New energy car replacement mode will pull the car battery market

Once the "restore" mode is used, it means that the battery and the car will be separate products, and each car will have a different battery. The charging station will dominate the storage, use and circulation of these batteries. It will probably lead to three results:

First, the separation of car battery and car sales channels. The 4S shop sells cars, while the battery will be mainly sold from charging stations (it may also be a rental mode).

Second, charging stations gradually lead the battery standard. Once the "recharge" mode is popularized, the charging station will affect the standard of the battery supplier (it can also issue a mandatory standard through the government). It is entirely possible for the charging station to leave the main plant and establish a partnership with an independent battery supplier. Or simply, make your own battery.

Third, the charging station will be conducive to occupying other parts of the value chain, such as services and finance. Such as battery leasing, battery maintenance, battery remaining power transactions and recycling. Even point-to-point delivery, e-commerce and other possibilities. If electric vehicles can reach a certain scale, these derivative services have a great imagination.

Actually, there are more things to be unified on the electric body, such as the standard and size of the battery, and it is impossible to unify the size and volume, but at least it can be made into a uniform standard, like the battery slot and battery in a lead-acid battery. Grid format is uniform and can be replaced. This issue is even more problematic than the charging interface: Because the construction of charging piles is nothing more than the China Southern Power Grid and the State Grid. The manufacturers are nothing more than auto companies, but the battery manufacturers are really too many, and their scale and qualifications are also varied. They produce The battery ultimately determines the vehicle's battery format.

In terms of development prospects, Zhang Lianlin, research director of China Investment Consulting, said that replacing battery-operated charge-and-replace power stations will make it possible to solve the problems of large current footprint, high cost, and inability to promote in large areas during the construction of current charging stations. Local government support.

Switch mode will quickly pull the car battery market State Grid Corporation General Manager Liu Zhenya The development of electric vehicle charging facilities is one of the "12th five-year" strategies of the State Grid Corporation of China. Liu Zhenya, general manager of the State Grid Corporation of China, said that after more than one year of work, the State Grid Corporation has identified the basic business model of electric vehicle charging and switching stations as follows: Mainly for power exchange, supplemented by plug-in power, centralized charging, and unified distribution. State Grid Corporation of China will build an electric vehicle replacement service network in Beijing, Hangzhou, Tianjin, Hefei, and Nanchang in 2011. At the same time, Liu Zhenya also disclosed that "it will actively strive for the electric price policy and fiscal and taxation policy for electric vehicle charging and replacing power station projects."

"As soon as possible, the nation has certified and certified the company's charging and replacement of power station construction models and technical standards, and promoted the application in the operating areas. It has completed the construction of electric vehicle exchange and charging service networks in Beijing, Hangzhou, Tianjin, Hefei, and Nanchang cities," said Liu Zhenya. . At present, the State Grid Corporation of China has signed cooperation agreements with all local municipal governments in the operating area for the construction of electric vehicle charging facilities.

According to Liu Zhenya, the electric vehicle charging service model mainly based on replacing batteries is to “make selling cars without collecting battery money and buying cars without paying battery money”. Consumers can save money to replace batteries at the charging stations of State Grid Corporation of China. . The company will also add chips to the battery to monitor the battery location, remaining battery power, remaining mileage, and even inform the driver of the location of the next battery change station. "(The State Grid Corporation of China uses the nighttime electricity consumption trough to charge these replaced batteries. In the future, State Grid will also recycle these old batteries and use them as energy storage equipment in substations."

The State Grid Corporation of China has chosen to upgrade the simple charging station to a battery-changing station that is mainly battery-changed and plug-in-charged, which greatly increases the target customer group for the charging and changing of power stations and enhances their geographical adaptability. The time required for battery replacement is shorter, and it can fully realize mechanized automatic operation. The area occupied by the charging and replacement of power stations is relatively small, which is very conducive to flexible layout in large cities with high land and cost. If you use the existing business outlets of the power grid, it will be more convenient to charge and replace power stations. In addition, through the centralized charging of batteries at night, distribution during the day is also very beneficial to the State Grid Corporation of China to improve the efficiency of the allocation of power resources.

Liu Zhenya is confident that the entire electric vehicle industry chain will be dominated by a unified interface standard. “Battery is no matter how it is produced. Finally, the standard of the interface is ours.” In fact, CEC, led by the State Grid Corporation of China, has established the energy industry last year. The Standardization Committee for Electric Vehicle Charging Facilities plans to establish a nationwide unified standard system for electric vehicle charging facilities for 2-3 years.

Analysts said that there are currently battery standards are not uniform, the battery manufacturers used in each electric vehicle is not the same, different specifications. If the problem of the unified battery standard can be resolved as soon as possible, the cheap and convenient way of power exchange will certainly stimulate the rapid development of the electric vehicle market, and it will also greatly increase the growth of the power battery market.