Guangzhou Automobile Aian Super Charging and Exchanging Center was officially completed. Ai 'an cooperated with China Southern Power Grid, PetroChina, Chengtou, Jiaotou, Huawei, Erwan and China Charging Alliance to build the first super charging capital and build the super charging and replacing center of Nanda trunk line. Guangzhou Automobile Aian Super Charging and Exchanging Center was officially completed.
On April 2 1 day, GAC Aian Super Charging and Exchanging Center was officially completed. On April 0, 2 1 year, GAC Aian officially announced that the brand's first super charging and replacing center in Guangzhou Nanda trunk line was officially completed. At the same time, Guangzhou Automobile Aian also announced that it will build Guangzhou into the world's first "Aian Super Charging Capital" by building more charging and replacing centers.
According to the official introduction, this level of charging center mainly has the following core highlights:
Rechargeable and replaceable
Charging: equipped with A480 super charging pile, the world's highest charging power is 480kW, the maximum current can reach 600A, and it only takes 5 minutes to charge more than 200km.
Power exchange: GAC Aian has a unique plug-in quick power exchange structure, which realizes 2.5-minute quick power exchange.
It can realize full-automatic unmanned parking, unmanned charging and replacing electricity, automatic opening of charging cover for vehicles and automatic plugging and unplugging of charging guns for charging piles.
Photovoltaic power generation+smart energy storage, achieving circular self-sufficiency of comprehensive clean energy, which is officially called "zero carbon" emission.
GAC Aian said that GAC Aian plans to build 220 charging stations within the jurisdiction of Guangzhou in 2022, and by 2025, the number will increase to 1 0,000, achieving a radius coverage of 1.5km. In the future, GAC Ai 'an also plans to expand the super charging stations to about 300 cities across the country, basically achieving full coverage of cities at the prefecture level and above.
As for whether the charging station can adapt to other brands, the anchor said it is possible, but the charging time of different brands may be different.
Why aim at the charging and replacing market?
On the evening of March 22, Guangzhou Automobile Group announced that the board of directors agreed to set up Guangzhou Automobile Energy Ecological Technology Co., Ltd. to build the ecology of charging and replacing energy supply and battery recycling, build a smart and efficient energy cloud platform, and promote energy storage system technology, smart charging and replacing service technology research and product development and application with "vehicle-station-network" collaborative interaction, with a total investment of 4.96 billion yuan.
For such a big reason, at that time, Guangzhou Automobile Group analyzed that the private market of new energy vehicles has grown at a high speed in recent years, which basically solved the pain points affecting the endurance and safety of buying new energy vehicles. The problems of inconvenient power supply, high price and low residual value are gradually becoming the key factors affecting sales.
Indeed, the convenience of charging has seriously affected the user's travel experience and restricted the sustainable and healthy development of the overcharge industry. According to the statistics of China Automobile Association 202 1, 40% users complained that the charging time was too long, and 72.5% users complained about the number of charging piles. A car owner of Krypton 00 1 even complained to the first electric car that he wanted to change back to a fuel car every time he charged it.
Therefore, from the perspective of satisfying users, it is the responsibility of enterprises to build a more convenient charging network. Once new energy vehicles realize "charging is more convenient than refueling" in the energy replenishment system, new energy vehicles will replace fuel vehicles earlier than expected, forming a virtuous circle of "technology-market-business-supporting".
From the perspective of corporate interests, there is a huge capital imagination space behind the huge vacancy in the charging and replacing market.
According to the calculation of Guoyuan Securities, by 2030, the increment of charging piles is expected to exceed 50 million units, and the total investment in the charging pile market will reach nearly one trillion yuan in the next decade. At the same time, in 2025, the number of power stations will reach 25,000, and the operating market scale is expected to exceed 267.8 billion, making it the largest blue ocean in the field of new energy vehicles.
