On July 24, a reporter from Securities Daily came to the Aodong electric bus exchange station located on the North Road of the West Fourth Ring Road in Haidian District. He saw that there were taxis coming to change the electricity. It took only 3 minutes to complete the whole power change process.
the staff told the Securities Daily that about 100-200 taxis come here to change electricity every day, and the whole process is electric operation. Compared with charging, it’s faster to change the electricity and save more time to carry passengers for taxis.
“the battery can be changed about once a day in the power station. Each time, it can run about 230 km. It is very convenient and the cost is lower than charging.” Wang Shifu, a taxi driver, told the Securities Daily reporter during the power change interval.
“due to the reduction of subsidies for new energy vehicles, compared with fuel vehicles, electric vehicles have no longer the price advantage, and the electricity exchange mode can reduce the cost of automobile enterprises.” Wang Xianbin, a researcher at Gaishi Automobile Research Institute, told the Securities Daily that with the increasing number of electric vehicles, advocating the development of power exchange mode at this time can effectively solve the problem of charging difficulty.
on July 23, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said at a press conference on the development of industrial communication industry in the first half of the year, he would vigorously promote the construction of charging and swapping infrastructure, encourage enterprises to research and develop models of power exchange mode, and would also support pilot projects in places like Beijing and Hainan to promote the high-quality development of the new energy vehicle industry.
in June last year, many departments, including the Ministry of industry and information technology, began to frequently mention and encourage the development of power exchange mode. The implementation of power exchange mode once again triggered heated discussion, which is also an important reason why the power exchange mode has become a tuyere.
“electric vehicle is a policy driven industry. In addition to the advantages of electricity exchange itself, external policy encouragement is also an important reason for the start of heat exchange, which is a clear policy signal.” Nie Liang, CEO of bertan technology, told the Securities Daily that in the context of the sharp decline of new energy subsidies and the withdrawal in 2020, the separation mode of vehicle and electricity, as a business model recognized by the competent authorities, is very helpful to reduce the initial purchase cost of new energy vehicles and improve the sales of new energy vehicles.
in fact, the power exchange mode is not new. As early as more than ten years ago, the State Grid had tried, but it failed in the end. But now, the State Grid has begun to re aim at the power exchange mode.
on July 27, BAIC group and State Grid Electric Vehicle Service Co., Ltd. signed a framework agreement on deepening strategic cooperation in Beijing. The two sides will carry out in-depth cooperation in promoting vehicle electric package and vehicle sales business, battery energy package business, charging and replacing business, green electricity trading and smart energy service business, and capital cooperation.
it is understood that at present, there are two main operators of power exchange mode: one is the third-party power exchange operator; the other is vehicle enterprise operators, such as Weilai and BAIC.
as of March this year, there were 433 new energy vehicle exchange stations in China, among which 216 were Aodong new energy, accounting for 50%, and 123 were Weilai and 94 were bertan technology.
different operators also mean different technical routes and different battery standardization, which is the main reason why it is difficult to popularize the power exchange mode on a large scale.
in this regard, Oscar Wilde, the partner of optical intelligence capital, told the reporter of Securities Daily that the power battery has not been standardized, which has increased the cost of power exchange operation. Different car companies and different models of different car companies use different battery packs, which requires the power station operators to reserve and manage a variety of battery packs, which greatly improves the operation cost and reduces the operation efficiency.
“it is precisely because of the disunity of battery standards that it is difficult to develop on a large scale at present. The final power exchange mode may become an effective supplement for charging, which has certain regional characteristics and is widely used in the fields of taxi, public transportation and logistics vehicles.” Wang Xianbin thinks.