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市場調查報告書
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1482385

中國移動充電機器人市場(2024年)

Mobile Charging Robot Research Report, 2024

出版日期: | 出版商: ResearchInChina | 英文 150 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

1. 2023-2024年,中國行動充電機器人企業數量將快速成長。

行動充電機器人是用於行動充電的智慧型裝置。當電動車停在停車位後,具有充電功能的機器人會自動移動到車輛旁,並透過應用程式或其他系統為其充電。移動充電機器人將補充現有的固定充電、電池交換和無線充電方法,作為車輛暫時快速充電的方式,改善電動車加油生態系統。

從發展歷史來看,行動充電機器人始於2015年左右,特斯拉和大眾首先提出。中國企業於2020年開始進入該市場。到2024年,中國企業將達到20家以上,產品多元化、功能升級。

2. 行動充電機器人公司主要是整車廠、能源公司、機器人公司和科技公司。

行動充電機器人跨越多個領域,從自動駕駛、能源到機器人技術。目前企業主要是主機工廠、能源公司、機器人公司、科技公司。

1.福斯、一汽紅旗等整車廠正在圍繞車輛充電需求開發產品。

大眾汽車探索了多種行動充電解決方案,包括行動充電機器人和行動充電站。該公司的行動充電機器人拖著充電包四處走動。這款全自動機器人配備了攝影機、光達和超音波感測器。使用機械手臂和25kWh的電池組,您可以自己為停放的汽車充電。然而,該解決方案仍處於原型階段。其尚未達到量產的原因之一是成本過高。這種解決方案相當於使用兩個機器人(其中一個帶有巨大電池),其生產成本可能與電動車一樣高。

一汽紅旗於2022年試製出智慧移動充電機器人。它整合了機械手臂、自動化技術和視覺系統,可以應對任何場景下的複雜環境。結合機器人控制技術,該槍可與電動車連接並自行充電,為車主提供更智慧、自動的充電體驗。

2、國軒高科、遠景集團等能源企業憑藉資源優勢,提供多種能源拓展服務。

國軒EPLUS智慧移動儲能充電樁是一款集儲能、充電於一體的全新產品,本身行駛自如,移動敏捷,隨時隨地為新能源汽車提供快速充電服務。由國軒高科旗下安徽一佳能數位科技有限公司出品。截至2024年4月,多達1000個EPLUS樁在上海、深圳、杭州、合肥等中國30個城市投入運營,並出口美國、日本、德國、新加坡、泰國、荷蘭、印尼等.

2021年,遠景集團發表了Mochi充電機器人,配備光達、超音波雷達陣列、高精度輪速計、慣性測量單元等多種感測器。它可以自動尋路、自行駕駛,並準確地到達您召喚的停車位。如果遇到障礙物,它可以在0.1秒內從全速完全停止,並自動避開障礙物安全到達。使用遠景AESC的安全汽車級電池,Mochi可以在不到兩小時的時間內為新能源車充滿電,續航里程約600公里。適配市面上幾乎所有主流電動車。

本報告針對中國移動充電機器人市場進行研究分析,提供市場特徵、產業鏈、國內外供應商、發展趨勢等資訊。

目錄

第一章移動充電機器人概述

  • 定義和結構
  • 發展歷程
  • 分類
  • 系統結構
  • 工業標準
  • 技術要求
  • 自動收費系統技術架構
  • 移動充電機器人主要技術

第二章移動充電機器人市場特色

  • 政策環境
  • 操作場景
  • 行動充電機器人與新能源汽車補能市場協同
  • 充電機器人企業分佈
  • 行動充電機器人主要企業
  • 移動充電機器人競爭力比較

第三章行動充電機器人產業鏈

  • 行動充電機器人產業版圖
  • 儲能模組
  • 自動駕駛模組
  • 機械手臂模組
  • 營運平台

第四章移動充電機器人供應商

  • Fulongma
  • FAW Hongqi
  • Hyundai
  • Volkswagen
  • Tesla
  • Gotion High-tech
  • Envision Group
  • Newlink NaaS
  • DHForce
  • Intepo
  • Huidian Energy Technology
  • SOJO Electric
  • State Grid Jinhua Power Supply Company
  • State Grid Tianjin Binhai Power Supply Branch
  • Xiangyi Automation Technology
  • Cantron Robotics
  • Yijiahe Technology
  • Ocean&Macro Intelligent Technology
  • Gztoking Intelligent Technology
  • SATOR Tech
  • Zhaozhuang Technology
  • Zhichang Mobile Charging
  • GoFurther.AI
  • Chander Electronics
  • 海外行動充電機器人企業

第五章總結與趨勢

  • 行動充電機器人市場規模
  • 行動充電機器人市場前景
  • 移動充電機器人發展分析
  • 開發行動充電機器人的優勢
  • 移動充電機器人的促進因素
  • 行動充電機器人面臨的課題
  • 行動充電機器人公司向海外擴張
  • 行動充電機器人的發展趨勢
簡介目錄
Product Code: YSJ123

Research on mobile charging robot: more than 20 companies have come in and have implemented in three major scenarios.

