Just this year, the switching mode of new energy vehicles has received unprecedented attention. With the increase of new infrastructure and the introduction of subsidy policy, many manufacturers have accelerated their investment in exchange technology and product development. In addition to BAIC and Weilai, which developed earlier, Geely, Guangzhou Automobile and even the State Grid also quickly realized the product landing of power exchange mode this year. Different from Weilai Automobile's original "burning money for service", independent brands joined the competition and pulled the power exchange model into another track.
In September this year, the first intelligent power exchange station of Geely Technology Group, a subsidiary of Geely Holding, was unveiled in Chongqing. As a result, Geely officially joined the new energy vehicle exchange model.
Subsequently, on June 65438+1October 65438+August, Geely Technology landed in Jinan, Shandong Province. In just one month, it was released in high profile in both places, and the power exchange technology launched by Geely Technology has fully entered the public's field of vision.
According to the planning of Geely Science and Technology Group, in 2026, Chongqing will build 100 power stations, with 438+0 stations, and in 2023, more than 200 stations will be built-making Chongqing a demonstration city for power stations, radiating to East China, North China and even the whole country.
Geely's fast switching mode is not simply stepping on the tuyere. More precisely, it should be a long-term dormant, waiting for an opportunity to move. Insiders found that Geely Group had started the research and development of power exchange mode and technology as early as 20 17. However, in 20 19, after the state publicly supported the power exchange mode again, many car companies, including Geely Automobile, finally got the "affirmation from their superiors", which accelerated the implementation of this technology.
Hangzhou Gechi New Energy Technology Co., Ltd. established by Geely Automobile on October 20 16? 20 19 and 12 were renamed as yiyi new energy technology co., ltd, and the brand trademark "111 telegraphic transfer" was registered for this purpose. Everything is in the given direction.
The key step is in Chongqing. Geely Technology chose to explore the power exchange mode in Chongqing. In addition to developing the southwest market, what is more important is the connection between them-Lifan Automobile. On February 2, this year, at 65438, Lifan announced that the bankruptcy reorganization plan had been approved by the court, and after the reorganization, Geely Technology and Chongqing Liangjiang New District would jointly hold shares. Among them, Geely Technology, as an industrial investor, holds shares, and its main role is to provide industrial resources to Lifan and build it into a listing platform for intelligent networking power exchange technology.
In fact, Lifan, which Geely chose to take over, already has a semi-finished product of power exchange mode. 20 19 In May, Lifan, which was on the verge of bankruptcy, announced an open recruitment, and planned to spend 5.2 billion yuan to develop the new energy vehicle exchange model and leasing business. Subsequently, Lifan cooperated with the Chongqing Liangjiang New Area Management Committee to establish a new energy company.
Geely quickly took over, but restarted the long-planned power exchange business in a faster and more convenient way. According to the announcement, once the restructuring work is completed, Lifan Motor will be responsible for the production of the first battery-changing pure electric vehicle Maple Leaf 80V of Geely Technology.
Maple Leaf 80V is not the mainstream new energy product in the conventional sense, with MPV modeling, ternary lithium battery and motor power of 40kW. Judging from the positioning of the brand Maple Leaf by Geely Technology and the product performance of Maple Leaf 80V, the main task of this car is to enter the operating car market as a power exchange and try and make mistakes for Geely.
Starting from 80V, the battery replacement models of Maple Leaf Motor put on the market in the next few years involve many categories, and the sales volume will reach 200,000 in five years.
In April this year, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the National Development and Reform Commission jointly issued the "Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles", which officially expressed the encouragement of the new energy vehicles to change their electricity modes.
When the power exchange is written into the government work report, its role positioning is no longer a "gimmick" for new brands to enter the market.
Including Geely Automobile, domestic independent brands such as Guangzhou Automobile, Dongfeng and Changan have also joined the development of power exchange mode. As the most appropriate way to solve the anxiety of pure electric vehicles, the technology, standard and scale of power exchange have been mentioned at an unprecedented height of discussion.
Geely used Lifan and Chongqing to promote the Maple Leaf 80V battery-changing electric vehicle, and the focus was not on the product itself.
With the previous investment of Lifan R&D in power exchange, Geely Technology's new idea to explore the intelligent networking power exchange mode lies in the intelligence and standardization that can be realized in the power exchange station. As early as this year's China International Intelligent Industry Expo, Geely exhibited a double-warehouse intelligent power exchange station with an area of 126 square meters, including 39 power exchange stations, and each power exchange station can complete the power exchange service of 1000 electric vehicles for 90 seconds every day.
