[搜狐汽车·E电园] On July 9, NIO Motors held NIO Power Day in Shanghai. Unlike Tesla (46800 cylindrical battery cell), Volkswagen (standard battery cell) and other companies Power Day releasing heavy battery products, NIO’s event is a review of the NIO Power energy system, and it’s more like telling everyone. A story…
The protagonist of the story is the NIO Power’s full-scenario energy service system, which is “the only and only” in the entire industry. It is based on the five keywords of car, pile, station, person, and cloud by Qin Lihong, co-founder and president of NIO, and there are people The more familiar services such as overcharging, power station replacement, and one-click power-on for service personnel with temperature, as well as the Weilai cloud platform that was displayed for the first time.
In the three years since the NIO Power business was officially launched, the biggest improvement was the second-generation power station? Is the charging network expanding throughout the country? It is not, but the real-time monitoring and data analysis of charging piles and power station swapping stations on the cloud platform, as well as the centering coordination of various equipment and road services, which is “unmanual”.
Real-time monitoring and data analysis are well understood. First, 24 hours a day, day and night monitoring, if it is done by people, the number of staff required is hard to estimate. Second, after the data is accumulated to a certain level, the computing power of the machine will also be better than the human.
Regarding “in-bureau dispatch”, if the number of individuals that make up the system is limited and their functions are similar, then in the author’s opinion, the leader of the bus or bus fleet responsible for dispatching can be competent, and his experience can play a more and better role. . But when power station replacement, charging piles, batteries, service personnel, etc. are combined together and need to be synchronized online and offline, this is not something that can be accomplished by simply accumulating manpower.
4 sub-platforms of Weilai Cloud Platform
The reason for emphasizing the importance of NIO Cloud stems from the rapid expansion of NIO Power. The following data was announced at the press conference:
Home filling pile: A total of 75,360 pieces have been installed, and the installation ratio is among the leading groups in the industry.
Supercharged pile:A total of 204 stations, 1606 super-filled piles.
Eye filling pile:A total of 382 stations, 2137 destination charging piles.
Replacement station:A total of 301 stations have completed 2974061 power exchanges as of the previous day, with more than 100 million kilowatt-hours of electricity (most of which are free of charge). The average single-day power exchange in the recent period has exceeded 10,000 times.
Mobile charging vehicles: There are currently about 500 vehicles. This is not only the “last line of defense” for NIO owners, but also more than 10,000 recharges for more than 30 other brand models, many of which are rescue scenarios.
[·换电站将迎高增长与出海 3公里内的“电区房”覆盖率目标90%·]
The most distinguishing feature between NIO and other auto companies is the power exchange business that directly separates the vehicle and electricity. After the second generation of the power station, the achievements in technology accumulation and optimization have gradually emerged. For example, Shen Fei, vice president of NIO Energy, shared on the spot: The core of any product is technology. Among the more than 1,400 patents NIO has applied for, more than 800 are related to battery replacement.
In this regard, Dr. Shen Fei cited the example of locking bolts. The 10 bolts (8 on the surrounding and 2 in the middle) connecting the NIO battery to the chassis meet the limit state. As long as two of the bolts are locked, it can be guaranteed. The fixation between the battery and the chassis.
Since the 2017 NIO Day exhibition in Wukesong Stadium, NIO’s power swap station has optimized the weather environment, power swap accuracy, and continuous operation stability. Today’s technical solutions have become mature.
After the release of the second-generation replacement power station in January this year, the number of battery warehouses, costs, and replacement procedures have been comprehensively improved, and explosive growth will follow: from a recent perspective, about 50 new ones will be added by the end of July. The number of replacement power stations will be increased by another 200 at the end of the third quarter, and the goal is to increase the total number of replacement power stations to 700 by the end of this year. Looking further ahead, NIO will guarantee an annual increase of 600 during the period of 2022-205, and at the same time build 1,000 overseas to achieve the global layout goal of 4000+ replacement power stations.
With such expansion efforts, the so-called “electrical zone houses” by Weilai riders are users who have power stations within 3 kilometers of their homes according to Weilai’s official statistics. The current penetration rate is 29%, Shenzhen, Hefei, Haikou , Beijing, Shanghai and other 5 cities can reach more than 44%. In response to this concept, the goals proposed by NIO at the event site are:By 2025, 90% of the houses of Weilai users will be turned into “electrical zone houses.”
[·20kW目充助力“油车能去的地方，电车都能去”·]
In addition to the booming power exchange, in fact, Weilai’s charging business also has a certain scale. This is the only domestic car company that operates charging piles (over 1,000 in total) on a large scale, and the other is Tesla. After launching a 20kW destination charging pile similar to Tesla last year, Weilai’s charging layout has also ushered in expansion, and it has been deployed in areas where many overcharge stations and replacement stations cannot be landed.
For example, the Sichuan-Tibet line (G318), which is connected by 16 groups of piles, includes the Paracel Islands and the Qiang ring line in western Sichuan. Next, we will continue to go deep into the Qinghai-Tibet Highway, Duku Highway, Kanas, Lugu Lake Ring Road, Changbai Mountain and even Mohe Arctic Village. With the destination charging pile, Weilai is gradually implementing the Flag established in 2017 by Li Bin, the founder, chairman and CEO of Weilai Automobile, that is, “where a petrol car can go, a tram can go.”
In this regard, Qin Lihong, co-founder and president of Weilai Automobile, also specifically mentioned the “famous scenes” of the owner of Weilai’s Xinjiang trip in September 2018. At that time, Weilai ES8 used a scooter to drag the charging car for the entire energy supplement. Now, it starts from Guangzhou to Xinjiang. The G4 expressway has 18 two-way substations to Beijing, and then the G7 expressway is opened this year in 18 supercharging stations. , You can enter Xinjiang. After that, you can use extended-range mobile charging vehicles to supplement energy in Xinjiang, and there will be destination charging piles that will go deep into Xinjiang in the third quarter.
[·“有且只有”能否改变？·]
NIO Power covers charging (home charging, destination charging and overcharging), battery swap, one-key power-up, and even battery swap brings flexible battery upgrades, making it the only one in the whole bank. , It can be regarded as a closed system of its own brand, Weilai also wants to break this barrier. At the end of the event, Qin Lihong, co-founder and president of NIO, announced that: NIO Power’s battery swap and DC charging piles are open to the entire industry, and battery asset management companies are also open to cooperation with auto companies that launch battery leasing business. .
Seeing this, the author reminded me of the “lost soul” of SAIC, which was hot the day before, and the standard customization issues involved are also applicable to Weilai’s power exchange and integrated energy system business cloud platform. As the so-called “first-rate standards, second-rate brands, and third-rate products”, the right to speak in exchange for customizing a certain track standard is actually what other companies don’t want to see and find it difficult to accept. From this point of view, the “you have and only” NIO Power should only be exclusive to the owners of Weilai in a short time.Return to Sohu to see more
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