On December 5, Weilai held another "rambling press conference". This definition comes from Qin Lihong's chat with us, who said that there are three kinds of press conferences: one is the stage release, that is, the step-by-step release of the script; one is the eating, drinking and entertainment rambling, similar to the test drive experience and lifestyle experience; and the other is the rambling release, as Weilai often does.
First publish an important information or business trends, and then everyone has an interactive "rambling conversation", the content is not limited to the information or trends released, and even everything about the enterprise. It is precisely because this kind of "rambling talk" not only has the depth and breadth of the news, in such a relatively relaxed field,
The leader of the press conference will often say some "golden sentences".
For example, the title used in this article: Electric vehicle companies that do not provide energy services are playing tickets.
At the press conference on December 5, the "Qin Lihong Golden Sentence" I wrote in my notebook also included:
1. If you don't engage in direct operation, you are not called a new force.
2, IF WEILAI does not consider the long-term development of the future, it will be profitable.
3, electric vehicle companies should first consider the qualifications that can be profitable tomorrow, not how much money to make today.
Each sentence can be individually pulled out as a title and expanded into a discourse of more than 2,000 words.
But in fact, one of my favorite sentences is: allowing the battery to be changed downwards is a high-level craft.
So let's start with the "flexible power exchange" itself: What is the last piece of the nio Power puzzle?
My summary is:
There is no doubt that the power exchange mode is a very important part of the competitiveness of the WEILAI system. It is important that in an era of consumption upgrading, when people choose a product, difference is becoming more and more important. The label and practical value of "replaceable electricity" will lock more users for Weilai in the future.
What I mean by "advanced craftsmanship" means that Weilai is not only ready for users to upgrade their large-capacity batteries upwards, they also allow users to switch from large-capacity batteries to small-capacity batteries - as a heavy electric vehicle user, I understand very well that not all the time I need to carry a large battery to run in the city, and when I need to drive long distances, "from small to large" can greatly reduce the number of times to replenish energy and thus increase efficiency.
Support the interchange of various capacity batteries, one is to meet the diversified needs of consumers, and even to provide services that exceed expectations; the other point is that Weilai's power exchange technology can support. A small point reflects the soft and hard power of Weilai.
Rechargeable, replaceable, upgradeable Nio Power, but also add a sentence can be downgraded according to actual usage, and based on this, "flexible power exchange" has evolved into a very high-level craft.
Having said the "flexible" craft, I would like to say a little more about the power exchange mode. My attitude is very clear: if you buy a NIO and do not use the BaaS service, then you have not experienced the essence of NIO.
BaaS is "Battery as a Service", Battery as a Service. For users, BaaS is only to buy Weilai's vehicles, the battery is rented, its advantages are -
1. Cheap. The battery takes the form of rent, and the total car price can save 70,000-128,000 yuan (according to the battery capacity price).
2, each month need to pay 980-1480 yuan (according to the battery capacity price difference) of the rent, this part of many people use the "mortgage" metaphor I think is not right, because the rent is not only the battery itself rental, but also includes a series of service and security costs. Enjoy 4-6 free power exchanges per month.
3, there is no condition to install household charging pile users, power exchange can meet the demand, such as the first year of Weilai delivery more than 80% of users install home pile, after this proportion is actually declining year by year, it is very friendly to users who do not have the conditions to install home pile. In fact, before that, I have always had the view that "there is no charging pile at home, try not to buy a pure tram". After Weilai established a huge substation system, the factor of "whether there is a home pile" is gradually being diluted at least in Weilai.
4, the battery is healthier and safer. When the battery is replaced, in the inspection and diagnosis of the replacement power station, the very small hidden dangers of the battery will be detected and lifted as soon as possible. The famous "Hayne's Law" says: Behind every serious accident, there is about twenty or thirty minor accidents accumulated, and behind each minor accident there are hundreds of accidents buried. Through the entire power exchange system, each small hidden danger can be diagnosed in time in the recycling link, and after the "flame" of these small hidden dangers is extinguished, the major accidents can be avoided to the greatest extent. From this perspective, the monthly service fee is actually a guaranteed expenditure for electricity safety.
5. Convenient. Especially for long-distance users, the time to change the power (without considering queuing) is only 3 minutes, which is the time to buy a cup of coffee in the toilet, which makes up for the shortest shortcoming of the tram and oil truck in the "energy replenishment efficiency" link. As of 10:00 a.m. on December 5, 2021, WEILAI has a total of 689 substations nationwide, and there is no suspense in the layout of 700 in 2021. Qin Lihong said that by July 2022 at the latest, the country will reach 1,100 substations, "basically within 15 minutes of driving within the city to have a substation."
6. Used car value preservation. Completely avoiding the loss of the battery in the second-hand price of the tram, in the Weilai used car system, users who choose BaaS services will enjoy a better retention rate.
A data may explain the value of BaaS services, starting in September this year, NIO has been delivering in the Norwegian market, and 92% of users have chosen BaaS, because only BaaS users in Norway can enjoy free power exchanges. In China, because the free power exchange service is actually open to all Weilai car owners, Qin Lihong frankly said: "If we reached the depth of thinking and industry preparation in the second half of last year in 2014, it is also very likely that the free power exchange is only open to BaaS users." ”
Buying a battery is equivalent to having its exclusive right; and if you go to the power exchange service, you will also give up the exclusive right to this battery - from this point of view, BaaS makes the battery beyond the attributes of parts, which is the core competitiveness of Weilai with great potential in the future.
Interestingly, Weilai previously announced the ADaaS service at Chengdu Nio Day, and its next step is to make "automatic driving" also go beyond the attributes of parts and components or even beyond the attributes of on-board functions, but turn the parts and components traditionally recognized by the industry into "service products".
So when we say "service" of Weilai, please do not solidify that service is Fellow, is the link between people, is a delicious drink and comfortable space decoration, Weilai's real imaginative service is through the "service products" such as BaaS and ADaaS to reshape the value system of a car.
Driver's Epilogue:
When we look at the whole Nio Power through the puzzle of "flexible charging", and even when we look at BaaS and ADaaS,
My feeling is that just looking at the conceptual brain hole is big enough, and the most rare thing is that everything is taking root or has taken root.
In the midst of chaos and doubts, Weilai has laid out this game of chess. How much gain there is in the present, how many difficulties need to be overcome on the way to the present.
Today, when Wei talks about the competitiveness of the system, what impresses me the most is not whether weilai's power exchange system and life cycle service system, which have been built, are strong.
Rather, all this was already clearly thought out on the day Weilai was born. What is the core, what is the essence, what is the industry trend.
Qin Lihong said that this is a chart in 2015, and it is also one of only 8 pages of PPT when Wei conducted the A+ round of financing. "This page of the chart has not changed a word until today, it is our very basic judgment of the current situation, there are very few words, adding up to 100 words, but it can help us recognize what is the driving force for change in this industry, and why Weilai, as a start-up brand, chose to do so many things."
Why choose to do so many things? Because they are not going to build a few cars, but to reshape the value of industry participants. When the automotive industry is undergoing a once-in-a-century change,
NIO wants to be a changemaker itself.
That's what touched me the most.
Because in this era, people who know who they are, who know what they are different, who know where they will go, who walk in an unshakable posture,
It's getting less and less.
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