Over the past 477 days, 2.1 NIO replacement power stations have been launched every day, reaching 2000. Shen Fei: Power replacement is the core competitiveness
藏獒47
发表于 2023-10-26 19:24:31
1248
0
0
On October 25th, NIO's 1999 replacement power station was launched at the Macau Science Museum. With the launch of this third-generation power station, the Macau region has 2 power stations and 4 charging stations. As of now, NIO has laid out a total of 249 replacement power stations in the Guangdong Hong Kong Macao region, including 66 high-speed replacement power stations.
The Macau area is relatively small, and charging in public places is not as convenient as changing batteries. Many car owners value the function of changing batteries very much, "said Yang Bo, the general manager of NIO Motors in Guangzhou." Next, we will increase the layout of infrastructure and power stations in Guangdong, Hong Kong, and Macao
On the day after the launch of the second power station in Macau (i.e. October 26th), NIO's 2000th power station has also been completed on the Lianhuo Expressway section of the Silk Road. So far, we have preliminarily completed the layout of the replacement power station on the highway section. In the next step, we will connect all 19 major urban agglomerations in the nine vertical and nine horizontal directions, "said Shen Fei, Vice President of NIO
There is no conflict between changing the power station and 800V high-voltage fast charging
Although many car companies are laying out 800V high-voltage fast charging technology, NIO is still racing on the battery swapping track.
It is understood that the two replacement power stations launched by NIO recently aim to improve the energy replenishment system in Macau, the Guangdong Hong Kong Macao region, and the Silk Road. NIO stated that with the launch of the second power station in Macau, any NIO car owner in Macau can achieve a power change within 3 kilometers. Starting from 2024, car owners can also switch electricity along the Silk Road from Xi'an to Xinjiang.
According to data from NIO, in the past 477 days, NIO has launched an average of 2.1 replacement power plants per day. With the launch of two new replacement power stations in Macau and Lianhuo Expressway, NIO has launched 2000 replacement power stations nationwide, covering 240 prefecture level cities. Among them, there are 601 replacement power stations on the highway section, covering the high-speed network of 6 vertical, 4 horizontal, and 8 major urban agglomerations.
The coverage of replacement power stations is rapidly expanding, and the number of NIO replacement power stations is also continuously increasing. Shen Fei revealed on October 25th, "Now we need to replace almost 60000 batteries per day, with a cumulative order quantity of over 31 million
While NIO is accelerating the layout of its battery swapping system, many car companies have launched efforts in the 800V high-voltage fast charging field, such as Xiaopeng Automobile, Ideal Automobile, and Aian. Among them, some car companies claim that they can use high-voltage platforms to charge for 10 minutes and replenish 400 kilometers.
In this context, the industry has raised many doubts about the NIO battery swapping solution, such as the advantages of battery swapping compared to 800V high-voltage fast charging.
In response, Shen Fei said, "There is no conflict between 800V high-voltage fast charging and battery swapping. The two are not in the same latitude, and NIO does not exclude any charging technology
Shen Fei stated that NIO adheres to the "rechargeable and interchangeable" energy replenishment method. In addition to battery swapping, NIO's charging network is also being synchronously improved. NIO has at least a thousand high-power charging stations with a power of 500kW, which may be the largest enterprise in China to build the most high-power charging stations. "Shen Fei said," I also hope that car companies can launch more products that support 800V fast charging, so that our charging stations can be better utilized
It is reported that 800V usually refers to the current and voltage range that the electrical architecture of new energy vehicles can support, while 500kW refers to the charging power of the charging station. To achieve 800V fast charging, it is generally paired with a charging station with a power of 480kW or above.
Shen Fei: Electricity exchange is the core competitiveness
In the opinion of industry insiders, high-voltage fast charging and battery swapping can effectively improve the usage scenarios of new energy vehicle owners. However, currently, there are still many challenges to be solved in the power exchange mode.
Yu Qingjiao, Secretary General of the Zhongguancun New Battery Technology Innovation Alliance and Chairman of the Battery Hundred People Association, told Times Finance: "Fast charging and battery swapping are both better ways to solve mileage anxiety, each with its own advantages and disadvantages, complementing each other. The main challenge of battery swapping lies in the standardization and popularization of batteries, as well as the small base of battery swapping stations
It is understood that many domestic car companies such as NIO, Geely, and SAIC have launched electric vehicle replacement models, and energy companies such as Sinopec and Ningde Times have also begun to layout electric vehicle replacement facilities. However, the inconsistent product standards among enterprises and the difficulty of sharing and generalizing them have become a major obstacle to the development of the electricity exchange market.
