Joined a new energy unicorn company

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You may not believe it, I quit naked in August last year, the reason for the naked resignation is also very simple, from graduation to now there are nearly 9 years, the little spark in my heart that wants to start a business has not been extinguished. The day after I resigned, I registered a company, gave it a tall name, and wanted to do it vigorously.

Naked resignation is cool for a while, after the naked resignation is still quite tormented, because to face family, friends, mortgages, in the short term there is still no pressure on the economy, but as a father of 2 children, the two words of responsibility seem to overwhelm me.

Finally, after thinking about it for a long time, I still feel that it is not suitable for "going out" at this stage, and since it is not the right time, I decided to precipitate myself first. But that little spark in my heart has always been there, and when the time is ripe, I will do my best.

During the period and many friends have chatted, there are startup founders invited me to be a partner, and the owner of the listed company invited me to their company, the position given is also very high, but always feel that I have not yet succeeded in starting a business, the heart is still a little panicked, and finally I chose to join a new energy unicorn company.

In this article, I will tell you why I chose this company, and I hope it will be helpful for you to choose the industry and company in the future.

My first reason for choosing this company was interest.

I remember that not long after graduation, I bought the first car, because the license plate in Guangzhou was particularly expensive at that time, I remembered that it was close to 50,000, and simply bought a new energy vehicle (plug-in hybrid, new energy brand only needs to pay the license fee), at that time plug-in hybrid is still relatively expensive, almost spent half of my savings, has been driving until now, the experience is still good. Since buying a car, I have paid more attention to the track of new energy vehicles, which is currently an absolute outlet, plus I am still very interested in cars, so I chose this company.

So the first thing you should consider when you change jobs is your own interests, for your career, interest is a lever that can make you do more with less, almost many people have to work for decades in this life, if you do what you like every day, it is an extremely happy thing.

The second core reason why I chose this company is because I am still more optimistic about the new energy vehicle power exchange model.

This company is in an absolute leading position in the field of new energy vehicle power exchange. The process of new energy vehicle power exchange is similar to refueling, that is, driving the car to the replacement power station, removing the battery, and then loading the fully charged battery back on the car, and this process has been fully automated, without the need for labor, and even the driver does not need to get off. At present, the power exchange industry is mainly the service B-end, taxi, online car, logistics car company, because the degree of standardization of these cars is relatively high, such as taxi companies, taxi models are basically the same, using the same battery, then the development of power stations will become much simpler.

For the driver of the new energy vehicle, the replacement power station is absolutely just needed, from the perspective of transaction costs, if the replacement power station can be paved like a gas station so much, the replacement power station can help the driver save time and help the driver save money, and now the replacement power station can do 20 seconds to change the power, and the speed even exceeds the refueling. For these drivers, the time of driving every day is fixed, and what they care about most is time, because time is money.

In addition, from the price point of view, the cost of new energy vehicles per kilometer can basically do half of the fuel vehicle, such as Guangzhou electricity replacement taxi per kilometer the cost is about 2 mao 2, and the oil car we according to 100 kilometers of 8 oil to calculate, now the oil price is basically more than 7 pieces, that is 5 mao 6 a kilometer. And the model that supports the replacement of electricity, it is completely possible to use the separation of vehicle and electricity to buy vehicles, consumers only need to buy the body, do not have to buy the highest cost of the battery at this stage, you only need to rent a battery from the power exchange service operator or the main engine factory, so that you can save the cost of buying a car, now including Volkswagen, as well as the domestic new energy forces Weilai, Xiaopeng are pushing this model.

Now the replacement power station for B-end vehicles, the market is blank, there is a gap in order to have explosive growth, according to relevant data, in 2025 the number of national substations will exceed 22,000, close to 300 billion market size, and by the end of 2021, the national operating substation will not exceed 5,000.

Although in the private car market, the model of power exchange has not yet become the consensus of the whole society, but everyone knows that it is still very expensive to buy a parking space in first-tier cities, and many car owners cannot have private parking spaces, let alone install charging piles. I have seen a data before: the proportion of private charging piles for new energy vehicles is less than 30%, and among the reasons why private charging piles cannot be installed, "selfless parking spaces" account for 51.2%.

Most new energy car owners can only choose to go to the public charging pile to charge, if you have a public charging pile in a similar location, and there is a replacement power station with not too many queues, which one will you choose? And if you drive a new energy vehicle to a far away place self-driving tour, there is a less crowded substation on the road, and there is a charging station that is not too crowded, which one do you choose?

In the replenishment of new energy vehicles, some people insist on the way of charging, some people are optimistic about the way of replacing electricity, I think there is no need to argue, in my opinion, if a new energy vehicle can both charge and change the power, is it not more fragrant? I think this should be the development direction of new energy vehicles in the future.

The above has been blowing and replacing the power mode, then we talk about the current problem of the replacement power station from the seller's point of view (substation service provider), just now I am always mentioning a word "not too crowded substation", if you want to do not too crowded, then the available substation is more, the available battery is more, you all know that the reason for the high price of new energy vehicles is mainly because the battery cost is too high, the power exchange business is a heavy asset business, you need to invest in land, personnel, power exchange equipment, batteries, Building a substation is often millions, and the construction and operating cost of some substations is even 10 million to 20 million, if the substation is as dense as the gas station, you can think about how high the cost is.

However, from the perspective of the development of battery technology in recent years, the cost of batteries continues to decrease, which means that the cost of building a replacement power station will continue to decrease, which is good news. The reduction of other costs depends on the operational efficiency of the substation service provider for the substation, vehicle and battery, and whoever has high operational efficiency can run out in this market.

