The whole journey Huang Fengnan: The separation of cars and energy is the future direction of new energy commercial vehicles ｜ Talking about carbon

Talking about carbon, 36 氪 Around the interview column launched by "dual carbon and ESG" issues, we will look for the key characters of the "dual carbon business" of large companies in the industry, CEO of Star Enterprise, and academic industry representatives. To continue the topics such as continuous development and corporate social responsibility.

The following is the ninth issue of carbon. 36 carbon exclusive interview with Huang Fengnan, the founder of the entire journey. "Charging for one hour and queuing for four hours" is the daily portrayal of new energy commercial vehicle owners. The power replacement mode of "full blood" within a few minutes has become one of the ideal solutions.

Take this opportunity to talk to Huang Fengnan. Why is the vehicle from separating from the battery? What are the "card necks" technologies in the power change industry? Why does the whole road choose the scene of the city logistics park to deploy new energy to change electricity? How to affect the upstream and downstream industrial chain? Huang Fengnan gave his answer.

Wen ｜ Jia Boxin

Edit ｜ Su Jianxun

Source ｜ 36 carbon (ID: carbon_36kr)

Cover Source ｜ Vision China

In a logistics park in Xiamen, Wei Guotao, the owner of the new energy tram, is installing batteries for his light card.

The whole process only took a few minutes -Wei Guotao took out a battery from the moving electric cabinet on the side, and used the hydraulic device on the hand cart to push the battery to the position of the light card chassis and easily replace the battery with abundant electricity.

For traditional new energy car owners, slow charging and short battery life have always been the most headache. According to Wei Guotao, since buying this power -changing light card, the new energy battery life and operating efficiency have been significantly strengthened. Run 2 ~ 3 times, and now you can run 4 ~ 5 times, and the income has increased by 40%to 50%.

"Traditional new energy vehicle batteries fail to report to manufacturers such as queuing. It may take 3 to 4 months or more for repair. Now, in this power change mode, you don't have to worry about the battery loss." He said.

Driver is changing electricity in the park

The value replacement mode that has been spawned due to the new energy of commercial vehicles is gradually highlighting.

Commercial vehicles mainly refer to vehicles used to transport personnel and cargo. They are divided into two categories: passenger cars, trucks, semi -hanging trains, passenger cars, and non -complete vehicles. , Also divided into micro cards, light cards, medium cards and heavy cards.

Public data shows that commercial vehicles accounted for only 10.9%of my country's car ownership, but consumed 51%of gasoline and diesel, and at the same time manufactured road transportation carbon emissions. Driven by the "double carbon" strategy, the new energy process of commercial vehicles needs to be accelerated.

However, shortcomings such as short range and long charging time have hindered the development of new energy commercial vehicles. Taking light cards as an example, it often takes nearly three hours to charge a telegram. The replenishment time for so long affects the distribution efficiency. Coupled with the loss of the battery, the owner has many concerns when using a new energy commercial vehicle.

But at the same time, as more and more cities have successively launched relevant requirements such as road rights policies and operation subsidies, commercial vehicles, especially logistics vehicles, have become inevitable.

The power exchange industry is "four -legged", and the electrical separation is the core competitiveness of new energy commercial vehicles

On the one hand, it is a continuous growth market demand, and on the other hand, the anxiety of consumers, how to break the question? In this context, the electrostatic solution came into being.

The so -called power change, that is, the separation of the body and the battery design and use (separation of vehicle electrical), the body is sold independently, and the battery is leased. This will reduce the energy supplement time to 1 ~ 3 minutes, which greatly improves the operating efficiency of the vehicle.

In addition to the short energy replenishment time, the power replacement mode also has a series of industrial advantages.

For the OEM, there is no need to afford heavy battery research and development, and the funds of battery procurement are voltage. For the logistics and transportation industry, the cost of car purchase is reduced, the battery loss is reduced, the work efficiency doubles, and the cost reduction and efficiency are achieved.

