Reborn Entrepreneurial Giant

There is another important technical route for the development of pure electric vehicles, which is battery replacement. Tesla has already started testing, and there is also an Israeli battery swapping start-up that has built a swapping station in China and is looking for cooperation with Geometry Motors.

This is actually a very good choice for the future geometry of lithium battery companies under its umbrella. The only disadvantage is that the investment is too large, unless Honor pays for it regardless of the cost, and at the same time sells enough electric vehicles.

There are really many advantages of battery swapping. In 2011, State Grid organized the establishment of battery swapping standards, and established the principle of "battery swapping as the mainstay, plugging in as a supplementary, centralized charging, and unified delivery". It is a pity that the domestic pure electric vehicle industry chain does not have the support of excellent enterprises. BYD's channels have suffered setbacks, and product quality problems have broken out, resulting in negative growth for the company.

After the Geometry car became popular overnight, it still rejected the State Grid. If you really want to replace the battery, you must first determine the replacement standard, but only Honeycomb Energy can meet it in China. Now there is an Ningde era, but the capacity problem will be solved within a few years. no.

The State Grid, which does not believe in evil, took the standard of Hive Energy to find battery companies in China, shaking their heads one by one. At the beginning, only simple technical indicators were given. Later, some smart people asked them for detailed technical requirements and standards for geometric cars, and then guided some ambitious battery companies to make progress.

It is said that in the Ningde era, when making power batteries, BMW gave hundreds of pages of requirements as guidelines. It may not be able to meet all of them, but at least it means that the general direction will not be wrong. A company with the right direction, as long as it persists, Definitely be able to see the hope of success.

The only one damaged in this process is Hive Energy, but Qu Li is not afraid, as long as his extreme manufacturing can succeed, the position of the leader in the battery industry will not be easily changed. Let's put it this way, the Fudi battery can be replaced, and the probability of being replaced in the Ningde era is very low.

In terms of numbers, CATL’s revenue in 2022 is 328.6 billion, with a net profit of 33.4 billion. BYD Fudi Battery’s revenue is 17.8 billion, with a net profit of 2.37 billion. The revenue is less than the net profit of the industry leader, and the research and development investment is a fraction of the other party’s. ? Um

The biggest advantage of the Fudi battery is that it is cheap, and there is no threshold for other batteries such as blade batteries. And everyone knows the cost-effective route, without enough profit, a great company cannot be achieved.

Although only a piece of technical guidance material was disseminated, it had already existed in the Ningde era, but Qu Li's being cheated naturally caused the trouble of the State Grid. Well, he doesn't have this ability, the level of State Grid is not low, but his relationship with State Power Investment Corporation is still good.

"I heard that the Talatan Photovoltaic Power Station has grown out of pastures." The executives of SPIC came out to chat with Qu Li, which was a real chat, anyway, Qu Li never gave gifts.

State Power Investment Corporation, directly managed by the central government, is the granddaddy of the Talatan project. The combination of photovoltaic and hydropower has achieved initial results and can ensure the stability of the power grid.

"That's good, Talatan will build the world's largest photovoltaic power station, and at the same time build the country's largest photovoltaic ranch..." Qu Li said, suddenly thinking that if Jumei Company should be involved in raising cattle, there are already pigs in the country. factory, goose factory, one more cattle factory is not an exaggeration

"I didn't expect it to be done." Executive

"Now the team has accomplished what can be done in theory, which is quite impressive. But without the support of State Power Investment Corporation, nothing can be done." Qu Li is grateful to them, and Fanxing Fund cannot use illegal means to do good deeds. To do things, we must ensure the "purity" of their public welfare and charity work. The photovoltaic ranch, which has no benefits if it succeeds, and no harm if it fails, can be promoted. Qu Li's name alone is definitely not enough.

Then there was some business bragging. The executives of SPIC asked by the way about the replacement of power stations and the construction of charging piles. The production capacity problem can definitely be solved. Why is Qu Li unwilling to do it?

"The battery swap mode is really good, but why do consumers use it?" Qu Li continued to explain: the battery life of a pure electric car can reach 500 kilometers, which is more than enough to run a taxi, while driving on the highway for 4 hours requires at least 20 minutes of rest. It can be fully charged to 80% in 30 minutes.

Assuming that the price of battery replacement and charging is the same, the cost of building a battery replacement station is similar to that of a supercharger station, but don’t forget that battery replacement requires a large number of batteries and a large number of maintenance personnel.

"If you buy an electric car that can be charged at home, most of it will be charged at home..."

Qu Li was very helpless when talking about these things. The development logic of pure electric cars and fuel vehicles is really different. It is wasteful to build a large number of charging piles to replace power stations to meet the needs of 5% of users.

"However, power swapping can promote peak shaving and fill valleys, balance the pressure on the power grid, and improve user experience and consumer satisfaction..." SPIC executives continued to persuade

"Good service itself is a false proposition..." Qu Li knows that any good service has a cost. Is there no reason for NIO to see no hope of profit for a long time?

"It's impossible for Qiancheng to keep losing money all the time. We need to make a profit." Qu Li

The news that Qiancheng Geometry has lost 10 billion yuan for 4 consecutive years does not know why, but it did not cause the stock price to drop sharply. Some investors even regard Qiancheng Geometry as an Internet technology company rather than a traditional automobile company.

This is understandable. After Quli took over, Qiancheng Geometry has become a well-known brand in the country within a few years. Geometry pure electric cars have even become the most well-known luxury car brand. There have been no large-scale quality problems in the products so far, and sales have been rising year by year. The growth rate of Qiancheng Geometry is really unbelievable, and it can only be compared to an Internet technology company.

But no matter how you blow it, a loss is a loss. Even if BYD, which is budget-conscious, encountered the turmoil in 2011, it still had no losses last year, or BYD has not suffered losses since its listing.

Not losing money is a kind of ability, and daring to lose money is also a kind of ability, but no one dares to lose money unrestrainedly.

"We are expanding overseas self-operated stores, building factories in Sweden, exporting fuel vehicles to the United States, and building 100 self-operated stores in China, and building a large number of super charging stations and destination charging piles. Or we provide technology Support, you guys build..." Qu Li

They all want others to be taken advantage of, but in the end there is no result. The state-owned enterprises still have tasks that must be completed. Maybe Qu Li has big feelings and wants to be kidnapped morally.

Then I discussed with them about virtual power plants and energy storage, and I used the virtual to the virtual. Anyway, if I want to do things in the end, I cannot do without cooperation with state-owned enterprises.

As for the construction of charging stations, he discussed with Musk. Since there are not many cars sold and there are not many charging stations, whether it is to unify the charging standards of the two companies or to be compatible with each other, there is always a way to reduce costs and benefit each other. Method. (end of this chapter)