Monthly rent of 399 yuan, can power replacement solve the "endurance anxiety" of new energy car owners?

Monthly rent of 399 yuan, can power replacement solve the "endurance anxiety" of new energy car owners?

Zhongxin Jingwei, April 24 (Niu Chaoge) "When buying a car, I chose to rent a battery, and reduced the total price of 358,000 yuan by 70,000 yuan. Recently, Mr. Wei, the owner of the new energy vehicle, told Zhongxin Jingwei.

Many new energy car owners like Mr. Wei, who are dominated by charging anxiety, begin to notice that renting batteries instead of buying batteries can save a lot of money in terms of the cost of first purchase of electric vehicles. At the same time, the power exchange track has also attracted the attention of industrial giants and capital.

However, it is worth noting that due to the large investment in construction and operation, there is not enough coverage of the current substation, and the time required for queuing is far more than the time of the power exchange operation. "Changing the power for 5 minutes, queuing for an hour" is the personal experience of car owners.

Monthly rent starts from 399 yuan

With the rapid rise of new energy vehicle ownership, the number of charging piles will become more and more difficult to meet the charging needs of car owners. Slow charging and difficult charging have always been a major pain point for new energy car owners, which has formed a competition between fast charging and power exchange two technologies. The power exchange technology can solve the problem caused by the charging time.

"When you change the store, you don't have to wait for the car to charge, which can greatly shorten the charging time." Even if it is fast charging, it will take at least half an hour of charging time. Yan Jinghui, an expert of the Expert Committee of the China Automobile Dealers Association, told Zhongxin Jingwei.

Everbright Securities Research Report also believes that the power exchange mode improves the efficiency of vehicle operation by solving the pain point of long charging time. In terms of taxis, it can increase the income of the company and the driver side, making it more attractive.

It is aiming at the convenience of power exchanges that many giants have begun to bet on this track. On April 18, CATL announced that the EVOGO power exchange service was officially launched in Xiamen. The first batch of 4 express stations have been launched, and it is expected to complete the construction of 30 express stations in Xiamen by the end of the year. On the same day of the 18th, NIO's 900th substation nationwide was officially completed. On April 21, GAC Aean's first super charging and swapping center was inaugurated in Guangzhou.

In terms of price, the monthly rent of chocolate exchange blocks launched by NINGDE times is from 399 yuan / block. In terms of Weilai, because it has been applying power exchange technology for a long time, it has different rights and interests policies for different car owners in terms of battery rent. According to Mr. Wei, a 70kWh battery, the monthly rent is 980 yuan, and there are a number of free power exchange rights every month, "in the case of not using the free power exchange rights, 82 kWh of electricity has been added after the exchange, the required electricity cost is 82 yuan, the service fee is 47.56 yuan, and the cost per kilowatt hour is about 1.5 yuan." Mr. Wei said.

Compared with the electricity cost of new energy vehicles, it has always been the fuel price of fuel vehicles, compared with the oil price on April 19, the No. 98 gasoline in each region has exceeded 9 yuan / liter, and the price in some regions has exceeded 10 yuan / liter. Based on this, Luo Lei, deputy secretary-general of the China Automobile Dealers Association, believes that battery pricing is appropriate as long as it is cheaper than refueling.

It is worth noting that there is no unified pricing standard for power exchange technology. In terms of WEILAI, the discounts enjoyed by car owners who buy cars at different times are not the same, such as the first batch of Weilai car owners enjoy lifelong free power replacement, and some car owners enjoy different charging rights and interests according to whether they apply for free household charging piles. In the Ningde era, in addition to the starting price of 399 yuan, the chocolate charging block will be dynamically adjusted according to different conditions of use, and the service price of the fast change station is equivalent to that of the fast charge, and will be dynamically adjusted according to the station site, time period and other factors. "At present, CATL hopes to attract users at preferential prices, and does not rule out the possibility of price increases later." Zhang Xiang, a special expert of the China Bo Lian Think Tank, said.

Under the application of power exchange technology, the separation of vehicle electricity and electricity has been realized, and consumers can use the rental battery instead of buying the battery, thus saving a sum, "When I bought the car, I chose the plan of renting electricity, and the price of the car dropped from 358,000 yuan to 288,000 yuan." Based on the monthly rent of 980 yuan for 70kWh batteries, it will take about six years for the rent to catch up with the cost of buying batteries. Renting a battery does not have to consider the depreciation of the battery. Mr. Wei calculated an account for Zhongxin Jingwei.

The replacement power station still needs to be fully laid

Luo Lei pointed out that the large-scale promotion of power exchange needs to be fully laid out, so the main engine plant needs to invest in higher construction and operating costs. According to the data disclosed by GCL Energy, the construction cost of a single passenger car replacement power station is about 4 million yuan to 5 million yuan, and the cost of a single heavy truck replacement station is about 8 million to 10 million yuan.

At a high cost, the substation has not yet been fully laid. Taking WEILAI as an example, by April 19, WEILAI had 905 substations in China. As of March 31, 2022, NIO has delivered 192838 vehicles.

Therefore, while the time required during the power exchange process is indeed very short, the queuing time required for the power change is very long. Mr. Che Also has a personal experience: "The last time I changed the electricity, I ranked fifth, and I waited for more than half an hour to change the electricity." Based on this, in the circle of new energy vehicle owners, there is also a saying, "Change the power for 3 minutes, wait for 1 hour." ”

The construction, high operating costs and small number of substation replacement stations are the current status of power exchange technology. However, Yan Jinghui believes that for enterprises, there are still many advantages of power exchange technology, such as substation can become a new business chain, so that the new energy vehicle power supplement business is more neglected and specialized, which can reduce costs for car companies, and optimize the structural layout for the new energy automobile industry. Soochow Securities also believes that 2022 is the first year of the power station release, with the gradual improvement of the mainland policy, many parties can benefit from the power exchange model, and the power exchange ushers in the development of the outlet.

According to the understanding of Zhongxin Jingwei, the construction of the replacement power station of relevant enterprises is on the way. Huaxi Securities also believes that based on the growth trend of demand for new energy vehicles, it is expected that in 2025, the number of new domestic replacement power stations will reach more than 9,000. According to the staff of Weilai, Weilai Automobile is expected to continue construction at a rate of 600 replacement power stations per year. In addition, GAC Aeon is also expected to expand the number of substations to 1,000 in 2025. 【Editor: Peng Jingru】