Mobile Charging Robot Research Report, 2024 released by ResearchInChina highlights the following:

Overview of mobile charging robot (development history, product classification, system structure, key technologies, etc.);

Characteristics of mobile charging robot market (policy environment, operation scenarios, marketization process, commercial value, main players, competitive edges of players, etc.);

Mobile charging robot industry chain (market characteristics, technical requirements, main suppliers, etc. of key modules such as energy storage, autonomous driving, mechanical arm and operation platform);

Mobile charging robot suppliers (product features, application scenarios, commercialization, etc. of over 20 Chinese and foreign mobile charging robot companies);

Development trends of mobile charging robot (market trends, technology trends, advantages and disadvantages for industry development, etc.).

1. From 2023 to 2024, mobile charging robot companies mushroom in China.

Mobile charging robot is intelligent equipment for mobile charging. After an electric vehicle is parked in the parking space, via APP or other systems, the robot with charging function will automatically move to the vehicle to charge it. As a temporary and fast way to replenish vehicles, mobile charging robots will complement existing fixed charging, battery swap and wireless charging modes in the future to build an improved energy replenishment ecosystem for electric vehicles.

From the perspective of development history, mobile charging robot started around 2015 and was first proposed by Tesla and Volkswagen. Chinese companies began to enter in 2020. By 2024, there will be more than 20 Chinese players, and their products will also become diversified and have function upgrades.

2. Most mobile charging robot players come from OEMs, energy companies, robotics companies, and technology companies.

Mobile charging robots span multiple fields from autonomous driving and energy to robotics. Current players mainly come from OEMs, energy companies, robotics companies, and technology companies.

1. OEMs like Volkswagen and FAW Hongqi develop products around vehicle charging needs.

Volkswagen has explored multiple mobile charging solutions, including mobile charging robot and mobile charging station. Its mobile charging robot works by dragging a charging pack. The fully automated robot is fitted with cameras, LiDAR and ultrasonic sensors. It can charge parked cars on its own using a mechanical arm and a 25kWh battery pack. However this solution is still in the prototype phase. One of the reasons why it has yet to be mass-produced is the high cost. This solution is equivalent to using two robots (one of which is a huge battery), and its manufacturing cost may be as high as an electric vehicle.

FAW Hongqi trial-produced an intelligent mobile charging robot prototype in 2022. It integrates a mechanical arm, automation technology and a vision system for complex environments in all scenarios. Combined with robot control technology, it can plug in the gun to an electric vehicle and charge by itself, providing car owners with a more intelligent and more automatic charging experience.

2. Energy companies like Gotion High-Tech and Envision Group provide diverse energy extension services by virtue of their resource advantages.

Gotion EPLUS intelligent mobile energy storage charging pile is a brand-new product that integrates storage and charging, drives itself freely and moves agilely, providing fast charging services for new energy vehicles anytime and anywhere. It is produced by Anhui Yijianeng Digital Technology Co., Ltd., a subsidiary of Gotion High-Tech. As of April 2024, up to 1,000 EPLUS piles have been put into operation in 30 cities of China including Shanghai, Shenzhen, Hangzhou and Hefei, and it has been exported to the US, Japan, Germany, Singapore, Thailand, the Netherlands, Indonesia and other places.

Envision Group unveiled Mochi in 2021, a charging robot equipped with multiple sensors such as LiDAR, ultrasonic radar array, high-precision wheel speedometer, and inertial measurement unit. It can automatically find the path, drive itself, and accurately get to the parking space where the user summons it. When encountering an obstacle, it can come to a full stop from full speed only in 0.1 seconds, and automatically avoid the obstacle and arrive safely. Using Envision AESC's automotive-grade safe batteries, Mochi can quickly charge a new energy vehicle with a range of about 600km to the full within 2 hours. It is adaptable to almost all mainstream electric models on the market.

3. Robotics companies enable use of their products in the charging automation market segment relying on their technical strengths such as mechanical arm and control system. Typical companies include Xiangyi Automation Technology and Ocean&Macro Intelligent Technology.

