1. In the view of Que Shifeng, deputy general manager of State Grid Electric Power Co., Ltd., there is a certain universality in power exchange. For example, in the field of online car hailing and taxis, if the convergence of power exchange is carried out, it is feasible and can be discussed. But if it’s in a big category, it’s too hard to think of it completely converging. < / P > < p > the “separation of vehicle and electricity” of new energy vehicles has become one of the current policy incentives. In June last year, the national development and Reform Commission, the Ministry of ecological environment and the Ministry of Commerce pointed out in the implementation plan for promoting the renewal and upgrading of key consumer goods and unimpeded resource recycling (2019-2020), and pointed out that it is necessary to promote the separation of vehicle and electricity such as battery rental and power exchange of new energy vehicles, so as to reduce the cost of vehicle purchase. In April this year, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology, and the development and Reform Commission issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles, which did not implement the price limit requirement of 300000 yuan for new energy vehicle products adopting the “power exchange” mode. < / P > < p > the “separation of vehicle and electricity” mode defined in the policy, or the overall idea of “power change mode”, is to encourage enterprises to develop new energy products with the combination of charging and swapping, flexible battery configuration and long and short driving distance for private users by learning from the power exchange mode and application experience in the field of online car hailing, taxi, bus and other public services. Recently, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said in public that “battery boxes should be standardized and unified, there should be national standards, and there should also be standardization requirements for batteries.”. This has led to a discussion in the industry: is the power exchange mode a unified standard or a personalized route? In fact, there are some practical problems in the current promotion of the power exchange mode. Different market participants have different views, even totally opposite. At the China blue book forum held on August 12, Yin Chengliang, director of the intelligent network connected electric vehicle innovation center of Shanghai Jiaotong University, said at the sub forum of “new infrastructure era: charging pile or power exchange mode”, the power exchange mode was the same as the PC industry developed “compatible machine” model, IBM established technical standards and reduced the cost of personal computers because of the promotion of compatible computers However, IBM’s personal PC business began to decline and was overtaken by hardware and software suppliers such as Intel and Microsoft. But now the automobile main engine factory chooses to change the electricity mode, may also face the similar predicament.
Yin Chengliang further explained that because the current auto industry is the logic of “vehicle as king”, the vehicle factory must control everything, including the market and resources, so as to maximize the best has the final say, and then ensure the acquisition of the largest business interests. However, with the requirement of unified battery box, the electric vehicle controller and battery management system will occupy the new discourse power like Intel and Microsoft at that time, while the power of the host plant will be weakened, and the brand and personalization will be weakened due to the unified supporting structure. At this time, when the host plant chooses the power exchange mode, it is equivalent to digging for itself like IMB “Pit”. < / P > < p > under the premise that the whole vehicle is the king logic, does the power change mode really work in the product? On this issue, representatives from electric vehicle enterprises, charging pile industry, charging service platform and energy industry investors expressed different views. Que Shifeng, deputy general manager of State Grid Electric Power Co., Ltd., bluntly believes that there is no electricity exchange business model. “Mobile phones are already highly converged in terms of function, but why can’t mobile phone batteries be unified?” he said? Because its internal structure requires it to make the best use of space, each battery must be suitable for the most suitable mobile phone of its own brand, so we can’t be the same. ” < p > < p > que Shifeng said that although the car is just four wheels, one chassis and one frame, why have so many complicated models appeared over the years without any unification? It is precisely because human beings have been pursuing individuality. As long as there is personalized demand, it is impossible to form the so-called complete unity fundamentally. However, in his opinion, there is a certain universality in power exchange. For example, in the field of online car hailing and taxis, he believes that in this case, if the convergence of electricity exchange is feasible, it can be discussed. But if it’s in a big category, it’s too hard to think of it completely converging. Wang Lei, the co-founder