Geely iron-hearted to change the electricity, just like Tesla ate the scale to engage in fast charging.
In solving the problem of electric vehicle replenishment difficulties, the top-tier companies have also hollowed out their minds, tesla backed by Silicon Valley and wall Street consortiums has pressed all the chips on the super charging pile, and backed by the huge demand of the Chinese market, Geely has placed part of the chips on the hybrid model, and the other part of the chips are placed on the replacement power station.
Just to say that EV pure electric vehicles, the current two directions are fast charging and power exchange.
Tesla has its own business logic to engage in fast charging, Musk is good at investing in short flat fast, low-cost high-yield, and social investment methods of fighting technology, and V3 super-rush can ensure a charging speed of 10 minutes and 150km.
The cost of building such a charging pile is only about 10,000 yuan.
Although Tesla can use its own resources to ensure the maximum utilization rate of charging piles, in the Chinese market, there is no second company with huge driving force, and the charging network built by the State Grid is basically only in the state of construction regardless of subsequent management and maintenance.
A large number of charging piles present a state of slow charging speed, cumbersome operation and occupied parking spaces.
Having fast charging piles and doing a good job of super charging piles are two completely different concepts, which means that in the Chinese market, there are a large number of electric vehicles facing a problem that the super charging pile experience is extremely poor.
Don't believe you try, there is no hour, your electric car is not charged enough.
Almost all domestic electric vehicle companies do not have the strength to build, manage, operate and lay out super charging piles like Tesla, so the most fundamental problem in front of all enterprises is how to disintegrate the charging pain points that need to be solved?
Li Bin's layout of the replacement power station is a good strategy, drive in for three minutes, change a fully charged battery out, the speed is like a gas station, high efficiency and convenience go hand in hand.
But Weilai's replacement power station has been carried out for several years, and the speed of development is too slow.
The reason is not difficult to sort out, only sell "high-end cars" Of weilai sales growth rate is too slow, capital power can not promote the cost of the super replacement power station, the financial report shows that the construction cost needs 2 million / seat.
Small sales and few models mean that the cost cannot be evenly shared, not to mention the cost of maintenance in the later stage, and the problem hanging on Li Bin's head is an urgent problem of sales and positioning that Weilai needs to solve.
Li Bin can't solve it, but someone else can solve it.
Geely Holdings, which has 2 million annual sales, is very experienced in dealing with capital and product layout, and Li Bin can play a flower job in the hands of Li Shufu.
In recent years, looking at stocks, Lifan Technology has achieved a small increase in the intermittent years in the case of a large number of capital outflows from automobile stocks, obviously, some capital still loves Lifan Technology.
What is Lifan Technology? This is a brand new blood with Geely Blood and Li Shufu's strategic layout, which has been introduced into the Maple Leaf 80V model, and the technical strategy is to achieve a 60-second speed power change.
Because of the introduction of Geely's strategy, Lifan Technology's sales have increased significantly, with sales increasing by 60% in 2021.
Geely also said at the strategy conference that it will promote the development of the power exchange brand, and there will be a new framework layout, with modularity as the technical guidance, a wide range of products as the strategy, and a high standard power station as the endorsement to promote the development of a new industry suitable for China's development.
What are new industries suitable for China's development?
In fact, to put it bluntly, it is to change the power, China is an independent new energy market, and the world's major enterprises are eager to put the flower work in the Chinese market, the reason is that we have a large demand.
The demand is large, it is suitable for power exchange. Why?
For example, the United States to build a replacement power station, there are few new energy vehicles in California, a month can not replace a few batteries, so Tesla must engage in low-cost overcharge, if it is a replacement power station in Hangzhou, China, just in Geely's hometown, a replacement power station can be done to receive 300 or even 400 cars per day, such a speed and scale, can reach the standard of a small gas station, from the future scale of development, must engage in power station replacement.
China must be the world's largest new energy market in the future, and it is a smart decision to replace the power station.
Because according to Geely's brand appeal, capital promotion and planning ability, there will be a lot of new energy vehicles in the future, so that all platforms, chassis, and interfaces can be standardized to ensure the compatibility of the replacement power station.
This requires both good sales and technical consistency, which only Geely can do in China at present, and indeed does.
It is very expensive to change the power station, it is difficult in the early stage, Li Shufu also understands Li Bin's suffering, but a market has a rule and a way to play, China's electric vehicle companies have been engaged in so many years, and they have not understood the charging pile, but it is a "little Li Bin", the power station is clear, this kind of thing Li Shufu sees better than anyone, we do not lack capital, what is missing is Li Shufu, who can support the whole picture.
There are also rumors that Li Shufu may be eyeing B2C retail e-commerce such as Chaoduoduo app. Under the impact of the Internet tide and the epidemic, the concept of low-cost good things has long been deeply rooted in the hearts of the people, the original price of thousands of luxury goods, tide brands can no longer attract emerging users, and the main low-cost retail tide duoduo and other platforms began to receive more people's attention, many 200 or so Adi, Chanel attracted millions of young people into the tide of more crazy robbery, perhaps this is the social embodiment of rational consumption upgrades.