The annual output broke through 10 million vehicles for the first time and the market penetration broke through the 50% mark for three consecutive months.
China’s new energy vehicle industry is ushering in a new stage of high-quality development.
In the new era, the development trend of industrial integration is more prominent.
Among them, the integration and interaction of new energy vehicles and power grid has attracted more attention.
At the beginning of 2024, the implementation opinion on strengthening the Integration and interaction between New Energy vehicles and Power Grid was issued, which became the top-level design document of vehicle-Network interaction (V2G).
Since the beginning of this year, relevant national departments, local governments, and various participants have actively promoted the large-scale application of vehicle network interaction, and achieved a lot of results.
Galaxy learned that Jiangsu has implemented the first large-scale vehicle network interactive application in China, and the Weilai car network interactive project has been selected into the list of green and low-carbon advanced technology demonstration projects of the National Development and Reform Commission.
Guangzhou Automobile Energy has a total investment of 58.
39 million yuan car charging station vehicle network interaction and multi-energy complementary project has been put on record.
Now, with the new energy vehicle industry scale to a new level, where has the car network interaction gone? According to the latest data released by the China Association of Automobile Manufacturers, the sales of new energy vehicles from January to October this year were 9.
75 million, up 33.
9% from the same period last year, accounting for 39.
6% of the total new car sales.
In terms of monthly sales, the penetration rate of new energy vehicles exceeded 50% for three consecutive months from August to October.
It can be predicted that the competition in the auto market is intensifying, and the scale of new energy vehicles continues to rise.
Shen Fei, senior vice president of Weilai Automobile, said, “in the age of oil trucks, traffic is traffic, energy is energy, electricity is electricity, and there is no intersection between industries.
” In the era of electric vehicles, the integration of transportation and energy, the interaction between vehicles and the power grid has become one of the development trends.
” Dong Yang, chairman of China Automotive Power Battery Industry Innovation Alliance, stressed that the integration of automobile and energy focuses on the application side.
The characteristics of power grid security and chemical power supply determine that the integration of automobile and energy focuses on the application side.
The application side has the advantage of marketization.
In addition, the integrated development of charging facilities and optical storage and charging can promote the application of end-car power integration.
” He said.
The new energy vehicle is connected to the power supply network through recharging facilities to build a two-way interactive system of information flow and energy flow between the new energy vehicle and the power supply network.
Therefore, the new energy vehicle can effectively give full play to the flexible regulation ability of the power battery as a controllable load or mobile energy storage, and provide important support for the efficient and economic operation of the new power system.
According to analysts at the Global Automotive Research Institute, vehicle-network interaction refers to the interaction of energy and information between electric vehicles and the power grid through charging facilities, mainly in the form of intelligent orderly charging and two-way charging and discharge.
can participate in peak trimming and valley filling, virtual power plants, aggregation transactions and other application scenarios.
Among them, the role of charging infrastructure and power grid can not be ignored.
According to the data released by the China charging Alliance, as of October this year, the number of charging infrastructure in China has reached 11.
884 million.
In addition, the top operators in the number of charging piles operated by national charging operators are Special call, Star charging, Cloud Quick charging, State Grid, Xiaogu charging, Weijingyun, Southern Power Grid, and so on.
The number of charging piles in the top 15 operators accounted for 87.
1% of the total.
Some people in the industry said that under the broad prospects of the new energy vehicle industry, many participants entered the charging pile market.
However, when selecting a location, operators pay more attention to the charging demand and do not know the surrounding power grid structure.
If the charging station applies for installation after the location is determined, once the carrying capacity of the surrounding power grid is not enough, it is necessary to transform and upgrade the power grid, which may lead to the disconnection between demand and supply.
In addition, in the face of the demand for the integration and interaction between large-scale new energy vehicles and the power grid in the next stage, there are still many restrictions.
for example, the technical system and application scheme of vehicle-network interaction are not mature, the key technical standards are missing, the time-of-use price coverage of charging peak and valley is incomplete, the supporting demand response and power transaction mechanism remain to be improved, and so on.
