Pasar pengisian daya ponsel baterai lithium daya kendaraan energi baru menghadapi rasa malu
Dengan pertumbuhan eksplosif kendaraan listrik dan permintaan yang tidak sesuai untuk tumpukan kendaraan, platform layanan yang didedikasikan untuk menyediakan pengisian daya seluler telah muncul satu demi satu.
To this end, the reporter selects "door{{0}}to-door charging" to charge after searching for a nearby charging car by operating "E about charging". On the afternoon of April 15th, reporters on Yumin East Road, Xicheng District, Beijing, waited for a recharge truck with "E-Charge". The reporter noticed that on the body of the truck, it was written that "the pre-stored charging price is as low as 0.99 yuan per kilowatt-hour".
"This is an expired advertisement, and it has not been replaced yet, so how could it be so cheap." According to the driver of the supplementary tram, the current mobile charging fee is 4.99 yuan per kWh, which includes a charging fee of 0.8 yuan/kWh and a service of 4.19 yuan/kWh. fee. In addition, if the car to be charged is within 10 kilometers, a door-to-door fee of 35 yuan will be charged, and if it exceeds 10 kilometers, it will be increased by 8 yuan/km.
Faktanya, dibandingkan dengan tumpukan pengisian tetap 2 yuan, harga pengisian daya seluler tidak murah. Namun meskipun demikian, menurut pengemudi, keuntungan sebenarnya kecil karena mobil pengisian daya perlu dilengkapi dengan staf, menambah tenaga dan mengganti biaya transportasi trem itu sendiri.
The entry of enterprises confirms the market demand for mobile charging from the side. But there is no need to have market feasibility. Due to the large investment in mobile charging costs and the slow return of funds, on the one hand, there is a market eagerness close at hand, on the other hand, mobile charging companies have fallen into the development mire of "necessity but no market" and "appealing hard to sell".
The reporter then called the "E-About Charging" customer service to learn that the company has put more than 40 electric vehicles in Beijing for C-end customers. It is worth mentioning that most of the current business is actually concentrated on the B side, that is, various electric vehicle time-sharing operators, taxi companies, travel agencies, etc.
Dalam hal ini, Ding Rui, pendiri Zhichong, percaya bahwa pengisian daya seluler terjadi ketika model bisnis pengisian tumpukan saat ini tidak baik, dan metode pengisian ini tidak ideal dalam hal efisiensi atau perlindungan lingkungan.
Zheng Junyi, deputy general manager of Xingxing Charge, holds the same view. He believes that mobile charging is a product of the "empty window period" that appeared in the early stage of the layout of charging piles. With the improvement of the charging pile business model and the advancement of charging technology, it will gradually fade out of the historical stage.
Apakah itu permintaan palsu atau permintaan nyata?
Reporter mengetahui bahwa pengisian daya seluler, sebagai bentuk pengisian daya selain pengisian tetap, digunakan untuk mengisi ulang kendaraan listrik dengan cepat kapan saja, di mana saja. Saat ini, terutama ada dua jenis fasilitas pengisian daya di pasar, satu adalah-dorongan tangan, traksi, atau harta karun yang dipasang di kendaraan-; yang lainnya adalah kendaraan listrik bergerak yang dilengkapi dengan baterai penyimpan energi atau generator diesel.
Saat ini, sejumlah perusahaan termasuk Tedian, BAIC New Energy, Potevio New Energy, dan Wanzun New Energy telah berturut-turut memasuki bidang pengisian daya seluler. Dalam sebuah wawancara dengan wartawan, Jing Kai, wakil manajer umum perusahaan Beijing, mengatakan bahwa pengisian daya seluler telah menghilangkan pembatasan situs, dan memiliki keuntungan yang jelas dalam meningkatkan tingkat pemanfaatan kendaraan dan mengurangi biaya listrik kendaraan. Ini dapat secara efektif mengatasi kecemasan masa pakai baterai kendaraan listrik dan mencerna kelebihan kapasitas fasilitas pengisian tetap.
