蔚来和比亚迪希望销售不带电池的电动汽车,与特斯拉和燃气汽车竞争
Nio and BYD want to sell EV's without a battery, to take on Tesla and gas-powered cars.译文简介
“电动车的未来是换电吗?“
正文翻译
评论翻译
很赞 ( 9 )
收藏
Nio has spent the past five years building a comprehensive, and expensive, network of battery swapping stations. Buyers of Nio vehicles lease the batteries, and instead of charging them they take them to a station where they are replaced.
蔚来是一家中国电动汽车制造商,对销售电动车采取了一种激进的方法:出售不带电池的汽车,并允许客户在需要时更换充满电的电池。
过去五年,蔚来投入巨资建设了一个全面且昂贵的电池交换站网络。购买蔚来汽车的车主租赁电池,他们不是给电池充电,而是将电池带到站点进行更换。
Though it's early, customers thus far report a strong preference for the option of battery swapping, compared to fast charging. What's more, providing a fast and convenient charge positions Nio to directly challenge gas-driven cars.
这种策略使蔚来能够以远低于竞争对手的价格销售。更换电池只需要几分钟,而充电则需要几个小时。
尽管还处于早期阶段,但到目前为止,客户报告显示,他们明显更倾向于选择电池更换而不是快速充电。更重要的是,提供快速便捷的充电方式使蔚来能够直接挑战燃油驱动的汽车。
蔚来与比亚迪和宁德时代合作,这两家公司是世界上最大的电动车电池生产商。现在,三家公司都全力投入到电池更换策略中,他们相信,他们的销售增长只受限于他们能够多快建设更多的充电站。如果他们是正确的,他们将在未来几十年内彻底改变交通运输行业,而竞争对手几乎没有机会赶上。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
NIO has done over 50 million swaps successfully. NIO vehicles will be the only EV with resell value because after 5yrs you can have the latest battery technology installed in less than 3 minutes. Swap stations support the grid and also use solar panels on the roof. NIO is the future.
蔚来(NIO)已经成功完成了超过5000万次换电。NIO的车辆将是唯一具有转售价值的电动汽车,因为5年后,你可以在不到3分钟内安装最新的电池技术。换电站支持电网,并且屋顶也使用太阳能板。NIO代表着未来。
NIO will derive multiple plans with different premiums to milk the customers too like the internet service providers. Businesses are not the government, customers always have to pay cost+profit to get what they get, and there is no free lunch in the business world.
NIO将制定多种不同价格的计划来从顾客那里赚取更多利润,就像互联网服务提供商一样。商业不是政府,顾客总是需要支付成本加上利润来获得他们所得到的,而在商业世界中没有免费的午餐。
@joechan3388 no one is forcing anyone to buy a NIO.
没有人强迫任何人购买NIO。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
@joechan3388 how is NIO charging upgrades beforehand? They are not charging for the batteries at all, it’s just loaned out with the charge. You still can charge at home and buy the batteries if you don’t want to use their swap stations.
NIO怎么会提前收费升级呢?他们根本不收电池费,只是随用随借。如果你不想使用他们的换电站,你仍然可以在家充电和购买电池。
Without a battery, the purchase price is much lower, therefore more affordable than any EV or ICE car.
没有电池,购买价格要低得多,因此比任何电动汽车或内燃机汽车都便宜。
Yea, but that business model only make sense if it take hours to charge. Car batteries today only take less than an hour to charge enough for a moderately long journey and it is going to improve. However, it could still work if it really does cost far less upfront because you are renting a battery, not owning it. But Nio will need a huge network of battery swap stations for this to really work and that might be its Achilles' heel.
是的,但这种商业模式只有在充电需要几个小时才有意义。现在的汽车电池只需要不到一个小时就可以为一次中等长度的旅程充电,而且将来还会改进。然而,如果前期成本真的低得多,因为你是在租用电池,而不是拥有它,那么它仍然可以起作用。但Nio将需要一个庞大的换电站网络,这可能才是它真正起作用的地方,这可能是它的致命弱点。
@gelinrefira 2min:40sec to swap, 50M swaps total. 1M swaps every 14 days now. 2529 swap stations! More than 9 car brand already joined the swap “moat”. Balancing the grid, health check every swap, no need to worry about your turn, as you book the swap your turn will be shown in the car. The car is cheaper because you rent the battery. The insurance is cheaper because you buy the car without the battery, because the battery is already covered by $NIO!
换电只需2分40秒,总共有5000万次换电。现在每14天就有100万次换电。有2529个换电站!已经有超过9个汽车品牌加入了换电“护城河”。平衡电网,每次换电都进行健康检查,不需要担心你的轮次,因为当你预约换电时,你的轮次会显示在车里。这辆车更便宜,因为你是租用电池。保险更便宜,因为你买车时不包括电池,因为电池已经由$NIO覆盖了!
We were told that the Chinese only Copy Paste American Tech.
Which American Company has NIO Stolen this Technology from...
我们一直被告知中国人只会复制粘贴美国的技术。
蔚来是从哪家美国公司偷来的这项技术……
@StipanRamon The name is Better Place. It was not american, it was european. Regretfully, it failed, more due to poor management than business model. People still have good memiries of that car...
名字叫Better Place。它不是美国的,是欧洲的。遗憾的是,它失败了,更多的是因为管理不善,而不是商业模式。人们仍然对那款车有很好的记忆...
The American military had all kinds of electric vehicles in the 1980s. It's true, China just recently learned about this old US tech of electric vehicles.
美国军队在20世纪80年代拥有各种类型的电动车。确实,中国只是最近才了解到这项美国古老的电动车技术。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
Ahahah..hahaha,good one!
啊哈哈... 好笑!
