On the “Power UP 2024 Weilai electricity Day” held in August, Xilai Motor released the “Power-up County access” plan and the “Power-up partner” plan, opening up and cooperating with the whole society in the construction of recharging stations.
In fact, different from Weilai Auto’s high-profile recruitment of partners, ideal Motor and Xiaopeng Motor have previously “quietly done great things” and launched a low-key “partner” program, which aims to jointly build charging stations through cooperation, joining, and other forms.
Share the dividend of the era of charging infrastructure growth.
Photo source: Weilai Automobile, Xilai Automobile and Xiaopeng Automobile have begun to build energy supplement systems since they were built, and have made little achievements.
ideal cars have been in the bureau for more than a year, and the strategic layout is advancing steadily.
It can be said that the three new car-building forces have gone through the 0-1 stage in the construction of the energy replenishment system, and have begun to gradually transition to the stage of 1-100.
According to the joint meeting of passenger car market information, the penetration rate of domestic new energy vehicles broke through the 50% mark for the first time in July, reaching 51.1%. In the past August, the score has been further raised to 53.9%. Li Bin, founder of Xilai Automobile, judged at the second-quarter earnings call: “in about two years, the retail penetration rate of new energy vehicles will climb to 80%.
” As the private market of new energy vehicles ushered in a new stage, the C-end market has become one of the starting points of the charging infrastructure industry.
Now, however, it is not just a car company that needs to add electricity to its partners.
Calling for supplementary energy “partners”, according to the “electrified county access” plan released by Lulai Automobile, by June 30 next year, take the lead in realizing charging county access in all provincial administrative regions (except Hong Kong and Taiwan) and power exchange county access in 14 provincial administrative regions.
By December 31 next year, the electricity exchange between counties and counties in 27 provincial administrative regions will be completed, covering more than 2300 county-level administrative regions.
Starting from 2026, the construction of exchange power stations in other provincial administrative regions will cover more than 2800 county-level administrative regions across the country.
It is not easy to draw a beautiful blueprint for the energy sector.
“in order to realize the ‘power-up county-county access’, we must adhere to opening up and cooperation, formally launch the power-up partnership program, and open up cooperation in the construction of charging and replacement stations to the whole society.
” Qin Lihong, co-founder and president of Lai Automobile, said.
Specifically, there are three ways for the electrified partner program of Xilai Motor.
The first way of cooperation: charging stations to join.
The site, power and construction are provided by the partners, and the equipment, platform, operation and maintenance are provided by Ulai Energy.
The two sides share the service fee revenue and replace the fixed income of the power station.
Cooperation mode 2: partners are responsible for equipment and site investment, Xilai Energy is responsible for location, construction, operation and maintenance, and partners are responsible for fixed service fee income.
The third way of cooperation: guarantee the bottom of the charging station + share.
Partners are responsible for equipment and site investment, Ulai Energy is responsible for location, construction, operation and maintenance, and partners are responsible for fixed guaranteed income + service fee income.
According to public reports, Xiaopeng charging has launched the City Partnership Program in 2023, and the two sides have jointly carried out a series of cooperation such as marketing and joint construction of stations.
In November of that year, Chongqing Quick Chong, a basic operation service provider of full-chain enterprise charging stations in southwest China, became the first city partner of Xiaopeng charging.
At the beginning of this year, the two sides joined hands again to jointly plan the new strategic layout.
The construction layout of the energy supplement system of the ideal car is relatively late, and the first overcharging station was completed in April 2023.
However, unlike the follow-up efforts of Weilai Motor and Xiaopeng Motor, ideal Automobile has already planned the strategic layout of self-management and cooperation in the construction of overcharging stations when it entered the bureau.
As the cost of the high-speed 5C overcharge station is higher, the ideal car is all self-operated, and the urban 4C supercharging station will adopt the joining mode and benefit sharing.
Photo source: ideal car, at present, the ideal car city supercharging station has been fully opened for cooperation in first-tier, second-tier and third-tier cities across the country.
The basic site conditions and power conditions that need to be met are: there are not less than 4 charging spaces available for the construction of the station, and the power capacity is not less than 395 KVA.
the cooperation mode is “cooperation and co-construction, revenue sharing”: partners are mainly responsible for station leasing, high and low voltage power construction investment, ideal investment in charging equipment and platform operation, and both parties share charging service fee income according to proportion.
“Methodology” feeds back to “partners”.
When Lailai Automobile released the electricity partnership plan, it was jokingly called “a new way of financing” by netizens.
Qin Lihong even laughed at himself at the press conference, “some people say that Xilai is short of money.
This (refers to the electricity partnership plan) is a plan for you to circle the money.” . Judging from the current financial situation of “Wei Xiaoli”, there is indeed a lot of room for improvement: Weilai Motor’s total revenue in the second quarter reached 17.
45 billion yuan, with a net loss of 5.
046 billion yuan.
Xiaopeng Motor had a total revenue of 8.
11 billion yuan and a net loss of 1.
28 billion yuan in the second quarter.
while ideal Motor had a total revenue of 31.
678 billion yuan and a net profit of 1.
1 billion yuan in the second quarter.
The charging pile belongs to the heavy asset investment industry.
According to previous reports, the investment of a single exchange station for Lulai Automobile has reached 3 million yuan, and the preparation fund for the ideal automobile construction “direct operation 5C supercharging station” is 6 billion yuan.
