After truly mandating the separation of vehicle and battery, the advantages are that the vehicle body can be replaced separately, and the battery can undergo mandatory safety upgrades, intensive safety inspections, and timely replacement of problematic batteries. This will greatly reduce battery risks on a macro level, lower the overall societal accident costs, thereby reducing insurance companies' claim costs, lowering underwriting expenses, and increasing their willingness to underwrite. Battery lifespan becomes more controllable and extended. After standardization, idle batteries can be plug-and-play converted into energy storage batteries, and recycling and dismantling costs are also significantly reduced. On the consumer side, after vehicle-battery separation, several battery specifications will inevitably be unified, indirectly enabling cross-brand body replacement and even fostering a second-hand body swap and leasing industry. This will greatly shorten the vehicle body consumption cycle and stimulate consumption. Imagine, switching to an off-road body for mountain trips, an MPV for family outings, and a small body like the Firefly for work commutes—it's a completely new automotive era experience.

As for the existing new energy vehicle industry, single-body vehicle manufacturers will be impacted by the policy, losing battery revenue and being downgraded to body manufacturers. However, for companies with battery technology capabilities, this could instead create new standardized battery business opportunities, allowing them to carve out a share of the new market. After unifying battery standards and achieving standardization, patent technologies for battery frame structures will be shared, preventing battery safety performance from being affected by automakers' design levels or patent barriers. Automakers will focus solely on body design, and platformization can significantly reduce design costs and accelerate body iteration. Regarding the previously raised concern about limiting automakers' design freedom, current battery forms have largely matured, with design dimensions and volumes converging and layout positions standardized under the vehicle floor. Given the cost advantages of standardization and higher safety benefits, unification is the best choice. Competition among automakers will inevitably intensify, but with lower barriers to entry, more companies will join, potentially expanding the overall body manufacturing industry. Battery manufacturers will also focus more on battery R&D, becoming more specialized. Decoupling these two aspects can create a huge competitive advantage through differentiation: lower battery marginal costs, lower vehicle body prices, and a larger market space. This is a fatal blow to traditional internal combustion engine vehicle companies; the end of the oil-powered car era is approaching. Under market forces, Western countries' defensive policies of retreating from electrification and returning to oil will be forced to end.