@topsuperseven7910 the entire world had electric vehicles before the 80s, don't brag american military had..... lol, that was 1980 tech, mostly lead acid batteries, no comparison, today america is learning how to make ev, copying Chinese... get over yesterday!
整个世界在 80 年代之前都有电动汽车,别吹嘘美国军方有......哈哈,那是 1980 年代的技术,主要是铅酸电池,没法比,今天美国正在学习如何制造电动汽车,抄袭中国...忘记昨天吧!
NIO took the inconvenience, wait time out of consumers hands and if there is problem with battery back to NIO to fix. the most expensive of an EV is its battery.
NIO消除了消费者的不便和等待时间,如果电池有问题,就由NIO来修理。电动汽车最昂贵的部分就是电池。
This solves the charging anxiety and range anxiety problem. As long as there are laws in place preventing Nio and other similar companies from rent-only models of battery ownership, i.e. customers must have the option to also buy batteries, then I don’t see a problem.
这解决了充电焦虑和续航焦虑问题。只要有足够的法律来防止Nio和其他类似的公司只采用电池租赁模式,即客户也必须有购买电池的选择,那么我就没有看到问题。
@madsam0320 NIO gets paid for the battery when the car is purchased by the battery leasing company. The leasing company is separate from NIO. Neil makes money regardless please do some research.
蔚来在电池租赁公司购买汽车时就获得了电池的付款。租赁公司与蔚来是分开的。不管怎样,NIO都能赚钱,请做一些研究。
So in order to get the benefits of the latest battery tech you don't need to buy a new car, just switch to the latest battery? .. now that's smart!
所以,为了获得最新电池技术的好处,你不需要买一辆新车,只需要换成最新的电池?.. 现在这真聪明!
If the NIO standard is met by other makers it's a win. Else not.
如果NIO标准被其他制造商满足,那就是赢了。否则不是。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
Nio is stuck with standardized battery packs that will be based on old technology in terms of form factor and interfaces to be backward compatible with the original cars. In China, they already have mass fast charging, so e-taxi drivers simply charge during their lunch break. Everybody else will have the luxury of charging at home, or at one of the many public fast charging stations.
Nio被困在标准化的电池包上,这些电池包将基于旧技术,以便在形式因素和接口上向后兼容原始汽车。在中国,他们已经有大规模的快速充电,所以电动出租车司机在午餐时间就可以充电。其他人将有在家充电的奢侈,或者在许多公共快速充电站充电。
Batteries are so good as opposed to 5 years ago there’s no need.
与5年前相比,现在的电池非常好,已经没有必要(担心)。
As a NIO driver for more than 3 years, I am very satisfied with BAAS service, I always swap, something that I did recently is I change the battery from long range to standard one since I switched jobs and no need for the big battery, save money on battery rent.
作为一名超过3年的蔚来车主,我对BaaS服务非常满意,我总是更换电池,我最近做的一件事是我将电池从长续航型换成了标准型,因为我换了工作,不需要大电池了,节省了电池租赁的费用。
Sounds interesting. How much to rent a battery?
听起来很有趣。租用电池要多少钱?
My biggest take away is how far ahead China is with regard to EVs, battery technology and battery use. In the US military in the 80s, we always claimed that the USSR was a 3rd world country with nuclear weapons. Now, my country is rapidly becoming a 3rd world country with nuclear weapons.
我最大的感受是中国在电动车、电池技术和电池使用方面遥遥领先。在80年代的美国军队,我们总是声称苏联是一个拥有核武器的第三世界国家。现在,我的国家正迅速成为一个拥有核武器的第三世界国家。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
Now China is the running rabbit, America is the turtle in slumber.
现在中国是奔跑的兔子,美国是沉睡的乌龟。
We are in Asian century
我们处于亚洲世纪。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
Battery swap makes an EV a perpetual machine. The car can last many decades! What an environmental friendly approach countering the anti-EV side.
更换电池使电动汽车成为永动机。汽车可以使用几十年!这是一种多么环保的做法,可以对抗反对电动汽车的一方。
@quoc28mytube your statement is only true if the battery swap station is cheap and fast to build which they are not. Imagine building hundreds of thousands of these accross Americas, Europe and China just like Tesla has done with their superchargers. Not a chance! Its totally useless if the swap station is scarce and far between.
你的说法只有在电池交换站建造成本低廉且速度快的情况下才是正确的,但事实并非如此。想象一下,像特斯拉建造超级充电站一样,在美洲、欧洲和中国建造数十万个这样的交换站。不可能!如果交换站稀少且相距遥远,它就完全没用了。
The US was once a pioneer of EV. Case in point: the moon rover from the Apollo program - its technologies were decades ahead of the world. Now i have no word for it, their EV i mean.
美国曾经是电动汽车的先驱。例如:阿波罗计划中的月球车 - 其技术领先世界数十年。现在我不知道该用什么词来形容它,我的意思是他们的电动汽车。
@rova3308 I do not care of the swap stations are scarces, would be good if it wasn’t. The thing that you swap battery and future proof that without spending $15k or so in a repair shop for a battery swap.
我不在乎换电站是否稀缺,如果不是这样就好了。你可以更换电池,并且可以确保将来不会在维修店花费 15,000 美元左右进行电池更换。
@quoc28mytube Remember: no. 1 turn off for majority of people about EVs is Range Anxiety.
记住:大多数人对电动汽车的第一厌恶就是续航里程焦虑。
@rova3308 Nio has range of 1000km WLTP. Either you can charge or swap.
蔚来汽车的续航里程为1000公里WLTP标准。你可以选择充电或者换电。
@rova3308 Nio ET7 has range of 1000km WLTP. Of course you can either charge or swap with Nio depending which is nearest.
