On August 20, 2020, Weilai announced that it will adjust the rights and interests of Dading users for free electricity exchange, which will be officially implemented on October 12, 2020. Weilai’s power exchange mode is being promoted and constructed. Can the market prospect of vehicle power separation create a blue ocean for the new energy vehicle market?
In August 2019, the first owners of Weilai es8 and ES6 will still be able to exchange electricity for free for life. On July 7, 2020, Weilai automobile released a new charging mode and charging standard for non first owners and operating vehicles. The latest charging mode will be implemented from July 10, 2020. On August 20, Ningde Times New Energy Technology Co., Ltd. announced that it would join hands with Weilai automobile, Guotai Junan International Holding Co., Ltd. and Hubei science and Technology Investment Group Co., Ltd. to establish Wuhan Weineng battery assets Co., Ltd. (hereinafter referred to as Weineng), so as to promote the development of the new business model of “separation of vehicle and electricity” in the new energy automobile industry On this basis, it launched the baas (battery as a service) business. From October 12, 2020, Weilai will adjust the rights and interests of free electricity exchange of Dading users.
Rules of power exchange in baas mode of Weilai
It is understood that under the baas mode, users who purchase Weilai cars do not need to buy battery packs when they buy cars. The price of battery packs is not included in the sales invoice price of motor vehicles. The price calculation of battery packs has also been removed from the down payment and monthly repayment of financial loans of users. Baas users can choose to rent battery packs with different capacities according to their actual needs, and pay the service fee monthly. Like battery buyers, baas users can enjoy Weilai’s power replacement service and battery upgrade service, and can obtain the support of national new energy vehicle purchase subsidy and purchase tax exemption policy.
According to its new charging mode for power exchange, the rights and interests of free power exchange will remain unchanged for users who pay Dading and have collected their cars before October 11, 2020 (inclusive). In the Weilai power exchange system, the first car owner who drives to the power exchange station can enjoy the lifelong free national power exchange service. All over the country, there is no limit to distance, no limit to frequency, no limit to power stations. Users who pay Dading from October 12, 2020 will have their free power exchange rights adjusted: users who give up exclusive stake rights will have their free power exchange rights for the first six times a month. Users who reserve the rights and interests of free exclusive stake: only charge electricity fee for the first six times of each month, free of service fee. Starting from the 7th power change service, a full charge will be charged for the power change. Composition of electricity exchange fee = electricity exchange degree * (electricity fee + service fee). Among them, the power exchange degree is the difference between the two batteries before and after the power exchange; the electricity fee is the electricity price cost of the place where the power exchange station is located; the service fee pricing will be slightly higher than the operational fast charging pile charging level around the power exchange station. Due to the great difference of electricity price and operation cost in different regions.
Map layout of Weilai
As of August 21, 2020, the total number of weilaihuan power stations is 151, covering 58 cities in China. The distribution in the whole country is mainly concentrated in East China and South China.
In 2017, Weilai had planned to build 1100 power stations by this year. However, as of August 21, 2020, only 151 power stations have been built in Weilai. In this regard, Li Bin said frankly that the construction speed of Weilai power station is not as fast as expected, and the completion time of 1100 power stations will be delayed.
Power exchange mode ushers in new market
During the two sessions in 2020, in the government work report, “building charging piles” is expanded to “adding charging piles, power station and other facilities”. The new version of the new energy subsidy policy requires that the price of vehicles before subsidy should not be higher than 300000 yuan, but the “power exchange mode” is specifically proposed to be unaffected. On July 8, the first equipment department of the Ministry of industry and information technology held a forum to promote the power exchange mode of new energy vehicles.
In view of the problems of “difficult to build pile” and long charging time of private charging pile for new energy vehicles, the power exchange mode is gradually being welcomed. According to research statistics, about 70% of China’s car users do not have fixed parking spaces, and only 40% to 50% of new energy vehicle users can install exclusive charging piles. Previously, Weilai said that free electricity exchange is the result of joint and repeated actuarial calculation by business departments and financial departments. According to the current actual operation data statistics, on average, 1000 users change their own cars free of charge every day, with a charge of about 50 degrees, a single cycle cost of about 50 yuan, and a free electricity exchange cost of about 50000 yuan per day.
The new charging rules are more flexible due to the optimization of charging standard for electricity exchange. In order to further promote the mode of electricity exchange, we do not hesitate to exchange the price for the quantity.
How to implement the power exchange mode in China
In the short term, it is difficult to unify the platforms of different automobile enterprises. The main body of the platforms made by various automobile enterprises is around charging. Once the power exchange is considered, a lot of changes will be made in the whole structure and electrical design. How to make each automobile enterprise provide products with the same size, electrical connection and even communication? This kind of uniformity is difficult to be promoted in the short term The standardization of information technology. It can be predicted that this round of new power exchange campaign launched by the whole vehicle enterprises will go their own way.
It is difficult to control the cost of a single battery in a whole power station when the power exchange network is not compatible. There is also a certain waste of resources, especially the batteries of different car companies can not be exchanged, which will increase the operation efficiency between the power exchange station and the charging network.
For users, take Weilai as an example, the battery staging scheme has great limitations. Once users choose this scheme, the remaining part of the vehicle can only be paid in full after deducting the battery price, and can no longer be staged.
Some users still think that baas mode charges are on the high side. In contrast, the battery installment plan needs to pay 100000 yuan for the battery, and after the five-year installment, the battery belongs to the user; in baas mode, the battery is only worth 70000 yuan, which is equivalent to 30000 yuan for the car price without battery, and the five-year rent is 63600 yuan, which needs to pay 93600 yuan in total, but the battery does not belong to the user in the end
For the use of vehicles, some users are also worried that the vehicles purchased in baas mode are difficult to sell as second-hand cars. Second hand electric vehicles without batteries are difficult to sell to second-hand car dealers. They can only be sold to the official channel of Weilai, and the only recycler is pricing. The seller will be at a disadvantage in sales.
Many enterprises began to lay out the field of power exchange
The car companies for the power mode, not just stay in the wait-and-see state. Weilai official said that more than 50 power stations will be built in 2020. The replacement power station is the core infrastructure supporting Weilai’s “rechargeable, replaceable and upgradeable” strategy. BAIC new energy has also built and put into operation 187 power stations in 19 cities across the country. 18000 tramcars have been put into operation, 4.8 million times of electricity have been changed, and the total mileage of electric vehicles has reached 690 million km. Geely also registered the trademark “easy to change electricity” this year, preparing for the mode of changing electricity.
Editor in charge: Tzh