The efficient and fast power replacement model has made the scale of e -commerce vehicles increasing. Data show that by 2025, the size of the vehicle in the e -commerce vehicle market will be more than 3 million. At the same time, the power change cannot be separated from the power plant. The amount of power stations is expected to exceed 31,000, of which more than 15,000 commercial vehicle power stations will be replaced.

In terms of cost, new energy vehicles in the power replacement mode are much more cost -effective than oil vehicles. Based on three years as a periodic calculation, the cost of a single kilometer (including asset costs, energy costs, and operating costs) of oil vehicles is 1.74 yuan, and the tram exchange is 1.07 yuan (mainly the price of a car purchase and the price of the lease battery, and the price of subsequent power replacement. Composition) can save about 40%as a whole.

Over the years, the domestic power exchange technology has continued to mature, the business model has gradually taken shape, and the power replacement industry has shown a "four -legged" pattern:

Vehicle companies represented by Weilai, Geely, BAIC;

Battery manufacturers represented by Ningde Times, SK, and Vision Power;

Large central enterprises represented by the National Grid and Sinopec;

Industrial Internet service providers represented by the entire journey and the new energy of Olympic Dynamics.

In the field of commercial vehicles, logistics giants have "early adopters". In mid -August, Jingdong Logistics's first batch of new energy -changing logistics vehicles was put into operation. It is expected that 1,000 electric -changing light cards will be put into operation at the end of 2022. Compared with Zhongzhong Card, light cards have always been the main force of urban distribution transportation, and the scene of JD logistics is naturally adapted.

The successful launch of the electric vehicle this time is the first large -scale testing of JD.com and the entire industry. The latter is the first domestic vehicle configuration, management, operation and maintenance, battery design, tram -changing design and power replacement. Operation -integrated logistics technology platform company. In this in -depth cooperation with JD Logistics, the battles provided by the long -view power through the entire journey were developed and designed and designed a generalized standard battery. This general -purpose standard battery is also suitable for multi -vehicle types such as light cards and vans, which is compatible with multi -brands such as automobiles, Yutong, and Jinyou. It is worth mentioning that this standard battery has been used on the vehicle for 5 years. After retirement, it can be used on the energy storage facilities in the logistics park to achieve the use of battery steps and greatly reduce the comprehensive use cost of the battery life cycle.

At the same time, through the entire journey, a mobile phone -changing cabinet that is equipped in the logistics park can meet the fast -moving power replacement needs of the driver of the logistics vehicle. For example, there are renewable energy systems such as photovoltaic and wind power in the logistics park. The electric cabinet can also be connected to the system to achieve battery energy storage, further reducing the overall carbon emissions.

Move the electric cabinet on the whole journey

In an exclusive interview with 36 carbon, Huang Fengnan said that a new energy logistics vehicle in Jingdong can save 30%to 40%through vehicle electrical separation, which will continue to decrease with the scale, which will help new energy commercial vehicles For the promotion and popularity, for the entire journey, through cooperation, the experience of power replacement and maintenance in the logistics scenario will have a reference significance for expanding new scenarios such as passenger transport and express delivery in the future.

It is worth noting that, in addition to the power replacement mode, the new energy vehicle also has the "high -voltage fast charging" replenishment route, that is, to increase the battery life by charging by charging piles. Topics of controversy in the industry.

As an industry veteran, Huang Fengnan does not exclude this technical route. He said to 36 carbon that the two can be compatible with each other, but whether it is a power exchange or a high -voltage fast charge, the separation of electricity must be the core competitiveness of the new energy commercial vehicle industry. Essence

"The cost of high -voltage fast charging is higher, and it has a greater impact on the decline of batteries. Only by the separation of vehicle electricity can cost reduction and efficiency." Huang Fengnan said.

"Electricity Ecology" formed: From battery banks, power stations, to the OEMs and Logistics Parks

Huang Fengnan graduated from a computer major. Its professional field is to build mathematical models and precise digital calculations. In the early years, Huang Fengnan studied in the UK. The asset management field is still in a blank stage, and returned to China to establish the first logistics vehicle asset management platform.

