记者从国家电网了解到，今年春节假期，新能源汽车充电量预计创历史新高。据国家电网智慧车联网平 台预测，平台服务的新能源汽车充电量单日峰值将超3400万千瓦时，较去年同期增长17%；高速公路充 电量单日峰值也将进一步提高。 截至2025年底，全国新能源汽车保有量已达4397万辆。新能源汽车特别是纯电动汽车的加速普及，对春 节假期高速公路充电服务保障等提出了更高的要求。 近年来，随着新能源汽车产品性能持续进步，"续航焦虑"已明显缓解，但是面对春运期间集中爆发的出 行需求，车主们依然关注，路上的充电保障，到底跟不跟得上？ 本文转自【新华网】； 首先看充电网络布局。国家能源局最新数据显示，我国电动汽车充电设施数量已突破2000万个，建成全 球最大电动汽车充电网络，可支撑超4000万辆新能源汽车充电需求；全国超98%高速公路服务区建成充 电桩7.15万个，19个省份实现充电设施"乡乡全覆盖"。 新华社北京2月10日电题：春节自驾出行，新能源车如何"满电"出发？ 新华社记者唐诗凝、戴小河、吴慧珺 马年春节临近，自驾返乡、出游的热潮下，广大新能源汽车车主最关心的莫过于"路上的充电桩够用 吗""充电要不要排大长队"…… 换电领 ...

新华社北京2月10日电 题：春节自驾出行，新能源车如何"满电"出发？ 记者从国家电网了解到，今年春节假期，新能源汽车充电量预计创历史新高。据国家电网智慧车联 网平台预测，平台服务的新能源汽车充电量单日峰值将超3400万千瓦时，较去年同期增长17%；高速公 路充电量单日峰值也将进一步提高。 在福建，国网福州供电公司与高速服务区建立实时信息联动机制，能够及时掌握站点车流和充电需 求。国网电动汽车服务（福建）有限公司工作人员陈潇枫介绍，一旦发现拥堵苗头，便会立即调配周边 移动充电资源，"让资源跟着车流走，最大限度减少车主排队时间"。 截至2025年底，全国新能源汽车保有量已达4397万辆。新能源汽车特别是纯电动汽车的加速普及， 对春节假期高速公路充电服务保障等提出了更高的要求。 近年来，随着新能源汽车产品性能持续进步，"续航焦虑"已明显缓解，但是面对春运期间集中爆发 的出行需求，车主们依然关注，路上的充电保障，到底跟不跟得上？ 首先看充电网络布局。国家能源局最新数据显示，我国电动汽车充电设施数量已突破2000万个，建 成全球最大电动汽车充电网络，可支撑超4000万辆新能源汽车充电需求；全国超98%高速公路服务区建 ...

新华社北京2月10日电 题：春节自驾出行，新能源车如何"满电"出发？新华社记者唐诗凝、戴小河、吴 慧珺马年春节临近，自驾返乡、出游的热潮下，广大新能源汽车车主最关心的莫过于"路上的充电桩够 用吗""充电要不要排大长队"……记者从国家电网了解到，今年春节假期，新能源汽车充电量预计创历 史新高。据国家电网智慧车联网平台预测，平台服务的新能源汽车充电量单日峰值将超3400万千瓦时， 较去年同期增长17%；高速公路充电量单日峰值也将进一步提高。截至2025年底，全国新能源汽车保有 量已达4397万辆。新能源汽车特别是纯电动汽车的加速普及，对春节假期高速公路充电服务保障等提出 了更高的要求。近年来，随着新能源汽车产品性能持续进步，"续航焦虑"已明显缓解，但是面对春运期 间集中爆发的出行需求，车主们依然关注，路上的充电保障，到底跟不跟得上？首先看充电网络布局。 国家能源局最新数据显示，我国电动汽车充电设施数量已突破2000万个，建成全球最大电动汽车充电网 络，可支撑超4000万辆新能源汽车充电需求；全国超98%高速公路服务区建成充电桩7.15万个，19个省 份实现充电设施"乡乡全覆盖"。各地各部门提前部署充电保障措施，让 ...

