干货！2021年中国电动汽车换电行业龙头企业对比：奥动新能源VS蔚来谁是换电站运营商龙头企业？_老虎社区_美港股上老虎

干货！2021年中国电动汽车换电行业龙头企业对比：奥动新能源VS蔚来谁是换电站运营商龙头企业？

前瞻产业研究院2021-09-18

电动汽车换电行业主要上市公司：北汽蓝谷(600733)，力帆科技(601777)，蔚来(NIO)等本文核心数据：换电站数量1、奥动新能源VS蔚来：换电业务布局历程随着政策环境利好，越来越多的市场参与者开始布局和进入“换电”领域，“换电”模式逐渐发力。目前，中国换电站运行的龙头企业分别是奥动新能源、蔚来汽车，两家企业在换电业务上的布局历程如下：2、换电业务布局及运营现状分析——换电业务模式对比：奥动...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

萝卜_3400
·2021-09-20
这两家本身就是一起跑的，蔚来投资了前者另外蔚来马上500了，太快了，牛
回复
1
举报
九里堤第一巴图鲁
·2021-09-19
蔚来的换电站马上要500座了好么…… 奥动也是有蔚来投资的这俩有啥好比？一起开拓换电江山还差不多！
回复
3
举报
蔚看多
·2021-09-18
看看目前的换电站数量，奥动铺站速度与蔚来一样快吗？
回复
3
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2168146572?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","is_english":false,"pubTime":"2021-09-18 09:40","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2168146572","market":"us","top_or_hot":-1,"title":"干货！2021年中国电动汽车换电行业龙头企业对比：奥动新能源VS蔚来 谁是换电站运营商龙头企业？","media":"前瞻产业研究院","content":"<div>\n<p>电动汽车换电行业主要上市公司：北汽蓝谷(600733)，力帆科技(601777)，蔚来(NIO)等本文核心数据：换电站数量1、奥动新能源VS蔚来：换电业务布局历程随着政策环境利好，越来越多的市场参与者开始布局和进入“换电”领域，“换电”模式逐渐发力。目前，中国换电站运行的龙头企业分别是奥动新能源、蔚来汽车，两家企业在换电业务上的布局历程如下：2、换电业务布局及运营现状分析——换电业务模式对比：奥动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181102147c3e187a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>干货！2021年中国电动汽车换电行业龙头企业对比：奥动新能源VS蔚来 谁是换电站运营商龙头企业？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n干货！2021年中国电动汽车换电行业龙头企业对比：奥动新能源VS蔚来 谁是换电站运营商龙头企业？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 09:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181102147c3e187a&s=b><strong>前瞻产业研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动汽车换电行业主要上市公司：北汽蓝谷(600733)，力帆科技(601777)，蔚来(NIO)等本文核心数据：换电站数量1、奥动新能源VS蔚来：换电业务布局历程随着政策环境利好，越来越多的市场参与者开始布局和进入“换电”领域，“换电”模式逐渐发力。目前，中国换电站运行的龙头企业分别是奥动新能源、蔚来汽车，两家企业在换电业务上的布局历程如下：2、换电业务布局及运营现状分析——换电业务模式对比：奥动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181102147c3e187a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181102147c3e187a&s=b","article_id":"2168146572","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181102147c3e187a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2168146572","pubTimestamp":1631929200,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"——换电站布局数量：奥动新能源领先从换电站数量来看，截至2021年7月，奥动新能源的换电站数量领先于蔚来汽车，达344座，占全国换电站市场份额的45%。基于前文分析结果，前瞻认为，奥动新能源因在换电站布局数量、换电业务业绩方面占有优势，目前是我国换电站运行企业中的“龙头”。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","NIO":"蔚来","000941.SH":"新能源"},"translate_title":"Dry goods! Comparison of leading enterprises in Chinese electric vehicle power exchange industry in 2021: Aodong New Energy VS NIO Inc., who is the leading enterprise of power exchange operator?