The basis of 90-second fast power exchange is modularization and intelligence. Compatibility and safety issues need to be considered from the beginning of the development of the power exchange platform, so that the work of power exchange, charging, monitoring and maintenance in the station can be carried out in a more efficient and coordinated way. According to Geely's introduction, the research and development goal of such a dual-warehouse smart power station is to adapt to a variety of models and eventually popularize them in the market.
However, from the product characteristics of the first battery replacement model, Maple Leaf 80V, Geely still has a long way to go in exploring the compatibility of battery replacement technology.
Maple Leaf 80V is an MPV model with a length of 4.7 meters and a wheelbase of 2.8 meters. Its modeling size is infinitely close to Geely Jiaji, a traditional fuel vehicle, and it is easy to remind people of the identity of Maple Leaf 80V oil to electricity. Equipped with ternary lithium battery produced by Guo Xuan Hi-Tech, it has a comprehensive battery life of 4 10km and 500km. Based on the demand of battery replacement, this battery should be independently developed. If we want to consider the battery replacement compatibility of subsequent products, the battery size, performance and layout need to be designed from scratch.
According to Geely Technology when it took over, Lifan shares should be built into a leading enterprise in the field of intelligent network connection and power exchange. Judging from the two smart power stations currently on display, there is more room for imagination in technology and application, but the ceiling of the first power station product, Maple Leaf 80V, is obvious.
Geely Technology defined the positioning of operating vehicles in the low-end market when it launched Maple Leaf, and the first product, Maple Leaf 30X, was also very low-key. In addition, Geely initially hinted that Maple Leaf tried to adopt power exchange technology. Now, with the help of Lifan's early investment in Chongqing's operating car market, Maple Leaf can save a lot of effort.
This is obviously a clever idea for Geely Automobile to enter the southwest market. As for Cao Cao, who has fully used Emgrand EV and Geometry A at present, it should take several years to switch to the power exchange mode.
From switching mode to new infrastructure planning, and then to the inclination of state subsidies to switching models, new energy vehicles use switching mode to supplement energy, which is considered as the most ideal direction-shortening the charging time to a few minutes. The usage habits of pure electric vehicles are completely different from those of traditional fuel vehicles.
However, whether it is BAIC or Weilai, the controversy over the power exchange mode lies in "too much money". Even Weilai, which needs electricity in exchange for users' favorite, has gradually cancelled the free electricity exchange policy this year. For mainstream brands with low profit margins, the high cost of spending millions to build power stations is enough to deter them.
More importantly, the power exchange stations of BAIC and Weilai are brand-built, which are used to supplement the energy of brand models and form a closed loop. It is impossible to achieve compatibility between brand models, and the frequency of use and revenue are limited. Building a power station by brand may eventually lead to a waste of public resources. Therefore, since 20 19, the standardization of power exchange mode led by the state and participated by many car companies has been accelerated. Geely is also one of them.
Judging from the speed of Geely's investment in power station construction this year, it hopes to become the fastest representative in the industry to realize the popularization of power exchange. If Weilai's power exchange and BaaS serve users with high-end technology in the high-end market and realize infinite iteration, then Geely's model is more like expanding the scale in the low-end market and making the power exchange model embark on the road of sustainable development.
In addition to product compatibility, high efficiency is also an important judgment to achieve a certain scale of power exchange. At the same cost, faster energy replenishment is beneficial for more users to choose this power exchange method, especially for social operation vehicles, which can have more sufficient operation time. Moreover, the car models adopting the power exchange mode do not need to buy their own power batteries, and the lease method lowers the threshold for car purchase, and also enables the batteries to be managed in a unified way, ensuring the service life and safety.
These are the most important "cost issues" for operating vehicles. Geely is not the first to join. Guangzhou Automobile Aion this year? The United States has also launched a power exchange version, but their ideas have bypassed the detour that BAIC New Energy has gone through. As for BAIC's accumulated experience in the field of power exchange, it also made plans for the high-end brand Arcfox.
Self-owned brand head enterprises join the power exchange, not just chasing the wind. When the development of new energy vehicles changes from policy-oriented to market-oriented, any way to help users solve their anxiety is worthy of attention and promotion. As for the scale and cost of power exchange, it needs to be handed over to car companies to explore.
Figure? |? From the network
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.