Core Viewpoint - CATL is strategically expanding its battery swapping business through collaboration with various partners, aiming to build a comprehensive energy ecosystem for electric vehicles, with a target of establishing 30,000 battery swapping stations across China by 2025 [5][6][8]. Group 1: Business Expansion and Collaboration - In January, CATL held a low-profile annual partner conference in Xiamen, attended by companies like Sinopec and Didi, indicating a shift towards collaborative competition in building energy infrastructure [3]. - CATL's battery swapping business, operated by its subsidiary, aims to construct over 1,000 stations by the end of 2025, with plans to accelerate the pace of construction significantly [5][6]. - The company has set a long-term goal of establishing 30,000 battery swapping stations nationwide, with the first 1,000 stations completed in a year showcasing its operational efficiency [6][7]. Group 2: Market Position and Competitive Landscape - The current number of battery swapping stations is significantly lower than the over 100,000 gas stations in China, highlighting the potential for growth in this sector [6]. - NIO, a competitor, currently operates around 3,700 battery swapping stations, demonstrating the competitive landscape in the battery swapping market [6]. - CATL's rapid establishment of 1,000 stations within a year reflects its strong execution capabilities and organizational efficiency, which are crucial for competing in the energy infrastructure space [7][8]. Group 3: Technological and Operational Strategy - CATL is focusing on standardizing battery packs to cover 95% of electric vehicle models, which is essential for enhancing operational efficiency and service compatibility [19]. - The company has developed a robust operational model in Chongqing, achieving a high user satisfaction rate and demonstrating the viability of its business model [28][30]. - The integration of technology and quality assurance in its battery swapping stations is aimed at ensuring safety and reliability, with a 99.96% success rate in battery swaps [39]. Group 4: Future Outlook and Market Trends - The electric vehicle market is rapidly growing, with a penetration rate of 52% in 2025, necessitating a sustainable and efficient energy supply system [14]. - CATL's strategy includes expanding into the personal vehicle market with affordable electric models, aligning with the increasing demand for budget-friendly electric vehicles [31][36]. - The company aims to leverage its extensive resources and partnerships to establish a nationwide network of battery swapping stations, contributing to a sustainable energy ecosystem [42][43].

Core Viewpoint - CATL has signed a comprehensive strategic cooperation agreement with the Yunnan provincial government, marking the start of deep collaboration in multiple fields focused on "green electricity + advanced manufacturing" [1] Group 1: Strategic Cooperation - The cooperation aims to enhance the development of green energy in Yunnan, cultivate strategic emerging industry clusters, and innovate zero-carbon scenario applications [1] - The partnership is not just a simple project but a systematic layout based on the core advantages of both parties [1] - CATL's chairman expressed confidence in Yunnan's development prospects and aims to leverage this cooperation to contribute to local high-quality development [2] Group 2: Resource and Market Advantages - Yunnan is recognized as a green energy base with over 90% of its installed capacity coming from clean energy, and it has rich reserves of lithium and phosphorus [2] - The region's geographical advantages, such as its role as a gateway to South Asia and Southeast Asia, will help CATL expand its overseas market [2] - The collaboration will enable localizing the entire supply chain of new energy batteries, utilizing Yunnan's abundant resources and green electricity [2] Group 3: Industry Cluster Development - Several battery material manufacturers have already established operations in Yunnan, which could lead to the rapid formation of a lithium battery industry cluster [3] - The completion of production lines at Yunnan Enjie New Materials will enhance its capacity to serve both domestic and Southeast Asian markets [3] Group 4: Innovation and Growth Strategy - The strategic cooperation aligns with CATL's "full-domain incremental" strategy, which aims to create a multi-scenario and full-cycle growth system [4] - CATL's technological innovations, such as the NP3.0 technology and sodium-ion batteries, are key to maintaining its competitive edge [4] - The company is transitioning from a traditional battery manufacturer to an energy service provider, which opens new growth avenues [4] Group 5: Market Outlook - The global lithium battery production is expected to grow by 34.6% year-on-year by 2026, indicating a robust market demand [5] - CATL's collaboration with Yunnan exemplifies the synergy between leading enterprises and resource-rich provinces, positioning it to lead in the global energy transition [5]