The policy is becoming more and more effective, and the voice of vehicle-network interaction always exists in the process of industrial development.
As early as 2020, vehicle network interaction was mentioned in the New Energy vehicle Industry Development Plan (2021-2035) issued by the General Office of the State Council.
Until this year, the relevant policies at the government level began to be gradually introduced.
In January this year, the National Development and Reform Commission, the Energy Administration, the Ministry of Industry and Information Technology and the General Administration of Market Supervision and Administration jointly issued the implementation opinions on strengthening the Integration and interaction of New Energy vehicles and the Power Grid.
The implementation opinions put forward the development goal of vehicle-network interaction: to initially carry out large-scale pilot demonstration of vehicle-network interaction in relatively mature areas such as the Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei-Shandong, Sichuan and Chongqing, and strive to build more than 5 demonstration cities and more than 50 two-way charge and discharge demonstration projects by the end of 2025.
For the cities participating in the pilot demonstration, more than 60% of the electricity charged in 2025 is concentrated in the trough period, and more than 80% of the private charging piles are concentrated in the trough period.
On September 10 this year, the above four departments jointly issued the notice on promoting the pilot work of large-scale application of vehicle network interaction.
It is mentioned that, in accordance with the principle of “innovative guidance, first and first try”, comprehensively promote orderly charging of new energy vehicles, expand the scale of two-way charge and discharge (V2G) project, and enrich the application scene of vehicle network interaction.
Take the city as the main body to improve the large-scale and sustainable vehicle network interaction policy mechanism, and take the V2G project as the main body to explore a business model with advanced technology, clear model and replicable promotion.
Strive to use the market-oriented mechanism to guide the large-scale development of vehicle network interaction.
Photo source: Geshi car shooting, under the guidance of the policy, the local government is also taking active action.
A few days ago, Chongqing Economic and Information Technology Commission, Municipal Development and Reform Commission and other departments jointly issued documents, proposing that by 2025, Chongqing will create more than 100 two-way charge and discharge (V2G) projects to further enrich the application scene of vehicle-network interaction, form a high-quality charging infrastructure system with overcharging as the main body and the integration and interaction of new energy vehicles and power grid, and initially build a new industrial ecology of vehicle-network integration and interaction.
In Shenzhen, Lianhuashan overcharge Station, the flagship overcharging station of Shenzhen Power supply Bureau of Southern Power Grid, is the country’s first multiple comprehensive demonstration station of “optical storage overcharge + vehicle network interaction + virtual power plant + power Rubik’s cube + electric hung”.
The station has 27 charging piles with functions such as vehicle network interaction (V2G), which can meet the charge and discharge of 46 vehicles at the same time.
It is the largest demonstration station of vehicle network interaction in Dawan area.
People in the industry said that car-network interaction should not only have standard standards, but alsoTo be able to effectively mobilize the enthusiasm of users to achieve the final business model innovation and landing.
It is reported that the State Grid Suzhou Power supply Company has taken Kunshan as a pilot to develop and launch an intelligent location application platform for interactive charging piles in the vehicle network.
In August, the first large-scale vehicle network interactive application in China was implemented in Jiangsu Province.
According to statistics, on that day, a total of 1277 new energy vehicles participated in off-peak charging at 482 charging stations throughout Jiangsu Province, creating a revenue of 6000 yuan for new energy vehicle owners on the same day, giving up 12000 kilowatts of load for peak hours, and effective peak reduction of 17000 kilowatt-hours, which can meet the electricity consumption of 2100 households in one day.
Car companies have stepped up their pace to better serve car owners and create their own influence, whether they are new car companies such as Weilai, ideal, Xiaopeng, Tesla, or traditional car companies such as Guangzhou Auto and Geely, through self-building energy supplement systems.
and become an important participant in the construction of a high-quality charging network.
