Netease automotive industry 2021-08-07 12:15:24 阅读数:408
The power exchange territory of Aodong new energy is expanding rapidly . Following the recent landing of the first batch of cooperation stations with Sinopec ,8 month 4 Japan , Aodong new energy has signed a strategic cooperation agreement with flash delivery, a domestic real-time distribution company .
According to the agreement , Aodong new energy and flash transmission will be based on Aodong's technology all over the country City Level exchange service network , Cooperate to promote the commercial application of power exchange in the commercial logistics scenario , Include as “ Flash ” Provide power change service support 、 Joint development with vehicle enterprises, including two wheeled and light four wheeled tram models .
This year, 4 month , Aodong new energy and Sinopec officially signed a strategic cooperation agreement . According to the cooperation consensus reached by both parties , Austrian new energy will surpass 3 Ten thousand Sinopec gas stations are arranged in the network .
Aodong new energy is the largest power exchange commercial operation platform in China . China ev charging infrastructure promotion alliance data show , By the end of this year 6 End of month , Austrian new energy exchange power station has covered the whole country 23 city , Put into operation 338 Tower in power station , Cumulative power change times 1622.3 Ten thousand times . add 7 The two new cities opened up in the second half of the month and put into operation 7 Tower in power station , The number of cities covered by Aodong new energy exchange power station has increased to 25 seat , Put into operation 345 Tower in power station .
Two cities in half a month 、7 Individual station , It reflects the acceleration of Aodong's new energy expansion strategy .
This year, 5 month , Cai Dongqing, chairman of Aodong new energy, said , Olympic action is now associated with faw 、 baic 、 saic 、 changan 、 dongfeng etc. 14 Cooperate with a host factory ,2025 Years ago , Olympic Games will build 10000 More than one replacement station , Create to meet 1000 Multi brand models sharing power exchange platform for power exchange and energy supplement services of more than 10000 new energy vehicles .
While expanding rapidly , Aodong new energy and the whole power exchange market are facing many industry problems . for example , The standardization of battery packs is progressing slowly 、 The application scale of power exchange mode is still small 、 The operation efficiency of the replacement power station is low and it is difficult to make profits .
“ Government ministries and commissions generally encourage the strengthening of infrastructure construction of new energy vehicles , There is no tendentious support for charging and power exchange modes . Because the charging mode has wide compatibility with various brands of electric vehicle products , External investors have the enthusiasm to do . In contrast, the power exchange mode is far from compatible , Any single brand is far from enough sales and social retention , External investors need time to wait and see , Often car companies have to invest and build stations by themselves .” Zhong Shi, a senior analyst in the automotive industry, told the economic observer that .
Beyond these questions , Aodong new energy will also face Wei to 、 Fierce competition from competitors such as State Grid .
Austrian air outlet
Austrian new energy can achieve today's results , Thanks to the company in 20 A game of chess played years ago .
The data shows , Shanghai Dianba New Energy Technology Co., Ltd., now a wholly-owned subsidiary of Aodong new energy, is located in 2000 In, he proposed E-Station( Energy station ) The concept of .2005 year , Dianba new energy has built the world's first experimental charging and exchange power station in Lanzhou .
thereafter , The new energy pure electric commercial vehicle replacement station of Dianba new energy began to realize commercialization in specific scenarios , But because the global auto industry had not yet entered “ New four modernizations ” Stage , The application of power exchange mode is also in its infancy , Slow development .
2009 Years later , especially 2014 Since then , With the development of domestic automobile industry “ New four modernizations ” The acceleration of the process , The rapid popularization of new energy vehicles , But the related infrastructure construction has not kept up with . In these infrastructures , Charging pile, as a mainstream energy supplement, has developed rapidly , But the construction situation is not ideal .
Chuancai Securities Research Report shows , By 2021 year 5 month , China maintains public charging piles 88.4 Ten thousand units , The vehicle pile ratio of public charging pile is only about 6.7:1, And 1:1 The reasonable vehicle pile ratio is far from .
On the other hand , Austrian new energy 、 Enterprises represented by Weilai automobile and Hangzhou Bertin have made great efforts in the power station replacement mode . Among them, Aodong new energy's power exchange station is the largest .
