Against the backdrop of China's huge base of 350 million two-wheeled electric vehicles in ownership, the daily travel demand exceeding 700 million trips is spawning brand-new business opportunities. As energy supply stations for the "last mile" in cities, the battery swapping cabinet network has covered over 300 cities nationwide, with a total of more than 100,000 smart locations laid out, and the daily processing of battery swapping demand has exceeded 5 million times. This hundred-billion-yuan market is becoming a new blue ocean that entrepreneurs are competing to deploy in.
According to the latest data from the China Bicycle Association, food delivery and courier practitioners have an average daily battery swapping demand of 3.8 times, while community users have an average weekly battery swapping frequency of 2.3 times. In first-tier cities such as Beijing, Shanghai, Guangzhou, and Shenzhen, a single battery swapping cabinet can serve 120-150 times per day, with an equipment utilization rate as high as 83%. Currently, leading enterprises in the industry have achieved:
For entrepreneurs, the battery swapping cabinet project exhibits unique advantages: the daily revenue per cabinet can reach 180-240 yuan, and through the diversified profit model of "equipment + services + data", the investment payback period can be achieved within 12-18 months. An entrepreneur operating 35 units of equipment increased the revenue per cabinet by 40% within 6 months through a peak-shifting pricing strategy, verifying the value of refined operation.
Driven by the New National Standard policy, the penetration rate of lithium-ion batteries has exceeded 75%, and with the approaching of the 2025 carbon neutrality goal, the industry is ushering in a policy dividend period. It is estimated that by 2025, the market size of battery swapping services will exceed 80 billion yuan, with an equipment demand gap of 500,000 units. By cooperating with platforms equipped with Internet of Things (IoT) technology and supply chain integration capabilities, entrepreneurs can quickly enter this high-growth track and seize the first-mover advantage in the new energy revolution.
