China’s production and sales of new energy vehicles ranked first in the world for many years, but for many consumers, they are still struggling whether to buy new energy vehicles, because there are still mileage anxiety, charging anxiety and so on. Now, there seems to be a new solution to the problem that has been plaguing the development of new energy vehicles. Compared with the fast charging and slow charging modes, the power change mode that can be completed in about three minutes on average has become a choice for many new energy vehicles.
at a new energy vehicle exchange station in Beijing, the reporter saw taxis replacing batteries here from time to time. After the vehicle drove to the designated location, the robot arm automatically removed the battery and replaced it with a fully charged battery.
the whole process takes less than 3 minutes from the start of vehicle power change to the departure. Such a power station is equipped with a total of 28 batteries, which can provide power exchange service for more than 400 vehicles every day.
it can be seen on the mobile phone of a taxi driver who has just completed the power change. This time, the total cost of the power change is 53.2 yuan. After the battery is replaced, his current range is about 250 kilometers, which can basically run for a whole day.
he told reporters that at present, the cost of changing electricity is 0.35 yuan per kilometer, which is relatively expensive compared with the average cost of less than 0.2 yuan per kilometer with charging piles at home, but the cost of 0.6 to 0.7 yuan per kilometer for fuel vehicles is still much lower.
Zhao Zhenzhong, taxi driver in Beijing: if you change the electricity, you can guarantee the operating mileage in a day, and your income will increase. When charging, it may take four or five hours to charge twice a day.
although the cost of switching mode is higher than that of charging at home, the benefit of taxi is still increased due to saving time and cost.
at present, BAIC has put in 17000 electric vehicles in 19 cities in China, and built more than 200 supporting power stations in China. The layout of power stations in Beijing can meet the service radius of 2.53 km in the urban area. At present, there are 449 power stations in China. In addition to the field of operating vehicles, there are also some enterprises actively exploring in the field of private cars.
it is as convenient as refueling to complete the power change in three minutes. This mode of power exchange for new energy vehicles is welcomed by the market. Does it mean that this mode can make great progress all the way and drive new energy vehicles to “ride the wind and ride the waves”?
it’s not that simple. To some extent, the large-scale promotion of the power exchange mode is hindered by the high construction cost of the power exchange station, the difficulty of profit-making for enterprises, and the difficulty in unifying the battery standards.
at a new energy vehicle exchange station in Beijing, the reporter saw that many car owners were queuing up to change electricity. According to the owner, since the number of power stations is relatively small at present, sometimes it takes a long time to wait in line for power change during peak periods, and some owners have already waited for 40 minutes.
it is understood that the investment cost of the power station is still relatively high. Taking the replacement station of BAIC new energy as an example, the investment cost of the whole power station plus equipment and batteries is 5.6 million yuan.
under the premise of vehicle matching, profit and loss balance can be achieved only when the load rate of single power station reaches 50%. In other words, a power station designed to change power more than 400 times a day needs to complete at least 200 times a day to avoid loss.
in fact, as early as 2013, Tesla also briefly tested the mode of water and electricity exchange, but eventually abandoned it because of the high price of power exchange and inconvenient operation. At present, domestic enterprises adhering to the promotion of power exchange mode include BAIC new energy, Weilai automobile, Lifan automobile, etc.
according to industry insiders, in addition to the high investment cost, at present, the battery standards of new energy vehicles are not unified, the batteries of different vehicle enterprises or different models of the same enterprise are not compatible, and it is difficult to share resources, which also restricts the popularization of the power exchange mode.
Wang Du, Deputy Secretary General of China Automobile Circulation Association: we all need to build different power stations, and consumers can only go to the enterprises that buy cars, which leads to very high social costs. If this mode is to be developed, the first thing to be solved is to unify the standards.
problems such as high construction cost, non-uniform standards and difficult profitability restrict the large-scale promotion of power exchange mode to a certain extent. But this year, as an important part of the new infrastructure construction, the power exchange station was written into the government work report for the first time, and the power exchange mode also ushered in a new development situation.
under the condition of favorable policies, how to find the correct position in the market for the mode of power exchange without scale advantage? What is the development direction of the power exchange mode?
in April this year, the Ministry of industry and information technology and other departments issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. According to the notice, the selling price of new energy passenger vehicles before subsidy must be less than 300000 yuan, and vehicles in “power exchange mode” are not subject to this provision.
Xin Guobin, Vice Minister of the Ministry of industry and information technology: we will continue to vigorously promote the construction of charging and swapping infrastructure with relevant departments, further improve relevant technical standards and management policies, and encourage enterprises to develop models of power exchange mode according to the use scenarios. We will also support Beijing, Hainan and other places to carry out pilot projects and promote them.
it is understood that at present, China has promoted more than 4.5 million new energy vehicles, accounting for more than 50% of the world. 38000 charging stations and 1.3 million charging piles have been built in China. But at the same time, the vehicle cost is high, charging is not convenient and so on.
in fact, the reason why the power exchange mode is strongly supported by the policy is not only convenient, but also related to the huge imagination space hidden behind it. Behind the power exchange mode is the exploration of the business model of “separation of vehicle and electricity”.
Li Yixiu, general manager of BAIC Marketing Co., Ltd.: the core of the goal is to separate the value of vehicle and electricity. As a component of the highest value of vehicles, the battery will no longer pass on the high cost to consumers. Instead, it can be recycled through operation and shared by many people to dilute the cost.
effectively promoting the value separation of vehicle and electricity can reduce the cost of car purchase for consumers, and help to improve the safety and update of batteries, and solve the residual value problem of second-hand cars. It is understood that some new energy vehicle enterprises are also planning to set up battery asset management companies, so as to promote the separation of automobile and battery business.