Many new energy owners who are dominated by charging anxiety like Mr. Wei have begun to notice that renting batteries instead of buying them can save a lot of money in the first purchase cost of electric vehicles. At the same time, the circuit for changing electricity 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, the coverage of the power station is insufficient at present, and the time required for queuing far exceeds the operation time of the power station. "Change the power for 5 minutes and queue up 1 hour" is the personal experience of car owners.
The monthly rent starts from 399 yuan
With the rapid increase in the number of new energy vehicles, the number of charging piles will become increasingly difficult to meet the charging needs of car owners. Slow and difficult charging has always been a major pain point for new energy owners, which has formed a competition between fast charging and power exchange. The technology of changing electricity can solve the problems caused by charging time.
"Going to the store to change, without waiting for the car to charge, can greatly shorten the charging time. Even if it is fast charging, it will take at least half an hour to fill it. " Yan Jinghui, an expert from china automobile dealers association Expert Committee, told Zhongxin Jingwei.
Everbright Securities Research Report also believes that the power exchange mode can improve vehicle operation efficiency by solving the pain point of long charging time. Taxis are more attractive because they can increase the income of companies and drivers.
It is aimed at the convenience of changing electricity that many giants have begun to bet on this track. On April 18, Contemporary Ampere Technology Co., Ltd. announced that the EVOGO power exchange service was officially launched in Xiamen. The first batch of four quick-change stations started, and it is expected that 30 quick-change stations will be built in Xiamen before the end of the year. 18 On the same day, the 900th power station of Weilai in China was officially completed. On April 2 1, the first super charging and replacing center of Guangzhou Automobile Ai 'an was completed in Guangzhou.
In terms of price, the chocolate battery changer introduced by contemporary Amperex Technology Co., Ltd. rents 399 yuan per month. Weilai has a long application time of battery replacement technology, so it has different rights and interests policies for different car owners in terms of battery rent. According to Mr. Wei, a 70kWh battery is rented in 980 yuan every month, and there are different amounts of free power exchange rights every month. "Without the right to exchange electricity for free, after the exchange of electricity, 82 kWh will be added, and the required electricity 82 yuan and service fee will be 47.56 yuan, and the cost per kWh will be about 1.5 yuan." Mr. Wei said.
Compared with the electricity bill of new energy vehicles, it has always been the oil price of fuel vehicles. Compared with April 19 oil price, the price of No.98 gasoline in all regions has exceeded 9 yuan/liter, and the price in some regions has exceeded 10 yuan/liter. Based on this, china automobile dealers association Deputy Secretary-General Relo believes that battery pricing is appropriate as long as it is cheaper than refueling.
It is worth noting that there is no uniform pricing standard for power exchange technology. As for Weilai, car owners in different time periods enjoy different discounts. For example, the first batch of Weilai car owners enjoy lifelong free power exchange, and some car owners enjoy different charging rights according to whether they apply for free household charging piles. In contemporary Amperex Technology Co., Ltd., apart from the starting rental price of 399 yuan, chocolate charging blocks will be dynamically adjusted according to different conditions of use. The service price of the quick change station is equivalent to that of the fast charging station, and will be dynamically adjusted according to the site, time and other factors of the site. "Contemporary Ampere Technology Co., Ltd. currently hopes to attract users at preferential prices, and does not rule out the possibility of future price increases." Zhang Xiang, a distinguished expert from China Bolian think tank, said.
Under the application of power exchange technology, the separation of vehicle and electricity is realized, and consumers can rent batteries instead of buying them, thus saving a sum of money. "When I bought a car, I chose to rent electricity, and the car price dropped from 358,000 yuan to 288,000 yuan. Based on the monthly battery rent of 70kWh in 980 yuan, it will take about six years for the rent to catch up with the cost of buying batteries. Rent a battery regardless of battery depreciation. " Mr. Wei calculated an account for Zhongxin Jingwei.
The power exchange station has not been completely laid.
Relo pointed out that the large-scale promotion of power exchange requires the comprehensive laying of power exchange stations, so the main engine factory needs to invest higher construction and operating costs. According to the data disclosed by GCL, the construction cost of a single passenger car in the power station is about 4-5 million yuan, and the cost of a single heavy truck in the power station is about 8-6,543,800 yuan.
The cost is high, and the power exchange station has not been completely laid. Take Weilai as an example. By April of 19, Weilai had 905 power exchange stations in China. By March 3rd, 2022, Weilai had delivered a total of 192838 vehicles.
Therefore, although the time required in the process of changing electricity is really short, the queuing time required for changing electricity is very long. Mr. Zhang, the owner of the car, also had personal experience: "The last time I changed electricity, I ranked fifth. I waited for more than half an hour before changing the electricity. " Based on this, in the circle of new energy owners, there is also a saying that "change the electricity for 3 minutes, etc. 1 hour".
The current situation of power exchange technology is that the construction and operation cost of power exchange station is high and the number is small. However, Yan Jinghui believes that for enterprises, power exchange technology still has many advantages. For example, changing power stations can become a new business chain, which will make the charging business of new energy vehicles more unattended and professional, 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 power exchange. With the gradual improvement of China's policies, many parties can benefit from the mode of power exchange, and power exchange is welcoming the development trend.
According to Zhongxin Jingwei, the construction of power stations for related enterprises is under way. Huaxi Securities also believes that based on the growth trend of demand for new energy vehicles, it is estimated that more than 9,000 new power stations will be built nationwide in 2025. According to Weilai staff, Weilai Automobile is expected to continue construction at the rate of 600 power stations per year. In addition, GAC AEON also expects to expand the number of power stations to 65,438+0,000 in 2025. (Zhongxin Jingwei APP)