得阿布扎比战略投资等多重利好消息，手握充足现金储备的蔚来有足够的信心，有机会在2025年新能源汽车决赛圈拥有出色表现。","news_type":1,"symbols_score_info":{"09866":0.6,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2403163447","isCrawlerRequest":true}