Battery giants enter the game, will it be a good business to change the battery?

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Opinion / Liu Run Main Writer / Fang Yan Orange Responsible Editor / Ming Jiao

This is the 1429th original article of Liu Run's public account

1. Some time ago, the battery giant Ningde Era launched the power exchange brand "EVOGO", released a series of products such as "chocolate battery" and automatic power station. This matter has attracted a lot of attention.

In fact, not only the Ningde era, BAIC BJEV, Weilai, Geely, FAW, SAIC, Dongfeng and other enterprises have also entered the game.

2. The "power exchange camp" continues to grow. The power exchange mode has attracted more and more attention.

3, someone asked me how to see. From a business point of view, where the user's needs are, the opportunities are.

4, more and more new energy vehicles, the problem of charging difficulties is becoming more and more prominent. Every year, you will see the news of queuing up all night to charge, spending 4 hours on the road, and the result is 3 hours in line to charge.

Charging anxiety and difficulty in charging are the pain points of users, and may also be one of the reasons why electric vehicles are difficult to popularize.

5. What should I do? Power swapping is one solution. Charge for at least an hour or more, and swap the battery for only a few minutes.

6, of course, this model is not yet mature, but there are already many companies have stepped into the test. Some have even touched the doorway.

7, for example, Weilai.

The BaaS service previously released by WEILAI is a battery replacement model based on battery rental.

8, this model is very interesting. Vehicle and electricity separation, interchangeable and upgradable.

What does it mean to separate cars from electricity, that is, to assume that you spend 350,000 yuan to buy a car. If you want, you can just buy a car and not a battery. In this way, you only need to spend 280,000 yuan, and you can spend 70,000 yuan less.

9, what to do with the battery, you can spend more than 900 yuan a month to rent a battery. It is equivalent to paying 70,000 yuan for batteries, and now paying more than 900 yuan a month. 70,000 yuan can be rented for nearly 6 years. Let's say you change a car in 5 years, and you can save a lot of money renting a battery.

10, it sounds like a very interesting thing. Save time charging and save money.

11, this mode can also solve the problem of battery upgrade.

We assume that under today's technology, a battery can run 400 kilometers, and when technology has advanced, it can run 500 kilometers, or 600 kilometers.

12, if it is a battery you bought yourself, you may have a worry, change a battery, the original battery is not wasted, but also spend more money.

13, if it is rented, there will be no such concerns, you can always change. For companies, as technology advances, it may be upgraded from 400 km to 500 km and 500 km to 600 km. This way the battery you use will automatically upgrade.

14, we say that the business model is the "stakeholder transaction structure".

Business model innovation is to organize stakeholders more effectively and optimize the transaction structure.

15 Let me give you an example. Taxis don't know who's going to use the car, passengers don't know where to get a car, so a large number of taxis are driving in the air, passengers are waiting in the air. Can this inefficient trading structure be optimized?

Of course. With the help of the Internet, you can efficiently match the supply of taxis and the needs of passengers, reduce the time of empty driving and empty space, and use optimized transaction structure to "reduce dimensionality" on the traditional model.

16, for example, charging a taxi requires a long time to charge, for the driver, delaying the solicitation time, for the passenger, it takes time, etc.

After the introduction of the power exchange mode, the battery replacement version of the taxi can be replaced in just a few minutes, saving time and optimizing the transaction structure.

17, in addition, the biggest value of the business model of power exchange is actually to avoid the waste of some power resources and create social value.

18, suppose, an electric car, the battery life is 1000 times charged. If you don't drive often, the car may be scrapped, and the battery has only been recharged 300 times. Driving regularly, the car has been recharged 1000 times, the number of charges has run out, and even he bought a new battery.

19, there will be a problem, the actual number of charging and battery scrap must be redundant, there must be power resources wasted. For example, the battery can be used 1000 times, and you charge 500 times, the car is scrapped, the battery is not fully utilized, it is wasted.

20, there is another situation, that is, after buying a car, do not drive much, after a period of time, found that the battery was upgraded, 400 kilometers into 600 kilometers, and then into 800 kilometers. At this time, if you change it again, the previous battery will be wasted.

21, we say that all business model innovation is to improve the transaction structure and create efficiency space. How to avoid the waste of resources and how to innovate the efficiency space is the starting point of the business model of power exchange.

22, if today you use the battery rental battery replacement mode, the battery does not belong to you.

23, at this time you bought a new car, to rent a battery, this time the rent is used to charge 200 times, the next time to change may be 400 times, the next time 999 times. After you use it 1,000 times, and finally in your place, the battery has been charged 1,000 times, and the battery is really scrapped.

24, this means that through this model, a large number of batteries circulating in the market will be used on the edge of scrapping, and there are constantly batteries being scrapped.

25, in the end, there will be almost no battery wasted.

26, what does it mean, that is, the market will have a batch of batteries that have been charged 0 times to nearly 1000 times. When nearly 1,000 times of scrapping, a new batch of batteries will enter the market.

27, continuous cycle cycle cycle, only scrapped batteries, no wasted batteries.

28 In the past, it was possible to produce 10,000 batteries to meet the use of 10,000 cars. Based on the power exchange mode, the battery is fully used, and when 10,000 cars finally appear on the market, only 7,000 batteries may be needed, and the efficiency of the battery will be greatly increased.

29, the 3,000 batteries saved in the middle are the value brought by model innovation.

And this value may be the real reason why the company can make money.

30 We often say that business has the underlying logic. It can be to save users money, time, or create value for society.

31, if a business model, improve the transaction structure, can continue to create value, continue to benefit users, is a competitive business model.

32 We don't know how far this model has gone, but we don't deny that there is a very beautiful logic behind it, but it takes time to verify.

Bless all companies exploring and look forward to new breakthroughs.