Behind the topic is an unavoidable disease of the times: "endurance" anxiety. Compared with mobile phones, the problem of two-wheeled electric vehicles running all over the street is more serious.
Where there is a problem, there is business. After * * * enjoying the charging treasure and * * enjoying the bicycle, etc. * * * Enjoy the wind and blow it into the field of new energy. When the electric vehicle runs out of power, there is no need to wait for charging, just replace the fully charged battery in the intelligent power exchange cabinet ... In the field of two-wheeled electric vehicles, there has been a craze of * * * enjoying power exchange.
A
A business that solves endurance anxiety
Among many users of two-wheeled electric vehicles, the most anxious is the takeaway brother.
Master Ding is not a case. Although the cruising range is related to the battery capacity and the old and new degree, it is still difficult for most takeaway people to maintain an electric car for a whole day. When asked how to solve the problem of power shortage, one of the masters mentioned changing power. "I run more, nearly 100 km a day." Charging can also be charged, and it can be changed. "He said that the price of changing electricity is not expensive, almost one dollar.
In fact, there are already many switch cabinets on the streets of Hangzhou. The green cabinets are divided into several cubicles, which look like intelligent express cabinets ... Since June 5438+ 10 this year, TEPCO (Hangzhou) Technology Co., Ltd. has put 50 two-wheeled electric vehicles in Xiasha District of Qiantang District, mainly distributed near universities, pioneer parks and supermarkets.
Tedian Technology was established on 20 19, mainly based on big data analysis to provide users with safe and intelligent charging and replacing services. "20 19, electric vehicles began to implement the new national standard. We have seen the market demand for electricity exchange, especially in industries such as take-away and * * * enjoying electric vehicles. " Sun Wenda, director of special delivery operations, said that the switchboard was very popular with the delivery staff. At present, the cumulative number of users in this area has reached 260, and most of them are take-away riders. "Our goal is to install 200 switchboards within one year to serve more passengers."
It is reported that there are currently more than 7 million take-away riders and 4 million couriers in China, and their average daily mileage exceeds 100 km, while the average daily mileage of electric vehicles is 50-60 km. The demand for long mileage and low charging time in real-time distribution field has catalyzed the development of power exchange industry.
Different from other charging and replacing integrated cabinets, the special delivery adopts the mode of charging and replacing separately. In other words, the enterprise charges the battery in a special base and then distributes it to each switch cabinet.
"Our base can charge 192 batteries at the same time, and it takes 2 hours for each battery to be fully charged. At full load, more than 2,300 batteries can be charged within 24 hours a day. " Sun Wenda said that this kind of efficient charging and accurate distribution supported by big data can meet the requirements of cyclists to get fully charged batteries during the peak period of power exchange.
In terms of cost, the power exchange service can be charged by call, and there are also monthly and quarterly packages. The minimum monthly package is 268 yuan, and you can enjoy unlimited power exchange, while the average power exchange cost under the pay-per-view mode is less than that in 3 yuan.
According to Sun Wenda, TEXTEX has reached a cooperation with Daily Youxian to build a "battery replacement team". At the same time, the company will expand more scene cooperation in the instant delivery industry.
B
Many companies ran into the track.
Suddenly, like a night wind blowing, like a pear tree in blossom. According to statistics, since 20 16, there have been more than 20 enterprises in this field.
20 19 Hellobike, which officially laid out the power exchange service, announced in June last year that the power exchange service brand was upgraded to "Xiaoha Power Exchange". By the end of April this year, Xiaoha Power Exchange has landed in more than 200 cities across the country.
In addition to Hellobike, there are Taneng, Hello-exchange, Smart Rent-and-Exchange in the electricity market. In May this year, Yadea and Changjiang Group jointly established an energy exchange enterprise in Hangzhou, and started the C-end consumption exchange campaign with the smart exchange mode.
Different from traditional power exchange operators, power exchange integrates smart battery research and development, energy storage system, intelligent power exchange station and SaaS platform for charge and discharge safety monitoring, and permeates the new generation digital technologies such as big data, Internet and artificial intelligence into power exchange station terminals and user terminals, forming a multifunctional and collaborative IOT ecosystem.
At the exchange conference of "Digital Wisdom Hangzhou Livable Paradise-2021Brand Hangzhou Quality of Life" held at the end of July, the exchange was established only two months ago, and attracted a lot of attention with the intelligent power exchange mode.
"Each replaced battery is equipped with 25 smart sensors, which can be synchronized with the vehicle. Through the safety monitoring platform, users can monitor the charging and discharging status of the battery in real time, making travel safer. " Wang Zhihua, CEO of battery replacement, said that based on the mode of separation of vehicle and electricity, users don't need to take their vehicles home for charging, and they don't need to worry about charging difficulties and battery safety. After purchasing a bare car, users only need to pay the basic service fee every month, and they can get smart batteries at the self-service battery changing station that is open 24 hours a day.
Different from enterprises in the field of instant delivery such as location service and take-away express riders, they focus on the quality of life in urban travel and hope to redefine the pragmatism of two-wheeled electric vehicles through convenient, safe and high-energy intelligent power exchange services.
