SMM News: in order to carry out in-depth education on the theme of "do not forget the original ideals and aspirations, keep in mind the mission" and better promote the high-quality development of the new energy vehicle industry, on July 31, the equipment Industry Department of the Ministry of Industry and Information Technology went to Zhejiang to investigate the situation related to the exchange of electricity for new energy vehicles, and organized a symposium to listen to the opinions of enterprises in the industry.
The meeting comprehensively analyzed the development and actual operation of different power exchange technologies, exchanged experiences and practices in power exchange solutions and business model innovation, and discussed the existing problems such as systems and standards, as well as the next work direction. The relevant responsible comrades of the Zhejiang Provincial Department of economy and Informatization, the China Association of Automobile Industry, the China Federation of Electric Power Enterprises, the China Automotive Technology Research Center, the China charging Infrastructure Promotion Alliance, and other industry organizations, as well as representatives of State Grid Corporation, Bertan Science and Technology, time and Space Electric, BAIC New Energy, Weilai Automobile and other related enterprises participated in the research seminar.
During the discussion, the power exchange scheme of split-box power exchange mode was positively affirmed, and it was said that "the separation of car and electricity, the flexible configuration of batteries and the length of mileage meet the requirements for the future development of new energy electric vehicles."
With the development of new energy vehicles, there has been some controversy on the way of energy replenishment, charging or changing electricity from time to time. After the three ministries issued a document on June 6 encouraging the "separation of car and electricity and the combination of charging and replacing", the "Shenzhen model" dominated by quick charging and the "Hangzhou model", which has been constantly trying to change quickly, have once again aroused heated discussion. Until this time, the Ministry of Industry and Information Technology, in conjunction with the China Auto Center and the China Auto Association, conducted an in-depth investigation, and from the content of the leadership's speech, it released the following positive signals.
1. There is no conflict between changing trams and charging
Energy supplement is not a multiple choice of A or B, different application scenarios, different actual use needs correspond to different energy supplement systems. The use of valley power at night is an important way of energy supply to reflect the economy of new energy vehicles. The same high-frequency car, high waiting cost taxi, network car power exchange is the best energy supplement scheme. Power exchange and charging should be essentially a differentiated choice of market segments rather than confrontation within the energy replenishment system.
Second, the car and electricity separation can lower the purchase threshold can be tried first.
The technical level needs to be continuously invested in research and development, to reduce costs and increase efficiency, and to bring forth the new in the business model from the point of view of significantly lowering the threshold for the purchase of new energy electric vehicles. No matter which side of the car-building forces in five years will not be able to reduce the cost of 50% on the existing basis (that is, the cost of a power battery).
In the car-electricity separation mode, the use cost of the power battery will be shared equally to the process of each energy supplement to better meet the needs of users. According to the experience of split-box power exchange operation in Hangzhou Bertan since 2014, the step-by-step utilization of power battery can be realized, the single use cost of power battery can be reduced, the value of power battery can be maximized, the social benefit can be improved, and the huge waste caused by insufficient use of power battery can be avoided.
III. Charging and changing electricity to eliminate obstacles and treat them equally
As the earliest member of the electric vehicle industry in China, Hu Xiaoming, chairman of Condi Automobile, said bluntly at the forum that the power exchange mode can solve the five major problems of high cost, anxiety about battery life, difficulty in charging, life decline, and safety of electric vehicles. As long as the government does not set up policy obstacles to power exchange, the field of power exchange will certainly appear in the field of giant enterprises after mass disputes.
No matter whether you charge or change the power, no matter the black cat or the white cat, it is the good cat that can catch the mouse. Therefore, remove the barrier to the power exchange policy, so that charging and power exchange in different market segments to fairly show each other's strength, with the choice and preference of market users as the final measure. We will form an energy supplement system that complements each other in a variety of ways of energy supplement, encourage the combination of charging and replacement, and learn from each other's strengths. Encourage healthy competition, do not distinguish between the pros and cons by policy, let the market vote with its feet.
four。 The government should also innovate and coordinate to deal with the standard-setting needs brought about by new business type.
As a new thing that is "not new", especially the ecology of vehicle-electricity separation under the mode of "separate box for electricity", how to calculate the tax of vehicle, how to set the parameters of power battery and how to set the safety standard are all the inevitable needs brought by new business type. Government departments need to innovate and cooperate with each other.
From the first half of 2019, the further development of new energy vehicles still has a great challenge, the competition will be more fierce after the complete retrogression of subsidies, vehicle-electricity separation has become imperative.
As an energy network service platform, Dongruineng Network said that at present, the company has begun to continue to invest in the research and development of miniaturization technology of power exchange network; on the other hand, it has expanded the power exchange network throughout the country, and strive to enhance the density and breadth of the power exchange network.
Xu Zhengjun, founding partner of the Youth Fund, said that the power exchange model of car-electricity separation has many advantages and will have a more competitive advantage after the abolition of subsidies in 2020.
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