Core Viewpoint - The company aims to establish a robust battery swapping network, transitioning from a demand-driven approach to a proactive large-scale station construction strategy, which is expected to enhance user trust and operational efficiency [3][5][30]. Group 1: Network Expansion and Strategy - The company plans to build 2,000 battery swapping stations by the end of 2026, marking a significant turning point in its business development [4][36]. - The construction speed of battery swapping stations is a direct demonstration of the company's determination and capability, with 500 stations completed by August of the previous year attracting major automotive manufacturers for collaboration [29][35]. - The company has shifted its strategy from building stations based on vehicle numbers to a large-scale station construction approach, addressing the issue of network density to attract users [5][30]. Group 2: Operational Efficiency and Challenges - The company has optimized the construction process, reducing the time to build a swapping station from nearly three months to just 16 days through improved methodologies [34]. - The rapid expansion of the network has led to positive feedback from automotive manufacturers, shifting negotiations from concerns to detailed discussions [11][35]. - The company faces challenges in matching service capacity with the increasing user demand, particularly in the context of its battery-as-a-service (BaaS) model [39][40]. Group 3: Market Position and User Experience - The company aims to provide certainty to users by ensuring clear battery sourcing, performance, and pricing, which is crucial for building trust in the battery swapping model [44][46]. - The battery swapping model is positioned as a more efficient and convenient option compared to traditional charging, with the goal of making it a standard feature in electric vehicles [22][49]. - The company is working on enhancing its service capabilities, including involvement in the design of new battery swapping vehicles, to ensure a seamless user experience [43][44]. Group 4: Future Roadmap - The company has outlined a three-phase roadmap: first, establishing infrastructure; second, increasing station utilization; and third, expanding ecosystem services such as finance and insurance [50][51]. - The long-term goal is to reach 5,000 stations, which would solidify the network and allow for service diversification, making battery swapping a standard in the electric vehicle market [52].

给车企和用户一张现成的网络，而不是按需投入。 文 丨 李梓楠 "去年我说我要建 1000 个站，大家都说，你吹牛。 今年我说我要建 2000 个站，他们说你真要干啊。 " 宁德时代时代电服副总裁邓旭今年 1 月对《晚点 LatePost》说。 宁德时代 2024 年底下决心建换电网络前，外界对换电模式和巧克力换电存在太多质疑——换电重资 产且回报周期长，宁德时代不造车，无法像蔚来那样坚决有效地推动车型搭载换电。更何况还有相当 一部分新能源车主对换电模式本身存在质疑。 邓旭将巧克力换电 2025 年的进展描述为一个信心如何建立并传递的过程。曾毓群 4 年前就已看到换 电模式的潜力，电动车补能焦虑最终要靠换电和超充解决，换电模式可以剥离电池成本，让消费者以 更低的成本获得更快更好的补能体验。宁德时代又用了数年时间投入探索，然后让部分车企相信，再 让更多车企和能源服务商信，最终让车主信。 建换电站的速度是展示时代电服决心与能力最直接的方式。 邓旭透露， 去年 8 月，时代电服建到 500 个站的时候， 头部大车企开始主动找上门谈合作。这对时 代电服而言是一个重要转折，日渐壮大的换电网络成为谈判筹码，吸引车企用巧克力 ...