In the early days of the entire journey, Huang Fengnan led the team to create a complete set of connected digital systems to realize the service segments such as online management, offline maintenance, and after -sales maintenance of the vehicle, which not only improved the effectiveness of vehicle management, but also set up a car resource sharing platform. Later, the unified management of the upstream and downstream industry chain was also realized. Since then, the entire journey relies on data accumulation to empower the logistics industry in depth.

Full -distance car networking system

By 2021, the whole journey went further, entered the field of new energy power replacement, and gradually realized the standardization of commercial vehicle batteries. At the same time, it officially began to independently develop and exchange electric vehicles. At present, it has been fully launched in 12 provinces across the country. The electric logistics vehicle market is launched.

When the new energy commercial vehicle power replacement system tended to improve, Huang Fengnan combined with the strategic goal of ecological advantages as its core, and derived the three major areas of the three major areas of battery banks, electricity replacement services, and power replacement supply.

In the ecology of the battery bank, the upstream partner (battery manufacturer) of the entire route cooperates, and the standardized battery created will enter the asset holder (battery bank). It can also be used as a ladder of batteries to carry out the leasing business of energy storage batteries.

In the ecology of the power replacement service, the logistics industry in depth through the entire journey will be accurately combined with the power exchange service and logistics transportation, and the vehicle and battery assembly and sales. Promoting the "advantages of" promotion, and the same batch of power stations in the same batch of frequencies to achieve urban green transportation.

In the full -link ecosystem of power replacement, the whole journey joins hands with many OEMs and cooperates with many well -known brands. Among them, not only logistics companies such as JD.com, Cainiao, but also logistics parks such as Jianfa and Best. In terms of vehicle supply, the entire journey cooperates with multiple financial institutions to launch a car loan financial business, which greatly reduces the purchase cost of new energy -changing logistics vehicles. In terms of battery supply, terminal car owners can rent batteries through battery banks. When reducing the cost of vehicle operation, it can also solve the problem of battery loss and battery update iteration.

The three major ecological interrelated and close collaboration, from battery production and manufacturing, to vehicle supply and battery rental, to the laying and service of power stations, the whole journey hopes to build a "new energy logistics vehicle that can be used by everyone to afford A green ecosystem of the battery, which is commonly placed in the battery of 1 car, is placed in the power station where 1 place is placed. "

Three major ecological business models throughout the road

In this set of ecosystems, JD.com is in the lower reaches of the industrial chain, providing body and battery rental services from the entire journey; the long -term power is in the upstream, providing the research and development service of battery cells and battery modules for the entire journey; For market supply and demand, a complete e -commerce closed loop is formed between the three.

Although the power replacement industry has developed rapidly, it still faces the "pain point" problem. Huang Fengnan told 36 carbon: "Due to the different battery manufacturers and different power replacement modes, the interface standards have not yet been unified. The difficulty of landing technology is not the technology itself, but in the standard unity of standards between the OEMs, power stations and battery manufacturers. Operating collaborative ecology. "In the full -distance e -commerce ecosystem, the vision is not only an exclusive battery cooperative manufacturer, but also its zero -carbon strategic partner. Public information shows that the long-term power is one of the earliest companies in the world to lay out power batteries. It has Global head customers such as Mercedes-Benz, Nissan, Honda, Renault, and has set up in China, Japan, the United States, the United Kingdom, France, and Spain in Spain In the 12th production base, the total production capacity of zero carbon battery in 2026 will exceed 300GWh. Its parent company vision technology group has zero -carbon system solutions such as renewable energy power generation and intelligent IoT.

During the interview, Huang Fengnan specifically mentioned the cooperation with the vision. "On the eve of the Spring Festival this year, when we jointly developed a module battery with the vision power, their team had nearly 14 days of sleeping, which was impressive. With the efforts of all parties, we got the mold on the day before New Year's Eve, and we got the mold on the model on New Year's Eve. At that moment, everyone was very excited. "At that moment, everyone was very excited."