蔚来ET7的续航里程为1000公里WLTP标准。你可以根据哪个更近,选择充电或者与蔚来进行换电。
@quoc28mytube don't forget it's online software controlled, it may have age limit aka forced obsoletion
别忘了这是在线软件控制的,它可能有使用年限,也就是所谓的强制淘汰。
We have this in Norway, works perfectly and more and more stations open….
我们在挪威有这个,运作完美,而且越来越多的站点开放……
Sadly not in the U.S.
遗憾的是,美国没有。
@DMVC721 Sadly the same in all the US vassal states.
遗憾的是,所有美国附属国都一样。
@trekpac2 It is the opposite of the way to go, because it's massive infrastructure cost by a single niche OEM. BYD, AITO, Geely, Changan, Polestar, Tesla, etc. all use the same common charging infrastructure, so it scaled up BIG in China.
这是相反的方向,因为它是由单一小众OEM承担的庞大基础设施成本。比亚迪、AITO、吉利、长安、Polestar、特斯拉等都使用相同的通用充电基础设施,所以它在中国大规模扩张。
you have NIO in Norway?
挪威有蔚来吗?
Nio's biggest overseas market is Norway, and Norway is the first country to achieve 95% of all new cars sold to be electrically powered. I think Nio is betting right.
蔚来最大的海外市场是挪威,挪威是第一个实现95%的新车销售为电力驱动的国家。我认为蔚来赌对了。
NIO is testing its latest generation of battery swap stations in China. Due to record temperature across the country causing energy blackouts, NIO has explained that some of its swap stations already have the technology equipped to act as “virtual power plants” supplying energy back to the local grid during peak hours, read during peak energy cost.
蔚来正在中国测试其最新一代的换电站。由于全国创纪录的高温导致能源停电,蔚来解释说,它的一些换电站已经配备了作为“虚拟电厂”的技术,在高峰时段向当地电网供电,即在能源成本最高的时段。
win-win for NIO and power grid.
对蔚来和电网都是双赢。
@ZweiZwolf ... with which you forgot, China has installed its own gigantic industrial grid storage. Shenzhen alone has 8 of them (that I know of) and they store up huge amount of energy overnight to supplement the power grid of their city in the daytime.
你忘了,中国已经安装了自己的巨型工业电网储存。仅深圳就有8个(据我所知),它们在夜间储存大量能量,以补充白天城市电网的电力。
@verypleasantguy Minor correction, grid storage supplements the grid during the evening, due to the "duck curve", where solar power generates a LOT of excess power from 9 am to 4 pm, but people continue to draw a lot of power from 4 pm to 9/10 pm. Grid storage charges during sunlight hours for use during after-work / dinner hours.
小小的纠正,电网储能装置在晚上补充电网,因为“鸭子曲线”现象,即太阳能发电在上午9点到下午4点产生大量过剩电力,但人们在下午4点到晚上9/10点仍然需要大量电力。电网储能装置在日光时段充电,用于下班后/晚餐时段的电力使用。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
A swappable battery just solves so many problems that EV's have.
可更换的电池解决了电动汽车的许多问题。
But makes it more expensive for either the carmaker or the consumer as someone has to pay for the extra batteries that are lying around in expensive swap stations. All of this to shave 5 minutes off the charging time if you don’t want to charge at home.
但这会让汽车制造商或消费者承担更多费用,因为有人必须为那些存放在昂贵换电站的额外电池付费。所有这些都是为了在您不想在家充电的情况下,节省5分钟的充电时间。
这和加油站地上的汽油罐有什么不同?当你的电池用到8年后需要进行安全检测时,你就会觉得电池更换服务非常便捷了。
@marccourtney5565 huh? a petrol tank in your car doesn’t cost 30% of the car. The tank under a petrol station holds energy that is much cheaper by energy density costs. Each car serviced requires an expensive spare battery to be sitting, charged and ready for a customer. Multiply that by hundreds of cars a day. MUCH cheaper than a tank that holds the raw energy for hundreds of vehicles. A battery swap station may cost $280k but the number of batteries required to have on hand will be massive. And those batteries will depreciate over time. Who will pay for those? Eventually the company will go bankrupt or increase the charging costs. In the short term the customer might win but in the long term, there’s no such thing as a free lunch (or battery) so you’ll end up trapped in an expensive proprietary ecosystem.
呃?汽车中的油箱并不占汽车成本的30%。加油站下的油箱所持有的能源按能量密度成本要便宜得多。每辆接受服务的汽车都需要一个昂贵的备用电池坐着、充电并为客户准备就绪。将这个数字乘以每天数百辆汽车。比持有数百辆车的原始能源的油箱便宜得多。一个换电站可能要花费28万美元,但需要随时准备的电池数量将是巨大的。而这些电池会随着时间的推移而折旧。谁来支付这些费用?最终公司会破产或提高充电成本。短期内客户可能会赢,但从长远来看,天下没有免费的午餐(或电池),所以你最终会陷入昂贵的专有生态系统。
SIMPLE NIO IS WRONG
BATTERY SWAP IS A REALY STUPID IDEA..
1 THE MOST EXPENSIVE PART IN A EV IS THE BATTERY WITH BATTERY SWAP THERE HAS TO BE MORE THAN 1 BATTERY PER CAR ANS IN THE END THE CONSUMER HAS TO PAY FOR THIS
简单说,蔚来是错误的
换电是一个非常愚蠢的想法。
电动汽车中最昂贵的部分是电池,有了换电,每辆车必须有不止一个电池,最终消费者必须为此买单。
Battery swapping is the only way by NIO.
