近日，宁德时代旗下骐骥换电宣布2025年共建成305座重卡换电站，超额完成"一年建成300 座"的年度目标。重卡换电是"小众赛道"还是"大势所趋"，这个被市场争论已久的话题再次回 到舆论中心。 一方面，市场与部分用户对电动重卡，尤其是换电模式，抱有疑虑。认为其应用场景过于狭 隘，仅适用于港口、矿山等短驳固定线路；初始投入与运营成本高企，经济性与回本周期存 疑。另一方面，以宁德时代为首的产业巨头却以前所未有的决心与资源，大力推动换电重卡及 网络落地。重卡换电，究竟是投入巨大却前景有限的"小众"，还是物流电动化转型的出路？骐 骥换电一年305站的"骐骥速度"，或许正在给出答案。 政策东风：从顶层设计到地方实践的全面护航 产业巨轮的转向，离不开宏观政策的舵盘。近年来，推动交通运输绿色低碳转型和物流降本， 已成为从中央到地方的明确共识。 中央层面，"双碳"目标构成了长期战略指引。十五五规划预期将进一步强化对交通领域清洁能 源替代的要求。中央经济工作会议则提出"降低全社会物流成本"，为通过技术创新与管理优化 实现物流降本指明了方向，而电动重卡正是降低运输环节能耗与成本的关键路径之一。 "十五五"规划建议中明确提出"加快 ...

Core Viewpoint - The article discusses the value of battery swapping models in the electric vehicle industry, highlighting both explicit and implicit benefits, and emphasizes the importance of standardization for widespread adoption, particularly in the heavy-duty truck sector [1][4][9]. Group 1: Explicit and Implicit Value of Battery Swapping - The explicit value of battery swapping includes faster battery replacement (5 minutes), reduced purchase barriers, and alleviation of concerns regarding battery lifespan [1][4]. - Implicit benefits include lower land usage, higher power capacity utilization, reduced impact on the power grid, and enhanced social externalities [1][4]. - The battery swapping model has been recognized in government reports and has attracted investments from companies seeking optimal solutions, such as CATL [1][4]. Group 2: Heavy-Duty Truck Market Dynamics - Battery swapping is essential for heavy-duty trucks due to their operational characteristics, allowing for a 30%-50% reduction in initial purchase costs compared to traditional fuel trucks [4][5]. - The efficiency of battery swapping allows heavy-duty trucks to achieve full charge in 5 minutes, comparable to LNG refueling, while traditional charging methods take significantly longer [4][5]. - The unified management of batteries in a swapping model can extend battery life and reduce maintenance costs, enhancing the overall lifecycle value of the batteries [5][6]. Group 3: Standardization and Network Effects - The article emphasizes that battery standardization is crucial for expanding battery swapping from closed to open scenarios, enabling interoperability across different brands and regions [9][12]. - The current market for battery swapping in heavy-duty trucks is limited, with only about 15% of trucks utilizing this model in long-haul logistics, primarily due to fragmented standards [12][31]. - Achieving a unified battery standard is essential for creating a nationwide efficient energy network, which would facilitate the widespread adoption of battery swapping [12][32]. Group 4: CATL's Role and Future Prospects - CATL has been proactive in developing solutions for the heavy-duty truck market, launching standardized battery packs and comprehensive battery swapping solutions [17][19]. - The company aims to establish a network of 300 battery swapping stations in key regions by 2025, with a long-term goal of creating a national battery swapping network covering major logistics routes [26][31]. - The successful implementation of battery swapping could lead to significant cost savings for operators and contribute to the broader goal of carbon neutrality in the transportation sector [20][32].