He said that the long -term market itself produces power batteries and has a certain accumulation of battery technology. It is a supplier of many international top car manufacturers. Intelligent Internet of Things operating system has the ability to create a seamless and real -time connection capacity of source network loads to achieve the maximum value creation of the energy storage system. It can be said that from power battery manufacturing, application of energy storage technology, and the construction of the Energy IoT, a complete energy ecosystem has been built in a vision. Coupled with the layout of the vision in Southeast Asia, Europe, the United States and other places, it will help the whole journey to go to the sea in the future.

In the latest strategic cooperation between the two parties, it is clearly stated that the entire journey and the long -view power will carry out all -round cooperation in areas such as battery standardization development, power battery ladder utilization, zero -carbon logistics park construction, vehicle digital safety system monitoring platform building, and explore new new cooperation to explore new new explorations Energy replacement mode is out of sea.

Vision Power Battery Factory Production Line

Huang Fengnan told 36 carbon: "Both of us agreed that in the future, we can cooperate in the new energy terminal to develop consumer -level new energy power replacement markets." He explained that in the past The OEM or battery bank has nothing to do with the owner, but the battery pack produced now can be modularized to the owner to use it, reaches the C end, and with the strong development of the "double carbon" policy, this will be A wider market.

For the future development of the power exchange industry, Huang Fengnan talked about going to sea. "The field of commercial logistics vehicles in China has achieved the world's leading leading. With the advantages of China's new energy supply chain, it has the opportunity to fully make the cost of new energy commercial vehicles within 100,000 yuan, which is a dimension reduction blow in overseas markets. "

The following is the actual record of 36 carbon and full -distance CEO Huang Fengnan.

Power replacement prospects and myths

36 Carbon: What are new energy charging anxiety and power changes? How to crack it?

Huang Fengnan: The first problem is that the charging time is too long, and the light card takes about two and a half hours to three hours. Such a long time affects urban distribution efficiency. The second problem is battery life. Due to the battery load, there is no way to support the distribution operation of full load. In addition, the battery will be damaged in about three or four years. Under these issues, the user is very resistant to buying new energy vehicles.

If you want to solve this problem, you need to separate the vehicle and electricity. We cooperated with the vision to make a modular battery. Customers do not need to buy a battery, but in the form of leasing. The monthly rent cost is very low, and the cost of buying a car from 200,000 to 110,000. It turned out to be charging for two or three hours, and now it only takes ten minutes to charge, and the efficiency is greatly improved.

Our power change station adopts the model of "electricity replacement", and the investment cost is reduced from millions to 100,000, which means that the power station can follow the customer without the need for customers to run 5km and 10km to change the power.

From the perspective of the OEMs, after the separation of the vehicle and electricity, the OEM no longer assumes the purchase, production and operation of the battery, and only surrounds the body, which greatly reduces its production cost.

36 Carbon: What iterations have been experienced in the technology and operation of the entire journey in the entire journey? What kind of thoughts do you think about the current status and future growth of electricity changes?

Huang Fengnan: I graduated from the computer department in myself. When the company was founded, I did digital management.

In the first stage, we have established a system to achieve online operation from the purchase finance of the vehicle, the online management of the network of the vehicle, the maintenance of the car, and the disposal of second -hand cars. The advantage of this is to improve the effectiveness of vehicle management and track its costs.

In the second stage, we have set up a car resource sharing platform to provide users with customized leasing services. We have a lot of online customers, and at the same time achieve unified management of the entire upstream and downstream.

In the third stage, we began to do custody business. Logistics enterprises such as Zhongtong, Ji Rabbit Gang, SF, and other logistics enterprises were managed to manage assets, and they quickly circulated and iterated in the market.

In the fourth stage, we rely on the application of data accumulation to the ecosystem, entered the field of hard technology, began to make battery ourselves, and produced module batteries in Xuzhou plant. Next, we will work together to cooperate with the vision, open up with different OEMs, and gradually realize the standardization of commercial vehicle batteries. At the same time, relying on the cooperation with the OEM, we are also doing the technical iteration of the hardware side. From the forklift (power replacement tool) to the electric cabinet, we have achieved independent research and development and production.