换电是蔚来的唯一方式。
Nio already has a 150kwh semi solid state battery weighing the same amount as their 85kwh battery. It's already being rolled out in China. Even if you bought a car four years ago, you will now be able to use this battery.
蔚来已经有了一个150kwh的半固态电池,重量与他们的85kwh电池相同。它已经在中国推出。即使你四年前买了一辆车,你现在也能够使用这块电池。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
You know how advance and in how short period of time those Chinese automobile manufacturers manage to get to this position if you know the fact that, even Chinese consumers were not willing to buy most of those China-made cars six or seven years ago and now they sell like hotcakes domestically and outside the border.
你如果知道六、七年前中国消费者还不愿意购买大多数国产汽车,而现在这些汽车在国内外都像热蛋糕一样畅销,你就会明白中国的汽车制造商是如何在短时间内取得如此巨大的进步的。
This idea of swapping the battery is a very good idea and will be the future of the EVs. These batteries can be sold at every shop and swapped with an “empty” batteries at a small costs. An EV can be sold at a very low price without the batteries which are the cost drivers. NIO Will be one of the biggest EV manufacturer in the world when it cooperates with another like CATL to create the “infrastructure” of the battery swapping network. This investment is smaller than creating a dedicated network of recharging stations around the world.
换电的想法非常好,将成为电动车的未来。这些电池可以在每家商店销售并以小成本与“空”电池互换。电动车可以不包含电池以非常低的价格出售,电池是成本驱动因素。当蔚来与宁德时代等公司合作创建换电网络的“基础设施”时,它将成为世界上最大的电动车制造商之一。这种投资比在世界各地建立专用的充电站网络要小。
Swapping the battery is the future of long distance trucking and inland container transport. It's definitely not the future of passenger EVs. If batteries are so cheap, they will be integrated into the chassis, as all non-NIO OEMs are doing today. Nobody else is doing what NIO did, or even partnering with NIO to leverage NIO's investment. NIO is stuck investing profit into low margin swap station infrastructure.
换电是长途货运和内河集装箱运输的未来。它绝对不是乘用车电动车的未来。如果电池这么便宜,它们将被整合到底盘上,就像今天所有非蔚来OEM所做的那样。没有人在做蔚来所做的事情,甚至没有与蔚来合作以利用蔚来的投资。蔚来陷入了将利润投资到低利润的换电站基础设施的困境。
@ZweiZwolf you may think it is not the future, but I think it is because the battery is the cost driver and recharging a battery takes time. Swapping batteries can be done in a minute and when you are driving all day swapping the battery at a “swapping station” is a big advantage. The fact that nobody else is doing it is an opportunity just like the old days of gasoline, the pioneers were people with visions.
你可能认为它不是未来,但我认为它是,因为电池是成本驱动因素,而且充电需要时间。换电可以在一分钟内完成,当你整天开车时,在“换电站”换电池是一个很大的优势。没有人在做这一事实是一个机会,就像汽油的旧日子一样,先驱者是有远见的人。
@ZweiZwolf well dude, I would buy NIO with replaceable battery if it has established the network of swapping stations. The reason is simply low price for a car which depreciates rapidly and the flexibility and convenience of not having to look for a recharging station when I take a long drive through the mountains, just carry a spare battery.
好吧,伙计,如果蔚来建立了换电站网络,我会选择购买可以更换电池的蔚来汽车。原因很简单,汽车价格低廉,折旧迅速,而且当我长途驾车穿越山区时,不必寻找充电站,只需携带一块备用电池,既灵活又方便。
As long as the batteries come from China and not from any Western country or their vassals like JPN or SK.
只要电池来自中国,而不是任何西方国家或他们的附庸,如日本或韩国。
Everybody is thinking about the explosive now
现在每个人都在考虑爆炸的问题
I think Nio's bet will fail. Each of the battery sawp station ia a massive money drain. They wont be able to grow fast enough. Also battery tech is improving fast. Soon charging time will be 5 minutes or less while range will be in the 1000s of miles.
我认为蔚来的赌注会失败。每一个换电站都是巨大的资金消耗。他们无法快速增长。此外,电池技术正在迅速改进。很快充电时间将缩短至5分钟或更短,而续航里程将达到数千英里。
@ChinaSongsCollection exactly. NIO is betting heavily on battery swap system as oppose to charging one. This will fail because:
1. Battery swap station is expensive to build and slow. See Tesla. They opt for superchargers so they can build fast, cheap and wide spread around the globe.
2. Battery tech is fast improving. Soon charging is not gonna be an issue. People will charge in 5 minutes to 80% and be able to travel 1000s of miles (instead of 100s) making battery swap obsolete.
正是这样。蔚来在电池换电系统上下了重注,而不是充电系统。这将会失败,因为:
1. 换电站建设成本高昂且速度慢。看看特斯拉。他们选择超级充电站,这样他们可以快速、便宜地在全球范围内广泛建设。
2. 电池技术正在迅速改进。很快充电将不再是问题。人们将在5分钟内充至80%,并能够行驶数千英里(而不是数百英里),使换电过时。
@rova3308 No, I was replying to you because your notion of charging 1000 miles in 5 minutes defies the current ability to transfer power safely. The fastest EVs currently charge around 250 kW, gaining not quite 200 miles in 15 minutes, but you want to charge 10x that in 1/3 the time, so 30x higher at 7.5 MW. 7.5 MW is way past industrial power draw and approaching utility levels, where an error and mistake instantly frys a person. There's no way to make something like that safe for an ordinary person to handle.