Today, Wei Xiaoli spares no effort to promote the construction of energy supplement system, which shows its firm commitment to promoting the popularity of electric vehicles on the one hand and their forward-looking layout in energy infrastructure construction on the other.
At the moment, the future of the “Wei Xiaoli” family is full of hope.
Xiaopeng launched the second brand MONA, the first model M03 costs 119800-155800 yuan, and the order exceeded 10, 000 units within 52 minutes after the launch.
A week later, on September 19, the price of the Ledao L60 will be officially announced.
Li Bin has revealed that the initial price is 21.
99 yuan lower than the expected price, and the monthly sales of Ludao cars are about 20,000 yuan.
Even the ideal car, which has not yet released pure electric products, is ready to practice its internal skills this year, paving the way for the launch of new pure electric products in the first half of next year.
It can be said that after many years, “call” power partners, “Wei Xiaoli” again stand on the United front.
Galaxy learned that as of September 1, the ideal overcharging network has 752 ideal overcharging stations and 857 preferred overcharging stations in the country, among which the preferred overcharging station refers to the ideal cooperative overcharging station with high power and high stability.
The Ledao brand, which is not yet on the market, has launched the Ledao charging Map, which plans to add more than 1,000 new power stations this year, and more than 300 power stations are planned to be completed in a single month.
The most noteworthy set of data is: since July, smallPeng Motor has 70-80 charging stations online every month, with an online speed of two every two days, and the proportion of cooperation has reached 73%.
From the point of view of the whole process of investing in charging stations, in the whole process of location planning, equipment purchase, construction, online operation, the most important thing is location planning.
A good location planning is tantamount to winning at the starting line.
The person in charge of the charging pile operator gave a very vivid example: “without a good location plan, it is tantamount to opening a restaurant to the suburbs.
The first step is wrong.
” It is worth noting that Wei Xiaoli has accumulated a lot of experience in the construction and operation of charging stations.
For example, Xiaopeng Automobile, based on the intelligent analysis platform of human, car, pile and station, has learned a lot of “methodology” in the self-built charging network.
Xiaopeng Motor uses intelligent location and location selection, which has attracted more partners to join in the co-construction of ultra-fast charging network, and will then grade self-built stations and third-party stations to provide a corresponding reference for the operation and pricing of these stations.
It is not easy to become a “partner”.
The conditions needed to build a charging station include site resources, power resources, funds and so on.
Since the two sessions of the National people’s Congress and the National people’s Congress included charging and changing electricity into the category of “new infrastructure” in the “Government work report” in 2020, and the Ministry of Industry and Information Technology and other relevant ministries have repeatedly put forward suggestions to encourage the development of the power exchange mode, many new roles with funds and resources have begun to enter the market.
According to the “Analysis and Forecast report of Electric Power supply and demand situation 2023-2024” previously released by the China Federation of Electric Power Enterprises, the rapid development of electric vehicles has driven the electricity consumption of the recharging service industry to increase by 78.
1% in 2023 compared with the same period last year, with an average annual growth rate of 79.
4% in the past five years.
At present, on the Internet, advertisements such as “how much does the post-90s invest in a charging station per month”, “how much does it cost to invest in a charging pile nationwide” and “how much does it cost to open a charging pile” can be seen everywhere.
The popularity of charging pile investment in this business will continue to heat up.
As the connection point between automobile and electric energy, recharging is bound to have a bright future.
Judging from the announced partners, this business attracts many powerful companies.
On the day of the announcement of the electricity partnership plan, Xilai invited the first batch of enterprises to sign up for the plan.
These enterprises are: China Energy Construction Group East China Construction Investment Co., Ltd., Xi’an City Investment New Energy Co., Ltd., Guangdong Power Grid Electric vehicle Service Co., Ltd., Ningbo Junsheng Qunying Intelligent Technology Co., Ltd., Shandong Saneng Shuizhi Industrial Park Co., Ltd., Guizhou Yuan Qiyu New Energy Technology Co., Ltd. It can be seen that there is no lack of endorsements from state-owned assets and local urban investment.
Chongqing Quick Chong, as the first city partner of Xiaopeng charging, has been focusing on the investment construction, digital operation and technical support of charging stations since its establishment in 2017, and now has more than 10w users and 22wkw charging pile management capacity.
Photo: Chongqing Quick Chong, the first trip holding Co., Ltd., which signed a cooperation agreement with ideal Automobile, is the first parking stock in China.
It has been deeply engaged in the field of infrastructure asset management for many years, especially in the parking asset management industry.
It can help the ideal car with its high-quality site resources and power acquisition capacity.
After that, the two sides will jointly fund the establishment of Beijing first overcharge Energy Technology Co., Ltd., which is committed to building a super charging network covering the whole country.
The newly built charging stations will realize the interconnection of charging platforms, provide users with multi-platform charging services, and improve the convenience of charging services.
High-quality charging stations will also add value-added services such as temporary lounges, convenience stores and car showrooms to create a charging environment with functions and entertainment for users.
According to the strategic plan of ideal Automobile, it will expand in the fourth-and fifth-tier cities in 2025, and expand by joining with the resources and advantages of various platforms and partners.
The business of power-up partners is not as good as imagined.
In addition to holding resources, what is more important is far-sighted strategic vision and careful cultivation.
As Qin Lihong said: “the biggest risk of participating in the power-up partner program of Lulai Energy is that it no longer exists.
” To become a power partner, you invest not only in “Wei Xiaoli”, but also in the future of electric vehicles.
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