According to GAC ean, compared with the current mainstream 120KW fast filling pile, the over-filled pile will improve the efficiency of power grid by 350%, increase the utilization rate of land resources by five times, save power resources by 25% and reduce the investment of station construction by nearly 20%.
Starting from breaking through the technical threshold
Previously, Liu Yongdong, Deputy Secretary-General of China Electric Power Enterprise Association and Secretary-General of Technical Committee for Standardization of Electric Vehicle Charging Facilities in Energy Industry, once said: "Increasing current can realize high-power charging, but the greater the current, the more the cable heats up, and the more serious the safety hazard. Increasing the voltage is the overall solution for the next generation of conductive charging technology. "
To this end, Ai 'an has built the world's highest 900V high-voltage platform, which has the overcharging capacity of 6C ratio and the world's largest 480kW overcharging pile. After actual measurement, the super charging vehicle AION V Plus equipped with 6C super rechargeable battery technology has achieved the result of "charging for 5 minutes and driving 207 kilometers" and obtained the authoritative certification of WRCA.
It is worth mentioning that, in order to speed up the landing of the business model and let more consumers enjoy the efficient charging experience brought by charging first and then charging, Aian will also take the lead in launching the "Limited Time Regional Promotion of AION V Plus" in Guang Hai from April to May. Users can enjoy a discount of 1.8 million yuan on the basis of a reduction of 20,000 yuan, only 65,438 yuan.
As of April 2 1 day, Ai 'an has joined hands with Wang Nan, PetroChina, Chengtou, Jiaotou, Huawei, 20,000, China Charging Alliance and other enterprises to build the first super charging capital and build the super charging and replacing center of Nanda trunk line; At present, the charging and replacing center has realized photovoltaic power generation and smart energy storage, and will become the experimental field and global demonstration base for continuous technological innovation and exploration of Ai 'an's future energy supply system.
Why did you choose Guangzhou? Mainly because it has natural advantages that other cities do not have.
First of all, the automobile industry is the largest pillar industry in Guangzhou. Guangzhou's "14th Five-Year Plan" encourages to vigorously promote overcharging and form a convenient, efficient and moderately advanced charging network system. Guangzhou municipal government attaches great importance to the development of new energy automobile industry, with obvious policy advantages; Secondly, Guangzhou's new energy market penetration rate is 40.0 1%, ranking first in the country.
However, Ai 'an is the market leader in Guangzhou, with a market share of over 36.8% and obvious traffic advantages. Thirdly, as the geometric center of Greater Bay Area, Guangzhou has a huge upstream and downstream cluster of automobile industry, including Ai 'an, with obvious technological advantages.
In addition, as the "chain owner" of state-owned enterprises and industrial chains, Ai 'an is undoubtedly the most effective link between the government, the upstream industrial chain and ordinary users. Ai 'an initiated the construction of a super-charged capital, which not only received strong support from the Guangzhou Municipal Government, but also received positive responses from more than ten key core enterprises in the industrial chain, forming a strong super-charged alliance.
Of course, in front of the huge cake, it is definitely not just GAC Ai 'an who wants a share. For example, Weilai Automobile, a new force in head-building, and Contemporary Ampere Technology Co., Ltd., a battery giant, have all begun to make great efforts in the field of charging and replacing electricity. Although technically different from Guangzhou Automobile Aian, the purpose of the three companies is to allow users to complete charging and replacing electricity in the shortest time, and to build a more convenient charging network.
It can be expected that more and more enterprises will enter the charging and replacing network next.
Two days before the official completion of Guangzhou Automobile Aian Super Charging and Exchanging Center, Weilai and Contemporary Ampere Technology Co., Ltd. announced that they would increase the number of rail exchanges. According to industry insiders, the new energy automobile industry is developing rapidly, the charging gap is widening day by day, and the battery changing track has entered a period of rapid development. For the "pain points" such as the non-uniform standard of power battery pack in the power exchange mode, the standardization and generalization of the power exchange mode should be accelerated to further promote the development of the power exchange industry.
