Driven by new energy vehicles, the power exchange market stands at the air outlet. In 2021, dozens of passenger car and commercial vehicle enterprises arranged to replace electric models, and many models have been put on the ground. By the end of 2021, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicle replacement stations was close to 1200.
"The outlet of the power exchange market has come." On January 10, Xu TingYang, chief economist of GCL energy group, said in an exclusive interview with Huaxia times at the "2021 China double Carbon Energy Development Summit Forum".
He made an in-depth analysis of the power exchange industry environment, power exchange business model, power exchange scenario and power exchange market prospect, and believed that the deep integration of power exchange station and new power system can achieve win-win results for consumers, vehicle manufacturers, battery manufacturers and other parties.
The following is the content of the interview:
Huaxia times : the power exchange mode in 2021 is a field of great concern. How long can this tuyere period last?
Xu TingYang: the generation of "wind" should be motivated. Driven by new energy vehicles, the power exchange market should stand at the air outlet. In 2021, dozens of passenger car and commercial vehicle enterprises arranged to replace electric models, and many models have been put on the ground. By the end of 2021, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicle replacement stations was close to 1200.
Temperature, height, humidity and other environmental systems are integrated and presented. Now, for the power exchange mode, the policy is coming. Driven by new energy vehicles, the power exchange market is on the wind. In 2021, dozens of passenger car and commercial vehicle enterprises arranged to replace electric models, and many models have been put on the ground. By the end of 2021, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicle replacement stations was close to 1200.
Enough technology, the terminal is awake. So this air outlet has come.
Now host manufacturers, battery manufacturers, equipment manufacturers and energy enterprises have laid out power exchange business one after another. The industry standards, implementation specifications and market access conditions for power exchange are the problems that enterprises should consider.
Huaxia times: compared with charging, what are the advantages of power exchange mode?
Xu TingYang: long charging time and imperfect charging facilities are difficult problems in the popularization of electric vehicles. Even in the fast charging mode of the public charging station, it takes 30-60 minutes to complete the charging process. Compared with the slow charging mode, the working voltage of the fast charging mode is greater than the battery voltage, the electronic flow rate is accelerated, and the battery temperature rises too fast, which brings a certain burden to the battery. In the slow charging mode of private houses, centralized charging after work may cause great pressure on residential transformers and increase power grid load.
In contrast, the power change mode has prominent advantages in convenience and reliability. It takes only 3 minutes to change the battery, and the convenience is comparable to that of traditional vehicles. In addition, the replacement battery is collected intensively and charged slowly with low power under the condition of constant temperature and humidity, which helps to delay the attenuation of battery life.
In addition, the power exchange mode can create value for consumers, vehicle manufacturers, battery manufacturers and other parties. Consumers can realize the separation of vehicle and electricity, reduce the purchase cost, alleviate the anxiety of insufficient charging piles, avoid the possibility of charging spontaneous combustion and reduce the charging time. For the vehicle factory, it can enrich its business model, such as battery leasing, and promote sales. For the battery factory, it can prolong the battery life and realize the echelon utilization of the battery.
Huaxia times: in the past year Gcl Energy Technology Co.Ltd(002015) there have been many layouts in the field of power exchange. What are the advantages of GCL compared with other enterprises?
Xu TingYang: GCL group is a leading energy technology service enterprise, which has been deeply cultivated in this field for more than 30 years. Gcl Energy Technology Co.Ltd(002015) for power exchange, focus on the main line of clean energy and comprehensive energy services of the company. The essence of power exchange is still integrated energy service business.
In the field of power exchange, we have the advantages of team, technology, third party and business synergy. The power exchange team comes from China's leading auto enterprises, power exchange operators and auto financial service providers, with rich industry experience. As a private enterprise, the company has flexible operation mechanism and high management and operation efficiency. It takes only 7 months from the announcement of joining the company to the landing of the first power station.
Secondly, the power exchange technology is leading. For the exchange station that has been operated in the benchmark market, GCL electric port will have three technical advantages: multi model compatibility, high intelligent control and seamless upgrading of software and hardware.
In addition, as a third-party power exchange service provider, we have a good industrial foundation and cooperation resources, and have promoted the cooperative development of relevant electric vehicle replacement models and battery packs with many well-known main engine manufacturers.
The last is synergy. The company's clean energy business provides low-cost green power for the power grid, and separates the efficient matching of the existing clean energy network and the power station network through charging and replacement. The power exchange station itself has its own energy storage attribute. The clean energy network, power exchange network and energy storage network can jointly build a new ecology of source network load storage. In addition, the echelon utilization of retired batteries, as a supporting energy storage facility for new energy projects, can contribute to the consumption of clean energy.
Huaxia times: Gcl Energy Technology Co.Ltd(002015) what are the functions of the super port? How does it operate?
Xu TingYang: our super power port will integrate energy supply, terminal energy supplement, energy storage, experience service and other functions to form energy supply service, green energy service, microgrid energy storage service, intelligent management service, high-end experience service and so on.
Energy supply includes overcharge service, power exchange service and hydrogenation service; Green energy service is to lay photovoltaic on the top of the park to provide low-cost photovoltaic for industrial users in or around the port; Microgrid energy storage is to provide V2G energy storage service and echelon energy storage service; Intelligent management services include intelligent dispatching and management of power port energy data, and battery health detection for battery replacement and charging vehicles; High end experience services are experience services such as car beauty and life experience services for users.
Huaxia times: what is the significance of energy storage to power exchange business?
Xu TingYang: energy storage will become a key link of the new power system, which can promote the deep integration of the power exchange station and the new power system. Our power exchange station has the function of energy storage, not only at the generation side, but also at the transmission and distribution side, as well as at the user side.
In addition, energy storage can realize the mode of separation of charge and replacement, ensure green zero carbon and low-cost power supply, realize the efficient matching between the new power system and the power exchange station network, and improve the economy of power exchange operation.
Huaxia times: please introduce the future business model and technological innovation of power exchange business.
Xu TingYang: the new battery under the "power exchange energy storage" business model integrates the comprehensive performance requirements of "operating vehicle battery" and "energy storage battery". Regulating the temperature of the power exchange station can prolong the battery life. The battery system can improve battery cycle and storage life, reduce capacity attenuation and increase discharge through station temperature regulation. Therefore, the control temperature of the power station further improves the residual value of the battery and prolongs the service life of the subsequent energy storage end.
In addition, the SOC storage state of the power station can prolong the battery life. With the innovation of cell technology, leading battery enterprises have launched ultra long-life cells and invested in the research and development of 10000 cycle cells. The improvement of cell performance and service life will greatly increase the efficiency of energy storage, improve the utilization rate of cell and improve the rate of return on investment.
