At present, the strategy of electric vehicle power supplementation is mainly two, one is the fast charging team represented by Tesla, the high-voltage strategy that is implemented, as long as the technology is good enough, it can shorten the charging time, and the other is currently the power exchange team represented by Weilai, the implementation is the strategy of throwing money, as long as your corporate budget is enough, it is convenient to be a consumer after all.
The former fights for technology, for the Chinese market, the real sense of the enterprise that wants to complete the technological transcendence, there are really very few, in the current charging speed more than Tesla, I have not seen.
The reason why Tesla does fast charging is very simple, it has a high degree of technology, and as an American brand, it needs to face the global market, taking the United States as an example, the sparsely populated United States to charge Tesla, the simplest and roughest way is fast charging, plugging in the charging gun Charging way for users and enterprises is the most convenient.
If you change power stations in the United States, hundreds of miles do not see the new energy environment of several electric vehicles, building a replacement power station is a waste of resources, so for the starting direction of this brand, it is more convenient to engage in charging stations with lower costs and higher technical requirements.
Chinese companies can't break Tesla's high charging speed, we should look for our development strategy.
The current main market of Chinese brands is still domestic, the domestic development is very simple, we are densely populated and currently have huge sales, the current number of new energy vehicles is three times the number of charging piles, that is to say, we expand the number of charging piles in the existing form, the first infrastructure construction has pressure, the second can not keep up with the growth rate of new energy.
In short, in an era when the speed is not as fast as Tesla and the charging network cannot keep up with the development, we need to think about what to do to be better.
That's another way, substations.
As long as a replacement power station is well designed and the battery reserve is sufficient, it can replace the batteries for thousands of electric vehicles every day, and this speed even exceeds the speed of gas stations of the same magnitude.
Of course, the cost of building a substation is also very high.
But we need to do a long-term thinking, now the replacement power station is for ten years, twenty years and preparation, if the future is full of electric vehicles, the pressure of charging piles is really large, and then the replacement power station is another way to replenish electricity.
A substation serves thousands of vehicles, and a medium-sized city is expected to have 30 seats to meet the demand for power exchanges on the day.
The premise also requires enterprises to make efforts, a large number of enterprises should do a good job of design, all batteries should at least be compatible with each other, the battery you take down my brand can also be used, the electric vehicle can be replaced by other brands of batteries, this is a future super electric city should have the state.
To do so, it is necessary to have a head enterprise to take the lead.
An important reason why Weilai's power exchange is not optimistic is that Weilai, which is positioned as a high-end, cannot sell its products to more people at all, that is to say, it is impossible for all companies to follow it.
Geely has entered the game, which is a company with easy annual sales of 1.3 million, the number of user reserves, the financial strength is far more than Weilai, it is engaged in this matter, the appeal is very strong.
First of all, it can unify the technical direction through its own future sales of a large number of new energy vehicles, complete the initial battery design unification, and at the same time invest a large amount of capital to build a large number of substations.
According to their own market discourse, they can also work with other companies to design and cooperate to expand the design scale of the same standard model battery to ensure the full use of the replacement power station.
Of course, in the later stage, this belongs to my conjecture, in a word, power replacement is the future trend, and the promoter of this trend must not be Weilai without sales, but should be a company with huge market appeal, such as Geely.
What is needed to replace the power is to integrate the entire market form resources, to let more enterprises see the direct benefits brought by the power exchange, but also to let the entire industry understand, the power exchange is to do advance planning for the future saturation of new energy.