Original title: Ningde era released the battery replacement brand “change” VS “charge” and then caused controversy
Our reporter Li Ting
On January 18, Zeng Yuqun, chairman of CATL, held a piece of chocolate to endorse CATL’s “chocolate-for-electricity bar”. At the same time, Ningde Times “first launched” the battery replacement brand EVOGO, and announced that it will be operated by Ningde Times subsidiary Times Electric Service.
Ningde Times said that the overall solution for combined power exchange is composed of “exchange blocks, quick exchange stations, and apps”. It will start the first battery exchange service in 10 cities, and officially announced that FAW Bestune is the first battery exchange brand. Cooperative car companies.
The relevant person in charge of Ningde Times revealed to the reporter of “Securities Daily” that in the battery swap mode, the separation of vehicle and electricity is realized, and you can rent a battery instead of buying a battery.
However, some people in the industry have questioned.TeslaAbandoned the power exchange mode, and can the power exchange mode of the Ningde era succeed?
As of December 2021, the domestic retail penetration rate of new energy vehicles has reached 22.6%, but mileage anxiety, energy replenishment anxiety and purchase cost are still consumption pain points.
As for the energy source of electric vehicles, Zeng Yuqun once said at the 2020 annual performance briefing held in May 2021, “We believe that battery replacement and fast charging are better than hydrogen energy in terms of economy and maturity.”
At the battery swap brand press conference, CATL proposed to separate the battery as a shared asset under the mode of separation of vehicle and electricity, and launched a combination plan of “battery swap block, quick swap station, and app”. According to reports, the chocolate power exchange block “can be adapted to 80% of the models developed by the pure electric platform that have been launched in the world and will be launched in the next three years.” At the same time, it can be applied to passenger cars and logistics vehicles from A00 class to B class and C class. , break through the adaptation barriers between batteries and models, and realize the freedom of choice of battery-changing models.
As early as last year, Tesla andNIOIt was once caught in the debate of “charging or replacing electricity”. Tesla said that charging is the best way to replenish energy for large-scale civilian electric vehicles. Tesla tried battery replacement earlier, but gave up.
On the other hand, domestic car companies represented by Weilai raised different opinions. Weilai said that Weilai’s batteries are “rechargeable, replaceable, and upgradeable” and can be charged or replaced. In addition, under the tuyere of the power exchange policy, Geely Technology, Changan, Dongfeng and other companies have also entered the game.
An unnamed person in charge of a car company told the “Securities Daily” reporter that the same car brand can use multiple modes such as battery swapping or charging. Phenomenon. In the field of passenger cars, it is indeed relatively suitable for standardized power exchange, while commercial vehicles have certain difficulties in adopting power exchange mode due to the large number of batteries and the scattered distribution.
Zhang Xiang, a researcher at the Automotive Industry Innovation Research Center of North China University of Technology, told the “Securities Daily” reporter that for most car companies, battery packs are core components with higher profits. It will be difficult to control its core competitiveness.
Mo Ke, chief industry analyst of Truth Research, told the Securities Daily that companies including CATL are accelerating their deployment, and it is foreseeable that the battery swap model will achieve greater development in the past year or two, but from the perspective of car companies, it is still Try attitude.
Some people in the industry believe that technical strength, asset strength and resource strength will become the three key words for the development of the battery swap model in the Ningde era. Among them, battery manufacturers have a more technical basis for battery management and operation than OEMs; and relying on the cycle life of power batteries, Profitability will be improved through business models such as battery leasing, cascade utilization, and recycling; and it has a broad customer base and diverse application scenarios that enable it to carry out network and ecological operations.
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