移動式充電ロボットの中国市場（2024年）

1. 2023年～2024年にかけて、中国で移動式充電ロボット企業が急増します。

移動式充電ロボットは移動式充電に用いるインテリジェント装置です。電気自動車が駐車スペースに駐車された後、アプリやその他のシステムを通じて、充電機能を備えたロボットが自動的に車両に移動して充電します。移動式充電ロボットは、一時的かつ迅速に車両に充電する方法として、今後、既存の固定式充電、バッテリー交換、ワイヤレスの充電方式を補完し、電気自動車のエネルギー補給エコシステムを向上させます。

開発史から見ると、移動式充電ロボットは2015年ごろに始まり、TeslaとVolkswagenが最初に提案しました。中国企業が参入し始めたのは2020年です。2024年までに、中国企業は20社以上になり、製品も多様化し、機能もアップグレードされます。

2. 移動式充電ロボットの企業の多くは、OEM、エネルギー企業、ロボット企業、技術企業からなります。

移動式充電ロボットは、自動運転、エネルギーからロボティクスまで、複数の分野にまたがっています。現在の企業は主にOEM、エネルギー企業、ロボット企業、技術企業です。

1. VolkswagenやFAW HongqiのようなOEMは、自動車の充電ニーズを中心に製品を開発しています。

Volkswagenは、移動式充電ロボットや移動式充電ステーションなど、複数の移動式充電ソリューションを模索してきました。同社の移動式充電ロボットは、充電パックを引きずって移動します。この全自動ロボットには、カメラ、LiDAR、超音波センサーが搭載されています。メカニカルアームと25kWhのバッテリーパックを使い、駐車中の車を自分で充電することができます。しかし、このソリューションはまだ試作段階です。量産に至っていない理由の1つは、コストが高いことです。このソリューションは、2台のロボット（うち1台は巨大なバッテリー）を使用することに等しく、その製造コストは電気自動車並みに高くなる可能性があります。

FAW Hongqiは2022年、インテリジェント移動式充電ロボットのプロトタイプを試作しました。メカニカルアーム、自動化技術、ビジョンシステムを統合し、あらゆるシナリオの複雑な環境に対応します。ロボット制御技術と組み合わせることで、ガンを電気自動車に接続し、自分で充電することができ、車の所有者に、よりインテリジェントで自動的な充電体験を提供します。

2. Gotion High-TechやEnvision Groupのようなエネルギー企業は、リソースの優位性により、多様なエネルギー拡張サービスを提供しています。

Gotion EPLUSインテリジェント移動エネルギー貯蔵充電杭は、貯蔵と充電を統合した全く新しい製品であり、それ自体が自由に駆動し、機敏に移動し、いつでもどこでも新エネルギー車に急速充電サービスを提供します。Gotion High-Techの子会社であるAnhui Yijianeng Digital Technology Co., Ltd.が生産しています。2024年4月現在、上海、深圳、杭州、合肥などの中国30都市で最大1,000台のEPLUSパイルが稼働しており、米国、日本、ドイツ、シンガポール、タイ、オランダ、インドネシアなどに輸出されています。

Envision Groupは2021年、LiDAR、超音波レーダーアレイ、高精度車輪速度計、慣性計測ユニットなど複数のセンサーを搭載した充電ロボット「Mochi」を発表しました。自動的に経路を見つけ、自走し、ユーザーが呼び出した駐車スペースに正確にたどり着くことができます。障害物に遭遇した場合は、全速力から0.1秒で完全停止し、自動的に障害物を回避して安全に到着することができます。Envision AESCの自動車グレードの安全なバッテリーを使用することで、Mochiは航続距離約600kmの新エネルギー車を2時間以内にフル充電することができます。市場に出回っている主流の電気自動車のほとんどすべてに適応可能です。

当レポートでは、中国の移動式充電ロボット市場について調査分析し、市場の特徴、産業チェーン、国内外のサプライヤー、開発動向などの情報を提供しています。

目次

第1章 移動式充電ロボットの概要

• 定義と構造
• 開発史
• 分類
• システム構造
• 産業標準
• 技術要件
• 自動充電システムの技術アーキテクチャ
• 移動式充電ロボットの主要技術

第2章 移動式充電ロボット市場の特徴

• 政策環境
• 運用シナリオ
• 移動式充電ロボットと新エネルギー車のエネルギー補給市場のシナジー
• 充電ロボット企業の分布
• 移動式充電ロボットの主要企業
• 移動式充電ロボットの競争力の比較

第3章 移動式充電ロボットの産業チェーン

• 移動式充電ロボット産業マップ
• エネルギー貯蔵モジュール
• 自動運転モジュール
• メカニカルアームモジュール
• 運用プラットフォーム

第4章 移動式充電ロボットサプライヤー

• 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
• 国外の移動式充電ロボット企業

第5章 サマリーと動向

• 移動式充電ロボットの市場規模
• 移動式充電ロボット市場の見通し
• 移動式充電ロボットの開発の分析
• 移動式充電ロボットの開発のメリット
• 移動式充電ロボットの促進要因
• 移動式充電ロボットの課題
• 移動式充電ロボット企業が国外に進出
• 移動式充電ロボットの開発動向

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