不,我在回复你,因为你关于5分钟内充电1000英里的想法违背了目前安全传输电力的能力。目前最快的电动车大约充电250千瓦,15分钟内增加近200英里,但你想在1/3的时间内充电10倍,也就是30倍,达到7.5兆瓦。7.5兆瓦远远超过了工业电力消耗,接近公用事业水平,任何错误和失误都会瞬间电击一个人。没有办法让这样的事情对普通人来说是安全的。
@ZweiZwolf well you forgot that I said "battery is fast improving and SOON people will charge in 5 minutes" pay attention to the word SOON. It means later in the near future. NOT NOW, not yet. If you say thats impossible, remember that people said that too when Elon said rockets can be made re-usable.
好吧,你忘了我说的“电池正在迅速改进,很快人们将在5分钟内充电”,注意“很快”这个词。这意味着在不久的将来。不是现在,还没有。如果你说那是不可能的,记得当埃隆说火箭可以重复使用时,人们也这么说过。
@rova3308 You need to work on your reading comprehension, because "soon" doesn't change the laws of physics or the lethality of high voltage and high current. 7.5 MW is over 300 times what a Master Electrician sees in a typical 25 kW residential setting with a 240V 100A panel. 7.5 MW draw is so far beyond what could be reasonably considered "safe" for an ordinary consumer that it will be regulated or litigated out of existence.
你需要提高阅读理解能力,因为“很快”不会改变物理定律或高电压和高电流的致命性。7.5兆瓦是一个典型25千瓦住宅设置的电工看到的300多倍,电压为240V,电流为100A。7.5兆瓦的电力消耗远远超出了普通消费者可以合理认为是“安全”的范围,它将被法规或诉讼淘汰。
@ZweiZwolf This is EXACTLY identical as to what people back then said to Elon when he said he could make rockets fly backward and then land itself safely on the ground. People said it was impossible, it was against everything they knew, they came up with all sorts of logic to explain to Elon that it was impossible. Thats YOU buddy. You're a naysayer.
这与当时人们对埃隆所说的话完全相同,当时他说他可以让火箭向后飞行,然后安全地降落在地面上。人们说这是不可能的,这与他们所知道的一切相悖,他们想出各种各样的逻辑向埃隆解释这是不可能的。那就是你,伙计。你是个怀疑论者。
That's Chinese entrepreneurship on display. Imagine a few hundred million of them all competing to be the first mover in everything in every field whether it be space, tech, manufacturing, services, finance etc. There's no way the rest of the world can compete with the rise of the Dragons as such skills and talents were developed and evolved over more than 5,000 years of civilization.
这是中国的企业家精神。想象一下,数亿人都在各个领域竞争成为先行者,无论是太空、技术、制造、服务、金融等。世界其他国家无法与中国龙的崛起相抗衡,因为这样的技能和才能是在5000多年的文明中发展和演变而来的。
I drove from Shenzhen to xinjiang in my AITO M5 and only came across 2 Nio swap stations on the Highways.. NIO will sink too much money into these charging stations.. Other EV brands don't have that overhead.
我开着我的爱图M5从深圳到新疆,只在高速公路上遇到了2个蔚来换电站。蔚来会将太多资金投入到这些充电站中。其他电动车品牌没有这个开销。
Maybe the nio app will have geo locations of more swap stations.
也许蔚来的应用将提供更多换电站的地理位置信息。
Unless batteries are standardized and become successor of gas stations (all car makers essentially doing swap), Nio risks going bankrupt. Imagine gas stations being exclusive to certain car brand. And this isn't crazy idea, most car batteries sold on the Chinese market are either made by CATL, BYD or Geely's in house (i'm aware there are smaller players but these 3 are over 70% of the market) they could implement some standards for battery swaps and start a joint project.
除非电池标准化并成为加油站的继承者(所有汽车制造商基本上都在做换电),否则蔚来就有破产的风险。想象一下,加油站只对特定汽车品牌开放。这并不是一个疯狂的想法,中国市场上销售的大多数汽车电池要么是由CATL、BYD或吉利自家制造的(我知道还有一些小公司,但这三家占据了超过70%的市场),他们可以实施一些电池交换的标准并启动一个联合项目。
I expect the Chinese government to subsidize these charging stations and implement a standardized battery for all EVs so the charging stations work for all vehicles. These charging stations are where the future of EVs is.
我预计中国政府将对这些充电站进行补贴,并为所有电动车实施标准化电池,以便充电站适用于所有车辆。这些充电站是电动车的未来所在。
Well, Changan, Geely, Chery JAC Lotus have joined the Nio standard and according to a Nio insider, Changan will be the first to come out with a swappable car which is in a couple of months time. They will all build the swap network n pay royalties to Nio who will manage the network.Nio also sells electricity back to the government when the load is high thus earning through multiple revenue streams.
好吧,长安、吉利、奇瑞捷豹路虎已经加入了蔚来标准,据一位蔚来内部人士透露,长安将首先推出一款可换电的汽车,这将在几个月后推出。他们将建立换电网络,并向蔚来支付版税,由蔚来进行网络管理。当负载很高时,蔚来还将电力卖回政府,从而通过多个收入来源获得收益。
NIO and BYD can merge and really take over the EV market.
蔚来和比亚迪可以合并,真正接管电动车市场。
Thanks I was waiting for such news for a long time now, as I first heard about battery swap from CATL maybe 2 years ago. So, NIO is a very interesting car maker.
谢谢,我很久以前就一直在等待这样的消息,因为我大约在两年前就从CATL那里听说了换电。所以,蔚来是一个非常有趣的汽车制造商。
I predicted long ago that battery swap was by far the smarter choice given that a large infrastructure and some format standardization are widely adopted among the main cars manufacturers. That's probably why Nio teamed up with BYD rather than CATL itself. Such a strategy offers definite advantage for their grid as the charging can be handled by the swapping stations during optimal hours and at peak efficiency. Unfortunately the USA has no clear vision of what the EV switch can do for its economy and is slowly reverting to fossil fuel as a better alternative. In conclusion, only a government like China with proactive ideology for efficiency is able to turn such concept into economic reality. We just missed the boat on a cruise we originally advertised as our next revolution. Too bad, but "c'est la vie!"