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"000941.SH":1,"NIO":1},"content_text":"电动汽车换电行业主要上市公司：北汽蓝谷(600733)，力帆科技(601777)，蔚来(NIO)等本文核心数据：换电站数量1、奥动新能源VS蔚来：换电业务布局历程随着政策环境利好，越来越多的市场参与者开始布局和进入“换电”领域，“换电”模式逐渐发力。目前，中国换电站运行的龙头企业分别是奥动新能源、蔚来汽车，两家企业在换电业务上的布局历程如下：2、换电业务布局及运营现状分析——换电业务模式对比：奥动新能源运营模式多样化首先，在换电业务的运营模式上，蔚来汽车是自行研发换电车型、运营换电站，而奥动新能源通常与知名汽车生产商、电池生产商等开展第三方换电合作，能够满足多种品牌及多种车型的换电需求;在换电站的应用领域来看，蔚来换电站主要针对该品牌私家车，而奥动新能源能满足运营车和私家车的换电需求。因此，奥动新能源的运营模式更多样化。——换电站布局数量：奥动新能源领先从换电站数量来看，截至2021年7月，奥动新能源的换电站数量领先于蔚来汽车，达344座，占全国换电站市场份额的45%。——蔚来汽车专利市场价值更高从换电专利价值来看，蔚来汽车电动汽车换电专利总价值高于奥动新能源，蔚来汽车电动汽车换电专利总价值为36.24亿美元，奥动新能源为27.11亿美元。在专利价值分布方面，两者大多数电动汽车换电专利价值主要集中在1万-3万美元。3、换电业务经营业绩对比：奥动新能源略领先从两家公司的换电站经营情况来看，目前，奥动新能源完成的换电服务量远超蔚来汽车，截至2021年3月末达928万次，这主要与其换电站运营模式(与第三方展开换电合作)以及换电应用范围(运营车+私家车)有关;而在服务车辆方面，奥动新能源的服务车辆累计超5万辆(截至2021年3月)，而蔚来累计超6万辆。4、前瞻观点：奥动新能源占行业龙头地位在电动汽车换电行业中，换电站数量是公司换电业务布局规模的重要体现，而换电业务业绩能反应公司的经营概况。基于前文分析结果，前瞻认为，奥动新能源因在换电站布局数量、换电业务业绩方面占有优势，目前是我国换电站运行企业中的“龙头”。","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},"commentList":[{"id":860119767,"gmtCreate":1632145300259,"gmtModify":1632145300259,"author":{"id":"3525561305180943","authorId":"3525561305180943","name":"萝卜_3400","avatar":"https://static.tigerbbs.com/4056455b2f1577eb604612d0bf3f5843","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3525561305180943","authorIdStr":"3525561305180943"},"htmlText":"这两家本身就是一起跑的，蔚来投资了前者另外蔚来马上500了，太快了，牛","listText":"这两家本身就是一起跑的，蔚来投资了前者另外蔚来马上500了，太快了，牛","text":"这两家本身就是一起跑的，蔚来投资了前者另外蔚来马上500了，太快了，牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860119767","repostId":2168146572,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":887108744,"gmtCreate":1632000702788,"gmtModify":1632000702788,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"htmlText":"蔚来的换电站马上要500座了好么…… 奥动也是有蔚来投资的 这俩有啥好比？一起开拓换电江山还差不多！","listText":"蔚来的换电站马上要500座了好么…… 奥动也是有蔚来投资的 这俩有啥好比？一起开拓换电江山还差不多！","text":"蔚来的换电站马上要500座了好么…… 奥动也是有蔚来投资的 这俩有啥好比？一起开拓换电江山还差不多！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887108744","repostId":2168146572,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":887368633,"gmtCreate":1631978135622,"gmtModify":1631978135622,"author":{"id":"3546392765026712","authorId":"3546392765026712","name":"蔚看多","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3546392765026712","authorIdStr":"3546392765026712"},"htmlText":"看看目前的换电站数量，奥动铺站速度与蔚来一样快吗？","listText":"看看目前的换电站数量，奥动铺站速度与蔚来一样快吗？","text":"看看目前的换电站数量，奥动铺站速度与蔚来一样快吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887368633","repostId":2168146572,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}