It is worth noting that in the process of promoting the integration of automobile and energy, Lulai has always had an inherent advantage.
The reason is that Weilai continues to expand its territory in the field of charging and power exchange, and has the identity of a rechargeable operator, which has a profound potential for interaction between vehicles and networks.
Prior to this, Lai Automobile reached a strategic cooperation agreement with Anhui Energy Group and Anhui Traffic Control Group to jointly promote the construction of an open and shared storage and replacement system, and established Zhongan Energy (Anhui) Co., Ltd., this move highlights the long-term vision of Weilai.
Shen Fei said bluntly, I am particularly optimistic that we are also promoting “traffic integration” and “car network interaction”.
Our cooperation with Traffic Control and Waneng will certainly bear fruit and set a national and even global demonstration for the integration of energy, transportation and power.
In the list of Green and low-carbon Advanced Technology demonstration projects (the first batch) issued by the National Development and Reform Commission not long ago, the second phase of the construction and operation of large-scale car network interactive virtual power plant in Shanghai by Shanghai Lulai Energy Co., Ltd. is listed as the only vehicle network interaction project.
Source: Weilai, Galaxy has learned that at present, Weilai is actively integrating power resources such as charging stations, and has promoted the construction of virtual power plants in Shanghai, Zhejiang, Shenzhen, Shandong, Hefei and other places.
many charging stations have been connected to the new load management system.
On the day of the car network interaction experience day jointly held by Weilai and Suzhou Power supply Bureau, it attracted more than 30 car owners, reversing and changing electricity 865 degrees, effectively reducing the load by 600 kilowatts.
In addition to the “Weilai practice” under the interaction of the car network, Guangzhou Automobile Energy has also made remarkable achievements.
In March this year, GAC Energy successfully completed the country’s first real car test of the integration of new energy vehicles with power grid V2G technology and virtual power plant at GAC Ean V2G demonstration Center, breaking through the necessary conditions for the normal application of V2G technology.
It has become the first demonstration case in the country to realize vehicle-grid frequency modulation interaction.
When GAC Ean released the two major action plans of “Quick Guangjin + V2G”, it has focused on the capacity building of vehicle network interaction and the guarantee of users’ actual income.
In order to speed up the landing practice of vehicle-network interaction, GAC Energy went to the Electric Power Department of the State Energy Administration and Tsinghua Sichuan Energy Internet Research Institute for visits and exchanges.
It is reported that the GAC energy vehicle charging station vehicle network interaction and multi-energy complementary project has been put on record.
With a total investment of 58.
39 million yuan, the project plans to build 24 charging demonstration stations with V2G discharge or orderly charging functions in 11 districts, including Tianhe District, Haizhu District and Nansha District, Guangzhou City, including 439 charging and discharging piles with orderly charging function or V2G reverse discharge function, and 4 B2G reverse discharge conversion stations.
It is worth noting that the V2G mode will also improve the strength of the power battery, and the cycle life of the power battery has become an important consideration in the V2G pilot project.
This also brings new opportunities for battery companies.
Previously, the Miaoyao super hybrid battery released by Ningde era has battery-to-car network (B2G) technology, which can realize two-way energy interaction between battery and power grid.
It is reported that about 33000 kilowatt-hours of electricity can be transmitted in reverse in the whole life cycle.
according to the calculation of the difference between peak and valley electricity in the Pearl River Delta region, it can help car owners achieve a profit of more than 20, 000 yuan.
Analysts at the Global Automotive Research Institute pointed out that there are many participants in vehicle-network interaction, including electric vehicle users, charge and discharge service operators, electric vehicle load aggregation, virtual power plant operators, power grid enterprises, power trading institutions, and so on.
Large-scale application requires the joint efforts of all parties.
Nowadays, many roles of the new energy vehicle industry chain have been taken action.
With the help of all parties to “speed up”, the large-scale application of car network interaction is gradually approaching.
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