On the use terminal, how to match the efficiency and efficiency of the power station more efficiently, we have adopted a mobile power station to project more power stations around customers. In addition, the appointment and sending system have also improved power replacement efficiency.

In the next stage, we plan to study the energy control system independent of traditional charging vehicles, hoping to achieve independent control of future module batteries, including the update of the battery cell.

36 Carbon: What other "stuck neck" technology is there in the current power replacement industry? What are the plans for the whole journey?

Huang Fengnan: The "stuck neck" is that the system of one car and one battery is immutable. To achieve the changing hardware and the change of the system, it will become difficult.

For example, the module battery needs to adapt to different voltage platforms to run normally. It has a technical threshold. In addition, the production and manufacturing of module batteries should also be adjusted with the battery cell. How to use the same module to adapt to different batteries is also very advanced technology.

The electrical control system is also a technology around the neck. Whether it is BMS manufacturer, research and developer, or electrical control system developers, they are not willing to break through the current market. Too much cost to do research and development, so only technological innovation is not enough, and it needs to be cooperated with upstream and downstream. This is the real "stuck neck" place.

In this regard, with the orders with JD.com and Cainiao this year, some OEMs have also begun to cooperate with us to make technology change.

36 Carbon: Is there regional characteristics of the construction of power stations throughout the road? What are the construction plans for the whole journey? What are the difficulties and challenges encountered?

Huang Fengnan: Our site selection mainly revolves around the logistics park, storage and distribution nodes in the outer ring of the city, including small sites for express express delivery, as well as distribution centers and distribution sites such as warehouse No. 1 in BOE Asia.

We have layout in South China, East China, North China, Northwest, Southwest, etc., and the Yangtze River Delta and Pearl River Delta are key areas. We will choose places with particularly crowded, particularly complicated queues, and particularly high efficiency of electricity replacement to build our power station.

Since the construction of the power station is built near the logistics storage, the lease price is very low, and the construction cost is not a big problem, but it requires enough capacitors. This is the biggest difficulty and challenge currently encountered.

36 Carbon: Compared with the new energy vehicle company (Weilai, etc.)/power battery manufacturers (Ningde Times, etc.), where is the main way to compete?

Huang Fengnan: We do leasing operations and vehicle management. Naturally, the calculation of scenes has an advantage. The designed products are highly applicable to the market. When customers use our products and services, we use subsequent operation capabilities to directly collect customer feedback suggestions, conduct technical iterations, and provide them with better services.

36 Carbon: Is the power replacement mode of new energy be a phased and transitional product? Once the fast charging technology has obtained disruptive changes, what impact will it have on the power exchange industry?

Huang Fengnan: High -voltage and fast charging of vehicle electricity must mean higher technology and greater costs. Only by separating the vehicle and electricity can the cost be reduced.

I do not exclude high -voltage fast charging technology, but it must require a larger voltage and current of the power grid, but the production layout of the power grid is not like the thinking logic of civilian cars and passenger cars. It can be adjusted at will, involving urban construction, cable layout, etc. Very complicated. Moreover, it is necessary to pay a lot of costs to be uniform interfaces and compatibility.

Therefore, the change of electricity changes may be subverted by the fast charge, but the separation of vehicle electricity must be the final.

Logistics industry innovation

36 Carbon: Why choose the scene of the city logistics park throughout the journey to deploy new energy power for new energy? What other applications are there?

Huang Fengnan: First of all, urban logistics is closer to people's livelihood. Light card new energy vehicles have doubled in recent years, and technological iterative iterations are the fastest. Why?

The first form of takeaway and e -commerce, most of the products were scheduled by trunk logistics, and passed through the logistics warehouse to flow into small stores. Now the situation has been reversed, and all of them have become community stores at home. We choose to keep the amount of stable and close to the people's livelihood. Coupled with cold chain transportation, medical transportation and other scenarios to do business, it must be very promising.