The mobile charging robot jointly developed by Xiangyi Automation Technology and AUBO can charge electric vehicles at any time. This product features a working radius of 1350mm, a repeated positioning accuracy of +-0.03mm, and +-360° rotation of each joint. It can accurately recognize the charging interface and automatically plug in and pull out the charging gun.

Following the innovation sharing idea of mobile phone power banks, the parking lot mobile power bank solution developed by Ocean&Macro Intelligent Technology combines with the autonomous mobile robot (AMR) to flexibly transport rechargeable batteries. It is the product of the integration of charging piles and mobile robots. In 2023, Ocean&Macro Intelligent Technology's first new energy mobile charging robots came into use, providing a 206kWh battery that can charge 4-6 vehicles. With the maximum charging power up to 80KW, they enable a range of 200km for vehicles with a 20-minute charge.

4. Other technology companies integrate technologies and resources around charging scenarios and deploy products in the mobile charging segment. Typical companies include SATOR Tech and Zhaozhuang Technology.

SATOR mobile charging robot with 60kW charging power and a 70kWh CATL battery can achieve 10,000 cycles. In addition, it packs an automotive-grade battery with DC fast charging, allowing for a charge to 80% in half an hour. The power module output voltage range is wide, covering vehicles with 800V systems.

3. Mobile charging robots have been implemented in three major scenarios: emergency energy replenishment, regular energy replenishment, and accompanying energy replenishment.

Mobile charging robots are primarily used in energy replenishment scenarios, including emergency energy replenishment, regular energy replenishment, and accompanying energy replenishment.

1. Emergency energy replenishment often come into use in scenarios where a vehicle accidentally loses power while travelling.

Application case: The mobile charging robot of State Grid Wuhan Power Supply Company can be deployed according to the load of surrounding charging stations, and can also provide emergency rescue for on-road vehicles that need to be charged for the moment: within 2 kilometers, the robot can directly drive itself there; as for temporary support beyond 2 kilometers, it is transported to the scene by a vehicle.

2. Regular energy replenishment is applied in the most scenarios including highway service zones, community parking lots, shopping mall underground garages, scenic spot parking lots and industrial campuses, of which it is the most common in highway service zones.

Application case: During the National Day holiday in 2023, Zhejiang, as the venue for the 19th Asian Games, actively proposed and implemented innovative energy replenishment solutions and put into use mobile charging robots in highway service zones. In some service zones such as Jiaxing, Dongyang, Yuyao, Xiaoshan and Changan, SATOR mobile charging robots were deployed. After parking, car owners can summon the mobile charging robot via their mobile phone to charge their car, avoiding many problems caused by waiting in line for charging.

3. Accompanying energy replenishment often acts as an ancillary charging facility for autonomous vehicles or new energy vehicles.

Application case: Fulongma's mobile charging vehicle provides road rescue services along with large charging vehicles.

4. Mobile charging robot + AVP/ultra-fast charging/commercial vehicle is expected to become the next application trend.

As autonomous driving and ultra-fast charging technologies come into service, mobile charging robots are expected to be applied in new scenarios.

1. Mobile charging robot + AVP

After AVP is combined with the charging function, the system will automatically allocate the parking space and charging space according to state of charge. For example, when a vehicle needing a charge enters the site and the system determines that it needs to be charged, the system will automatically guide the vehicle to the charging location. Then the charging device will automatically communicate with the vehicle's charging mechanism and start charging. After charging the vehicle to the set upper limit, the system will move it to a general parking space and then charge the next electric vehicle.

At CES 2024 in January 2024, Bosch and Volkswagen subsidiary Cariad demonstrated how to achieve fully automated charging of electric vehicles in parking lots in the future. This concept is similar to the Automated Valet Parking previously cooperated with Mercedes-Benz. As long as the driver drives a car that supports this function and gets off the car at the drop-off area of the designated parking lot, he/she can activate the automated parking function via the App, and the system will take over all the follow-up steps until the user picks up the car and leave. The user can summon the car to the pick-up area via App.

2. Mobile charging robot + ultra-fast charging

Since 800V new energy vehicles were unveiled in 2023, multiple brands like BYD, Avatr, Xpeng and Denza have achieve mass production, which then pushes up the demand for ultra-fast charging technology.

In the field of mobile charging, Lotus was the first to apply ultra-fast charging. In August 2023, Lotus Automatic Charging Robot and Solar Storage Supercharging Station settled in Fuyang District, Zhejiang. The supercharging station is equipped with a liquid-cooled supercharging system which supports fully liquid-cooled high-power charging architecture. With the maximum power output of 650kW, it only takes 20 minutes to charge Eletre from 10% to 80%. Differing from conventional mobile charging robots, it cannot move and allow "the pile to find people", in spite of adopting automation technology.

