In June 2020, in “Energy Saving and New Energy Automobile Technology Route 2.0” (released in October 2020), “New Energy Automotive Industry Development Plan” (Released in November 2020) No, the Chinese Automotive Industry, a brother – Geely car, once again stepped on the wind.
Geely car registration quot; easy to exchange quot; trademark, start the new energy car shift business of the layout, 3 months, before the two guidance of the country, Geely’s new energy car The power transmission service has been advanced.
On September 16, 2020, Geely Science and Technology Group is released, and the fastest 2 minutes of the vehicle can be exchanged for the fastest 2 minutes; 2020 On October 18, the Geely exchanged power station completed the layout of Chongqing + Jinan; at the end of November 2020, Geely Technology and Chongqing Expressway completed the agreement, layout and exchange; January 26, 2021, Geely and Lifan’s new company unveiled, Lifan Technology is a change in electric carrier in Geely Science and Technology; Geely picking the sails before I can’t understand, and now it seems to be a big layout foundation in the southwest. 
In 2017, R & D technology began to R & D technologies. Detached trademarks in 2020, the intelligent shift station was released, 2021 new company was established, Geely actually returned QUOT; quiet quot; in commercial power Aspects have advanced for 1 year.
The bonding policy is good, the market prospect is large, and it is more clear, and it is more clear that Geely has the advantages of the company’s own development, and can even affected Industry development.
The challenges behind the benefits / problems / difficulties
Analysis of Geely, other vehicles that want to enter the power exchange industry will face what challenges will face in the extension, need to give a few questions Come.
First, in the China Auto Industry, why change the policy-related approval?
The reason is that the hardware basic ability is insufficient, and there is a major disadvantage in the face of charging mode. Insufficient hardware capacity includes solving the cost of high-scale promotion power exchange stations, solving the safety hazard capabilities of frequent plug-in batteries, the entire energy storage industry is in the sprouting stage, unable to achieve balance of payments, car brands / battery companies Structure / material selection / technical standards are different.
Guide, not only expensive in battery costs, converting the basic cost of power plant, but also operates. Take the latest second-generation power-saving station for the United States as an example, a single shift station cost is 1.5 million yuan, and the highest power saving capacity is 312 daily, and there is also a holistic operating cost / personnel cost / other supporting costs. According to the 180-yuan / order exchange rate standard for the original car, evolved to the second-generation power-saving station in 2021, after having higher power-saving capacity, according to the highest theory, 56,000 yuan per day . Like the automotive industry, it belongs to the long-term industry that will invest slowly.
The whole new energy car power exchange industry is the pattern, which is the TO Class Class Class Class Class, such as logistics vehicles, taxi, operating models, special vehicles, etc., for the TO Class Class, Essentially only a propulsion. 
Secondly, the new energy car is so bad for the user, is it good?
The currently general response is required to adapt, and there is more. Because, the currently used commissioned vehicles are mainly concentrated in operation vehicles, bus vehicles such as bus / bus, because the exchange rate is relatively high, the acceptance can be, the recovery frequency of the logistics vehicle is higher but because the cost is mostly paid by the company, The acceptance is still, and the taxi and other operation vehicles have expressed a strong opinion. New energy taxis currently used in Beijing is Beiqi new energy brand. After the driver finds the cost of calculation, although the speed of energy is chasing traditional fuel taxis, the final cost is even higher than the fuel car (because there is no fuel subsidy) Also can’t solve the mileage anxiety problem of the medium and long distance service.
Private users (as an example of the user), the accepted level of electrification is high, the reason is that the energy supply method of the vehicle is relatively abundant, the home slow charge / fast charge, three-party chargeElectric piles, usa cooperate to cooperate with tripartite charging piles, shift, dairy cars, etc. Relatively reasonable deployment can be performed according to the replacement station deployment of the location of the location of the living or work.