我很久以前就预测,鉴于大型基础设施和一些格式标准化在主要汽车制造商中得到广泛采用,换电无疑是更明智的选择。这可能就是为什么蔚来选择与比亚迪合作,而不是CATL本身。这样的策略为他们的电网提供了明确的优势,因为充电可以在最佳时段由换电站处理,并且效率最高。不幸的是,美国对于电动车转型对其经济可能带来的好处没有清晰的认识,并且正在慢慢回归化石燃料作为更好的选择。总之,只有像中国这样具有积极效率理念的政府,才能将这样的概念变为经济现实。我们只是错过了我们原本宣传的下一次革命的船。太糟糕了,但这就是生活!
And all those batteries at the charging station will also function as grid energy storage. Solar's excess production can be stored.
所有这些在充电站的电池也将作为电网能量储存。太阳能的过剩产能可以被储存。
In the future, couldn't charging a battery take only couple of minutes. If that's possible, then nio is done for.
将来,给电池充电难道只需要几分钟吗?如果可能的话,那么蔚来就完了。
@yassineakermi5525 charging is not only limited to tech its limited by how many high voltage power line you could put up....for everyone to have access to 2 minutes charging you would need high voltage powerline every where...that is not going to happen ever....
充电不仅局限于技术,还受限于你能架设多少高压输电线……要让每个人都能在2分钟内充电,你需要到处都有高压输电线……这永远不会发生。
@yassineakermi5525 Today, fast charging an e-taxi in China takes less than an hour during a typical lunch break. Taxi drivers find public charging to be cheap, fast, and convenient because there is a LOT of it and it's in good repair. This is why BYD and AION e-taxis are doing very well with fixed batteries. The fact that none of the other dozens to hundreds of Chinese EV OEMs have partnered with Nio means they're done for. Nio won't have the scale and revenue growth to keep up with the larger EV market.
@yassineakermi5525 今天,在中国,快速充电一辆电动出租车(e-taxi)在典型的午餐休息时间内不到一个小时就能完成。出租车司机发现公共充电既便宜又快速方便,因为有很多充电站,而且维护良好。这就是为什么比亚迪(BYD)和埃安(AION)电动出租车使用固定电池做得很好。事实上,其他几十到几百家中国电动汽车制造商(EV OEMs)都没有与蔚来(Nio)合作,意味着他们已经完了。蔚来不会有规模和收入增长来跟上更大的电动汽车市场。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
@martynjames5963 Exactly so. Nio is Betamax, and fixed battery is VHS. You know how this turns out.
确实如此。蔚来是Betamax,固定电池是VHS。你知道这结果会怎样。
@martynjames5963 While theoretically anything is possible, it's so unlikely when Nio is having to go it alone with a business model that requires them to sink so much profit into low margin infrastructure when their competitors can spend it all on new product.
虽然理论上一切皆有可能,但当蔚来不得不独自面对这种商业模式时,情况就显得不太可能了,这种模式要求他们将大量利润投入到低利润的基础设施中,而他们的竞争对手却可以将这些资金全部用于新产品。
If you believe EV is the future, NIO will be the standard to have for EV sustainability and efficiency. NIO will be a household name!
如果你相信电动汽车是未来,那么蔚来将是电动汽车可持续性和效率的标准。蔚来将成为家喻户晓的名字!
The correct natural solution is to mandate all cars be plug-ins with some minimum range that increases every year up to the typical round trip commute distance. For example, you might start with 10 miles and increase by 5 miles every few years until you get to 50 miles. The EV motor can be integrated into the transmission or differential, and the battery is about the size of spare tire, so it's not hard to incorporate. This creates instant scale and demand for charging, which drives the EV feedback loop.
正确的自然解决方案是强制所有汽车成为插电式,有一定的最低续航里程,并且每年增加,直到达到典型的往返通勤距离。例如,你可以从10英里开始,每隔几年增加5英里,直到达到50英里。电动汽车的电机可以集成到变速箱或差速器中,电池大约是备胎的大小,所以很容易整合。这创造了即时的规模和充电需求,从而推动了电动汽车的反馈循环。
Battery swapping is the best solution.
The fuel station will fully support it. Their business model protected. And they got the best real estate for those swapping station.
The renewable power producer will also support it.
The power grid will also support it.
The car buyer's pocket will also support it.
电池更换是最佳解决方案。
加油站将全力支持这一模式,他们的商业模式得到了保障,而且他们拥有设置换电站的最佳地理位置。
可再生能源生产商也将给予支持。
电力网同样会支持这一做法。
最终,汽车购买者也将从中受益。
It seems too good to be true. I have 3 questions:
1- It only takes 3 minutes to replace the pack, really?
2- At 400 swaps for 30 yuan the total income of a swap station will be 12,000 yuan per day. Is that enough to cover the overhead, labor, cost of batteries and the cost of the station itself, plus any other costs?
3- If the packs are only good for 20 switches and a taxi driver needs to change the battery everyday, won't that make the battery pack useless in about 20 days? How will the cost of the pack ever be recovered?
One extra thought, if the swap station costs 2,000,000 yuan, to recoup that cost over 30 years, without interest, it would cost 5,555 yuan per month just to recoup that investment.
这看起来好得令人难以置信。我有3个问题:
1- 真的只需要3分钟就可以更换电池包吗?
2- 如果一个更换站每天有400次更换,每次30元,总收入将是每天12000元。这足以支付开销、劳动力、电池成本和更换站本身的成本,以及其他任何费用吗?
