TU-TESL

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With the promotion of new energy vehicles, consumers are more and more familiar with new energy vehicles, and the charging facilities are becoming more and more perfect. But it is not common in daily life for the energy supply mode of changing power station. At the beginning of this year, Kong Lei, deputy director of Beijing Municipal Bureau of economy and information technology, said that by the end of 2019, Beijing had subsidized more than 6.4 billion yuan for new energy vehicles, promoted 309000 new energy vehicles and invested in 21000 new energy vehicles. Next, it will promote the application of the power exchange mode in Beijing. In December 2019, the Ministry of industry and information technology issued the "new energy vehicle industry development plan (2021-2035)" (Draft for comments), which also clearly pointed out the development path of energy supply: "form a charging network with slow charging as the main and emergency fast charging as the auxiliary, and encourage the application of power exchange mode". Recently, NiO power's 2020 plan was released: this year, it is estimated that 50 new power stations will be built, and 2 replacement power stations will be launched. At that time, owners can complete charging without getting off the car, and it is predicted that version 2.0 dedicated piles will be launched in June. Shen Fei, vice president of Yulai automobile, said at the communication meeting that in the two ways of power replacement and overcharge, Yulai will mainly replace the power supply, supplemented by overcharge. As of March 2020, there are 25 overcharge stations and 188 overcharge piles. Talking about the power change mode, at present, there are not many car enterprises with the power change mode, but they are all strong supporters of the power change mode. Among them, the number of replacement power stations is the largest. "At present, the overall progress is smooth. At the initial stage, the whole society's ecological investment, including funds, is also needed." The director of the marketing business committee of BAIC group replied to the auto headline app about the progress of BAIC new energy power exchange project. Li Yixiu also said, "the technology of changing power stations is also improving, and it has reached version 4.0. (power change time) will be gradually reduced from 2 minutes and 40 seconds to 90 seconds or even less, and the operation and service experience will be gradually enriched. " It is understood that BAIC new energy released "Optimus Prime plan" in 2017. The plan includes that by 2020, 3000 light storage and exchange power stations will be built nationwide, 500000 trams will be put into use, and more than 5gwh will be used for echelon energy storage. According to the data of Beijing Municipal Transportation Commission, in 2019, 6250 vehicles in charging and exchanging compatible mode will be purchased in Beijing, with the operation scale of more than 4000 vehicles. 90 charging and exchanging power stations will be built and put into operation in the Fifth Ring Road and key areas, forming a strong guarantee for the urban average service radius of 2.78km and 24-hour uninterrupted operation. There are many differences in the mode of power exchange. The industry is divided into two distinct groups. One side believes that the mode of power exchange will become one of the important ways of power battery energy supply, and the other side believes that the safety risk of power exchange is too high. In the early days, State Grid and China Southern Power Grid were active promoters of the power exchange mode. In 2012, State Grid announced the construction of 196 electric vehicle charging and changing power stations nationwide, but the power changing mode has not received the support plan of policies and vehicle enterprises, which has to be put on hold again and again. Later, the power station market was opened. Two years ago, the head of the State Grid said, "by 2020, the State Grid plans to build 10000 and 120000 charging piles." However, the fact is that the development of charging and changing is not balanced. At present, the number of charging piles is 80000 and still keeps a rapid growth, but the number of charging stations is only more than 5000. However, the mass construction of fast charging station has a great impact on the load of the whole power grid, and the existence of power exchange mode is very necessary. If the deep reason why many car companies refused to change the power mode in the early stage is that they are worried about being subject to the monopoly desire of the power grid, then in the market after opening up, the infrastructure plan lags behind and it is difficult to quickly promote and implement it as the threshold for car companies to enter the industry. In addition, the large investment in the early stage of the charging station and the unexpected recovery of the investment is one of the reasons why many cars are looking forward to it. According to relevant people, the investment in a charging and replacing power station in a first tier city is up to 5 million yuan, 80% of which is used for land acquisition and construction, and it needs the cooperation of multiple government departments, so the process is very cumbersome. It is worth mentioning that the two modes of charging and changing electricity have been released to the market, and consumers decide whether to change the electricity. However, due to Tesla's high price of changing electricity and the operation mode of returning batteries, the mode of changing electricity has failed the fast charging mode. Who is using the switch mode? Facing the tortuous development process, is the power exchange mode really without market? Because a specific battery exchange model must be used for power exchange, if you want to see who is replacing the tram type, you only need to see who has sold it to. The biggest one is the operating vehicles. BAIC new energy has put many batches of electric change taxis on the market. Because the vehicles do not have batteries, the price of the vehicles themselves is much lower than that of other models. Secondly, the battery life and damage degree that taxi drivers are most worried about is no longer related to the driver. At the same time, BAIC new energy calculates the power exchange price according to the mileage of driving, so the driver will no longer worry about the impact of air conditioning on the endurance mileage and get the same experience as the fuel vehicle. According to a taxi driver, compared with charging for one hour, the operation time of the electric taxi has increased and the revenue has also increased. In addition, I was worried that the income from no fuel would drop, but the electricity fee would be nearly 100 yuan lower than the fuel price every day, and the income would rise instead of falling. In addition to operating vehicles, individual users of Weilai automobile are also happy to experience the power exchange mode. Weilai automobile had planned to lay out the main power station in the urban area, but later the operation data showed that the demand for power exchange in the city was not high, so Weilai transferred the main laying point of the power station to the expressway. According to relevant data, as of March this year, there have been 123 power stations in Yuli, covering 51 cities, with more than 16000 power exchange vehicles. Since the opening of free power exchange, the total number of code scanning power exchange has exceeded 300000. According to Shen Fei, the electricity exchange permeability of NiO power has reached 48.1%. This means that nearly half of the car owners have used the service. Shen Fei also said that NiO power not only serves users of Weilai, but also provides services for users of other brands. Compared with other charging pile operating companies, Weilai's services will be more complete. It is worth mentioning that many new energy owners have worried about whether their well maintained "good batteries" will be replaced by "bad batteries" that others do not cherish? The relevant personnel replied to the auto headlines app that the batteries in the power station are constantly upgrading, not always using used batteries. From the quality level of the whole battery, the replacement is more about using new batteries. In addition, the purchase cost of vehicle separated from electricity is lower and more acceptable to consumers. Sun Fengchun, academician of the Chinese Academy of engineering and professor of Beijing University of technology, said at the 2020 forum that the separation of vehicle and electricity is the best operation mode to improve the sales volume of electric vehicles. Now the haze brought by the epidemic to the automobile industry is still not gone. Instead of shouting in the live broadcast, the automobile enterprises may as well return to reality and try more possibilities. Wang Binggang, the leader of the national new energy vehicle innovation engineering expert group, once calculated a sum of account about whether the power station can make profits in the future. "According to the data provided by Guangzhou Aodong Electric Bus Co., Ltd., if the station ratio can be 70-80, one station can share 70-80 vehicles averagely, and change electricity more than 200 times a day, they think the power station can make profits. I think it can be done " Although the development of the replacement power station is still in the primary stage, it is still facing problems such as difficult to unify the battery specifications and high operating costs. However, with the increase of the number of replacement trams and the maturity of the power exchange industry chain, the advantages such as low price, short time and no longer bearing the risk of battery attenuation are gradually emerging. It is bound to be a broader market opportunity for the replacement power station. One day the need to change power stations will be the same as today's gas stations.