Xinhua Vision: New Energy Vehicle Change Circuit Mode Observation

Xinhua News Agency, August 8th.

Reporters from Xinhua News Agency "Xinhua View Point" Wang Chenyang and Wang Moling

According to the information released by the China Automobile Industry Association in early August, the 13 parts of the group standard of "Electric Medium Heavy Truck Sharing Power Replacement and the Technical Specifications of Electric Vehicles" have been completed, and they are now extensively solicited for the society.

As of the first half of this year, my country's new energy vehicle ownership has exceeded 10 million units. Power replacement has become a new track for the new energy vehicle industry. The "New Energy Vehicle Industry Development Plan (2021-2035)" pointed out that accelerating the construction of the infrastructure of charging and replacement and encouraging the application of electricity exchange models. After the development in recent years, how is the implementation of the power replacement mode? "Xinhua View Point" reporter launched an investigation.

Selected questions: Choose B or C?

The reporter's interview found that the current companies that have the power exchange model are mainly divided into three categories. The first category is BAIC, Weilai, Geely, GAC and other vehicle companies, the second category is power battery manufacturers such as Ningde Times. Petrochemicals, GCLEM, Olympic New Energy and other third -party power replacement operators.

For new players who enter the power replacement mode, the first question to answer is: for commercial users (to B) or individual users (to C)? From the perspective of the frequency and application scenarios of electricity changing, different enterprises have given different options.

For consumers, the most obvious advantage of power replacement is the time to save energy. If the charging mode is adopted, even if it is a fast charging, it usually takes about half an hour, and the power exchange often only takes a few minutes.

At the power exchange station of Weilai Automobile Shanghai Daning Town, the reporter saw that more than 3 pm, users who came to change power were endless, and each car had only less than 5 minutes. Mr. Mei said, "Now the power change is unmanned. I mainly drive in the city. It is more convenient to use it for more than a year."

In addition, the use of vehicle -electrical separation sales models can also save certain car purchase costs for individual users. Taking Weilai as an example, if users choose a battery rental service and do not buy standard battery battery packs, they can pay less of 70,000 yuan to buy a car, and the battery rental service fee is 980 yuan per month.

Some people in the industry believe that the power replacement model is more suitable for commercial scenarios, including taxis and logistics heavy trucks. Deng Zhongyuan, director of the marketing center of BAIC Langu Smart (Beijing) Energy Technology Co., Ltd., said: "BAIC has launched nearly 40,000 electric vehicles nationwide, mainly for the taxi market, more than 20,000 in Beijing. Rental Compared with private cars, the demand for supplementation is higher. If you charge twice a day, you need to sacrifice two or three hours of operation time. At the same time, the cost of replenishment of electric vehicles is only about half of the fuel vehicle. It requires about 3 cents. The high -frequency use demand for commercial users is also more conducive to the recovery of investment costs and even achieve profitability. "

Geely Motor Union Lifan Technology jointly invested in the establishment of electricity exchange brands Rui Lan Automobile, which takes into account commercial users and individual users. Cai Jianjun, vice president of Ruilan Automobile, said that Rui Lan car chooses to walk "two legs", because the two scenes have also been transformed. For example, individual users participate in online car operation, and vehicles have commercial attributes.

"I expect that of the newly sold electric vehicles in 2025, 60 % of the charging, 40 % can be charged. We will introduce at least two rechargeable models each year from 2022 to 2024 to form a multi -product matrix. Meet the different needs of users. "Cai Jianjun said.

Discussion Questions: Is it good to change the power change mode?

According to the data of Tianyancha, as of mid -July this year, there were more than 1,780 upstream and downstream related companies in my country, and more than 60 % of related companies were established within 5 years.

Shen Fei, a senior vice president of Weilai Energy, said: "The rapid replenishment experience of fuel vehicles is the closest to fuel vehicles. We have provided users with over 10 million power replacement services."