SATOR Tech and DHForce have rolled out mobile charging robots that support high-voltage fast charging. SATOR mobile charging station can cover 800V system vehicles, and is equipped with both liquid cooling and low-temperature heating systems, and automotive-grade batteries that enable a charge to 80% with DC fast charging in half an hour. DHForce's integrated mobile supercharging robot is compatible with 800V platforms and provides 70kWh/80kWh stable and fast charging. The launch of above solutions makes it possible to apply ultra-fast charging in mobile charging robots.

3. Commercial vehicle + application in closed scenarios

Due to large size and inconvenient scheduling, commercial vehicles need mobile charging. In closed scenarios such as campuses, factories and airports, the requirements for the autonomous driving capabilities of charging vehicles are not high, so the demand for mobile energy replenishment in commercial vehicle + closed scenarios is expected to expand.

At this stage, in closed campuses automatic charging services are generally provided in the form of fixed charging station + automatic mechanical arm.

Xiangyi Automation Technology's automatic charging robot with Xiaoyu 2.0, Yutong's new-generation robot bus, entered the Changsha Airport apron for testing. According to the set threshold, when the battery level is lower than a certain SOC value, the vehicle can drive itself to the automatic charging spot. After the autonomous driving system determines that the vehicle is ready for charging, it sends a charging instruction to the automatic charging robot, and the automatic charging robot accurately locates the vehicle charging socket through vision localization and then precisely inserts the charging gun into the vehicle charging socket, without needing to change the charging socket and with strong adaptability.

TELD intelligent flexible charging robot consists of two parts: an intelligent flexible charging robot and an on-board electric base. Based on TELD's two-layer protection and flexible charging, it is a solution that integrates multi-axis movement and accurate recognition to automatically charge electric vehicles. The system has a service life of up to 150,000 times, 15 times that of conventional charging terminals. With smart chip + laser detection, it accurately locates the charging interface, effectively improving autonomous operation in campus scenarios. It is suitable for commercial vehicles, engineering vehicles and special vehicles.

In the future, as battery energy storage efficiency improves, mobile charging robots are expected to be applied in commercial vehicle + closed campus scenarios.

Table of Contents

Chapter 1 Overview of Mobile Charging Robot

  • 1.1 Definition and Structure
  • 1.2 Development History
  • 1.3 Classification
  • 1.4 System Structure
  • 1.5 Industry Standards
  • 1.6 Technical Requirements
  • 1.7 Technology Architecture of Automatic Charging System
  • 1.8 Key Technologies of Mobile Charging Robot
    • 1.8.1 Key Technology 1
    • 1.8.2 Key Technology 2
    • 1.8.3 Key Technology 3
    • 1.8.4 Key Technology 4
    • 1.8.5 Key Technology 5
    • 1.8.6 Mobile Charging Robot Technology Trends

Chapter 2 Mobile Charging Robot Market Characteristics

  • 2.1 Policy Environment
  • 2.2 Operation Scenarios
    • 2.2.1 Operation Scenario 1
    • 2.2.2 Operation Scenario 2
    • 2.2.3 Operation Scenario 3
  • 2.3 Synergy between Mobile Charging Robot and New Energy Vehicle Energy Replenishment Markets
    • 2.3.1 Status Quo of New Energy Vehicle Energy Replenishment Market
    • 2.3.2 Development History of New Energy Vehicle Energy Replenishment Market
    • 2.3.3 New Energy Vehicle Energy Replenishment Market - Charging Pile Model
    • 2.3.4 New Energy Vehicle Energy Replenishment Market - Battery Swap Station Model
    • 2.3.5 New Energy Vehicle Energy Replenishment Market - Mobile Charging Model
    • 2.3.6 New Energy Vehicle Energy Replenishment Market Forecast
  • 2.4 Distribution of Charging Robot Companies
  • 2.5 Main Mobile Charging Robot Players
    • 2.5.1 Mobile Charging Robot Projects in Which OEMs Participate (1)
    • 2.5.2 Mobile Charging Robot Projects in Which OEMs Participate (2)
    • 2.5.3 Mobile Charging Robot Projects of Energy Companies (1)
    • 2.5.4 Mobile Charging Robot Projects of Energy Companies (2)
    • 2.5.5 Mobile Charging Robot Projects of Energy Companies (3)
    • 2.5.6 Mobile Charging Robot Projects of Robotics Companies (1)
    • 2.5.7 Mobile Charging Robot Projects of Robotics Companies (2)
    • 2.5.8 Mobile Charging Robot Projects of Robotics Companies (3)
    • 2.5.9 Mobile Charging Robot Projects of Other Technology Companies (1)
    • 2.5.10 Mobile Charging Robot Projects of Other Technology Companies (2)
    • 2.5.11 Mobile Charging Robot Projects of Other Technology Companies (3)
    • 2.5.12 Mobile Charging Robot Projects of Other Technology Companies (4)
  • 2.6 Comparison of Competitive Edges between Mobile Charging Robots
    • 2.6.1 Comparison of Competitive Edges between Mobile Charging Robots (1)
    • 2.6.2 Comparison of Competitive Edges between Mobile Charging Robots (2)
    • 2.6.3 Comparison of Competitive Edges between Mobile Charging Robots (3)
    • 2.6.4 Comparison of Competitive Edges between Mobile Charging Robots (4)

