Who can become the leader of the replenishment system?

The struggle between car companies is not only about sales, but also about making up for it.

After Qin Lihong, co-founder and president of Xilai Automobile, publicly called on Huawei to join the power exchange camp, Xiaolong Lee, Huawei terminal, publicly commented on the power change, saying bluntly that it was unreliable: you might change your mind if you had a chance to see the thickness of the battery designed a few years ago compared with today’s latest battery thickness.

Modern technology is developing so fast that it is a very heavy burden to be compatible with old batteries.

Weilai, who was enthusiastically invited but was rejected, could not sit still.

Shen Fei, vice president of Weilai, then posted a Weibo reply: “Don’t speak easily in a field you are not familiar with, or there is a good chance that an expert will become an expert.

” Although the two executives did not name names, it was clear that both meant something.

Originally thought that the two families would take over the trouble, but Huawei’s Hongmeng Zhixing rushed to join Weilai’s charging circle of friends.

Ma Lin, vice president of Weilai brand, revealed that the all-in-one station built by Weilai this year will serve users of various brands, including Hongmeng Zhihang.

As a matter of fact, for a long time, Weilai has been in the forefront in the field of rechargeable electricity, in which it has excelled in the field of power exchange, and the gradually expanding circle of friends can also see the role of Wei to change the way.

However, Huawei’s Hongmeng Zhixing did not join it, and Huawei executives publicly denied the power exchange mode, which to some extent represented Huawei’s intention.

In the field of overcharging, Huawei first took a step to form an overcharging alliance, including ideal, Xiaopeng and other 11 car companies, but coincidentally, there is also no figure.

The two enterprises, which have made achievements in the field of energy supplement, are rapidly expanding their respective alliances, but do not join each other.

Why? Changing electricity: Weilai is at the top, and Ningde era is catching up.

In the past two years, although new energy cars are growing rapidly, the year-on-year growth rate of pure trams has been significantly weaker than that of plug-in cars, among which supplementary energy anxiety is the most important factor hindering the development of pure trams.

In order to overcome energy anxiety, the industry has come up with two solutions-power replacement and overcharging.

In terms of power exchange, in fact, Weilai is not the first car company to develop and change electricity.

In the early years, the Israeli electric car company Better Place and Renault, known as the ancestor of power change, jointly launched the model, but it ended in the tragic collapse of Better Place.

Later, Tesla tried to develop a model for changing electricity, but eventually gave up.

With a lesson from the past, the power exchange business has been abandoned by the major car companies.

Renault executives said bluntly that changing electricity is a dead end, and Wang Chuanfu, chairman of BYD, also said that changing electricity in passenger cars is neither mainstream nor necessary, because there are standardization problems such as vehicle design, larger size, structural safety and so on.

However, some domestic car companies have not given up research and development of power exchange.

Car companies such as Lulai, Geely, BAIC, Changan, FAW, SAIC, Dongfeng, and Ningde era have been involved in the field of power exchange.

At the same time, the policy has also begun to tilt towards the research and development of power exchange.

However, due to the heavy cost of changing electricity, most of the above-mentioned car companies research and develop power exchange, which is mainly used in taxis, online car-hailing or commercial vehicles, and Weilai is one of the few car companies used in passenger cars.

Source: Weilai, striving to develop power exchange, Weilai has its own set of ideas: first, Qin Lihong, president of Weilai, once compared it to “a napkin in a restaurant.

” the purpose of changing the power station in the short term is not to make a profit, but to serve good users, so as to promote sales.

“in this matter, we have made a very correct strategic choice and will continue to do so.

The more people think that we are losing money, the longer our relative competitive opportunities and our strategic competition window will be.

” Second, to seize high-quality lots and power resources.

After all, due to the limitations of power grid capacity and the scarcity of core areas, the enterprises that are the first to move in are bound to have priority, and it will be more difficult for subsequent enterprises to develop.

For high-quality areas, Shen Fei gave a standard formula: recommended sites, convenient, spacious and safe, suitable for unattended.

help to implement power capacity, the larger the better.

site rent and electricity prices are reasonable, the lower the better.

the more users behind, the better.

However, while the change of electricity brings sales to Weilai, it also plunges it into a sustained loss.

According to the financial report, for the whole of 2023, Weilai achieved a total revenue of 55.

62 billion yuan, an increase of 12.

9% over the same period last year, and the annual net loss further expanded by 43.

5% to 20.

72 billion yuan.

In order to cope with the increasingly fierce competitive environment, Lailai has no choice but to seek a partner.

According to the data disclosed by Shen Fei, “the break-even line of the Weilai power station is about 50 to 60 units a day.

At present, the average daily volume of the power station is 35 to 36 units.

More car brands are needed to reduce losses.

” At present, Weilai’s power exchange circle of friends already includes many car companies such as Changan, Guangzhou Automobile, FAW, Geely, Changan, as well as energy companies such as Southern Power Grid and Waneng Group.

However, it is not the Weilai family that is striving to be the leader of the power exchange, and the Ningde era is also accelerating the expansion of the power exchange alliance.

Photo: Ningde Times, in 2021, Ningde Times wholly-owned established Times Telegraph Technology Co., Ltd., and released the power exchange service brand EVOGO at the beginning of the following year, officially entering the power exchange market.

