国内首个底盘式换电载货汽车换电站地方标准发布，换电模式规范化驶入快车道

Core Viewpoint - The article emphasizes the rapid development and standardization of the chassis-based battery swapping model for new energy heavy trucks, marking a significant step towards a more efficient and low-carbon future [2]. Group 1: Policy and Standards - Shanxi Province has released the first local standard for battery swapping stations for new energy heavy trucks, effective from July 10 this year, addressing the lack of unified regulations in the industry [2][4]. - The standard outlines essential technical requirements for the construction and operation of battery swapping stations, including site planning, power supply systems, vehicle guidance systems, battery replacement systems, and safety requirements [4][5]. - The introduction of this standard fills a policy gap in the construction of battery swapping stations, providing a framework for industry development [5]. Group 2: Advantages of Chassis-Based Battery Swapping - Chassis-based battery swapping is gaining attention due to its advantages over other energy replenishment methods, such as charging and LNG, which face challenges like slow replenishment speed and high costs [7][8]. - This model offers significant benefits, including enhanced range for long-distance transport, lower vehicle center of gravity for improved stability, and increased cargo space [8][9]. - The standard mandates compatibility across different manufacturers, allowing for greater flexibility and convenience in battery swapping [8]. Group 3: Industry Dynamics and Collaborations - Companies like CATL (Contemporary Amperex Technology Co., Limited) are actively investing in the chassis-based battery swapping market, supported by strong financial performance, with a reported revenue of 84.7 billion yuan and a net profit of 13.9 billion yuan in Q1 2025 [12]. - Strategic collaborations are emerging, such as between Sinopec and CATL, aiming to establish at least 500 battery swapping stations by 2025, with plans to expand to 10,000 stations nationwide [13]. - The collaboration between the Ministry of Transport's research institute and CATL focuses on standardizing battery swapping technology and infrastructure, promoting a unified industry development [13][14]. Group 4: Future Outlook - The rise of the battery swapping model is expected to significantly enhance the efficiency and convenience of energy replenishment in the heavy truck sector, contributing to the transformation of green logistics [14]. - Industry forecasts suggest that the sales of new energy commercial vehicles in China will continue to grow rapidly, with battery swapping becoming a mainstream energy replenishment method, particularly in bulk logistics and long-distance transport [14].