Compared with the traditional charging and energy replenishment method, the huge business opportunities behind the advantages of power exchange technology have attracted the attention of more and more enterprises. At this year's "two sessions", the call for increasing the construction of the power exchange system is higher, and the relevant proposals have also attracted wider attention.
The construction of the new energy vehicle power exchange system ushered in the dawn, but the popularization of power exchange "ideal is very full, reality is very bone".
The advantage was recognized, and the power exchange mode was fired
At a time when the automotive industry is accelerating its development towards green and low-carbon and the diversified technical route is gradually forming, it has matured with a short-term, low-cost, and efficient power exchange model, and has achieved breakthroughs in commercial use. At present, the power exchange mode has been highly covered including but not limited to closed application scenarios such as industrial parks, terminals, and mines. Nowadays, more and more players are pouring into the track, Ningde times, Geely Automobile and other giants have long been laid out, on the 4th of this month, Bosch also officially signed a strategic cooperation memorandum with Mitsubishi Corporation and Blue Valley Energy, and the three parties have established cooperation to enter the field of power exchange, the number of enterprises entering the market is increasing, and the power exchange products and business models are becoming more and more abundant. But in fact, the development of the power exchange model in the field of urban logistics vehicles is slightly slow.
Compared with other traditional energy replenishment methods, the advantage of power exchange technology is to meet the transportation needs of small batches and multiple batches of urban logistics; even if most of the current logistics vehicles have supported the DC fast charging mode, and the recharge time of no more than one hour has also made many drivers clap their hands and praise, but from the perspective of return and convenience, the large-scale coverage of the power exchange mode may also be a new energy replenishment program.
Under normal circumstances, the power exchange mode can quickly complete the energy replenishment in a few minutes, thereby more efficiently realizing the distribution needs. At the same time, the replacement logistics vehicle adopts the "vehicle-to-electricity separation" model, which can also greatly reduce the initial investment of users and directly hit the pain point of the high price of new energy logistics vehicles. Not only that, for the power battery, after disassembling from the car, it is placed separately under constant temperature and humidity conditions for trickle charging, which is more conducive to prolonging the service life of the battery and improving the residual value of the battery.
The ideal is rich, the reality is cruel
Combined with the current actual use, the power exchange model still has many challenges in the urban distribution logistics vehicle market.
The first is to burn money, the large-scale coverage of the replacement power station and the cost of replacing the battery, all need to spend a lot of money, if not behind the support of large car companies, or a huge investment flow, the construction cost of a single-seat substation with millions of times is not affordable for most companies.
The second is the constraint of unified standards, even if there is a bottomless investment, but it is difficult to achieve unification of different car companies, models and standards for battery capacity, battery shape, battery thermal management, and battery mechanical interface. In other words, at this stage, no battery manufacturer or car company is willing to share battery technology with competitors in order to achieve large-scale power exchange popularization.
Finally, for the development of electric logistics vehicles, there is still no concept of standardization, modularization and integration. That is to say, in the power exchange mode, because it involves the loading and unloading of the battery, at the beginning of the design, it is necessary to consider how to improve the efficiency of the power exchange, while taking into account the comfort and handling of the vehicle, etc., which require the car company to further improve and optimize the design.
The two sessions are hotly discussed, or will break the game
During the 13th National People's Congress, Li Shufu, chairman of Geely Holding Group, made suggestions on increasing the construction of electric vehicle replacement system. Among them, suggestions were put forward on the dilemma at this stage, including further improving the relevant policies and regulations of power exchange models, accelerating the standardization of power exchange models, and generalization.
Coincidentally, recently, multiple departments in Jiangsu Province jointly issued the "Jiangsu Province New Energy Vehicle Charging (Replacement) Facilities Construction and Operation Management Measures". It aims to put forward clear requirements for the site selection basis, quality and safety, operation specifications, battery standards, vehicle (station) interchange, acceptance methods, safety supervision, etc. of the new energy vehicle replacement power station, and to achieve a breakthrough in the new energy vehicle power exchange without regulations, standards and policies.
In terms of battery manufacturers, since January this year, the battery giant Ningde era has frequently started in the field of power exchange. It can be seen from a series of actions such as the release of the new brand of power exchange service, the establishment of a demonstration and operation of the application of heavy trucks in Fujian Province, and the joint construction of a high-speed power exchange network in Fujian Province, that the layout of the power exchange business in the Ningde era will be rapidly and comprehensively carried out in the field of passenger cars and logistics vehicles.
All in all, the current power exchange model is still in the stage of market exploration, at this stage of the logistics city with vehicles in the power exchange popularization encountered in the dilemma is actually consistent with the passenger car, not a family to pay, but the need for multi-party ecological cooperation, which is also a long-term exploration process. I believe that with the joint efforts of many parties, in the near future, we will also be able to welcome the day when the city distribution logistics vehicles will be replaced on a large scale.