and senior vice president of Wanbang new energy / Star charging pile, has a more absolute view. In his view, the business model of electricity exchange is not only impossible but also infeasible. Relevant information shows that star charging pile is currently focusing on the R & D and manufacturing of new energy vehicle charging equipment, and the company is the mainstream electric vehicle charging point operator in China. Wang Lei gave two reasons: first, he couldn’t accept the exchange of electricity between cars at different prices. “How can EQC replace batteries with Qin from BYD?” Second, for b-end users, in order to reduce the cost, electricity exchange may be a good solution, but for C-end users, the charging point is a better solution. < / P > < p > “if China’s electric vehicles are to be successful, our C-end users must account for more than 90%. How to solve the charging demand of 90% C end users? How many of these customers will agree that I have to change electricity every day? If we can solve the problem of charging in my house and help him install the charging pile, isn’t this the best solution? ” Wang Lei said. At the same time, Wang Lei noticed a phenomenon, that is, the installation rate of household charging pile is decreasing. This means that people can’t buy electric vehicles without installing charging piles in their homes. They will buy electric cars even if they can’t install charging piles at home, because there are quick charging piles next to the residential areas. < p > < p > Yang Ye, senior vice president of Aodong new energy, agreed with que Shifeng’s view that “the business model of power exchange is not absolutely without market”. In her opinion, the breakthrough of the commercialization of the current power exchange mode is what Aodong is doing now – Taking the lead in the urbanization vehicles such as taxis, online booking vehicles and logistics vehicles. However, as a new energy service provider, Yang ye not only hopes to drive electric vehicles in a small range, but also to drive further. Relevant information shows that Aodong is the first enterprise in China to try the power exchange mode, and its main cooperative customer is BAIC new energy. In the next five years, ordong plans to build 5000 power stations nationwide. Therefore, she expressed the hope that the main engine plant can make a change and abandon the idea of “the whole vehicle is king”. “The main engine factory should make its brand, service, network connection and intelligence, and then hand over the real energy and power to the battery company.” Yang Ye said. < p > < p > Weilai automobile is one of the earliest car companies in China to lay out the power exchange station. It is committed to make up for the problem of long time of plug-in by means of fast power change. In the view of Shen Fei, vice president of Weilai automotive energy, it may not be possible to see the business model of electricity exchange now, but it is possible in the future. < p > < p > Shen Fei said that the chassis height, wheelbase and wheelbase of cars are different. How can we unify the batteries? Even if it can be unified, it is not an overnight effort to coordinate and control the vehicle BMS (battery management system) and software well in the dimension of 5 to 15 years. But he also proposed that if the battery energy density is further improved in the future, the battery can become a small Rubik’s cube, why don’t you want to make it a standardized battery? < / P > < p > “I think all the people in the process should work together to solve these problems.” Shen Fei said that at present, the first user of Weilai automobile to separate vehicles from electricity had already been licensed. He only bought a bare car at that time, but didn’t buy batteries. Now, the process of licensing, car loan insurance and so on has been completed. “It looks like it’s just happened, and we’ve been doing it for five years.” Shen Fei said that if the enterprises who want to make efforts from now on, they may not be able to succeed in five or ten years. Some problems are almost impossible from now on. < / P > < p > “it’s your butt that decides your head.” Zhang Li, an investor in the new energy industry, believes that the commercialization of the power exchange mode is a thing to follow the trend. Zhang Li is a partner of Kaihui smart energy fund with 15 years of experience in private equity investment and asset management. < / P > < p > “whether a place is charged or replaced depends on the users around, and in the end, it is the efficiency of capital. If it is valuable, do it. If not, it should not be done in the short term. ” Zhang Li said. In her opinion, if IBM holds large-scale shares of Microsoft and Intel, IBM will still exist and will not be replaced. < / P > < p > “you will infiltrate every enterprise like water, absorb nutrients from every place, get the money you should earn from every market, and serve the industry. With the development of the industry, you follow the trend of it, and you slowly make your share of it. ” Zhang Li said. In her view, things that seem to be directly fatal to her will bring new or even more profit opportunities and possibilities with the diversification of investment and business.