JB and ZJMY Holding Co (JBZY)

[Stock Farmer]

I believe ZJMY has its own battery swap tech as the business plan covers. That doesn't mean that they won't use existing manufacturers for battery swapping systems or parts of those systems. ZJMY may contract the company from the article to produce the swapping robot to ZJMY's specs. That's what manufacturers do, they build things to suit their client's needs.

The company in the article I posted would want ZJMY's business. See how the article mentions products for manufacturers. That company is trying to sell itself. For battery swap stations to explode across China, a bunch of EV companies (or the government) need to buy in on the idea. There is safety in numbers; the more companies the promote the battery swap stations, the better IMO.

With advanced design concepts, leading automation control and automotive electronics technology level, a strong vehicle battery system design capabilities and mature and stable replacement of key parts and components products for Dongfeng Nissan, Chery, Dongfeng Yueda Kia and other major vehicle companies.

It is a good article on the pros of the battery swap stations. If anything, it helps show that ZJMY is designing EV battery packs to meet the 4 standard battery sizes (A, B, C and D). It also talks about the benefits of battery leasing and the taxi market, which is very applicable to ZJMY.

ZJMY follows an Original Equipment Manufacturer (OEM) Model (a Win-Win cooperation model). Chery will provide the high speed EV shells (bodies and frames), and Long Star is providing the low speed EV shells. The OEM Model is genius because it limits the upfront investment. Typically, a new car manufacturing plant would take 100's of millions of investment and three years to reach mass production. By following the OEM model, ZJMY can reach mass production in months by using existing production facilities for a tiny fraction of the cost of building their own factories.

It just makes sense that ZJMY may use an OEM for the battery swap stations. They may do it in-house as well, or a combination of both. ZJMY strives for Win-Win scenarios. I believe China's government will require OEM for the battery swap stations. If many EV companies end up using the stations, the design parameters of the swap stations will need to be specific, consistent and followed by EV makers that want to use them and by all swap station builders. Watch for China's gov to provide a blueprint for the swap stations. I think it could very well be a page out of ZJMY's design.

This OEM model is everywhere. You think the major car manufacturers in the US make all their own robots and technology that assembles their cars? Different parts and machines are contracted out to different OEMs.