Run in ＂change power＂ mode!

At the beginning of this month, the owner Xiao Han drove to a gas station of Sinopec in the province. He didn’t come to refuel or rest, but came to experience the newly installed power exchange service here. Xiao Han drove his car into the preparation area outside the power exchange station. After parking the car, he turned on the power exchange with one button according to the screen prompts, and then the automatic parking system slowly moved the vehicle into the power exchange garage. Five minutes later, the car was "fully charged" again. "Too convenient, too smart!" Xiao Han expressed surprise at the efficiency of power exchange. The reporter noted that while the Ministry of Industry and Information Technology recently launched the pilot application of the new energy vehicle power exchange mode in 11 cities, Sinopec and BP are also accelerating the layout of the service network for gas station power exchange. Behind the rapid entry of capital from all parties, the wind has come for the power exchange mode, which is rapidly "starting" under the dual promotion of China’s policies and markets.

　　New phenomenon:Power exchange station and gas station "coexist in one room"

　　During the Eleventh Five-Year Plan period, many new energy vehicles were waiting in long queues at the expressway charging station. For example, the large-scale participation of "changing electricity" mode can at least solve the problem of rapid recharge of some new energy vehicles.

　　"Build 5,000 intelligent charging and replacing power stations by 2025." This is the goal set by Sinopec in April this year. Half a year later, the first batch of Guangdong charging and replacing integrated stations jointly operated by Sinopec and Weilai were put into use in some gas stations in the province. Similar intelligent charging and replacing power stations have also been operated in Beijing and other places. The reporter recently visited some Sinopec gas stations and noticed that in the new charging and replacing station, in addition to the replacing equipment like a giant box, there are two brand-new charging piles standing next to it. The on-site staff told reporters that in addition to the power exchange business, it can also meet the fast charging demand of electric vehicles for 30 minutes.

　　At the beginning of November, BP and Aodong New Energy also set up a joint venture company to start the process of laying out and building a service network for power stations in China. Zhang Jianping, co-chairman of Aodong New Energy, which specializes in developing power exchange technology, told reporters: "These shared power exchange stations are equivalent to gas stations, similar to the user scenarios of gas stations." Undoubtedly, the utilization rate of the public market is higher, and "sharing a room" with gas stations is one of the best paths for rapid popularization. It is reported that Aodong New Energy has cooperated with 14 mainstream car companies including GAC, FAW, BAIC, SAIC, Chang ‘an and Dongfeng to develop more than 24 battery-changing models, and built more than 500 battery-changing stations together with PetroChina and Sinopec.

　　Technical update:The power exchange efficiency is faster and the safety is monitored.

　　If it is said that a few years ago, the power exchange mode of new energy vehicles was that individual car companies such as BAIC and Weilai were "crossing the river by feeling the stones" and making small troubles, now with the participation of these gas station giants, using their networks to plan power exchange stations not only makes the large-scale development of power exchange stations faster, but also helps to extend the power battery format to the energy storage battery format.

　　The reporter was informed that the iteration of power exchange technology is paving the way for popularization. The new batch of charging and replacing power stations put into use by Sinopec adopts Weilai’s second generation power station replacement technology. "It takes more than three minutes to change the battery at the earliest, and it can meet the power change demand of 312 trains in one day." Technicians told reporters that compared with the first generation power station changing technology, the second generation technology has the advantages of quickly unlocking the battery, increasing the battery recycling cache, lowering the fully charged battery for standby, and designing the double-track warehouse. The battery capacity has also increased from 4 to 13, and the battery reserve has increased by more than 3 times.

　　Is it safe for charging and replacing power stations to coexist with gas stations? Zhang Jianping pointed out that the main cause of automobile battery fire is "thermal runaway", and various monitoring means, including vision, smoke sense and temperature sense, and BMS mechanism, can be used to monitor and find hidden dangers in time and solve them. In addition, there is a safe distance between the gas station and the power exchange station.

　　The tuyere is coming:This year, 33,600 new power exchange enterprises have been added.

　　The data shows that, encouraged by relevant policies and markets, all parties’ capitals have accelerated their bets. In the past decade, the number of registered enterprises related to power exchange in China has been on the rise, especially in 2020. According to Sky Eye Survey, as of the end of October this year, there were 67,500 power exchange-related enterprises in China. In the first 10 months of this year, the number of new power exchange-related enterprises has reached 33,600, a year-on-year increase of 184.83%. From the perspective of regional distribution, Jiangsu, Shandong and Guangdong ranked the top three in terms of the number of power exchange-related enterprises. In terms of urban distribution, Guangzhou ranks first with 3,264.

　　The two securities companies also gave optimistic forecasts for "power exchange". Orient securities pointed out that the efficient way of recharging electricity can reduce the bottleneck of recharging new energy vehicles at present, and the difficulties in the mode of recharging electricity are gradually breaking through. It is estimated that the proportion of recharging vehicles will reach 30% in 2025, which will bring hundreds of billions of markets to the construction, operation and equipment of recharging stations, and will enter a period of rapid growth during the Tenth Five-Year Plan period. Founder Securities Research Report shows that the new energy vehicle power exchange station will face the 2B market and the high-end 2C market. When the business model and power exchange technology gradually mature, the switching of heavy trucks, buses and operating passenger cars will be accelerated. It is estimated that by 2025, the total sales volume of power exchange vehicles will exceed 3 million, and the scale of supporting power exchange stations will exceed 28,000.

　　The reporter noticed that in Guangzhou, the new energy vehicles that were popularized in the taxi industry are cutting into a larger private market. In order to solve users’ concerns about the quality of rechargeable batteries, at present, new energy vehicles such as Aodong and Weilai, which are separated from each other, provide cheap battery rental prices and life-cycle management services for batteries. After the battery is stripped off and the whole vehicle is sold, the price of the whole vehicle is also more close to the people, which lowers the purchase threshold.

　　observe

　　Policy overweight Power exchange mode is beneficial to the goal of "double carbon"

　　The current national policy gives a clear development direction to the power exchange model. The reporter noticed that the power exchange mode has been clearly supported at the national level since last year. At last year’s National People’s Congress, the power exchange station became an important part of the new infrastructure, and was written into the Government Work Report for the first time. This year’s "Government Work Report" of the two sessions also expanded "building charging piles" to "adding charging piles, changing power stations and other facilities". The power exchange station has entered the "Government Work Report" for two consecutive years, which shows that power exchange is highly valued as an efficient way to replenish energy.

　　On October 28th, the General Office of the Ministry of Industry and Information Technology issued the Notice on Launching the Pilot Work of the New Energy Vehicle Switching Mode Application, officially launched the pilot work, and announced 11 cities included in the pilot scope. The "Notice" makes it clear that the overall promotion goal of this pilot project is to promote 100,000 electric vehicles and 1,000 electric power stations, including breaking through the key technologies of electric products, opening up the approval process of infrastructure, establishing a supervision platform for electric vehicles, improving the technical standard system for electric vehicles, forming an industrial ecology of electric vehicles and building a policy support system for electric vehicles.

　　Under the background of "double carbon" goal, the relevant ministries and commissions of the country have issued a number of documents to promote the power exchange mode, which can play an important role in energy conservation and emission reduction. For example, the goal of these pilot cities announced by the Ministry of Industry and Information Technology is to "strive to achieve fuel saving of 700+10,000 tons/year and carbon emission reduction of 200+ 10,000 tons/year". (Guangzhou Daily, all-media reporter Deng Li)

Original title: "change power" mode to run!