【EV Vision Report】On January 18, Times Electric Service, a wholly-owned subsidiary of CATL, officially released the power exchange brand EVOGO and the overall solution of combined power exchange, and its power exchange products will be for car companies. The first model to cooperate with CATL to replace the power is the FAW Besturn NAT combination power exchange version.
The "combined power exchange" scheme of the Ningde era is composed of a power exchange block, a quick change station and an App, and in the vehicle-electricity separation mode, the battery is separated as a shared asset, bringing a new attempt to the market.
"Chocolate battery changer" is a mass-produced battery specially developed for the realization of shared power exchange, with three characteristics: small and high energy, free combination and minimalist design. Using the latest CTP technology of the Ningde era, the weight energy density of the "chocolate exchange block" exceeds 160Wh/kg, the volume energy density exceeds 325Wh/L, and a single battery can provide an endurance of about 200 kilometers, and can adapt to the pure electric platform developed by 80% of the world's 80% that have been listed and will be listed in the next 3 years. Consumers can choose one or more batteries at will when changing the power, flexibly matching the needs of different mileages. In addition, the "chocolate exchange block" adopts wireless BMS technology, and only the external high-voltage positive and negative interfaces are used, which greatly improves the reliability of the plugged and unplugged components.
Based on the innovative combination of power exchange overall solutions, Times Electric Service has created a new service brand of EVOGO, and given it three major characteristics: one electricity multi-vehicle, on-demand rental electricity, and rechargeable and replaceable.
Different from the traditional power exchange mode, EVOGO realizes two "one power and multiple vehicles" full adaptation scenarios. The "Chocolate Bar" can be applied to passenger cars from A00 to B and C and logistics vehicles. The substation can be adapted to the use of "chocolate power exchange block" of various brand models, breaking through the adaptation barrier between the battery and the model, and realizing the freedom of choice of the power exchange model.
According to industry analysts, EVOGO can be seen as a "to C" power exchange service brand in the Ningde era. Consumers can "rent electricity on demand" and freely choose the number of rented and replaced blocks according to their own usage scenarios and habits. At present, most private car owners will only use 10-20% of the battery power in the daily use scenario, but in order to alleviate the mileage anxiety and energy replenishment anxiety, they have to buy large-power models and pay a lot of sunk costs. With "rent electricity on demand," consumers commute around the city on a daily basis and only need to rent one block. If you want to travel long distances, you can choose two or three electric blocks, so that you can increase or decrease, and realize the freedom of electricity.
At the same time, the EVOGO combined power exchange solution can be charged and exchangeable, and together with the existing home charge and fast charge, it constitutes a full-scenario energy replenishment method. The express change station has four characteristics: small area, fast circulation, large capacity and full climate. Each standard station only needs three parking spaces, a single block to change power for about 1 minute, the station can store 48 power exchange blocks, to ensure that users always have a full power block can be replaced, no need to wait for a long time. At the same time, the substation can also be provided with versions adapted to the climatic and environmental conditions of different regions.
The APP provides interconnection and service of people, vehicles, stations, and blocks. In the future, more and more functional modules will serve consumers through APP.
The release of the power exchange brand EVOGO and the combined power exchange overall solution marks the completion of the closed loop of the battery life cycle value chain from research and development, manufacturing, use and recycling to the NINGDE era. In the future, EVOGO will select the first ten cities to start the power exchange service, and release more brands of power exchange models.
Since April 2020, the state has encouraged the development of the power exchange model, and emphasized that for new energy vehicles of more than 300,000 yuan, only the power exchange model can continue to enjoy state subsidies; in April 2021, the Ministry of Industry and Information Technology issued the "Notice on Organizing and Carrying Out the Pilot Work on the Application of the New Energy Vehicle Power Exchange Model", which included 13 cities in the pilot, and the power exchange model ushered in a new development opportunity.
The Ningde era entered the field of power exchange, which means that this market has begun to really start. Previously, only a few OEMs such as Weilai Automobile and BAIC New Energy engaged in power exchange. Although the state has repeatedly introduced policies to encourage the development of substations. However, the power exchange model lacks a unified standard, and the power exchange technology suppliers, car companies, and battery technology suppliers are all fighting their own battles, with high costs and difficult profits, and this series of problems is also the consensus of the industry. Nowadays, the Ningde era personally went down to "change electricity", which means that the "power exchange" market may usher in a major leap.