In the past few days, the Ningde era has been hooked up with the replacement of new energy vehicles.
Ningde Times, the highest market value of the large A-share GEM, held the first press conference of its company Times Electric Service online on January 18, disclosing the power exchange project, and Zeng Yuqun, chairman of Ningde Times, also stood for the project, he became the protagonist of the self-declaration video, in the video, Zeng Yuqun took out a piece of chocolate in the car and issued an invitation to the camera: "Come a piece? ”
The "chocolate replacement block" of the Ningde era is to sweeten the mileage anxiety of new energy vehicles. Compared with gasoline vehicles, the replenishment of new energy vehicles does need to take a big leap forward.
The battery giant carries the banner of power exchange
This seems to be a revolutionary move in the era of new energy vehicles, and a battery giant has carried the banner of power replacement.
This happened unexpectedly for many people. Unexpectedly, the power exchange model, which is very popular in the market and has a relatively low market share, was focused on by the Ningde era.
Last year's eleventh long holiday, the mileage anxiety of new energy vehicles broke out collectively on the highway. New energy vehicles, which consume much less energy than gasoline cars for 100 kilometers, have also encountered their own fatal injuries: if they want to charge, they have to squeeze their heads.
Among the new car-making forces in China, Weilai is an unswerving person in the power exchange mode.
The Ningde era also joined the promoter of this model this time: a piece of chocolate? I can run 200 kilometers of that kind.
Ningde era as a battery giant to enter the power exchange, this seemingly cake market, in fact, is also full of uncertainty.
The current market value of the Ningde era has rushed to the peak, in order to attract the attention of the capital market, it is necessary to come up with a new story, and the power exchange is a good story?
Four major difficulties, each one is difficult to close
In fact, the Ningde era entered the game to change electricity, and there is still a little distance from a good story, or there are still several difficulties.
First, the market base is not good.
The development of new energy vehicles is in full swing, and how to replenish energy has been a preliminary result of voting with feet. Judging from the data, the two development scales of charging and power exchange have been greatly different.
Let's look at the data first. Data source China Electric Vehicle Charging Infrastructure Promotion Alliance (EVCIP): By the end of 2021, there will be 74,700 charging stations in the top 10 provinces of the national charging stations, and 1298 stations in the top 10 provinces of the national replacement power station. Judging from the number of facilities, one is tens of thousands of largest, and the other is a thousand or so seats, which is obviously not an equivalent.
Car companies develop their own ways of replenishing energy, which is also a detailed and thoughtful consideration for solutions. It is never a matter of making up your mind, because it involves the acceptance of the market and subsequent development.
2021 is a very hot year for the development of new energy vehicles, and the charging method is still the mainstream of energy replenishment, and there is no one.
Second, it is still difficult to roll it out significantly.
At this press conference, Times Electric Service said that its power exchange business is suitable for "80% of the models developed by the pure electric platform that have been listed in the world and will be listed in the next 3 years", is this 80% possible? It is possible, but adapting is not the same as accepting.
Let's start with the owner. This way of changing the power, many car owners still feel more difficult to accept: the battery is no longer original, high-end cars and low-end cars, the original battery is different, now standing on the same running line, how can this be accepted?
Let's talk about the manufacturers. Manufacturers like BYD have their own battery capabilities, and the annual car sales in 2021 are also very large, and public data shows that BYD's new energy vehicle sales 593745 units. BYD itself is providing batteries for some car manufacturers, and it is not too likely to let it care about the power exchange business in the Ningde era.
In addition, there are big names like Tesla, with many sales, and their own ideas are also unique, and it is difficult to join the trend of the sharing economy of power exchange. We can note that because Tesla's energy supplementation scheme is more abundant and diverse, it is difficult to see Tesla owners mileage anxiety.
For example, Volkswagen, Toyota, etc., the strength is placed there. It is also rich in solutions for replenishment, and also has its own understanding.
Perhaps, the power exchange business in the Ningde era may mainly cooperate with some B-end companies in the early stage, such as some taxi companies. To cut into the C-end of the owner service, one is to coordinate with the manufacturer, and the other is to be convincing to the owner.
Third, the charging link cannot be avoided in the power exchange logic
Whether the power exchange can solve the mileage anxiety during peak travel periods is also questionable.
Let's take a look at the overall solution of power exchange in the Ningde era, and the three core constructions such as power exchange blocks, quick change stations, and APP. The area requirements of the fast release station are not large, as long as there are three parking spaces, it is OK; a change station can store 48 power exchange blocks; it takes only one minute to complete a power exchange.
Such a configuration should be enough in daily life, and it is estimated that it will be a little insufficient during the peak travel period, because the replacement block itself also needs to be charged, and the charge should be similar to our daily charging. If the exchange frequency of an area is high, it will also be insufficient.
This is a big crux of the matter, if the battery charging speed can reach a speed of about three minutes like refueling in the future, then will this form of power exchange still exist?
Fourth, the difficulty of battery standardization construction.
It will not be so easy to achieve the standardization and promotion of discharge batteries and achieve consensus in the industry.
From the promotion of the Ningde era, it is to replace the battery block, and in the future, it will be like the current No. 5 battery and the No. 7 battery, which can be used at will.
This goal is quite beautiful, but the process will certainly not be easy.
Many powerful manufacturers have their own research and development of batteries, and customized research and development is one of the embodiments of high-end. The battery is also the most core part of a car, the material, arrangement, energy density, and performance tuning of the human battery, etc., according to the power exchange mode, then the manufacturer's solutions are not used, which is equivalent to holding the most critical part of themselves in the hands of others.
Building a car is quite complicated, and having the strength may not necessarily make things successful. For example, Huawei is building cross-border cars, and people have always thought that the models it cooperates with will also usher in glory like its mobile phone manufacturing, which may not be the case from a realistic point of view, at least not in the short term.
Although Huawei is very strong, the popularity of the car companies it cooperates with is limited. Giants like SAIC and Volkswagen will not choose to cooperate with Huawei, because from an ecological point of view, it is also very important for powerful car companies. Joining forces is sometimes harder.
A well-known technology company and a well-known car company, their cooperation to build a car, does not necessarily cause a sensation in the market, as well as good sales results.
Some people say that the Ningde era has undertaken the mission of the entire power exchange industry. In fact, the expectations cannot be too high. From the perspective of batteries, because of the large shipments of the Ningde era and the controllable cost brought by the scale effect, many auto manufacturers want to see the face of the Ningde era.
However, for the core interests and core technologies of batteries, each manufacturer should have its own considerations. The road to battery standardization should be the courage to break the problem and the wisdom to break the problem.
Undoubtedly, when the power is replaced, the sales of batteries in the Ningde era will become larger, which is inevitable.