讲座题目：Deployment and pricing strategies for different generations of battery swap stations
主 讲 人：支帮东 英国布里斯托大学 助理教授
讲座时间：2025年9月5日（周五）10：00
讲座地点：学院南路校区主教学楼 615 会议室
主 持 人：刘晓红 中央财经大学商学院 教授
主讲人介绍：
支帮东，博士毕业于布里斯托尔大学商学院，硕士毕业于中央财经大学商学院。现任英国布里斯托尔大学商学院的运营管理分析助理教授及博士生导师。他的研究领域专注于供应链金融、供应链风险管理、平台经济和电动车服务。在1ISE Transactions, European Journal of Operational Research, Decision Support Systems，Omega, International Journal of Production Economics，Computers and Operations Research等国际期刊发表论文十余篇，此外，支帮东博士也在上述期刊以及其他多个国际期刊担任审稿人。
摘要：
With an acceleration of electric vehicle uptake, battery swapping services, which offer quicker energy replenishment than plug-in charging services, are becoming increasingly vital. However, the mass adoption of battery swapping services relies heavily on the establishment of adequate energy replenishment infrastructure to address customer concerns regarding travel costs, service availability, and waiting time. In this study, we explore the optimal deployment strategy for different generations of battery swap stations, where the battery swapping service provider has two options: an incremental deployment strategy, which involves constructing more current-generation stations over next-generation ones to achieve early expansion, or a leapfrog deployment strategy, which prioritizes building more next-generation stations on top of current ones to facilitate late expansion. Our results illustrate a two-sided network effect, (i.e., service-to-user effect and user-to-service effect), where increasing the number of current-generation stations can incentivize the deployment of next-generation stations. This cycle is referred to as forward infrastructure momentum. We also demonstrate a backward infrastructure momentum, indicating that the deployment of next-generation stations can also create momentum for the early establishment of current-generation stations, but this occurs if and only if the service provider is more strategic. Our research provides valuable insights for managers on pricing and deployment of next-generation stations. For instance, technological improvements could decelerate the pace at which service providers deploy next-generation battery swap stations. Continuous improvements in service speed offered by next-generation stations might motivate the service provider to prioritize immediate expansion by constructing more current-generation stations to leverage the user-to-service network effect to achieve profit-maximization. Such an expansion allows them to attract more demand with higher service price.
摘要（中文）：
随着电动汽车普及速度的加快，比插电式充电服务能更快补能的电池换电服务正变得愈发重要。然而，电池换电服务的大规模应用在很大程度上依赖于充分的补能基础设施建设，以缓解客户对出行成本、服务可用性和等待时间的担忧。在本研究中，我们探讨了不同代际换电站的最优部署策略。换电服务提供商有两种选择：渐进式部署策略，即在早期扩张阶段建设更多当前代的换电站，而非优先建设下一代换电站；或跨越式部署策略，即在现有站点基础上优先建设更多下一代换电站，以实现后期扩张。研究结果表明，存在双向网络效应（即服务对用户效应和用户对服务效应）：增加当前代换电站数量可以激励下一代换电站的部署，这一循环被称为前向基础设施动量。我们还发现存在后向基础设施动量，即下一代换电站的部署在一定条件下也能促进当前代换电站的早期建设，但这只有在服务提供商具备更高战略性时才会发生。本研究为管理者在定价与下一代换电站部署方面提供了重要启示。例如，技术进步可能会放缓服务提供商部署下一代换电站的速度。随着下一代换电站在服务速度上的持续提升，服务提供商可能会选择在短期内通过建设更多当前代换电站来实现快速扩张，以利用用户对服务的网络效应达到利润最大化。这种扩张能够使其凭借更高的服务价格吸引更多需求。
审核：林嵩 刘小元
