The hottest BAIC bjev 5-year 10 billion future cha

2022-08-21
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BAIC bjev will spend 10 billion yuan in five years: in the future, the density of charging stations will be equivalent to that of gas stations

in 2020, the subsidies for individuals to buy new energy vehicles will be completely withdrawn, and new energy vehicles and fuel vehicles will compete directly. At the same time, with the full implementation of the double point policy in 2019, a number of foreign auto giants' electrification strategies in China will also be implemented, and the smoke of gunpowder in China's new energy vehicle market has become increasingly intense. How will self owned brand new energy vehicles, which have grown rapidly under policy protection and subsidies, respond

"follow the law of market economy. Start from the origin to enhance the competitiveness and innovation vitality of enterprises, and deal with the changes of external environment and situation." At the first "Sanlitun Salon" held a few days ago, Zheng Gang, general manager of BAIC new energy, gave such an answer

in Zheng Gang's view, the development of China's new energy vehicles has not been easy to achieve today, which has gathered the joint efforts of the whole country, society and industry stakeholders, and also invested a lot of social and national wealth resources. "We should cherish the current hard won global leading position, and we should also have further top-level design arrangements and advanced plans to make China's new energy vehicle industry more healthy and sustainable development, and finally achieve the original intention of national policy makers."

Zheng Gang suggested that we should continue to maintain the sustainable development capacity of the new energy vehicle industry from both the supply side and the demand side at the same time. From the supply side, we should further encourage innovative enterprises to invest in scientific and technological innovation, improve the innovation ability of products in the "four modernizations", enhance the comparison of fuel vehicles, use advantages in most environments, and improve the cost performance of products, so as to improve users' purchase desire. No matter how the external environment changes, this is the ultimate goal and fundamental starting point of the enterprise

at the same time, the current technology and products of new energy vehicles, including charging and other service facilities and infrastructure are not complete, and electric vehicles are still at a disadvantage when competing directly with fuel vehicles. It is suggested that the state and industry should take the lead in research as soon as possible, and introduce corresponding promotion policies for consumption and use after the withdrawal of the direct financial subsidy policy, so as to enhance the acceptance of new energy vehicles by the whole user and society. For example, give new energy vehicles the privilege to travel, reduce the use cost of new energy vehicles, and improve the use efficiency of new energy vehicles

Li Yixiu, deputy general manager of BAIC bjev and general manager of the marketing company, said that BAIC bjev would establish a high-density, replaceable and rechargeable power channel in Beijing. The average service radius of gas stations in Beijing is 1.8 kilometers. The service radius of the power exchange station with charging mode under construction by BAIC bjev is about 2 kilometers

the power exchange mode of electric vehicles is not new in the new energy vehicle industry. Vehicle enterprises have been less active in the power exchange mode, because under the current technical conditions, batteries account for the bulk of the cost of electric vehicles. If the power exchange mode is adopted, in addition to being less controllable in terms of safety, the interests of the whole vehicle enterprise will also be threatened and there is a risk of becoming a vassal. As early as in the first round of electric vehicle boom in, Guodian once put forward the principle of infrastructure development of "mainly changing electricity, supplemented by charging", but finally gave up this idea due to a variety of factors such as benefit distribution, safety problems and high costs. Last year, Weilai automobile, a new force in car making, proposed a power exchange mode, which also caused many doubts in the industry. Now, why does BAIC bjev put forward the power exchange mode again

from the statements of the above two leaders of BAIC bjev, it is mainly to clarify that the dynamometer piston should be replaced to meet the needs of users, eliminate consumption pain points and consumption concerns, and enhance the advantages of electric vehicles in the post subsidy era