Austrian new energy was founded in 2016 year 6 month , It is mainly committed to electric vehicle replacement service 、 Battery life cycle management and commercial operation of power exchange station . At the beginning of its establishment, the company signed a strategic cooperation agreement with BAIC new energy . Both parties are based on the electric taxi produced by BAIC new energy , Cooperate in vehicle energy supplement .
This innovative business model had a short range of new energy vehicles at that time 、 In case of imperfect construction of charging facilities , It can meet the needs of taxis 、 Online car hailing and the use needs of some specific groups , So as to solve the long-distance problem 、 24 / 7 charging system .
Besides , Vehicle electricity separation business model under power exchange mode , It can also reduce the purchase cost of new energy vehicles to a great extent （ Batteries account for... Of the cost of new energy vehicles 40% about ）, Promote the popularization of new energy vehicles .
Get on board BAIC new energy “ A great ship ”, Let Aodong new energy get development blessing . But due to the lack of policy support , The status of power exchange mode has always been on the edge of the new energy vehicle industry chain .
2020 year 5 month , The replacement station is included in “ New infrastructure ” Category , The country will the previous “ Build charging piles ” Expand to “ Add charging point 、 Replace power station and other facilities ”, Charging and changing electricity are written together 2020 Government work report . here we are 11 month , Issued by the general office of the State Council 《 New energy automobile industry development plan （2021—2035 year ）》 Once again, refer to the contents related to charging and changing electricity , It is required to vigorously promote the construction of charging and replacement network .
The introduction of the policy also indirectly detonated the capital market .A Shares of companies that are involved in power exchange business , Share prices have ushered in a wave of rise .2020 year 8 month , A subsidiary of Softbank group of Japan —— Softbank Energy announced that it is optimistic about the power exchange mode , Officially reached strategic investment cooperation with Aodong new energy . Together with the capital, there are also cooperation from major automobile enterprises . There is no lack of FAW 、 saic 、 changan 、 Dongfeng and other major domestic car enterprises , Austrian new energy is on the fast track of development .
The business model has not yet run through
Although the policy has played a great role in promoting the development of the industry , However, the early investment cost faced by the power exchange mode is high 、 The power exchange standard is not uniform 、 There are few tram models 、 Profitability is difficult 、 The unclear development route and other problems have not disappeared because of the introduction of favorable policies .
Lu Yi, deputy general manager of Beijing Aodong New Energy Investment Co., Ltd., once calculated an account with the media . Cost , With an Austrian new energy 3.0 Take the power station as an example , Power exchange equipment 、 The battery 、 Power capacity increase 、 artificial 、 The cost input of site leasing is about 500-600 Ten thousand yuan , Equipment depreciation, etc 10 Annual calculation , The annual depreciation expense is about 50-60 Ten thousand yuan .
income , The power exchange station is equipped with 28 A standard battery , Time for one power change 3 minute , One day 24 Hour full load can be changed 420 Time , Each power change is about 40 degree . Utilization in 60% Calculation , Change the power every day 250 Time , Equivalent to selling 1 10000 kWh . Suppose it's in Beijing , The cost of one kilowatt hour electricity 1.75 element , The annual income of the power station is about 600-700 Ten thousand yuan .
In an ideal situation , Remove from income 1/3 About the cost of electricity 、60 The depreciation cost of 10000 yuan , And manual 、 Rent and other expenses , The annual income of each replacement station exceeds 300 Ten thousand yuan .
But the actual situation is not as beautiful as expected .
Qi Haizhen, President of Beijing Teyi sunshine new energy, told the economic observer ,“ At present, the power exchange standards in the market are not unified 、 The construction speed of the replacement power station is slow due to the problems such as less tram replacement 、 Small number of operations , Insufficient profitability .”
in addition , Mr. Zhong believes that the cost of replacing the power station is high 、 The turnover power battery pack occupies a large amount of capital, which is also a major problem faced by the industry .
meanwhile , Aodong and the whole power exchange business are still facing the problem of promotion route . Qi Haiyu thinks , Power exchange business can be launched from areas with relatively high concentration of power exchange demand , New energy operation commercial vehicles and other subdivided fields “ Vehicle electric separation ” It may become a trend , A car is a car 、 Electricity is electricity , Power exchange can be used as a new business form of innovative service or charge upgrading development .