Frequent movement
The data shows that there are more than 8 1000 power exchange-related enterprises in China at present, among which more than 45,000 enterprises were newly added in 20021year, with a year-on-year increase of 147%.
On April 18, Weilai announced that its Nanjing Jiangning Auchan Power Station was officially launched. So far, Weilai has built 900 power exchange stations all over the country.
Contemporary Ampere Technology Co., Ltd. announced the official launch of EVOGO power exchange service in Xiamen. It is estimated that by the end of this year, the company will complete the construction of 30 express exchange stations in Xiamen. June, 5438+this year 10, Time Electric, a wholly-owned subsidiary of Contemporary Ampere Technology Co., Ltd., released the power exchange service brand EVOGO and the integrated solution of combined power exchange. The overall solution of combined power exchange consists of three products: "power exchange block, quick exchange station and APP".
In addition, on June 24th, 654381October this year, Geely Holding announced that Chongqing restylane Automobile Technology Co., Ltd., a joint venture company jointly established by the company and Lifan Technology, had completed the industrial and commercial registration in Chongqing and obtained the business license issued by Chongqing Liangjiang New Area Market Supervision Administration.
With the acceleration of the giant's admission, the circuit has attracted great attention from investors. Recently, a number of listed companies have responded to investors' questions about the layout of the power trading field on the investor interaction platform. Among them, *ST Montessori said that the new energy vehicle replacement equipment company has no planned production at present, but plans to participate in the operation; Wanma Co., Ltd. said that the company participated in the establishment of the Egret Charging and Replacing Fund, and its investment scope included charging and replacing electric vehicles.
A promising future
The development prospect of conversion circuit is broad. As of March this year, the number of power stations in China has reached 145 1. However, compared with the charging mode, the power exchange mode is smaller in scale and has greater development potential.
Founder Securities predicts that by 2025, the sales volume of electric passenger cars will exceed 2.8 million, the sales volume of electric commercial vehicles will reach 500,000, and the demand for supporting power stations will be about 28,000, corresponding to a market size of 76.5 billion yuan, and the demand for supporting batteries will be about 55GWh, corresponding to a market size of 38.8 billion yuan.
Power exchange mode has many advantages, including high energy replenishment efficiency and greatly shortened energy replenishment time. "The power exchange mode can effectively improve the operation efficiency." The relevant person in charge of an electric heavy truck company told the china securities journal reporter, "For the network car and logistics car, time is money, and the power exchange mode can greatly shorten the charging time."
At the same time, in the power exchange mode, the battery is managed by the operator in a unified way, and the battery can be uniformly charged at a suitable temperature with a stable current, which can effectively improve the safety factor of the battery.
Founder Securities pointed out that under the mode of "separation of vehicles and electricity", customers can obtain the right to use batteries through leasing, which can lower the threshold for users to buy cars for the first time.
policy support
The power exchange mode accelerates penetration, but it still faces many "pain points".
Compared with the charging mode, the operating cost of power station is higher. At the same time, it is difficult to make a breakthrough in the short term by unifying the specifications and standards of power batteries. Different car companies have different definitions of the size, weight, locking mechanism and interface of the battery pack, which makes it difficult for different car companies to be compatible.
Li Shufu, chairman of Geely Holding Group, suggested optimizing the approval process of high-voltage new installation (expansion) of power exchange projects, implementing the time limit requirement of compressed installation, releasing multiple households at one place and speeding up the construction cycle. At the same time, speed up the standardization and generalization of power exchange mode.
The power exchange mode has been strongly supported by the policy. /kloc-In March, 2008, the Key Points of Automobile Standardization in 2022 issued by the Ministry of Industry and Information Technology proposed to speed up the construction and improvement of the charging and replacing standard system for electric vehicles, and promote the formulation of standards such as on-board battery replacement system, universal battery replacement platform and battery replacement package for pure electric vehicles.