Sayangnya, masih belum ada model bisnis di pasar pengisian daya seluler saat ini, dan platform layanan pengisian daya seluler yang didirikan oleh sebagian besar perusahaan umumnya menghadapi kesulitan profitabilitas. Dalam hal ini, Jing Kai terus terang mengatakan bahwa biaya pengadaan dan biaya pengoperasian peralatan pengisian daya seluler tinggi, dan pengembalian dana lambat. Pada saat yang sama, dibatasi oleh tingkat pemanfaatan yang rendah, tidak ada skenario aplikasi yang luas untuk kendaraan listrik tambahan bergerak, dan sulit untuk membentuk skala pasar.
During the reporter's visit, it was found that the current cost of the energy storage battery in the vehicle-mounted mobile power bank is about 2,000 yuan/kWh, and the cost of the 50-kWh mobile power bank alone is 100,000 yuan, but the average daily revenue is very small. The cost of mobile supplementary trams is even more expensive.
Orang dalam industri mengungkapkan kepada wartawan bahwa biaya pengadaan trem tambahan bergerak 100 kWh umumnya 500,000 yuan, dan pendapatan harian setiap trem tambahan bergerak hanya sekitar 400 yuan. Karena kendaraan juga perlu dilengkapi dengan dua shift pengemudi, termasuk biaya tenaga kerja, biaya listrik dan biaya transportasi trem tambahan bergerak itu sendiri, operasi bisnis pada dasarnya dalam keadaan memenuhi kebutuhan.
In addition, large-scale mobile batteries also face prominent problems such as large volume, heavy weight, and large energy loss. According to the reporter's observation, taking the lead-acid ammonium battery of 500 kWh as an example, its volume is equivalent to that of two container trucks, and its weight is 20 tons. In the process of continuous discharge, the heat is serious, and it must be supplemented by an air conditioner to maintain a constant temperature.
In an interview with the media, Wang Hao, CEO of "E-About Charging", said that a large mobile battery "will lose 20 percent of power once it is transported, 20 percent from the grid input to the battery, and another 20 percent from the battery output to the electric vehicle. Battery quotation More than 7 million yuan, and the service life is 2 years." If the original factory is not responsible for recycling after two years, the user needs to deal with it by himself, which invisibly increases the cost.
Based on this, "E-about charging" chooses to charge the vehicle in the form of diesel power generation. Although "every 3 liters to 3.5 liters of diesel can meet the demand of 30 kWh of electricity for an electric vehicle", the statement that "it is better to directly drive a gasoline-powered vehicle with oil-generated electricity" directly points to the rationality of the existence of diesel-supplemented electric vehicles.
Pemanfaatan eselon bermanfaat untuk mengurangi biaya dan mendorong koeksistensi berbagai format pengisian
Data shows that the number of new energy vehicles in my country is increasing year by year, and it is expected that by 2020, the number of electric vehicles in the country will exceed 5 million. In Jing Kai's view, the charging field will require the coexistence of multiple formats.
Dia percaya bahwa pengisian daya seluler adalah suplemen yang berguna untuk jaringan pengisian kendaraan listrik, yang secara khusus memecahkan masalah utama kendaraan energi baru tradisional, seperti jarak jelajah yang pendek, waktu pengisian yang lama, dan biaya pembangunan stasiun pengisian yang tinggi, yang menghambat promosi. dan penerapan kendaraan energi baru.
"With the advancement of the technical customization of mobile charging vehicles, when the cost of mobile charging is equal to the price of charging piles, the mobile charging business will usher in an explosion." Jing Kai said, considering the time it takes to reach the public charging pile, parking fees and emergency response scene, mobile charging has certain applicability in the city.
Faktanya, saat akhir masa pakai baterai kendaraan listrik murni awal di negara saya semakin dekat, pengisian daya seluler juga dapat mencerna baterai daya yang sudah pensiun dan berperan dalam mempromosikan pemanfaatan kaskade baterai penyimpanan energi kendaraan listrik.
Wartawan mengetahui bahwa baterai listrik kendaraan energi baru umumnya akan diganti bila kapasitas baterai lebih rendah dari 80 persen. Harga baterai lama yang dinonaktifkan hanya sepertiga-sepertiga-setengah dari baterai baru, tetapi masih memenuhi persyaratan baterai penyimpan energi. Penerapan baterai ini akan sangat mengurangi biaya sistem pengisian.