"Substitution will create more possibilities for future urban travel, and provide safer and more reliable travel services for the general public with faster energy replenishment, longer urban endurance and higher safety standards." Wang Zhihua said that based on this concept, the design and specifications of electric vehicles have higher quality standards. Therefore, the battery modification of existing electric vehicles is not supported for the time being, but it is necessary to participate in system management from the time the vehicle leaves the factory. However, in the elimination system of the new national standard, the replacement will jointly launch the old-for-new service.
At present, the Exchange has jointly developed a number of smart exchange trams with Changjiang Group and Yadea Science and Technology Group, which are expected to be officially launched in the middle of June 5438+ 10. At the same time, the enterprise is in full swing to build a power station network in Hangzhou, and the first batch of 80 power stations is scheduled to be completed this year.
C
Power trading industry ushers in a "big era"
How big is the market for two-wheeled electric vehicles? As the first choice for short-distance travel, two-wheeled electric vehicles have become "national travel tools". The data shows that the number of two-wheeled electric vehicles in China is nearly 400 million, and the sales volume last year exceeded 30 million.
The goal of carbon neutrality and peak carbon dioxide emission has prompted two-wheeled electric vehicles to stand on the strong outlet of green and low-carbon travel again. In particular, the new economy of * * * enjoying electric vehicles and instant delivery will continue to promote the demand growth of two-wheeled electric vehicles. According to the prediction of relevant institutions, the compound growth rate of lithium battery two-wheeled electric vehicle output will exceed 30% in the next three years.
The explosive growth of the two-wheeled electric vehicle industry has stimulated the development of downstream industries such as power exchange services.
In fact, since the implementation of the new national standard for electric vehicles from 2065438 to April 2009, the two-wheeled electric vehicle industry has entered a transitional period in which lead-acid batteries have been replaced by lithium batteries. How to convert? "Substitution" will become a new model that will be vigorously promoted.
This mode of separation of vehicle and electricity can not only carry out centralized, efficient and professional battery charging and discharging management, but also solve the urban safety management problems such as flying line and charging into the house caused by charging of two-wheeled electric vehicles.
Therefore, the power exchange station is also regarded as a new livelihood infrastructure. According to the forecast of relevant institutions, the market size of two-wheeled electric vehicles is expected to exceed 654.38+000 billion yuan.
"Compared with the four-wheeled new energy vehicle power exchange facilities, the two-wheeled electric bicycle field has a better scale development effect because of its huge volume." Zhang Haitao, director of China Electric Vehicle 100 Smart Travel Committee, said in an interview.
However, the power exchange industry of two-wheeled electric vehicles is still in its infancy, and there is still a lack of unified norms and standards in the industry. For example, the electric vehicles produced by many manufacturers can't fully meet the demand for power exchange, and the power exchange stations provided by different service providers have different requirements for plug-in interfaces.
"The development of the power exchange industry requires the cooperation of all parties in the industrial chain such as electric vehicle companies and power exchange service companies." Relevant industry insiders said.
In the industry, many people have seen this and taken active actions. In March this year, two rounds of domestic electric ecological alliance were formally established. Xiaoha Power Exchange, Contemporary Ampere Technology Co., Ltd., Yadea, Emma, Luyuan, Hellobike and other more than 20 industries and industry-related units. , unanimously expressed their views, and will work together to build a basic energy network for two-wheel power supply in cities.
D
It is still difficult to make money in the 100 billion market.
Under the tuyere, * * * enjoys its success and is favored by many capitals. Not long ago, Xiaoha Power Exchange announced the completion of a new round of financing. The funds will be used to continue to invest in technology research and development and product upgrading iterations, further consolidate the construction of basic energy networks and accelerate the expansion of urban markets. It is reported that the investors in this round of investment include Greater Bay Area Fund, Pangu Capital, Boru Capital and Hua Mu Capital.
"Returning to the essence of business, we are now more concerned about whether the technology and services of the project have solved some practical problems." Chen Hao, investment manager of Huarui Capital, believes that new energy is a very hot track, and its core plate is battery. As a market segment in the field of new energy, two-wheeled electric vehicles are also facing problems such as battery charging and discharging technology iteration and safety management.
In his view, there is indeed a clear scene demand for two-wheeled electric vehicles to change power, but the project should pay more attention to technical content and service cost performance, so as to achieve sustainable development. "Simple play mode, once a more powerful player comes into play, you may be replaced." He said.
In fact, if you want to share the cake in the 100 billion market, the entry threshold is not low. The technology research and development cost, equipment cost, site lease cost and operation and maintenance cost of switches are all problems faced by enterprises. More importantly, the user's experience of power exchange service is directly linked to the energy outlet density in the power exchange cabinet. Getting more users means paying more capital to improve the basic energy network.
"At present, self-charging is still the mainstream of the two-wheeled electric vehicle market." Insiders pointed out that "it is still too early to say that two-wheeled electric vehicles have entered the era of' changing electricity', and there is no substitute relationship between changing electricity and charging."
According to the data of research institutions, the current electricity exchange penetration rate in the take-away field is only about 25%, and the electricity exchange penetration rate of C-end users is only about 4%. It can be said that power exchange service enterprises still have a long way to go in cultivating users' power exchange habits.