Title: Huawei Supercharging Alliance Impacts the Battery Swap Party: Li Bin's Thoughts and Incomprehension
Recently, the sudden emergence of Huawei's supercharging alliance has set off a wave in the new energy vehicle industry. This action is not only surprising, but also brings a huge change to the industry landscape. Li Bin, the founder of NIO, may be thoughtful, but in the face of this change, I am afraid he will also be caught off guard.
Overnight, the Huawei Supercharging Alliance set off the table of battery swaps. In the past, people believed that battery swapping and energy replenishment was one of the future development directions of new energy vehicles, but Huawei's intervention has changed this perception. Li Bin once had a hunch that whether the road of battery replacement and energy replenishment can continue will depend on whether someone lifts the table halfway through, and whether BYD can completely change this pattern. Now, this hunch seems to be confirmed by the emergence of Huawei's supercharging alliance.
Huawei Digital Power did not initially plan to set foot in the field of supercharging and supplementing, and they only focused on the research and development of main control chips and their modules. However, when Huawei Digital Power found that its charging piles could not support supercharging, they had to change their strategy and enter the supercharging market strongly. This move has also triggered the follow-up of other new car companies, including Jihu, AVATAR, and Cialis.
However, the most surprising thing is that BYD has also joined the supercharging alliance. As a dark horse in China's auto market, BYD's entry means the rise of the supercharging route. With BYD's sales strength, its alone is enough to drive the take-off of supercharging and supplementing. This is undoubtedly a huge challenge for NIO, and Li Bin may feel caught off guard.
What's even more surprising is that Chery, Changan and other car companies that once followed Weilai to take the battery swap route are now stepping on two boats. Although they have not officially withdrawn from the battery swap alliance, this behavior has undoubtedly brought a huge impact to NIO's battery swap circle of friends.
Looking back at the reason why Huawei Digital Power was reluctant to directly enter the supercharging market, it may be because in Huawei's internal view, digital energy is only a secondary business, not a core business. This also reflects Huawei's competitiveness and high threshold in other fields.
In short, the emergence of Huawei's Supercharging Alliance has had a profound impact on the new energy vehicle industry. Li Bin may be confused, but this is also part of the competition in the industry. For NIO, how to deal with the challenge of the Supercharging Alliance will be a problem that needs to be seriously considered and solved. In this highly competitive industry, only by constantly innovating and adapting to market changes can we remain invincible in the fierce competition.
#聊聊华为汽车# #侃聊华为汽车# #谈谈华为的汽车# #华为汽车讨论# #研讨华为汽车# #聊聊华为的故事# #探讨华为汽车# #热议华为新车# #聊聊华为的事儿# #聊聊华为新车#