The second is that the battery specifications of each new energy vehicle are not the same, the current conventional practice of the replacement power station is to put a variety of models of batteries in a replacement power station to meet different types of new energy vehicles, so that the complexity of the replacement power station is higher, the software and hardware cost of the construction of the replacement power station also rises, and this replacement power station is not very flexible, and each additional model must be upgraded to the software and hardware products.

However, this problem also has policy benefits, october 28, 2021, the Ministry of Industry and Information Technology issued the "Notice on Starting the Pilot Work of New Energy Vehicle Replacement Mode Application", the first batch will start the pilot of the replacement power station in 13 cities across the country, in addition, just a few days ago, the National Energy Administration issued an industry standard on the "structure and use cases of electric vehicle battery replacement stations", and will be officially implemented on March 22, 2022, with the implementation of the national power exchange standard, the construction cost of the replacement power station will further decline.

I think the swap mode has several advantages over the charging mode:

First, for energy vehicles that do not support power exchange, the battery on the car can be said to be a time bomb, in the face of a complex environment, you can not guarantee that your battery is not a problem at any time, and the battery that is replaced every time the power replacement model will do a round of inspection at the replacement power station, and the battery in question can be arranged for maintenance, which can further ensure the safety of the battery.

Second, under the reasonable configuration of the battery, the replacement power station can be done at night to charge the battery, the use of new energy vehicles during the day, we all know that the electricity consumption is divided into time periods, the electricity used at night during the trough period is much cheaper than the electricity used in the wave peak during the day, take Guangzhou, 8:00-22:00 for the peak section, the electricity price is 5 mao 6 degrees, 22:00 - the next day 8:00 is the valley section, the electricity price is 2 mao 8 degrees, the electricity price is half cheaper, if most of the batteries can be charged in the valley, In this way, the power consumption cost of the entire substation will be reduced, and the electricity cost of new energy vehicles will also be reduced, and the charging mode can only be done with the rush, not so flexible.

Third, the power exchange mode can save land resources more than the charging mode, and now the mainstream replacement power station covers an area of more than 100 square meters, and the maximum can support the replacement of more than 1,000 vehicles per day, if these more than 1,000 vehicles are charged with charging piles, if in the case of fast charging, we press a charging pile to support up to 20 cars, then 50 charging piles are needed, but the car charging you always have to let it park on the parking space, right? That means that it takes 50 parking spaces to complete the charging of these 1,000 vehicles, and if a parking space is calculated according to 10 square meters, it will take about 500 square meters to complete the charging of these 1,000 vehicles.

The third reason why I chose this company is that my professional advantages can help this company, everyone knows that Huazai is doing big data, and the ability to operate in the later stage must be one of the core competitiveness of this company.

I have researched some taxi drivers, and the substation is still very popular in this industry, and there are 2 key indicators of the driver's experience:

The first is when the driver's car is out of power, the driver can not quickly find a replacement station, this indicator is called the station distance is efficient, just like the current refueling, there are gas stations in all 3 kilometers radius, which is why the replacement power station company is crazy to change the power station, mainly to save the driver's time, can let the driver quickly change the power.

The second is when I drive to the replacement power station, can I change to a fully charged battery, this indicator is called the effective replacement rate, you think if the driver comes to the replacement power station, only to change to a battery that is half flushed, then he did not run many kilometers, he has to come to change the power again, it must be very gasy. Take the taxi, for example, for price considerations, the general taxi theoretical endurance is 250-400 kilometers, in fact, can only run about 150 to 300, if only half charged, the actual may not run 100 kilometers, then the driver is too angry.

In addition, the driver to change this piece of battery do not have a problem, before a driver to me feedback, he changed a battery close to 280, a high-speed, has not run for half an hour, the car directly without power can not be opened, which can basically be judged to be a battery damage or aging problem, this experience is also very bad.

For the power exchange service side, the key indicator is the number of times the replacement power station utilization rate, for example, a replacement power station the maximum number of times a day is 400 times, the actual number of times the station today is 200, then the number of times the station utilization rate is 50%, plus the cost data, you can initially calculate, the number of times the utilization rate of a replacement power station reaches that value can achieve breakeven, so the operation of the replacement station is not good, and the final look is still the number of times the power exchange station is changed every day. This number of power exchanges and support for the number of power exchange models, the number of times the driver changes the number of power every day, so at this stage, how to let the automobile OEMs (Volkswagen, Honda, Weilai, Xiaopeng, etc.) produce more power exchange models, how to let taxis, online car cars, logistics car companies purchase more power exchange models, how to let drivers go to the power station to change the power station is the key point of this business.

In the face of an extremely asset-heavy business, the power exchange service provider should consider the user experience of the replacement power station on the one hand, because this is the basis for survival, and on the other hand, it is also necessary to consider the cost of building the replacement power station, such as how to build the least replacement power station through reasonable location in the case of ensuring the user experience of the replacement power station. For example, how to determine the optimal configuration number of substation batteries through data-based means, as well as the trough charging mentioned above, all require the support of algorithms, which belong to the field of data intelligence.

So I think that the accumulation of data platform construction, company data operation, and data intelligence can still help the company, and my value can be magnified through the rapid development of this company.

Finally, to summarize, the main considerations for choosing a new company I think are three:

The first is the industry that the company is in, what the company does, whether you are interested in it, where you are interested is where your talent lies, and you will do better.

The second is what this company does, whether you think it is valuable, to put it bluntly, whether you think this company has a future, whether it is worth fighting for this company as a lifelong career.

The third is whether your professional ability can help the company, which is why this company chose you.

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