Chapter 3 Mobile Charging Robot Industry Chain

  • 3.1 Mobile Charging Robot Industry Map
  • 3.2 Energy Storage Module
  • 3.3 Autonomous Driving Module
  • 3.4 Mechanical Arm Module
    • 3.4.1 Articulated Robot
    • 3.4.2 Hardware Structure of Articulated Robot
    • 3.4.3 Hardware Design Trends of Articulated Robot
    • 3.4.4 Application Scenarios of Articulated Robot
    • 3.4.5 Main Suppliers of Articulated Robot
    • 3.4.6 Price Trend of Articulated Robot
    • 3.4.7 Features of Snake-arm Robot
    • 3.4.8 Main Applications of Snake-arm Robot
    • 3.4.9 Snake-arm Robot Patents
  • 3.5 Operation Platform

Chapter 4 Mobile Charging Robot Suppliers

  • 4.1 Fulongma
    • 4.1.1 Application Scenarios of Mobile Charging Robots
    • 4.1.2 Business Planning
  • 4.2 FAW Hongqi
  • 4.3 Hyundai
  • 4.4 Volkswagen
    • 4.4.1 Mobile Charging Solutions (1)
    • 4.4.2 Mobile Charging Solutions (2)
    • 4.4.3 Mobile Charging Solutions (3)
  • 4.5 Tesla
  • 4.6 Gotion High-tech
  • 4.7 Envision Group
  • 4.8 Newlink NaaS
    • 4.8.1 Features of Mobile Charging Robot Products
    • 4.8.2 Cooperation and Implementation of Mobile Charging Robots
  • 4.9 DHForce
    • 4.9.1 Features of Mobile Charging Robot Products
    • 4.9.2 Application of Mobile Charging Robot Products
  • 4.10 Intepo
    • 4.10.1 Features of Mobile Charging Robot Products (1)
    • 4.10.2 Features of Mobile Charging Robot Products (2)
  • 4.11 Huidian Energy Technology
  • 4.12 SOJO Electric
  • 4.13 State Grid Jinhua Power Supply Company
  • 4.14 State Grid Tianjin Binhai Power Supply Branch
  • 4.15 Xiangyi Automation Technology
    • 4.15.1 Mobile Charging Robots (1)
    • 4.15.2 Mobile Charging Robots (2)
  • 4.16 Cantron Robotics

417 Yijiahe Technology

  • 4.18 Ocean&Macro Intelligent Technology
  • 4.19 Gztoking Intelligent Technology
  • 4.20 SATOR Tech
  • 4.21 Zhaozhuang Technology
  • 4.22 Zhichang Mobile Charging
  • 4.23 GoFurther.AI
  • 4.24 Chander Electronics
  • 4.25 Foreign Mobile Charging Robot Companies
    • 4.25.1 British Fast Charging Expert Nyobolt
    • 4.25.2 Netherlands-based ROCSYS
    • 4.25.3 US Charging Technology Company EV Safe Charge
    • 4.25.4 France-based MOB-ENERGY
    • 4.25.5 Israel-based THOMAS

Chapter 5 Summary and Trends

  • 5.1 Mobile Charging Robot Market Size
  • 5.2 Mobile Charging Robot Market Outlook
  • 5.3 Analysis of Development of Mobile Charging Robots
  • 5.4 Advantages for Development of Mobile Charging Robots
  • 5.5 Drivers for Mobile Charging Robots
  • 5.6 Challenges in Mobile Charging Robots
  • 5.7 Mobile Charging Robot Companies Go Overseas
  • 5.8 Development Trends of Mobile Charging Robots