New energy vehicles are in the ascendant, and the traditional energy giant Sinopec has also joined the track, “selling oil and electricity.”
On April 15, Sinopec announced in Beijing that it will build 5,000 smart charging stations before 2025. At the same time, the world’s first fully smart charging station jointly built by Sinopec and NIO has also been officially put into operation.
However, cooperation with traditional energy giants has not stopped Weilai’s stock price from falling.The new energy vehicle company, which has a market value of more than US$50 billion, continued its decline on Wednesday, closing down 3.67% on Thursday.The other two Chinese new energy automobile companies listed on the US stock market, Ideal and Xiaopeng, also fell sharply on Thursday. Ideal Motors closed down 6.73% and Xiaopeng Motors closed down 4.53%.
Not only did the capital market fail to respond positively to the cooperation between Sinopec and NIO, many netizens also hesitated about Sinopec’s plan to build charging stations in gas stations. Worried about safety hazards when batteries are placed in gas stations .
Build no less than 5000 mixed stations in the next 5 years
According to a CCTV financial report, on April 15th, Sinopec, the largest domestic oil product sales company, announced in Beijing that 5000 smart charging stations will be built before 2025 At the same time, the world’s first fully intelligent power swap station jointly built by Sinopec and NIO was officially put into operation.
This latest fully intelligent switching station is located in Beijing’s southeast Fourth Ring Road, covering an area of 60 square meters. Users do not need to get off the car, and can complete the parking and battery swap business with one click in the car.
Image source: CCTV Finance
According to the Securities Times, this swap station is the second generation of Weilai swap station, which can hold up to 13 batteries. The time for a single power exchange is 4 minutes and 30 seconds, and the daily service capacity can reach up to 312 times. Compared with the first-generation power station, the efficiency is increased by more than 3 times.In addition, the second-generation power station can also support the automatic parking of the vehicle. The user does not need to get off the vehicle, and the vehicle can be automatically replaced by one-key start. .
At present, Sinopec has more than 30,000 gas stations in China, and some of these stations will coordinate the layout of charging and swapping networks with new energy vehicle companies.
Image Source:CCTV Finance
Zhang Yuzhuo, Chairman of Sinopec, said in an interview with CCTV Finance: “ The power exchange can be introduced at Sinopec’s gas stations. In this way, our plan is to build no less than 5,000 mixed stations during the “14th Five-Year Plan” period. The battery should be standardized, and the chassis of the car should also be standardized. In this way, when a gas station is built, all electric vehicles can be replaced. ”
In addition, Sinopec and NIO will conduct all-round cooperation in the fields of charging and swapping layout, new materials and smart vehicles.
Li Bin, the founder of NIO, said: “Next we have more plans to deploy NIO to replace power stations at Sinopec gas stations. In places like Beijing, Shanghai, the Yangtze River Delta, and the Pearl River Delta where we have a relatively large number of users, there is another At high speed.”
According to the Economic Observer Network, in addition to NIO, on April 15th, Sinopec also signed a strategic cooperation framework agreement with another new energy company, Aodong New Energy. The two parties will fully combine their respective technologies and expertise to conduct research, exploration and promotion. Full-scenario commercial application models such as smart charging will carry out pragmatic cooperation in the research and development, construction, and promotion and application of charging and swapping of electric vehicles.
According to reports, Aodong New Energy has been in the field of battery swapping for more than 20 years. It has mature solutions and practical applications in electric vehicle swap services, battery lifecycle management, and commercial operation of swap stations. It has implemented swap stations in more than 20 cities. Large-scale commercial operations .
Upsurge in the field of power exchange
According to the Securities Times, NIO is the first new energy car company to promote the battery swap model on a large scale, and it is mainly aimed at the private car application market and can only serve NIO owners. This mode requires investment in the construction of replacement stations and the purchase of a large number of batteries. Different companies have different battery pack standards. The construction of the NIO car swap station has not been smooth sailing, and its model has also been questioned in the early stages. Weilai had planned to build 1,100 replacement power stations in 2020, and actually completed about 200 .
At present, the number of domestic power exchange stations is still small. Statistics released by the China Business Industry Research Institute show that As of December 2020, there are a total of 555 power replacement stations in China.Aodong New Energy ranked first in the number of replacement power stations, with a total of 286; Weilai ranked second with a total of 175; Hangzhou Baitan ranked third with a total of 94 .
In addition to Weilai, there are many players in the domestic power exchange field. Among them, BAIC New Energy takes the lead in implementing power exchange. In March of this year, BAIC Blue Valley (600733) stated on the investor interaction platform that BAIC New Energy will build more than 50 new power stations in 2020, and have built more than 100 power stations in Beijing, Hainan and other places.
Recently, many car companies have launched new battery swap models, but most of them are geared towards the to B market. In March of this year, SAIC Group released the Roewe Ei5 quick-change version. The taxi operating company Dazhong Transportation and Jiangnan Travel became the first users of the Roewe Ei5 quick-change version. In the same month, Geely’s battery swap model, the Maple Leaf 80V, was officially launched, mainly for the online car-hailing market.
In the context of China’s goal of achieving carbon peaks by 2030 and carbon neutrality by 2060, considering factors such as grid load and efficiency,The recent upsurge in the field of power exchange is not surprising.
According to CCTV Finance, Since the beginning of this year, the Ministry of Industry and Information Technology, the National Energy Administration and many other ministries and commissions have repeatedly pointed out that it is necessary to actively support the innovation of the charging and replacement business model to help achieve carbon peak and carbon neutral .ItemThe charging mode of the former new energy electric vehicles is mainly based on the decentralized recharge of residents’ own charging piles. As the contradiction between the increasing number of electric vehicles and the scarcity of parking spaces becomes increasingly prominent, the charging mode will gradually shift to a centralized power supplement based on fast charging and battery swapping modes, which is conducive to the safe operation of the power grid. .
Professor Xia Qing of Tsinghua University said in an interview with CCTV Finance: “The advantage of the power swap mode is that the impact on the distribution network is relatively small. I can concentrate on one place and add the power grid. If it is distributed, it will be more difficult to control. Because the two modes are compared, the cost of the point-of-switch mode is much lower.”
According to industry insiders, The power exchange mode will separate the car and electricity, which will not only allow consumers to reduce the loss of battery depreciation, but also make the battery itself more fully utilized. It can be used as an energy storage device to participate in the consumption of new energy such as photovoltaic and wind power .
“The power swap mode may form a relatively large energy storage power station from small power batteries in a power swapping station. In addition, the cascade utilization of power batteries formed after the power batteries are retired may also extend the power battery business format to the energy storage battery business format. “Chen Haisheng, chairman of the Zhongguancun Energy Storage Industry Technology Alliance, said.
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