36 Carbon: In mid -August, JD.com's first batch of new energy vehicles in power replacement was put into actual operation. What are the electric logistics solutions provided by JD.com? What are the partners in the future?

Huang Fengnan: The city -equipped logistics vehicle that is equipped with JD.com uses a standardized battery package commonly used in full -quality models, which can be upgraded to green electricity production or "zero carbon" battery packs at any time. In addition, it provides a supporting mobile phone conversion cabinet. Without the need to modify the power grid, it can flexibly adjust the layout. It can also be opened with the distributed energy system (photovoltaic, wind power and other renewable energy) in the logistics park to further reduce carbon carbon reduction Eat volume.

We plan to achieve 500 piles/field/stations before 2022, serve 10,000 cars in total, and achieve 12,000 batteries and 2,000 electricity exchange markets. In addition to JD.com, we also reached a cooperation with Cainiao, and they are also negotiating with Hema Xiansheng. In the future, more scenarios such as passenger transportation and express delivery will be expanded.

36 Carbon: What are the advantages of the entire route in the power change logistics market? What is the value of the power replacement mode for logistics users, logistics scenarios, and car companies?

Huang Fengnan: The company has been established for 8 years. At present, the company's management and operating vehicles have reached 5,000 units. They have a large number of terminal customers and have a great influence on OEM manufacturers. The technical team has a technical sedimentation of 8-10 years. Can provide customers with customized and standardized power replacement needs.

For logistics users, we have achieved the same costs and efficiency as oil vehicles. The power replacement mode brings the electricity separation business model, which greatly reduces the purchase cost of the vehicle, and reduces the impairment of assets caused by battery attenuation, increases asset preservation asset preservation of asset preservation Rate. At the same time, the power replacement mode has a higher single -day operating efficiency and achieves profitability.

Regarding logistics scenarios, we can not only meet the national call of new energy, but also bring cost and efficiency improvement, which provides another way of solutions.

For car companies, the power replacement mode solves the problem of "marginalization" of the electrification travel market. Including too high battery costs leads to "car companies work as a battery plant", lack of profit margins. The separation of vehicle and electricity solves this problem. In addition, car companies do not have to increase the cost of spare parts for uncertainty.

36 Carbon: What are the industrial Internet capabilities of the entire journey in the logistics industry?

Huang Fengnan: In 2014, we started to establish a vehicle management system, which can link dealers, sellers, maintenance plants, supply chain ends, and clients that link personal drivers and provide management. The system will be launched before the end of the year. The sales of vehicles can also achieve interconnection distribution on the entire network before the end of the year.

In addition, in 2017, we began to establish a "vehicle warehouse" to achieve an analysis of nearly 100 dimensions of vehicles, such as vehicle loss, etc. These data are used to support our product calculation.

We promise that these systems are permanent and free, and more manufacturers are welcome to join in.

36 Carbon: What changes will happen in the future logistics industry under the drive of the new energy power replacement industry? What do you think of this change?

Huang Fengnan: By 2030, the replacement trend of 25 million new energy vehicles in the city matching field is irreversible. We do not think that electricity changing is the only solution, and there may be updated business models.

In my opinion, 2022 is a starting point of commercial vehicles, and it may be doubled next year. In the next year, it may be a three or five growth growth, including the change of new energy technology. At that time, the entire industry will show the flow of flowers.

China has achieved global leading worldwide in the field of commercial logistics vehicles. Last year we already had 500,000 vehicles operation, and in the future, the cost of commercial vehicles and light cards may be within 100,000. With the advantages of our new energy supply chain, new energy commercial vehicles are inevitable.

I have been emphasizing that the core of power replacement is the separation of vehicle electricity. New energy vehicles will undoubtedly drive a new industrial revolution. From this point of view, we should be very lucky to step on the future point.

Build a "green energy ecosystem"

36 Carbon: What is the business closed -loop model on the market? How to connect the OEMs, Power Replacement and Battery Manufacturers, etc. to build a "green power ecosystem"?