As of now, the growth rate of new energy automobile power exchange industries is good, from the initial attempt / cultivate / burn money, gradually began to be more Private consumers are accepted. However, the entire industry is mature and has a long distance. The core problem facing the operation vehicle is that the price of electric shock is too high, and the problem of operating vehicles and private vehicles is the number of shifting stations, and the range of electricity exchange , Rationality of the changing station layout.
From the problem, to solve the problem, see Geely, then see the industry’s wind direction
to solve the inconvenience of use, reduce the exchange rate, increase the layout of the electric power station, give a good operation mode base and rules , Give reasonable management, etc., this is the pain point that is currently visible to the global new energy vehicle shifting mode.
From these perspectives, it analyzes the current chess game in Geely, basically realizing the grab.
First, the base shift capacity, according to the latest power-saving techniques released by Geely, September 2020, using the double position, there are 39 The block battery, the use of unattended design, can be compatible with 2700-3100mm models, and the time of the vehicle from the beginning of the power-exchanged to the end shift is within 2 minutes.
From the technical level, the advantages of Geely’s power-saving stations are more advantages and less disadvantage. In terms of power transmission speed, Beiqi New Energy 4.0 version of the current power transmission speed is around 150 seconds, and the speed is similar to it, but the technical model of the second-generation power-saving station is better, and it is not necessary to rose. Double warehouse, 39 batteries, etc., are also normal in terms of quantity. Disadvantage is that the compatibility part can be seen more obvious that Geely is prepared to match the operating vehicle, not a social car vehicle, unattended, essentially there is a certain deficiencies. During this year’s Spring Festival, the Sweeping ES6 was exchanged during the exchange rate. He has been exchanged in the power of electricity, and the technique of techniques are manually converted, and the electrification speed is not slow. And no one is awesome, it is likely to make the power-saving stationThe efficiency is deteriorated and the burst is not possible.
Aspect, and the extension of Geely’s current power exchange planning is high. Once, it will be advantageous in cover capability / convenience. In 2020, the number of power-saving replacement stations with Geely has completed more than 1,000, 2025, Geely’s planning goal is 5,000, and the difference in industry is in that it is related to government high-speed sectors. At the southwestern region, the original Lifan Automobile capacity is a model of Geely producing Geely converting technology. At the same time, Geely cooperates with Chongqing Expressway to deploy the power saving station.
That is, as Geely completed the initial deployment in Southwest China, it would have relevant operational experience, solve logic, discovery related issues, and complete its own operation vehicle related deployment. At that time, the market can be equally large in the market. In fact, there is only a business car company, and the planned figures are also the deployment of 5,000.
But different points are, more business models for the car, more business models for C-terminal, consumer, and Geely, currently, is based on B-terminal, B-terminal, after maturity, Gradually attract and meet C-terminal users.
Write in the last:
The current Geely converting business, preliminary with prototypes, the time, the time, the truly result, is getting closer and closer. Whether the Volkswagen, Toyota, Honda, Nissan, General, Chang’an, Great Wall or other car companies will choose to keep up. At present, the answer is biased.
The power transmission technology needs to think from the fundamental design dimension of the vehicle. The public is now in the ID. Series, has not disclosed the relevant willingness to exchange, and it has to keep up with the global in China. Rhythm, get standardized battery cells. Several companies, on the one hand, the rhythm is relative to the stability, and there are also different technical strategies, Toyota’s oil and electricity mix + PHEV, Honda I-MMD + PHEV, Nissan is E-Power. 
And China’s brand, everyone’s choice is expected to be quite different. Changan’s current new energy business is relatively lagging, and the mainstream products have not yet been launched. Great Wall Motors will choose hydrogen energy as a corporate strategy while maintaining mainstream products.One of them progress.
In the end, it is expected that after 2025, when Geely, all the set goals were completed, the power-saving market would really be preliminary, then there will be quot; shifting, Charging, mixing, who is better for quot; new conclusion.