内容概要：纯电动汽车换电行业已成为对中国传统充电基础设施的重要补充，它将成为交通工具和新型 智能电网链接的桥梁。纯电动汽车的换电市场分为"换电站运营"和"换电设备"两大核心板块。据统计， 2025年中国纯电动汽车换电市场规模有望增长至167亿元，其中，纯电动汽车换电站运营规模75亿元， 占换电市场的44.91%；换电设备规模92亿元，占换电市场的55.09%。预计2026年中国纯电动汽车换电 市场规模将达245亿元，其中，纯电动汽车换电站运营规模113亿元，占换电市场的46.12%；换电设备 规模132亿元，占换电市场53.88%。 上市企业：优优绿能（301590）、中国石化（600028）、协鑫能科（002015.SZ） 相关企业：奥动新能源股份有限公司、国家电力投资集团有限公司、海蔚来汽车有限公司、杭州伯坦科 技工程有限公司、吉利汽车集团有限公司 关键词：纯电动汽车换电市场规模、纯电动汽车换电市场竞争格局、纯电动汽车换电行业发展前景 一、纯电动汽车换电行业定义及商业模式 纯电动汽车换电模式是指通过集中型充电站对大量电池集中存储、集中充电、统一配送，并在电池配送 站内对电动汽车进行电池更换服务或者集电池的 ...

Company Overview - Aodong New Energy Co., Ltd. was established in June 2016 by Cai Dongqing and Zhang Jianping, focusing on building a comprehensive product and service portfolio for the battery swapping ecosystem [2] - The company has submitted its application to the Hong Kong Stock Exchange for a mainboard listing, with CMB International as the sole sponsor [2] Industry Growth - The global pure electric vehicle (EV) market has seen rapid growth, with sales increasing from 2.2 million units in 2020 to an expected 11.8 million units by 2024, representing a compound annual growth rate (CAGR) of 52.8% [2] - By 2030, global EV sales are projected to reach 31.6 million units, with a CAGR of 17.8% from 2024 to 2030, driven by government incentives, carbon neutrality goals, and ongoing technological advancements in batteries and electric drive systems [2] Market Dynamics in China - China has emerged as a global leader in the adoption of pure electric vehicles, with sales projected to grow from 1.1 million units in 2020 to 6.9 million units by 2024, achieving a CAGR of 57.0% [3] - By 2030, sales in China are expected to reach 19 million units, with a CAGR of 18.5% from 2024 to 2030 [3] - The electrification of medium and heavy-duty trucks is also progressing, particularly in high-load fixed-route applications such as port transport and logistics, which can reduce emissions and improve cost efficiency [3] Battery Swapping Market - The battery swapping industry in China is projected to grow from RMB 1.5 billion in 2020 to RMB 10.3 billion by 2024, with a CAGR of 61.1% [4] - By 2030, the market size is expected to reach RMB 70.5 billion, with a CAGR of 37.8% from 2024 to 2030 [4] - Battery swapping technology is becoming a crucial complement to traditional charging infrastructure, allowing for energy replenishment in minutes and addressing seasonal charging efficiency issues [3][4] Competitive Landscape - The industry comprises two types of players: pure electric vehicle manufacturers with battery swapping networks and independent third-party solution providers offering cross-brand services [6] - Aodong New Energy is positioned as the leading independent third-party battery swapping solution provider in China based on revenue generated from battery swapping station operations in 2024 [6]