Originally, everyone was in the group today lively changing "Fu" (touching the fish), and as a result, Shi Chao sent a video, interrupting the harmonious and friendly atmosphere in the group.
The two big brothers in the video, in order to grab the charging pile, hit the hand and fell for nearly a minute.
Many netizens who don't think it's a big deal to see the hilarity are still below @ Li Bin, after all, he said at the beginning of the sentence "What can you do when you buy a fuel car in addition to smelling oil?" ", but it annoyed a lot of fuel car owners.
But then again, Weilai car owners really can't grab charging piles, and the phenomenon that it was difficult to grab charging piles before the National Day charging was also well alleviated by the replacement power station, and the Weilai replacement power station is currently the highest coverage rate in China.
It can even be said that Weilai brought fire to change electricity.
But this seemingly advanced way of changing electricity is actually an old thing.
How old is it? It was almost when Puyi first became emperor.
In 1910, the concept of battery swapping was proposed by a company that sold lights and began to provide power exchange services for electric trucks.
(Unexpectedly, when Puyi was still riding his first bicycle in the Forbidden City, electric trucks had already appeared.)
The 2008 Beijing Olympics also used a power exchange method, and 50 electric buses were replaced during the Olympic Games.
But to bring the change of electricity to the passenger car, it is also thanks to the Israeli company.
The company comes from a regular on Time magazine's list of influencers of the year, Agassi.
By this time, Agassi was already famous in Germany, and he had raised SAP (a multinational software company) into the most valuable company in Germany, the world's largest non-American software company by revenue, and the third largest software company in the world.
Just such a "successful person", full of confidence, spent $850 million in 2007 to build a Better Place power exchange company.
The idea is that the user rents the battery for a fee from the Better Place battery exchange company, and then the battery exchange company is responsible for the battery life, warranty and maintenance.
This is the same as the operating logic of most power exchange companies today.
They have also developed a software, which is also the world's first company-side power exchange management platform, which can remotely manage tens of millions of batteries for the company, supplement the power station in time and monitor the battery status at all times.
At the same time, it also cooperated with Renault to develop a Nissan Rogue electric car suitable for substations, and ordered 100,000 vehicles in one go.
He estimated the cost of a substation at about $500,000 and decided to deploy it on a large scale in Israel, Denmark, Tokyo and Australia.
But dreams are always good, and reality gives Agassi a hard blow.
The 100,000 new energy vehicles that were originally expected to be deployed in Israel actually sold less than 1,000, less than 400 in Denmark, and the originally planned cost of 500,000 US dollars to replace the power station, and finally it will take more than two million to build one.
The car did not sell a few, but also spent so much money to change the power station, only to see the money rushing out is not to see the account. So the big guys have withdrawn their investments, and Better Place officially died in 2013.
It took only six years to declare bankruptcy, and the company sold for $4.5 million.
As a regular to Time Magazine's Influential Person of the Year, Agassi's Better Place was named the most high-profile failed technology startup of the 21st century by Fast Companymagazine.
It's full of drama.
But just as Better Place fell in 2013, Tesla next door announced that it was going to develop a power swap plan.
Musk also held a special press conference, replaced the battery of a Model S on the spot, and also pulled a fuel car for comparison, and finally the power change time was significantly shorter than the refueling time, and called it the future way of replenishment.
The video is still hanging on Tesla's official website, and it reads "90 seconds full charge" underneath.
Although the effect of the power change is obvious, Musk is much smarter than Agassi, he is not in a hurry to roll out the power station, first go to the hand polls. (If not to say that people can become the richest man in the world)
Musk first invited all Model S owners to the conference to try out about 200 people to change the battery, and only four or five were interested.
Later, 145 car owners were interviewed, and 54% of the respondents said they were not interested in changing the battery.
Later, Musk said in an interview that because the fast charge at that time could already charge the car to 80% of the power in 40 minutes, the key was that the fast charge was still free at that time.
Battery replacement services are also charged, and car owners think that changing the battery will cause permanent damage to the vehicle, so everyone is not willing to use that thing.
Therefore, Musk concentrated on the research and development of supercharge piles and pushed the power exchange technology into the cold palace.
But there is no grandfather here, there is a place to keep the grandfather. This power exchange technology, which has failed successively abroad, has been revitalized at home.
Among the millions of electric vehicle sales in China in the past two years, more than 90,000 power-swapping private passenger cars are in operation in China, and more than 25,000 taxis have been replaced.
Therefore, the substation can be said to have a good prospect in China.
Everyone will definitely be the first to think of Weilai, but earlier than Weilai is another energy company, Aodong New Energy.
Aodong New Energy entered the power exchange in 2008, and has built 304 substations by April 2020, and plans to operate 5,000 substations in 2025.
The reason why they can build one substation after another is that it positions itself clearly. The main customer groups are positioned in taxis, ride-hailing cars and electric buses.
After all, Uber, a foreign online ride-hailing giant, has 110 million active users worldwide, while the domestic online ride-hailing user scale has 397 million.