Moreover, with its position in the power battery market, the Ningde era tried to unify the power exchange standard as soon as it entered the market.

according to reports, “EVOGO” will be open to all car companies and provide power exchange services for most models on the market through a unified battery interface and universal adaptation.

Ningde Times said it hopes to build the world’s largest power exchange service network in two or three years.

Since then, Ningde era began to promote its own power exchange ecological construction, and successively signed power exchange cooperation agreements with FAW Pentium, Shenlong Automobile, Guangzhou Auto Ean, BAIC and Didi and other enterprises.

At present, the status of the promotion of the power exchange mode is indisputable, but the strength of the Ningde era is also not to be underestimated, and both want to be the leaders of power exchange and the setters of standards.

As Li Bin, chairman of Xilai, said: “once the power change is done, the threshold will be very high.

” However, the current power exchange is still in the early stages of development, and it is still too early to find out who can lead the way in the final change of electricity.

With the rapid development of overcharging, Huawei has formed an alliance.

Unlike the power exchange, which is in a super-strong situation, high-voltage ultra-fast charging (hereinafter referred to as overcharging) is still in the initial melee situation.

As a new technology in the field of electric vehicles, overcharging can bring higher efficiency than the traditional 400V voltage, and it is a new energy.

One of the important ways to realize ultra-fast charging.

Since 2021, BYD, Guangzhou Automobile, Geely, Changan, Great Wall, Xiaopeng, Xilai and other car companies have made efforts one after another.

At present, the models with overcharging function include Xiaopeng G6\ G9\ X9, M9 M9, Avita 12, Zhijie S7, Polar Krypton 007, Xiaomi SU7 and so on.

The price of the model began to reach less than 300000 yuan, or even below 200000 yuan.

The industry predicts that there will be more than 150 ultra-fast charging models on the market by 2025.

As car companies scramble to research and develop overcharging, the progress of overcharging is extremely fast and promising.

At present, compared with ordinary fast charging, the efficiency of overcharging is on a par with that of power change.

it can replenish 120km in 5 minutes, or charge more than 80% in about 20 minutes.

However, the overcharge cost is lower and the adaptability is stronger than that of power change.

although it is later than the power generation, the popularization speed has a tendency to catch up with and surpass the power exchange.

According to the China High Voltage Fast charging Industry Development report (2023-2025) released by Huawei, the sales of electric vehicles with 800V architecture will increase from 1.

21 million to 5.

8 million in 2023-2026, with a 3.

8-fold increase in three years.

By the end of 2026, the number of high-voltage platform models above 800V will exceed 13 million.

Recently, the 1000th self-operated overcharging station of Xiaopeng has been put into use, which is equipped with 20 S4 liquid-cooled ultra-fast filling piles.

He Xiaopeng, chairman of Xiaopeng Motor, said he hopes to achieve the goal of building another 2000 supercharging stations by 2025 and 5000 ultra-fast charging stations by the end of 2027.

The ideal plan is to build 2000 overcharging stations nationwide by 2024 and more than 3000 overcharging stations by 2025, covering 90 percent of the national highway mileage and major cities.

GAC GROUP launched the 2024 “10,000 Project”.

Including speeding up the construction of 1000V high-voltage overcharge terminals, with a target of 10,000 starts without an upper limit.

Huawei joined hands with car companies, charging operators and industrial partners to form an ecological alliance called “Super charging Alliance”.

Through the way of “co-building ecology”, Huawei plans to deploy more than 100000 liquid-cooled ultra-fast charging piles in 2024.

At present, Huawei has reached “overcharging alliances” with 11 auto companies, including Avita, BAIC, Great Wall, BYD, Guangzhou Automobile, Chery, ideal, Xiaopeng, Cyrus, Jianghuai and Hezhong.

In April this year, Shenzhen, where Huawei is headquartered, also took the lead in landing the country’s first overcharging standard.

The overcharged layout of Weilai is also not to be outdone.

With nearly 4000 charging stations in the national layout, including overcharging stations, it is the automobile brand with the largest number of charging piles in China, and it has realized charging interconnection with Changan Automobile, Geely, SAIC General Motors, Xiaopeng, Jiyue, Zhiji and other automobile brands.

Moreover, the Weilai 640kW all-liquid-cooled ultra-fast filling pile has also been deployed, and ET9 will achieve a global 900V high-voltage architecture.

On the whole, the domestic overcharge field is still in its infancy, Huawei has taken a step to form an overcharge alliance, and there is a tendency to become an overcharge leader.

However, the network that Weilai has accumulated in the field of rechargeable electricity may help its layout in overcharging.

Conclusion: energy supply anxiety restricts the development of pure trams, and power change and overcharging are initiated to solve energy supply anxiety, and its importance is self-evident, but there are still great drawbacks at this stage.

Large investment in power replacement, overcharging technology is difficult, affecting battery life, but these problems can be solved through research and development, and non-uniform standards and high prices are the most thorny problems in front of the two.

For example, Weilai and Huawei actively set up an alliance, the intention is to solve the above problems, and once the problem is solved smoothly, then the development of the pure tram industry is bound to climb to another tall building, while Weilai or Huawei, which plays the role of a guide, will also get more generous returns.

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