Core Insights - The electric vehicle battery swapping industry is expected to enter a phase of large-scale development in 2025, but challenges such as non-standardized battery specifications and difficulties in model compatibility still hinder growth [1][2] Group 1: Industry Development - The standardization of battery specifications is deemed essential for the scalability of the battery swapping model, with CATL promoting 20/25 standardized battery packs that enable a rapid 99-second battery swap and compatibility across multiple brands and models [1][2] - As of December 30, 2025, a total of 1,020 battery swapping stations are projected to be built nationwide, covering key economic regions including Beijing-Tianjin-Hebei, Yangtze River Delta, Sichuan-Chongqing, and the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The "Choco Battery Swap" network achieved a record of establishing 1,000 stations within one year, with 41 new stations added and 47 opened between January 8 and 21 [1] Group 2: Business Model and Ecosystem - The battery swapping model not only enhances the energy supply system but also aims to reconstruct the electric vehicle industry ecosystem, allowing users to separate battery costs from vehicle purchases, thereby lowering the initial purchase threshold [2] - The "battery-vehicle separation" model has been implemented in private cars, ride-hailing services, and logistics, with CATL collaborating with JD.com and GAC to launch the first consumer-oriented battery-swappable vehicle [2] - In the commercial vehicle sector, CATL has formed a strategic partnership with SAIC to promote battery swapping in logistics and transportation, achieving a 5-minute battery swap that significantly improves vehicle utilization and operational efficiency [2] Group 3: Future Outlook - Looking ahead to 2026, key themes for the Choco Battery Swap will include "new infrastructure," "standardization," and "full ecosystem," with plans to deepen collaborations with energy companies and open up franchise opportunities for network operation [3]

距离春节还有不到一个月的时间，很多"异乡人"已经早早地开始规划返乡之旅。不难想象，今年的春节期间，高速公路上是否又将出现往年那样望不到 头的车流盛况。 足够的充电设施是解决电动汽车充电难的第一个问题。记者从中国电动汽车充电基础设施促进联盟了解到，2025年，我国充电设施建设取得了长足的进 步，将进一步缓解充电难。 据了解，截至2025年12月底，我国电动汽车充电基础设施（枪）总数达到2009.2万个，同比增长49.7%，突破2000万大关。其中，公共充电设施（枪） 471.7万个，同比增长31.9%，公共充电设施额定总功率达到2.20亿千瓦，平均功率约为46.53千瓦；私人充电设施（枪）1537.5万个，同比增长56.2%，私人 充电设施报装用电容量达到1.34亿千伏安。 资料来源：中国电动汽车充电基础设施促进联盟 近年来，换电这一补能方式开始受到人们的青睐，而且换电速度也远超充电，高速公路服务区也建成了大量换电站。 截至2025年12月30日，宁德时代"巧克力换电"已建成1020座换电站，也启动高速公路换电网络建设，并开放加盟模式加速扩张。 截至2025年7月9日，蔚来已建成1000座高速公路换电站，连通全 ...

Core Insights - The year 2025 marks the beginning of large-scale development in the electric vehicle battery swapping industry, although challenges such as non-standard battery specifications and model compatibility hinder growth [1][6] - CATL's "Chocolate" battery swapping business aims to establish 1,020 swapping stations within a year, setting a record for infrastructure development speed in the industry [1][3] Group 1: Industry Development - By December 30, 2025, a total of 1,020 battery swapping stations will be built across key economic regions in China, including Beijing-Tianjin-Hebei, Yangtze River Delta, Sichuan-Chongqing, and the Guangdong-Hong Kong-Macao Greater Bay Area [3] - CATL plans to expand its network to 3,000 stations by 2026, covering over 140 cities and initiating the construction of highway swapping stations to address long-distance travel energy needs [3][9] Group 2: Standardization and Technology - Standardization is identified as the cornerstone for the large-scale development of battery swapping models, with CATL promoting standardized battery blocks that enable a 99-second battery swap compatible with multiple brands and models [1][6] - In 2026, CATL plans to introduce sodium-ion batteries, which can operate effectively in extreme temperatures, further enhancing the battery swapping technology [7] Group 3: Business Model and Ecosystem - The "separation of vehicle and battery" business model is being promoted to lower the initial purchase cost for consumers, allowing for a more extensive adoption of battery swapping [8] - CATL is collaborating with various stakeholders, including automakers and e-commerce platforms, to implement this model in private and commercial vehicle markets [8][9]