比亚迪的闪充，不是冲着蔚来换电去的 | 明镜pro

明镜pro03-06

比亚迪的闪充计划发布之后，最受伤的居然是蔚来。在3月5日发布完整的闪充体系之后，一个问题再次被很多人提及：比亚迪9分钟就充满电了，还要什么换电？这一观点迅速在业内传播。这种对比当然不是比亚迪所希望看到的，也不是比亚迪闪充计划发布的目标。实际上，从近年的充电技术发布来看，几乎每一次充电速度的提升，都会兴起一波对蔚来换电的质疑。但实际上蔚来完全是闪充等充电能力提升的受益者，而不是瓦解换电的护城河。这...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030700542497a8ba33&s=b><strong>明镜pro</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比亚迪的闪充计划发布之后，最受伤的居然是蔚来。在3月5日发布完整的闪充体系之后，一个问题再次被很多人提及：比亚迪9分钟就充满电了，还要什么换电？这一观点迅速在业内传播。这种对比当然不是比亚迪所希望看到的，也不是比亚迪闪充计划发布的目标。实际上，从近年的充电技术发布来看，几乎每一次充电速度的提升，都会兴起一波对蔚来换电的质疑。但实际上蔚来完全是闪充等充电能力提升的受益者，而不是瓦解换电的护城河。这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030700542497a8ba33&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999015952.SGD","symbol_name":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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pro","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"002594":1.95,"BYDDY":1.95,"NIO.SI":1.87,"HYDD.SI":0.6,"01211":1.95,"NIO":1.87,"09866":1.87},"content_text":"比亚迪的闪充计划发布之后，最受伤的居然是蔚来。在3月5日发布完整的闪充体系之后，一个问题再次被很多人提及：比亚迪9分钟就充满电了，还要什么换电？这一观点迅速在业内传播。这种对比当然不是比亚迪所希望看到的，也不是比亚迪闪充计划发布的目标。实际上，从近年的充电技术发布来看，几乎每一次充电速度的提升，都会兴起一波对蔚来换电的质疑。但实际上蔚来完全是闪充等充电能力提升的受益者，而不是瓦解换电的护城河。这怎么理解呢？先看比亚迪的闪充能力。比亚迪的闪充体系涵盖了第二代刀片电池、闪充桩、闪充车型、闪充桩等完整的体系。能力上，通过这一套完整的补能体系的组合，比亚迪可以实现5分钟完成10%-70%的电动车补能，而即便是在处理后半段补能也只用掉同样的时间。从10%-97%，整体只用时9分钟。而一般来说在快充的时候，电动车在充电量达到80%之后会大幅度降低充电速度，从80%-100%这一段的充电时间可能会比从10%-80%耗时更多。这也是目前充电车补能的痛点所在。同时，在极寒条件下，比亚迪的充电系统也可以实现快速的补能。比亚迪的实测数据显示，将车辆在极寒（-20℃）的情况下电池彻底冻透（24小时），而后开启闪充，可以实现最高12分钟充到97%。同样在-30℃以下也可以做到12分钟内充到97%。按照中国的地域来看，在冬季可以实现在最寒冷的海拉尔、漠河这样的地方使用电动车。而不用再担心充电难的情况。充电速度的提升，直接影响新能源汽车消费者的使用体验，进而影响购买决策。在比亚迪之前，最快的充电速度是宁德时代的神行电池，可以将充电速度从4C提升到12C，在抗低温方面在-10℃的低温环境下充电，15分钟即可从5%充电至80%。不过，比亚迪已经将速度提升到了极致。而再配合比亚迪的充电桩计划，未来将实现5KM之内有闪充充电桩。由此充电几乎可以实现了和加油一样的方便。比亚迪能够实现“闪充”的铺开，几乎将所有层面都已经详细考虑了。比如在快速充电下电池的安全性、电池的能量密度，甚至考虑了电网承载能力的设计。因此，闪充并不是通过电网来直接实现的，毕竟高达1500kW的充电桩一旦大面积使用，电网分分钟被干瘫痪。比亚迪的思路是通过储能站，将电量先储存起来，然后当车辆充电的时候使用储能站的电量，直接绕开了电网，实现一举多得。而后，再通过电网给储能电池补能。这种思路，实际上是另外一种“换电”。只不过，比亚迪的换电是直接和储能站交换电量，而蔚来的策略是直接换电池。而对于蔚来而言，比亚迪的闪充计划成立，也可以促进其车主使用体验的提升，使得电车用户群体扩大。而从使用体验来看，蔚来的产品是可充可换可升级的电池包，其实提供了更多的解决方案和模式。另一方面，此外，更好的充电技术还可以同样也会提升蔚来换电站的效率。蔚来目前的完整的换电时间控制在5分钟以内（包含驶入驶出），是唯一比加油更快的补能方式。而车电分离的方式，也降低了电动车的购买门槛，并且将电池贬值的风险转移到了运营方，这对车主来说是比较友好的一点。如果将闪充技术用到蔚来换电站，也不失为一个好方式。此外，换电虽然是蔚来独有的特色，但并不是车主选择蔚来的唯一原因。因为在蔚来的模式中，服务、产品、生态圈都是其特有的竞争能力。如此比较并不是要在闪充和换电中分出高下，二者都是绕开电网峰值压力、实现高效补能的思路，只是形态不同。在新能源补能方式还没有完成形成闭合生态前，多样化的努力都是新能源汽车前进的助力。同样，比亚迪的闪充计划，核心目标是将中国市场剩余一半的油车加速转化成电车。从数据来看，2025年，中国乘用车产销突破3000万辆，整体稳健增长。全年乘用车产销量分别完成3027万辆和3010.3万辆，同比分别增长10.2%和9.2%。2025年，燃油车销量约为1791万辆，占比52.1%，同比呈现小幅下滑，但占比依然超过一半。从2023年开始，比亚迪连续两年发起价格攻势，通过冠军版和荣耀版车型突破油车的价格防守。在2025年开始，比亚迪发起技术攻势，通过将智驾能力下放到7万元的海鸥等产品上，再次沉重打击油车。不过，由于考虑到在使用便利性和安全性上的不足，电车对油车的替换已经进入到了一个胶着的对峙阶段。而此次比亚迪通过闪充计划，核心就是打破市场中另一半用户对电车的犹豫。这与蔚来换电的目标是一样的：让电车补能和油车一样方便，甚至更方便。不过，目前比亚迪的闪充车型实际上都上调了价格约1万元，而作为补偿提供了一年的免费充电权益。这套技术在参数上已经实现代际领先，能否成为今年市场竞争的关键筹码，仍需市场检验。可以明确的是，快充与换电并非水火不容。在新能源补能生态尚未完全定型的阶段，多元技术路线的共存与进化，才是行业向前的核心动力。而比亚迪闪充，不是为了否定换电；蔚来换电，也不会被简单替代。它们本就是同路人。推荐阅读","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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