3- 如果电池包只能更换20次,而出租车司机需要每天更换电池,那岂不是在大约20天后电池包就报废了?电池包的成本如何收回?
额外的想法,如果更换站的成本是200万元,在30年内,不考虑利息,每月需要5555元才能收回那笔投资。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
NIO always arbitrages the excess energy acquired from wind and solar during high peak demand hours. This is another revenue generator
蔚来总是在高峰需求时段利用从风能和太阳能获得的多余能源。这是另一个收入来源。
FYI Early 1st generation Tesla model S vehicles have battery swap capability, however, the design & infrastructure were phased out because the statistics showed that it was heavily underutilized, and the charger/supercharger network had more flexibility, seeing that any location with electricity, had the potential for at least a Level 2 charger, and people on long range drives didn't mind using the supercharge stop time to stretch their legs and use rest stop facilities.
供参考,早期的第一代特斯拉Model S车辆具有电池更换功能,然而,由于统计数据显示其使用率极低,设计和基础设施被逐步淘汰,而且充电器/超级充电网络更加灵活,因为任何有电的地方,都有可能至少有一个二级充电器,而且长途驾驶的人不介意利用超级充电站的停留时间来伸展双腿和使用休息站设施。
Finally a company with the guts to pull the swapping batteries idea off. It's self evident that it's full of advantages and the only disadvantage is the huge investment needed. I hope they succeed.
终于有一家公司有勇气实施更换电池的想法。这明显是充满优势的,唯一的缺点是需要巨大的投资。我希望他们成功。
Replacing a Tesla battery will cost more than buying a new car. No brainer.
更换特斯拉电池的成本将超过购买一辆新车。不用动脑筋。
Maybe BYD will strike a mutually advantageous deal with Nio to start producing some of its own BYD cars without a battery too. After all, along with CATL, they're already making the batteries.
也许比亚迪会与蔚来达成一个互利的协议,开始生产一些不带电池的比亚迪汽车。毕竟,他们已经和宁德时代一起在制造电池了。
这将在中国产生巨大影响。需要更多的投资来将BaaS模式扩展到其他国家。
By that Time Nio will be earning royalties from Chery Changan jac Geely who are all onboard the Nio swap network
到那时,蔚来将从奇瑞、长安、江淮和吉利那里赚取版税,他们都加入了蔚来的换电网络。
With China's innovation speed. A lot of things can happen in 5 years. Hang on.
以中国的创新速度,5年内可以发生很多事情。等着瞧。
Battery swapping! Now, that’s really thinking outside the box! If it works, NIO will look like a genius; if it doesn’t, NIO will implode.
电池更换!现在,那真是跳出框框思考!如果成功,蔚来会看起来像个天才;如果不成功,蔚来会崩溃。
The charging problem isn't as acute as you might think. It all depends on where you live.
The latest models can charge to 80% in about 15-20 minutes, so if you have your own charger and rarely make long hauls, it's a complete non-issue. The problem is if you are out in the sticks or don't have access to or have space for a charger.
充电问题并不像你想象的那么严重。这完全取决于你住在哪里。
最新型号可以在大约15-20分钟内充电到80%,所以如果你有自己的充电器,而且很少长途旅行,那就完全不是问题。问题是如果你住在偏远地区或者没有接触到或者没有空间安装充电器。
been reading about a new byd car with a 600 mi range lifetime battery and 9 min charge time. is that true?
我一直在阅读关于一辆新的比亚迪汽车,它有600英里的续航时间电池和9分钟的充电时间。这是真的吗?
If other brand car manufactures want to integrate with battery swap, they need to work with Nio for battery swap program and battery reservation program, that is Nio's moat. That will also help to last battery life. and the battery efficiency and economy.
如果其他品牌的汽车制造商想要整合电池更换,他们需要与蔚来合作进行电池更换计划和电池预约计划,这是蔚来的护城河。这也将有助于延长电池寿命。以及电池的效率和经济性。
Sounds like battery swapping is the future. But why do CATL and BYD need NIO? Seems like CATL and BYD can just copy the idea from NIO and do battery swapping themselves, when they have way more capital resources than NIO.
听起来电池更换是未来。但CATL和比亚迪为什么需要蔚来?看起来CATL和比亚迪可以直接从蔚来复制这个想法,自己进行电池更换,当他们拥有比蔚来更多的资本资源时。
@antediluvianatheist5262 I am not an expert, but you are completely misinformed. All 3 companies CATL, BYD and NIO are private multinationals. Sounds like you have never been to China.
我不是专家,但你完全被误导了。所有三家公司CATL、比亚迪和蔚来都是私营的跨国公司。听起来你从未去过中国。
Gen4 swap stations, swap is done under 3 minutes. :)
第四代换电站,换电在3分钟内完成。 :)
The rate of battery improvement is much higher than the rate at which people replace their cars, and that rate will only increase.
电池改进的速度远高于人们更换汽车的速度,而且这个速度只会增加。
Combining with NIO floor stock batteries in the swapping stations and those in NIO vehicles, can the swap station recharge batteries faster than the time it takes to swap each unit?
结合蔚来换电站的地面库存电池和蔚来汽车中的电池,换电站能给电池充电的速度比更换每个单元所需的时间更快吗?
Swapping beats charging hands down in terms of time spent.
在花费的时间上,更换电池远远超过充电。
Your wrong very wrong . NIO is not all or nothing on baas . Baas is a option to help the car be more affordable and it makes sense to not pay for the battery which is the most expensive part of the car but if you want to you still can own your battery .. when you review the benefits most understand why baas is better For the company to maintain.