“ Of course , Power change mode is not a ‘ Phasing 、 Transitional ’ The product of , It mainly depends on the improvement speed of energy density of lithium battery and the development of fast charging technology , If the future 3-5 The range of electric vehicles exceeded 1000 Kilometers ,10 In a few minutes, the mileage of single charge is up to 500 Km above , The power exchange mode will be restricted to a certain extent .” Qi Haiyu said .
An Guangyong, an expert of the credit management committee of China Association of mergers and acquisitions, holds the same view . He thinks that , Whichever of the two is dominant , Will not let the other disappear . Both will coexist , Because different methods have suitable application scenarios .
Due to the existence of a large number of outstanding problems in the industry, Aodong new energy is only in Xiamen 、 Guangzhou and other regions with relatively developed power exchange market have achieved profitability . However, the utilization rate of power exchange stations in most cities is lower than 60%.
This also forces Aodong new energy to constantly seek further breakthroughs on the cost side . Lu Yi once said to the outside world , The power station can be changed through in-depth learning in the background , Adjust the charging strategy of each replacement station , Make full use of the electricity price difference between peak and valley levels , On the basis of meeting the power exchange needs of users , Charge the battery with the cheapest electricity .
On the other hand , The cooperation with Sinopec, an oil giant, may help Aodong new energy reduce the cost of building stations .
This year, 4 month 15 Japan , Austrian new energy signed a strategic cooperation agreement with Sinopec . Both sides said , It will focus on the construction and operation of power exchange stations throughout the country 、 Energy supplement technology upgrading and business model innovation , Carry out all-round and in-depth cooperation , By accelerating the layout of the national power exchange network , Build together “ oil 、 gas 、 hydrogen 、 electric ” Diversified comprehensive energy service platform . Both parties plan to 2025 year , The national replacement power station has reached 5000 seat , make 100 A city level power exchange service network .
“ This can greatly improve the speed of large-scale network layout of Austrian new energy exchange power station in the country . Broad market space based on the development of new energy vehicle industry , Cooperation between Aodong new energy and Sinopec , Gas stations and power exchange stations will be formed ‘1+1＞2’ effect .” Aodong new energy said in the press release .
The rapid popularization of power exchange stations will in turn reduce consumers' concern that there is no place to supplement energy in the use of new energy vehicles , So as to promote the increase of changing tram types . This will also promote the industry to form a virtuous circle , Promote the rapid development of domestic new energy vehicle market .
The accelerating power of Aodong's new energy layout not only comes from the rapid development of new energy vehicle industry , And competitive pressure from powerful competitors , at present , Both Weilai and Geely are actively laying out power stations , Especially Wei Lai , Very high profile in power exchange marketing .
“ By 7 month 31 Japan , Weilai has laid out power exchange stations all over the country 340 seat , Basically covering major cities and trunk roads in China . Wei to 2021 The completion goal of the power exchange station in is 700 Above the seat ; from 2022 - 2025 year , New in China every year 600 Tower in power station ; to 2025 end of the year , The global total number of Weilai replacement power stations will exceed 4000 seat , Among them, the replacement power stations in markets outside China are about 1000 seat .” An insider of Weilai automobile said , Weilai will be fully open to the industry NIOPower Charging and changing system and Baas service .
This also means that it is fully open to the industry NIOPower After charging and changing the power system , Wei Lai already has 340 Tower in power station , It will become a direct competitor of Aodong new energy .
On the other echelon , Up to now , The national team is still in the water testing stage . A State Grid Electric insider told economic observer ,“ We are all experimenting with changing electricity , Just started , Not very mature , There is no overall layout .”
Regarding this , President of quanlian car dealer Investment Management Co., Ltd 、 Auto industry analyst Cao he said ,“ In the field of charging and changing electricity , petrochina 、 sinopec 、 The State Grid has always been the potential main force , There were layout requirements in this area many years ago . But the original number of new energy vehicles is small , They're not very involved . Now the conditions are met , This kind of cooperation will have a great development .”
The lag in the electric action of the State Grid gives Aodong new energy 、 Weilai and other private enterprises have the opportunity to try and run first . In the process , Who can form their own strong moat , Who can be the winner who laughs last .
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