全球汽车市场的主导权，正在加速向中国倾斜。
The center of gravity in the global auto industry is rapidly shifting toward China.
预计2025年全球纯电动汽车市场同比增速为25%—35%，而中国市场将达到30%—40%，显著高于全球平均水平。
In 2025, global BEV sales are expected to grow by 25–35%, while China alone is forecast to expand by 30–40%, outperforming the global average.
增长的背后，是极具韧性的市场基础。
Behind this growth lies remarkable market resilience.
灼识咨询数据显示，中国纯电动车销量已从2020年的110万辆跃升至2024年的690万辆，复合年均增长率高达57%。
According to CIC data, China’s BEV sales surged from 1.1 million units in 2020 to 6.9 million in 2024, achieving a CAGR of 57%.
到2030年，中国纯电动车销量预计将达到1900万辆。
By 2030, China’s BEV sales are projected to reach 19 million units.
2024—2030年间，年均复合增速仍将保持在18.5%。
From 2024 to 2030, the CAGR is expected to remain at a solid 18.5%.
在电动化浪潮中，换电开始从“备选方案”走向“关键变量”。
Amid the electrification wave, battery swapping is evolving from an alternative into a strategic variable.
在政策支持、市场需求和技术进步的共同推动下，换电行业进入高速发展阶段。
Driven by policy support, market demand, and technological advances, battery swapping is entering a phase of rapid expansion.
2025年，换电行业迎来真正意义上的“落地之年”。
In 2025, battery swapping enters its first real year of large-scale deployment.
多方玩家加速入场，换电从概念验证走向规模复制。
Multiple players are accelerating investments, pushing battery swapping from pilot projects to scalable models.
宁德时代，是换电产业链中最关键的变量之一。
CATL has emerged as one of the most critical variables in the battery swapping ecosystem.
围绕“巧克力换电”和“奇迹换电”，宁德时代覆盖乘用车、轻型商用车及重卡三大核心场景。
Through its “Choco-Swap” and “Qiji Swap” solutions, CATL targets passenger vehicles, light commercial vehicles, and heavy-duty trucks.
宁德时代的打法，并不局限于技术。
CATL’s strategy extends far beyond technology alone.
通过技术创新、战略合作、网络建设和场景拓展四轮驱动，推动换电标准化与生态化。
It advances standardization and ecosystem building through innovation, partnerships, network rollout, and scenario expansion.
2025年3月，宁德时代与蔚来达成战略合作，共建全球最大换电网络。
In March 2025, CATL and NIO signed a strategic partnership to jointly build the world’s largest battery swapping network.
4月，又联合广汽、一汽、长安、北汽、奇瑞发布10款巧克力换电新车型。
In April, CATL partnered with major automakers to launch ten Choco-Swap compatible models.
换电的商业场景也在迅速外延。
Commercial applications of battery swapping are expanding rapidly.
8月，宁德时代携手神州租车、招银金租，计划部署超过10万辆换电车辆。
In August, CATL partnered with CAR Inc. and CMB Leasing to deploy over 100,000 swap-enabled vehicles.
价格突破，成为换电的关键催化剂。
Pricing breakthroughs became a critical catalyst.
11月，宁德时代联合京东与广汽推出4.99万元的换电车型，引爆市场关注。
In November, CATL launched a RMB 49,900 swap-enabled vehicle with JD and GAC, drawing massive attention.
按照规划，宁德时代计划2025年建成1000座巧克力换电站。
CATL plans to build 1,000 Choco-Swap stations by the end of 2025.
到2026年，全国换电站数量将突破2500座，覆盖120座城市。
By 2026, the network is expected to exceed 2,500 stations across 120 cities.
在换电领域，蔚来依然具备先发优势。
NIO continues to enjoy a first-mover advantage in battery swapping.
2025年，蔚来围绕县域覆盖、标准统一和跨品牌生态三大方向全面加速。
In 2025, NIO accelerated efforts around county-level coverage, standard unification, and cross-brand ecosystems.
截至2025年上半年，蔚来已打通1200多个县级行政区。
By mid-2025, NIO had connected over 1,200 county-level regions.
计划年内覆盖2300多个县域，解决“最后一公里”补能问题。
By year-end, coverage is expected to exceed 2,300 counties, solving last-mile energy replenishment.
与此同时，第三方换电运营商开始浮出水面。
Meanwhile, independent battery swapping operators are gaining visibility.
奥动新能源已连接521座换电站，注册电动车超13万辆。
Aulton New Energy operates 521 swap stations and serves over 130,000 registered EVs.
其已成为中国最大的第三方换电服务商。
It has become China’s largest independent battery swapping provider.
政策层面的支持，为换电按下加速键。
Policy support has pressed the accelerator for battery swapping.
国家明确将换电纳入充电设施能力提升重点，推动规模化应用。
Authorities have formally included battery swapping as a key pillar of charging infrastructure expansion.
但高速发展背后，痛点同样清晰。
Yet beneath the rapid growth lie persistent pain points.
标准割裂，导致不同品牌电池无法通用，推高建设和运营成本。
Fragmented standards prevent battery interoperability, driving up costs.
高投入、重资产，仍是换电绕不开的现实。
Heavy upfront investment remains unavoidable.
以奥动新能源为例，其2022—2025年持续亏损，资金压力明显。
Aulton, for example, recorded continuous losses from 2022 to 2025.
换电真正的突破口，正在商用车领域。
The real breakthrough for battery swapping lies in commercial vehicles.
重卡换电，正在成为降碳与效率的最优解。
Battery swapping for heavy-duty trucks is emerging as the most efficient decarbonization solution.
宁德时代已在重卡换电领域建立绝对领先优势。
CATL has established clear leadership in heavy-duty truck battery swapping.
通过山西、陕西等地布局，逐步形成干线换电网络。
Through deployments in Shanxi and Shaanxi, it is building corridor-based swap networks.
整体来看，换电行业正站在关键拐点。
Overall, battery swapping stands at a critical inflection point.
它既不是短期风口，也不是一蹴而就的革命。
It is neither a short-term hype nor an overnight revolution.
而是一场需要全产业链长期协同的耐力赛。
Instead, it is a marathon requiring long-term collaboration across the entire value chain.
谁能率先跑通规模、标准与商业闭环，谁就能定义下一个十年的补能方式。
Whoever cracks scale, standards, and business viability first will define the next decade of energy replenishment.
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