The technical routes of new energy vehicles are rich and diverse. Whether the technology routes such as over -range vehicles and hydrogen fuel cells are worthy of promotion. It has triggered discussions inside and outside the industry, and the power replacement mode is no exception.

Many new energy vehicle companies are currently aiming at high -pressure fast charging technology. The relevant reports of China Merchants Securities pointed out that the charging and replenishment experience is close to the refueling of fuel vehicles. Some opinions believe that with the improvement of battery life, breakthroughs in fast charging technology, and the popularization of charging facilities, the application scenario of electricity replacement will face limitations, and the biggest advantage of the power exchange mode will become less obvious.

Gong Yan, director of the UBS Chinese automotive industry research, said that power replacement requires enterprises to invest high in the construction of power stations, personnel on duty, and maintenance. As a technical route of new energy vehicles, further verification of the market requires the market. From a global perspective, as early as 2010, a company in Israel tried to promote the power exchange mode, but ended in failure.

However, some people in the industry believe that in addition to the advantages of energy supplementation efficiency, the power replacement can also adjust the power of the power grid. The power change station has become a urban distributed energy storage unit, which is conducive to the realization of the "double carbon" goal.

Traditional energy supply companies also seek transformation and upgrading under the "double carbon" goal. In April 2021, Sinopec signed a strategic cooperation agreement with Okong New Energy and Weilai Automobile to promote resource sharing and promote mutual benefit and win -win; Sinopec announced that 5,000 charging power stations will be planned during the "14th Five -Year Plan" period. On July 20 this year, Sinopec's first heavy truck replacement station, Baijiawang Comprehensive, stood in Yibin, Sichuan. Li Yujun, the chief technical officer of GCLEngke, said that at present, whether it is charging or electricity, or hydrogen energy vehicles, "it is difficult to say who is the only ultimate form in the future driving field. I think several modes can be supplemented with each other. Different application scenarios play their own specialties. "

Answering questions: What problems do you need to solve the power exchange?

According to statistics from the Ministry of Industry and Information Technology, as of the end of 2021, my country has established a total of 1,298 power stations, forming the world's largest charging and replacement network.

The reporter learned that my country ’s policy support for the power replacement industry has been increasing. In recent years, it has been led by the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments. The national standards and local subsidy policies of power replacement security have been introduced.

In the interview, the reporter found that whether it was the vehicle company that focused on the construction of power stations, or the energy supply enterprise that tried to lay out power replacement, it mentioned the problem that the promotion of electricity was urgently needed.

——The battery standards and power changes of different enterprises are not uniform, and it is easy to cause repeated construction and use inefficient use. Many interviewees believe that the issue has a greater obstacle to the development of the industry. It is recommended that the department or industry associations of the Ministry of Industry and Information Technology leads the formulation of unified standards, which can retain two or three types and refer to the electronic product interface. Chen Weifeng, general manager of the Time Electricity of Ningde Times, said that as a battery supplier, we have launched a modular battery suitable for various models, trying to achieve the generalization of power replacement in battery size and interface.

——The land resources are scarce and difficult to lay out. Deng Zhongyuan said that in October 2021, the Ministry of Industry and Information Technology had clarified the pilot cities of Beijing, Nanjing, Wuhan, Sanya, and Hefei. However, from a nationwide perspective, on the one hand, cities can be used for the scarcity of land resources for power changes, the cost of land leasing is high, and the cost of core business districts is particularly high; on the other hand, people have inconsistent awareness of the attributes of power changes. Some places still have various concerns on the approval of the construction of power stations.

——The exchange vehicles require corresponding insurance and financial product reconstruction. Li Yujun said: "In the mode of power replacement, vehicle electricity is separated, automobile financial products need to re -define its value, and auto insurance and battery insurance must also be designed separately. These products need to keep up with industry changes to eliminate consumer concerns."

[Editor in charge: Liu Xiaodong]

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