Power change is mainly conducive to the development of electric vehicles

In 1881, when the first electric car was presented to the people, it took five years before Carl Bentz invented the car. After more than 100 years, how to treat the development of electric vehicles has once again become the focus of global attention.

Today, the development of electric vehicles, including their key components, cannot simply be regarded as the birth of a new product and new technology. It should be treated in the framework of energy structure adjustment and strategic economic cycle development. The problem we need to solve is not how to produce or manufacture a new product to solve the current energy and environmental crisis, but how to guide the development of new products.

From a national macro perspective, how to guide the development of the electric vehicle industry will involve a series of major issues such as national energy structure adjustment, clean energy use, planning and reorganization of transportation resources, urban and rural resource planning, and industrial structure layout. The scope involved is wider, adjustments are greater, and the means of regulation are more complex. There is no need for national unified planning and research.

From the perspective of market application, the contradiction caused by the advancement of the market is obvious when the key technologies of the battery have not yet been broken. Judging from the situation of the battery manufacturing industry, the core of the electric vehicle industry, the government and OEMs are not advancing in the promotion of new energy vehicle market, leaving the battery manufacturers in an awkward position. Battery manufacturing companies not only purchase raw materials for production and manufacture batteries, but also undertake the promotion of complete vehicles and participate in the construction of charging facilities.

In fact, no matter whether it is from the market application, technological development or energy supply mode, it can be determined that for a long time in the future, traditional automobiles and pure electric vehicles or hybrid vehicles will develop in a form of communion. In response to such a market pattern, relevant industry practitioners must treat the development of the entire industry with a more tolerant attitude.

The current mode of battery exchange will promote the battery industry even more, which will have an important impact on the development of the electric vehicle industry. However, in terms of current market applications, both the battery change mode and the charging mode have their own advantages and disadvantages. Therefore, we need to conduct corresponding analysis.

The author believes that, referring to the current technology of complete vehicles and battery accessories, the power exchange mode is more suitable to serve as a stable public transport energy supply role. Examples are transit systems, sanitation systems, and short-distance passenger transportation systems. The charging mode using peak-valley principle is more suitable for the energy supply of private cars. Therefore, the business model proposed by the State Grid Corporation of China is “mainly for power exchange, supplemented by charging, centralized charging, and unified distribution” and is currently the most favorable to the development of the electric vehicle industry.

From the perspective of the energy supply system, the government should be the main investor in the construction of the electric vehicle charging network, and the State Grid Corporation of China should be the strategic implementing role. As the founder of the electric vehicle energy supply system, the State Grid Corporation’s own characteristics and resource allocation advantages have made it clear that the role of the State Grid Corporation should be clearly defined. From the angle of energy structure adjustment and the development of electric vehicle industry, it should not only be a participant in the new energy supply system, but should play a greater role.

As a strategic emerging industry, failure is not terrible, and mistakes are especially precious. What's terrible is that you don't want to wait. No matter how good the plan is, it's still awful. What's terrible is that you're watching more than you can do. There's a good chance that it will be fleeting.

Regardless of the perspective of industrial development, the applause of the Chinese electric vehicle industry in the future should be dedicated to those who have the courage to try. It is their hard work that brings hope to the development of the industry. It is their continuous practice that allows the market to eventually make Correct judgment.