Regarding this, Shen Fei stated that NIO has been participating in the formulation and implementation of national electricity exchange standards since 2016. I believe that battery swapping can be standardized and generalized. How long it takes depends on how hard we ourselves and the entire industry work towards it, "Shen Fei said.
Yu Qingjiao also believes that unified standards and compatibility with multiple brands are prerequisites for the large-scale development of the power exchange model.
It is worth mentioning that the cost pressure brought by the large-scale installation of replacement power stations cannot be underestimated. According to the financial report data released by NIO in August, its operating loss in the second quarter of 2023 reached 6.07 billion yuan, an increase of 113.5% compared to the second quarter of 2022 and 18.8% compared to the first quarter of 2023.
In this context, whether to continue to invest heavily in the energy replenishment system, pursue early profitability, or simultaneously achieve both goals has become a challenge hanging ahead for NIO.
Regarding NIO's view on the relationship between large-scale investment in heavy assets and corporate operations, Shen Fei replied to Times Finance: "The core consideration is whether there is value in doing electricity exchange. If we believe in its value and can see its value gradually increasing, then we should persist in doing this thing
Of course, we will also make some adjustments based on the actual situation. For example, if one day we believe that the national network layout has been preliminarily completed, perhaps our speed of building and replacing power stations can be slightly slower. "Shen Fei added," (We) definitely need to consider all aspects of business and calculate accounts every day
In Shen Fei's view, battery swapping is currently a very core competitiveness of NIO, which is value.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Jinko Energy delivers 10MW/20MWh Blue Whale liquid cooled large-scale power station energy storage system
- Autohome releases Q2 and mid-term financial reports, accelerating online and offline integration of multiple scenarios to assist in transaction conversion
- Alibaba Cloud's Wanwang has launched over 40 new domain name suffixes, including ". ai"
- NIO held an investment promotion event and wants to find partners to help build charging and swapping power stations
- Uber Eats platform will launch Coco robot delivery service
- Ideal Automobile: 51 Ideal Supercharging Stations will be launched in August
- Pinduoduo launches' Duoduo Harvest Pavilion ', investing 1 billion yuan in subsidies to support new quality agricultural merchants
- Interview with Tian Qingyao from Marriott Group: Loyalty Membership Program is the Core Competitiveness of Hotel Brands
- Mid Autumn Festival welcomes online shopping peak, with Dingdong buying groceries and mooncake sales expected to increase by over 30% year-on-year
- After Blizzard and NetEase "recombine", the game "Hearthstone Legend" gradually goes online. The Chinese version officially returns today
-
9月が終わり、映画・テレビ業界が暗躍している。最近、愛奇芸の創始者でCEOのGONG宇氏は、映画・テレビ業界が長短の変化、AIの変化、中国映画・テレビドラマの海外進出の変化の3つの変化を経験していると発表した。 ...
- 寒郁轩良
- 8 小时前
- 支持
- 反对
- 回复
- 收藏
-
8月のトヨタ自動車(ダイハツ自動車と日野自動車を除く、レクサスを含む)の世界生産台数は前年同月比11.2%減の709571台、世界販売台数は前年同月比3.1%減の826863台だった。 日本本土市場では、トヨタ自動車の8月 ...
- SOGO
- 前天 18:03
- 支持
- 反对
- 回复
- 收藏
-
ネットワーク状況監視サイトDownDetectorによると、オーディオストリーミングプラットフォームSpotifyは日曜日に約3時間にわたる障害を経験した後、正常に回復し、ピーク時には米国の4万人以上のユーザーに影響を与 ...
- hecgdge4
- 12 小时前
- 支持
- 反对
- 回复
- 收藏
-
百済神州(688235.SH)はA株の有名な革新薬企業で、2017-2024年上半期、同社の各期の研究開発投資はA株の化学製薬会社(申万二級)の中で最も高く、研究開発費用は合計600億元を超えた。 しかし、百済神州にとって ...
- wylz8473
- 昨天 18:36
- 支持
- 反对
- 回复
- 收藏