Li Yixiu introduced that the market survey conducted by BAIC bjev in Beijing found that the proportion of users of electric vehicles without parking spaces and charging piles has exceeded 51%. It is estimated that there will be a total gap of 3.9 million in the construction of personal charging piles in 2020. In 2022, there will be 580000 vehicles unable to build piles. The survey also found that 34% of users would give up buying electric cars to get on the bus at the international rubber and plastic exhibition because they could not solve the charging problem. If at the beginning of selling cars, enterprises launch a complete power exchange service that can cover the whole life cycle of electric vehicles, they are very likely to buy electric vehicles. In addition, from the survey, users' acceptance of vehicle electricity separation is also very high, and the potential acceptance rate of users reaches 97%

Li Yixiu introduced that the implementation of the power exchange mode and the separation of vehicle and electricity will not only help to dispel users' concerns and mileage anxiety, but also reduce the purchase threshold of electric vehicles. "At present, the battery is the biggest reason for the high cost of electric vehicles. Customers need to buy that battery at 100% price, but in the service life cycle, it only uses about 20% - 30% of the value, and the value of the battery when it exits the market is close to 10%. In this process, nearly 70% of the battery value is not used at all, which is the loss of value for customers. If the property right transaction of the battery is changed into the use right transaction, plus the battery echelon Taking advantage of the trough price charging and peak price power consumption, these measures, taken together, are of great value in reducing the purchase cost of electric vehicles and the stability of electric operation. "

Li Yixiu believes that the power exchange mode of vehicle electricity separation has incomparable advantages over charging trams in some usage scenarios. For example, users' usage habits are more respected, batteries are safer, batteries are fully shared, and batteries can be used in echelons after retirement. In addition, the batteries of the first batch of new energy vehicles are about to be retired, and the recycling of their batteries is on the verge. In the future, with the continuous expansion of the scale of the new energy vehicle industry, the space for battery recycling and echelon utilization will also continue to expand, which is also a reason for BAIC new energy to implement the power exchange mode and vehicle power separation

for a long time, Li Yixiu believed that the industry's views on power station replacement do not make money, it is difficult to attract investors, and the interests of vehicle enterprises in the power replacement mode are threatened. "It is mainly because we have not jumped out of the industry to carry out cross industry integration. We should jump out of the thinking of a single industry, open up large-scale cooperation, have the same boldness and boldness as the South-to-North Water Diversion, actively explore and plan for future action."

in November last year, BAIC bjev released the "Optimus Prime plan", which plans to "invest 10billion yuan to build 3000 optical storage and exchange power stations nationwide, put 500000 replacement trams in total, and use more than 5gwh of echelon energy storage batteries by 2022." According to the plan, "Optimus Prime plan" will be implemented in three phases. According to the economic observer, BAIC bjev will launch the second phase of the "Optimus Prime plan" in the near future, which will release a detailed service mode focusing on power replacement and supplemented by charging. At the same time, it will also open its investment plans and channels to social investors

"behind the separation of vehicle and electricity, enterprises will have a series of complex designs, such as battery recycling, energy storage utilization, finance, used car recycling, etc., but it is very simple and clear to users, and the starting point is to make it easier for users to buy and use cars." Li Yixiu said

Chen Quanshi, director of the Automotive Research Institute of Tsinghua University and doctoral supervisor, believes that the post subsidy era of new energy vehicles is not that the state does not subsidize, but that the use and connection solutions of aluminum alloy cables are subsidized, from consumption to use, from one-time incentives to long-term incentives. For enterprises, government subsidies will be more diverse in the future. One is explicit, giving subsidies to technologically advanced enterprises in terms of scientific research funds and manufacturing equipment. The other is to introduce policies to create markets. For example, some local governments now stipulate that public transportation, taxis and even logistics vehicles are all replaced by pure electric vehicles

"Now the new energy vehicle industry is mixed, and the withdrawal of subsidies in the direct purchase of vehicles is also crucial to purifying the market, so that those who really have the technology and ability can stay. For example, the power change mode is not easy to do when there are subsidies, because the national subsidies for electric vehicles are mainly based on batteries, and it is not easy to apply for subsidies after the separation of vehicles and electricity, and there may even be suspicion of cheating subsidies. But without car purchase subsidies, enterprises can Let go. " Chen Quanshi said

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