At present, Aodong New Energy has 30 substations in Guangzhou, which can change 500 vehicles a day, and it is basically breakeven in three and a half years.
Taking the largest flagship replacement power station as an example, counting the total of 10 million site rent and cable laying, the maximum number of changes can be 1000 times a day, 7000 times a week, and 3000-3500 taxis can be served.
And in order to significantly reduce costs, Aodong New Energy also cooperated with BP and Sinopec to change the gas station into a replacement power station, and the original business model of the gas station did not need to be changed, so that the cost could be reduced.
Speaking of this small partner will definitely mention Weilai, but Weilai really does not rely on changing power stations to make money, and Weilai's power exchange is a value-added service of its own single brand.
A Weilai will be changed once or twice a week, and no one can survive simply building a replacement power station for private cars.
Weilai hopes that the power exchange service can bring better customer reputation to itself.
To put it bluntly, if you buy a CAR and order a battery rental service, you should enjoy the "90 seconds full charge - that is, the power exchange" service that the distinguished other family does not have, and it wins in word of mouth.
And Weilai is still on this, the annual investment of hundreds of millions of dollars in research and development, not to mention, the actual experience is getting better and better.
In 2021, Weilai launched its own second-generation replacement power station, which supports AVP automatic parking inbound, one-click self-service power exchange in the car, automatic adjustment of body posture and other functions, the whole power exchange process you only need to point in the central control, the steering wheel brake does not care.
In addition to Weilai and Aodong New Energy, another character has been added to the domestic power exchange army, the Ningde era.
On January 18 of this year, CATL released the power exchange service brand EVOGO and the overall solution of combined power exchange.
His way of changing electricity is different from other homes.
Enterprises such as Weilai and Aodong New Energy generally use the battery pack as a whole to replace the power exchange method, and the Ningde era has developed a concept of a power exchange block, and the Ningde era calls it "chocolate block".
To put it bluntly, it is like breaking chocolate, you can replace the battery one or several pieces, without having to replace the whole pack of batteries together.
The advantage of this is that you can choose to replace one to multiple batteries according to your own mileage needs, and a single battery can provide an endurance of about 200 kilometers.
According to CATL, this substation can be adapted to 80% of the pure electric platform developed by the world's 80% that have been listed and will be listed in the next 3 years.
If you look at the installed power battery data from January to December 2021, the Ningde era occupies more than 52% of the market share of China's power batteries, which means that every 10 new energy vehicles in the future will have 5 batteries installed in the Ningde era.
Isn't this wave of entry into the Ningde era a dragon entering the sea?
Bad reviewers feel that things are really not like this, if the Ningde era only does private passenger car exchange services, it may not be able to do Weilai.
Why do you say this, or because of the problem of battery mismatch.
Although everyone uses the battery of your Ningde era, each car company model is different, the shape of the battery pack is different, and even the inner core structure of the battery is not the same.
Whether to force car companies to transform the car-making platform to adapt to new batteries, or to provide different replacement power stations according to different car companies, these problems are a huge cost to solve.
To put it further, there are not a few people who look at battery research and development around the world, and the head companies LG, Panasonic and BYD, each has its own battery technology.
And in order to develop batteries, everyone invests hundreds of millions of billions of dollars every year, why can you ask everyone to unify battery standards for your own power station? It's a bit hard to think about.
Therefore, now the power station replacement can only face taxis, online car-hailing vehicles and buses and trucks, so as to basically ensure self-sufficiency.
If you want to target the customer base to private passenger cars, or you have the strong capital and customers of Weilai, otherwise you will have to go down the old road of Agassi bankruptcy.
Then again, even if the power exchange technology is so difficult to make money, the investment in research and development cannot be stopped for a moment.
Changing the battery is like playing an escape room, a group of people locked in the room thinking about going out.
If you are the first to find a way to go out, then the buddies behind you can only follow your example to go out the fastest, the same is true for changing the power, get it out early, occupy the market share early, in order to ensure that the future power exchange market has its own place, or even dominate.
Finally, in the end, the cake of the electricity exchange is indeed big and fragrant, but whether it can be eaten or not depends on whether each family can get a powerful real handle.
Written by: LYX Editor: Polygons
Images, sources:
teslarati-Tesla shuts down battery swap program in favor of Superchargers , for now
greencarreports-Hey Tesla , China's Nio has completed 500 , 000 battery swaps
Motor Mouth-Is battery-swapping the future of EVs?
tesla-Battery Swap Event
ieee-How Is This A Good Idea? : EV Battery Swapping
INSIDER-Tesla's battery-swapping plan has a mere shadow of the promise it once showed
Ningde era power exchange conference
Car stuff - behind the wind outlet of the power station: Weilai is not the biggest player, Tesla has also entered the game
36 After the Kr Pro-Carbon Peak route is determined, will the oil giants bet on charging piles or substations? | 36 Krypton Interview
Weilai official website