nowadays, from first-and second-tier cities to small counties and even towns, the take-away business is developing in full swing, and you can see the little take-away brother riding around on an electric car all over the street, but who would have thought that there is a 1 billion market hidden behind the most ordinary scene that is staged every day, and countless companies and enterprises, large and small, have begun to lay out in advance and all want to share a big cake.

In terms of policies, there are dividends brought by the "new national standard", hundreds of billions of market prospects, the simultaneous upgrading of instant delivery industry and the demand of C-end users. Players have been attracted to play, and the commercial movement to provide convenient power exchange services for two-wheeled electric vehicles has been rapidly launched in China: Ali, Tencent and Meituan have entered the market one after another, and traditional enterprises such as China Tower and Contemporary Amperex Technology Co., Limited have also begun to set foot in. Startups have sprung up one after another, capital injection can't stop, and Internet giants have been in China. The model of head company's annual revenue of over 1 million yuan and monthly or single city profit attracts capital and more new companies.

The head player enters the market with a lot of money. Who can have the last laugh in the market where the scale is king? New entrants start from the hinterland that the head players have no time to take care of. Can they finally get a piece of cake in a limited time window?

On June 26th, Meituan's self-operated instant delivery brand "Meituan Delivery" officially announced that it has reached a strategic cooperation with Tower Energy (a wholly-owned subsidiary of China Tower), which is responsible for providing power exchange services for the riders of Meituan Delivery. The Tower Energy Seeding said that it plans to build a low-speed car power exchange network in about 1 cities across the country before the end of this year.

Coincidentally, Hellobike and Ant Financial, a subsidiary of Ali Department, announced that they would set up a joint venture company with Contemporary Amperex Technology Co., Limited * * * for RMB 1 billion to launch the "Hello Power Exchange" service, aiming at laying a "two-wheeled basic energy network" and building a power exchange station for two-wheeled electric vehicles nationwide. It can be predicted that the instant delivery business of Ali system will benefit from this. Ah

But before many players entered the stadium, Tencent had already grabbed the track by investing. In March of this year, Tencent led the investment in a series B financing of several hundred million yuan from the two-wheel electric vehicle exchange service provider "Easy Ride Exchange". At that time, investors also included Weilai Capital and Caive Energy Fund.

Tencent is not the only one who is interested in this track. In the first half of this year, huge capital injections poured into this field. In April this year, "Zhang Fei Travel" announced that it had won the A2 round of investment, and the lead investor was Wei Technology, a domestic A-share listed company. In May, "E-for-Power" announced that it had won the B+ round of financing of 1 million US dollars. At the end of last year, the company just got the 3 million RMB B round of financing led by the China-US Green Fund.

in addition to these "old players" who were established in 214-216, there are also some "new players" in the industry who emerged only last year, and they are also favored by capital. In April this year, "Full Power Future" announced the acquisition of angel round financing of Zhonglu shares; In June, "Yongyou Zhixing" announced that it had received tens of millions of yuan of Series A financing, with a post-investment valuation of 5 million yuan.

for the future size of the electric vehicle industry's power exchange market, how big the market is depends on people's acceptance of the power exchange form. Lead-acid batteries are a market of about 1 billion yuan. If people accept the form of changing electricity more and think that the charging form is inefficient, troublesome and unsafe, these lead-acid batteries will be cut into new lithium batteries one after another, and the sales, service and after-sales will add up to a market of 1 billion yuan.

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