Huang Fengnan: We propose "one car, one electric, one cabinet to create a green energy ecology" business model, that is, the use of the OEM, the battery manufacturer, and the battery ladder use party Green electric ecosystem.

Our upstream docking supply chain, including the battery factories to the OEM, to the assembly of parts, to the standardized battery and vehicle transformation and launch, a closed loop is technically. At the same time, we are responsible for the sales and leasing of vehicles, batteries, and power stations, which are also closed in operation.

In addition, in addition to cooperating with the long -term battery cells, we can cooperate with all the OEMs and logistics parks, so for the entire ecosystem, we are both closed and open source. Concept to serve the entire power replacement industry.

36 Carbon: What difficulties did you encounter? How to overcome it? What impact will it have on the entire power replacement industry?

Huang Fengnan: The biggest difficulty is the standardization. The vision is our core upstream supplier. It has a strong open -minded and open mentality and is willing to promote the formulation of power battery standards with us. In addition, car companies such as Golden Travel and Grand Canal are also willing to give support to let us produce tram. Under the trust of our partners, let's promote the development of the power exchange industry together.

For the perspective, cooperation with the entire route is one of the ways to accelerate the entering the commercial vehicle OEM supplier system, including Shangqi, FAW, Yutong, etc., which provides a good experimental scenario for the technical application of the vision. For the OEM, after the vehicle and electricity are separated, the price is reduced, and the sales of vehicles can be increased.

From the perspective of the capital side, the customer's asset risk has been reduced, and the default rate is also reduced. In addition, there is a leasing company like us.

36 Carbon: Why choose the long -view power as the exclusive partner of the battery? In the layout of the "green electric ecosystem" on the entire journey, what role does the vision play in power replacement and the industrial Internet? What is the cooperation operation of the whole journey with the vision? Huang Fengnan: There are strong battery technology accumulation in the vision. Their customers are Mercedes -Benz, Nissan, Renault, Honda top manufacturers. We hope to cooperate with such excellent companies.

Based on the advantages of industrial research and development, the vision can help us optimize the efficiency and safety of the battery management system (BMS). In terms of promoting zero carbon transformation in the logistics industry, the vision in the production of power and energy storage batteries, as well as green power production and carbon footprint management to improve our product quality, and help us realize carbon reduction in the whole life cycle.

I remember when advancing the module battery project, the vision team was not sleeping for nearly 14 days. It was a very dedicated team to send the battery to the test plant the day before New Year's Eve. The vision also spent huge costs, which opened an exclusive supply for us. It can be said that everyone has the same ideas and is willing to make this matter successfully.

The distant view has mastered the production end, and it is also the construction party of energy storage. It is controlled by the construction of energy applications, as well as the consumption end and end of the energy. This company is actually doing a complete, systematic closed -loop ecosystem. We are a supplement to the battery of the energy storage sector. The use of power replacement is exactly the five years when the power battery has just been produced. In the next 5 to 10 years, the battery trends will flow back to the vision, thus forming a closed loop. Essence

Therefore, our relationship with the vision is very matched. The vision is in the "Green Ecological Circle". It has both the starting point of production and the end of the material. It is a perfect ecosystem.

In the long -term future, the two of us feel that we can cooperate with each other to develop the consumer -level power exchange market on the energy end, which will far exceed the self -purchased battery sector. Battery.

Next, we will cooperate with the vision to cooperate with the standard battery module, supply the battery cells in the vision, and open the power replacement market together. In the energy storage business sector, in the future, it will also be able to form a elimination of the entire line logistics park. At the same time, it will provide green power supply to create a zero -carbon logistics ecosystem.

The vision has a layout in Southeast Asia, Europe, the United States and other places. We also hope that we can use the global layout of the vision to accelerate the overseas. I still said earlier, with the advantages of China's new energy supply chain, it has the opportunity to form an dimensional reduction blow to overseas markets in the field of new energy commercial vehicles.

36 The official public account of its subsidiary

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