"Two barrels of oil" into the electric change track at their own expense has attracted the attention of the industry

Shanghai Jieneng Zhidian New Energy Technology Co.
, Ltd.
, jointly invested by PetroChina, Sinopec, Ningde Times, SAIC Motor and Shanghai International Automobile City, has been established
.
According to reports, the new company registered capital of 4 billion yuan, will take the power battery leasing business as the core, carry out the research and development and promotion of power exchange technology, battery operation management, big data services, etc.
, build a complete ecology of vehicle and electricity separation, create a standardized platform, and bring a safer, more reliable, convenient and fast high-quality travel experience
for new energy vehicle owners.
This is the first time that "two barrels of oil" has paid out of its own pocket and entered the new energy vehicle power exchange track
in a joint venture.
As soon as the news was released, it aroused the attention
of the industry.

Compared with the charging mode, the power exchange mode has the advantages
of fast energy replenishment, prolonging battery life, reducing grid shock, and improving the residual value of used cars.
As of the end of August this year, the cumulative number of charging facilities in China was 4.
32 million, while there were
only more than 1,600 substations.
At present, new energy vehicles mainly supplement energy through charging
.
Even Tesla, which has tested the waters, has long given up the power exchange mode, firmly believing that "the charging mode is the best way to replenish the energy of large-scale civil electric vehicles.
"

Looking back at the history of the power exchange model, it is better Place
, the world's first power exchange operating company.
Because of the innovative creation of electric vehicle power replacement and energy replenishment solutions, Better Place once became a tide in the new energy field, raising a total of 850 million US dollars and a valuation of 2.
25 billion US dollars
.
Better Place came to China and first reached cooperation with Chery Automobile to develop a mass-produced version of the application scheme for the replacement model, and then signed a strategic cooperation agreement with China Southern Power Grid on the power exchange model, and set up a power station and experience center
in Guangzhou.
Its power exchange business has covered many countries
.
Surprisingly, after several years of operation, on May 26, 2013, Better Place faded from the public eye
in bankruptcy and liquidation.

Reflecting on the reasons for the failure of this company, many people believe that it has nothing to do with technology, but is the result of
a comprehensive game in many aspects such as business model, industrial policy, and industry ecology.
The construction cost of the replacement station is high, including power exchange equipment, backup batteries, site rental and operating costs
.
In order to support the normal operation of the replacement vehicle, it is necessary to establish a number of power exchange stations to form a power exchange network, and there must be a sufficient number of electric exchange vehicles on the market to support the operation
of the power exchange station.
In short, if there is no certain scale and efficiency, it is difficult to achieve profitability in the replacement station, and it is difficult to escape the fate of
the final out.

The problem is that if the power exchange mode is to be recognized by the market, there must be a unified battery and power exchange standard
.
Comparatively speaking, the charging interface standards of major car companies have been basically unified, and the standards involved in the power exchange mode to supplement the energy are much more
complicated.
For example, battery capacity standards, battery pack sizes, battery pack types, and power exchange connections, each of which is a test
.
If the battery standards and power station standards of various enterprises are not uniform, it is easy to cause repeated construction, but also leads to low use efficiency and a vicious circle
.

Taking a step back, even if the standards are uniform, the substation needs to ensure data security and trade secrets
.
In general, automotive-grade battery management systems use CAN communication, but the current communication protocols of each manufacturer are not public and inconsistent
.
Once the battery can be compatible with sharing, this means that the car company must hand over the relevant parameters to others, and whether the car company can rest assured of this is probably to draw a question mark
.

It is also these standards and safety problems that lie on the track, making it difficult to promote
the power exchange mode in a short period of time.
Although Weilai has built thousands of power stations with its own efforts and pushed the power exchange experience with high costs, it is aimed at a single brand
after all.
For the current ownership of more than 10 million new energy vehicles in China, more players are also needed to join hands to promote the unification of standards, accelerate the layout of outlets, create more power exchange models, and achieve a breakthrough in the power exchange mode of the whole industry
.

The "two barrels of oil" and "Ningwang" joined hands with SAIC, and public opinion launched a full imagination
.
If relying on the "two barrels of oil" existing gas station to roll out the power grid point, "Ningwang" to ensure that the battery has a stronger endurance, SAIC Group to provide a variety of its models, the scale and efficiency of the replacement is expected to improve, can run through the business model as soon as possible, but also live up to people's reputation for
its "power exchange group".
Perhaps since then, the "power is more convenient than refueling" shouted by Weilai is no longer considered a joke
in the industry.