According to the "Implementation Opinions of the National Development and Reform Commission and other departments on Further Improving the Service Support Capability of Electric Vehicle Charging Infrastructure", support the construction and layout of special power exchange stations around scenes such as mines, ports and urban transshipment, accelerate the exploration and promotion of the separation mode of vehicles and electricity, and promote the electrification transformation of heavy trucks and built-in trucks in ports. Explore the power exchange mode of * * * in the fields of rental, logistics and transportation, and optimize and upgrade the power exchange service of * * *.
Guangzhou Automobile Aian Super Charging and Exchanging Center was officially completed. The slow charging speed and the need to queue up for charging have always been a big problem that hinders everyone from buying pure electric vehicles. At the moment when endurance anxiety is no longer the biggest problem, how to solve the problems of slow charging and difficult charging has become an urgent problem to be solved. In addition to the fast charging mode, the "battery replacement mode" of directly replacing the power battery has become a new direction for all new energy-related enterprises.
High-voltage DC fast charging mode is the fast charging mode that most new energy automobile enterprises choose at present. At present, most of the new energy vehicles on the market have fast charging function except some entry-level pure electric vehicles. Many fast charging models can charge the vehicle from 30% to 80% in about 30 minutes.
But fast charging is still difficult to meet everyone's demand for charging speed, and everyone hopes that the sooner the better. Originally, only a few companies focused on the "power exchange model" and began to be valued by other companies.
Long-term niche power exchange model
At present, there are very few enterprises operating power exchange in the market, and only Hangzhou Space-time Electric and Shanghai Aodong New Energy are known. The former's power exchange business is more aimed at network car drivers, and the latter is also very similar.
At the end of 20 17, the first model ES8 of Weilai Automobile was launched. In order to break through the problem of charging efficiency, Weilai Automobile relies on abundant capital to enter the power exchange mode in a big way to alleviate the mileage anxiety of users. At the same time, Weilai Capital even invested in Aodong to support the development of its power exchange model.
It is understood that up to now, Hunan has laid out 3 1 power stations. Mr. Chen, the owner of Changsha Weilai ES6, said that he can go back and forth to his hometown Yueyang occasionally, not only to charge quickly, but also to change the battery when he is in a hurry.
The number of players on the power exchange track has increased.
In addition to Weilai, Geely Automobile has also begun to be optimistic about changing electricity. 202165438+February, Geely Automobile and Lifan Technology jointly invested to launch the brand of power exchange service. This year, Li Shufu, chairman of Geely Group, specifically proposed to increase the construction of electric vehicle replacement system.
In addition, the power battery giant Contemporary Ampere Technology Co., Ltd. is also actively laying out the battery changing track, and its subsidiary Time Electric Services released the battery changing service brand EVOGO Lexing Battery Changing in June+10, 5438. Three months after the announcement of entering the power exchange market, the power exchange business of Contemporary Ampere Technology Co., Ltd. officially landed. On April 18, Contemporary Ampere Technology Co., Ltd. announced that its power exchange brand EVOGO began to serve in Xiamen. Xiamen became the first city where the power exchange service of Contemporary Ampere Technology Co., Ltd. landed.
The data shows that there are over 8 1 0,000 power exchange-related enterprises in China, among which over 45,000 power exchange-related enterprises will be added in 2026, with a year-on-year increase of 1.47%.
Power exchange is more suitable for operation.
However, the power exchange mode is not suitable for all consumers. Cars are highly personal products, and everyone doesn't want to replace the new batteries they bought with the old ones that have been circulating in the market many times. At the same time, in the case of intensive charging such as holidays, the battery pack in the power station will also be insufficient.
The industry is more optimistic about the application of power exchange mode in operating vehicles. Xu Yanhua, Secretary-General of China Automotive Power Battery Industry Innovation Alliance, told the media: Operating vehicles, including taxis and network cars, short-distance heavy trucks are more suitable for changing electricity, because these operating vehicles need time and efficiency.