你大错特错了。蔚来并不是非此即彼地采用baas。Baas是一个选项,可以帮助汽车更加实惠,而且不支付电池费用是有意义的,因为电池是汽车中最昂贵的部分,但如果你想的话,你仍然可以拥有自己的电池……当你回顾这些好处时,大多数人会明白为什么baas更好,对公司来说更易于维护。
Biggest competitor to this battery swapping idea probably is the recent quasi announcement that CATL is close to finishing development on a 15 year or maybe even a 30 year battery. If CATL has indeed developed such a battery, then the battery will last the lifetime of the vehicle addressing all issues related to battery like ferine and replacement.
AFAIK no further details have been released about this long life battery like its energy density, capacity and estimated range of any vehicle using this battery but the battery might be available as soon as next year.
这个电池更换理念的最大竞争对手可能是最近的准公告,即CATL即将完成一个15年甚至30年的电池的研发。如果CATL确实开发了这样的电池,那么电池将持续汽车的使用寿命,解决所有与电池有关的问题,如老化和更换。
据我所知,关于这种长寿命电池的进一步细节尚未公布,比如它的能源密度、容量和使用这种电池的任何汽车的预计续航里程,但这种电池可能最快明年就能上市。
Tesla just got knocked out in term of pricing.
The idea that you don't need to cough out so much money for the battery would help all new car owners.Rental for battery is like the cost of petrol/charging fee so it means the car cost is cheaper.
特斯拉在价格方面刚刚被击败。
你不需要为电池支付那么多钱的想法将帮助所有新车车主。电池租赁就像汽油费/充电费一样,所以这意味着汽车成本更便宜。
It would not surprise me to see other Chinese cars, as BYD itself making cars with batteries compatible with NIO, and even make NIO charging stations business split from car manufacturing, in order to allow entering other carmakers as shareholders or with franchised or chained swapping stations.
看到其他中国汽车,比如比亚迪自己制造与蔚来兼容电池的汽车,甚至让蔚来充电站业务从汽车制造中分离出来,以允许其他汽车制造商作为股东进入,或者拥有特许经营或连锁更换站,我一点也不会感到惊讶。
Make sense for China not the USA no infrastructure just like the cordless power drill very practical just swap batteries and continue working
对中国来说有意义,而不是美国没有基础设施,就像无线电钻非常实用一样,只需更换电池并继续工作
Israel tried a taxi fleet with quick swap out batteries about 22 years ago. Don't know the end result, but battery tech was very primitive.
大约22年前,以色列尝试了一个快速更换电池的出租车车队。不知道最终结果如何,但当时的电池技术非常原始。
Charging speed for EVs has improved drastically since 2020. It can take as little as 15 minutes for some models.
自2020年以来,电动汽车的充电速度有了大幅提升。一些型号只需要15分钟。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
per google search : How long does a NIO battery swap take?
3 minutes
Currently, NIO's 2,000 battery swapping stations have an energy storage capacity of 4GWh, some of which are already feeding power in a "virtual power plant" manner. Swapping is faster. Battery swapping takes 3 minutes. The whole process is comfortable and automatic with no need to disembark from the vehicle.
通过谷歌搜索:蔚来换电需要多长时间?
3分钟
目前,蔚来的2000个换电站拥有4GWh的能量储存能力,其中一些已经以“虚拟电厂”的方式供电。更换速度更快。换电需要3分钟。整个过程舒适且自动化,无需下车。
NIO has the only winning business model in the EV industry. Going to be huge!!!
蔚来拥有电动车行业唯一的获胜商业模式。将会非常巨大!
Not only NIO... CATL, the world's biggest EV battery producer, aims to have 10,000 battery swap stations by 2030 (Nio currently have 2500+ swap stations in China). So China bets big on battery swap stations.
That's great news both for clients and the industry! Every EV should offer an option of easy swap battery - this is crucial to resale value.
不仅仅是蔚来... 宁德时代,世界上最大的电动车电池生产商,目标是到2030年拥有10,000个换电站(蔚来目前在中国有2500+换电站)。所以中国对换电站下了很大的赌注。
这对客户和行业来说都是个好消息!每辆电动车都应该提供一个轻松换电池的选项 - 这对转售价值至关重要。
Can we stop call model Y, the most popular selling EV it is so unfair, because it has three big markets (and receiving subsidies in all three of them) and BYD only have one big market‼️
我们可以停止称Model Y为最畅销的电动车吗?这太不公平了,因为它有三个大市场(并在这三个市场都获得补贴),而比亚迪只有一个大市场‼️
Good video thanks. NIO started working on battery swapping back in 2014 not 2020. They now have nine other car manufacturers partnered to eventually build cars that accept NIO batteries. Having the option to swap and or charge is brilliant for many reasons, many of which you mentioned. One other big upside to swapping is the ease of battery recycling. Even if consumers purchase a car from any of the other car manufacturers NIO will make money from the massive swapping network. And don't forget NIO also has the biggest supercharging Network in China, yes even bigger than Tesla. NIO is the gas station of the future. Rechargeable/swappable/upgradeable.
视频很好,谢谢。蔚来在2014年就开始研究电池更换,而不是2020年。
他们现在有九家其他汽车制造商合作,最终将建造接受蔚来电池的汽车。拥有更换和/或充电的选项有很多原因,很多都是你提到的。更换的另一个大好处是电池回收的便利性。即使消费者从其他任何汽车制造商那里购买汽车,蔚来也将从庞大的换电网络中赚钱。别忘了,蔚来在中国还拥有最大的超级充电网络,是的,甚至比特斯拉还大。蔚来是未来的加油站。可充电/可更换/可升级。
Nio going to cover all over China with battery charge station and swap system.
蔚来将在中国各地覆盖电池充电站和换电系统。