BatteryVarious types of manufacturers and car companiesBatteryJapan or Energy Day has always attracted the attention of the market and the industry, because in these days such asTeslaThe recent AI DAY,Wei LaiNIO DAY, Honeycomb Energy’sBatteryIn Japan, Volkswagen’s Power Day, etc., the technologies and products released by companies will not only show their own competitive products, but also show the future development direction of the company. Many of the black technologies that were once black are about to turn into reality, such asTeslaOn September 23, 2020, “Battery Day”, the endless ear 4680 battery is expected to be mass-produced next year.
And every yearWei LaiNIO DAY will release new models, such as the 2017 ES8, the 2018 ES6 and ES8 six-seater version, the 2019 EC6 and the newWei LaiES8, and ET7 in 2020. At the NIO DAY held in Suzhou on December 18 this year, Wall Street Insights and Insights Research believes that NIO focuses on three core areas, which are divided into the following parts: new model ET5, autonomous driving and exclusive AR/VR glasses, and change/charging station.
New model ET5 goes online
Up to now, Weilai has released 4 models, of which the ES8, ES6 and EC6 models have all been delivered. As of December 1, 2021, the cumulative delivery volume has exceeded 156,000. From January to November this year, Weilai Cumulative deliveries reached 80,940 vehicles, a year-on-year increase of 120.4%. The fourth model, ET7, also received definite news on NIO DAY. This ET7 based on the new car platform NT2 will be delivered on March 28.
But the protagonist of this year’s NIO DAY is not ET7, but ET5.This NIO’s first medium-sized smart electric coupe is 4790 long, 1499 high, wheelbase 2888, and 1960 wide. It is equipped with lidar and other sensors, and is equipped with a panoramic canopy and dualMotor, To ensure a high rollover safety performance and comfort.
The price is still above 300,000 yuan. According to the different battery packs, there are two series of 75kWh batteries of 328,000 yuan (endurance range 550+KM) and 100kWh (endurance range 700+KM) batteries of 386,000 yuan. Of course, you can also choose to rent batteries. The plan is in line with the battery swap mode recommended by Weilai and its consistent high-end style. It is worth mentioning that the delivery time of this new car is much faster than the previous ET7, and it will be delivered in September 2022.
From the perspective of price and range, the new car ET5 is likely to use a ternary lithium battery, but considering that on September 23 this year, Weilai announced its ternary iron-lithium standard battery pack (75kWh), combining the ternary lithium battery with Lithium iron phosphate battery cells are arranged in a mixed arrangement, so it is not ruled out that Weilai’s new car will adopt this new technology of mixing and matching. This is what Wall Street knows and wisdom research will continue to follow.
Wall Street’s knowledge and wisdom research believes that the reason why Weilai’s sales volume appeared in Waterloo in October (3667 vehicles were delivered in October, a year-on-year decrease of 27.5%) was because the production line of its advanced manufacturing base in Hefei needed to be renovated and upgraded. The production line upgrade is to make further preparations for the introduction of new models such as ET7 and ET5 and increase production capacity. This also explains why the delivery time of ET7 is so long, while ET5 can be delivered faster.
Moreover, after the completion of the production line upgrade, the production capacity can be further increased to prepare for the shortfall in demand after the emergence of new car explosions. Previously, the annual production capacity of the factory was 120,000 units/year, and it will reach an annual production capacity of 240,000 units after completion. In the fourth quarter, Weilai guided the delivery volume of 225-25500 vehicles, which means that the sales volume of Weilai will still exceed 10,000 vehicles in December, and it is expected to reach 91,000 vehicles throughout the year. It is only one step away from the 100,000 mark. It is indeed necessary to Be prepared for expansion next year.
The volume of the replacement/charging station has increased rapidly
Throughout 2021, Weilai’s NIO POWER has not only built 94,000 private charging piles for Weilai private car owners, but also built 3348 destination charging piles and 3136 overcharging piles. These charging piles not only serve Weilai models, but also serve Regarding other brands, it is worth mentioning that, in fact, more than 70% of the charging services are given to other brands. In addition, in terms of power station replacement, Weilai continues to make efforts to build a total of 733 power replacement stations.
By next year, Weilai will complete 1,300+ cumulative power station replacements, 6,000+ cumulative overcharge piles, and 10,000+ cumulative ground charging pile construction in 2022, almost all of which will be nearly doubled, and Weilai will also With Sinopec,PetroChinaWork together to ensure that the gas station can also charge.
Autonomous driving and AR/VR glasses grab the spotlight. In addition to the improvement in the “three power” aspects of Weilai’s new car, ET5, there are also many areas worthy of attention in autonomous driving, including the Weilai Super Sensing System and the Weilai Super Computing Platform.
Thanks to the ultra-long-distance high-precision lidar,Sony33 high-performance sensing hardware such as 3 million pixel surround view camera and ultrasonic sensor, as well as the chip up to 1016TOPS for calculation examples, enable NIO to provide 19 standard auxiliary driving functions and 8 driving modes, which will also enable NIO It is expected to be one step ahead in the field of autonomous driving of new energy vehicles.The monthly fee for NIO’s autonomous driving service is 680 RMB, compared withTeslaFSD subscription price within US$200 per month.
Finally, in the recent meta-universe boom, NIO also launched its own AR/VR glasses on the car at the right time, with a resolution of 49, which is equivalent to a 201 screen effect at 6 meters, and a pair of cars with it. VR devices also support 4K display with millisecond delay. After the central control has become the standard equipment of new energy vehicles and the head-up display has gradually become the mainstream of mid-to-high-end vehicles, this kind of on-board AR/VR glasses is also expected to become the new favorite of future cars.
(Article source: Wall Street knowledge)
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