比亚迪回答了关于电车补能的所有问题

autocarweekly03-06 16:56

文｜乔伊上周末接到比亚迪的发布会邀请时，我看了半天没明白要发布什么，因为他们只是给出了一个保密级别很高的概念。直到昨天晚上，比亚迪才回答了所有问题，纾解了关于补能的所有焦虑，用他们的闪充和二代刀片电池。坦白说，在昨天晚上之前，至少在我的概念里，解决这个问题的商业化路径是像蔚来跟宁德时代那样搞换电，而技术化的解决路径则是如很多厂家前几年就画的固态电池的饼，要么就是更遥远一些的关于氢燃料电池的远景规划...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306170219a4537a79&s=b><strong>autocarweekly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜乔伊上周末接到比亚迪的发布会邀请时，我看了半天没明白要发布什么，因为他们只是给出了一个保密级别很高的概念。直到昨天晚上，比亚迪才回答了所有问题，纾解了关于补能的所有焦虑，用他们的闪充和二代刀片电池。坦白说，在昨天晚上之前，至少在我的概念里，解决这个问题的商业化路径是像蔚来跟宁德时代那样搞换电，而技术化的解决路径则是如很多厂家前几年就画的固态电池的饼，要么就是更遥远一些的关于氢燃料电池的远景规划...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306170219a4537a79&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":"LU0417516902.SGD","symbol_name":"Allianz China Equity Cl AT Acc 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Replenishment","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"002594":1.96,"01211":1.96,"BYDDY":1.96,"HYDD.SI":0.6},"content_text":"文｜乔伊上周末接到比亚迪的发布会邀请时，我看了半天没明白要发布什么，因为他们只是给出了一个保密级别很高的概念。直到昨天晚上，比亚迪才回答了所有问题，纾解了关于补能的所有焦虑，用他们的闪充和二代刀片电池。坦白说，在昨天晚上之前，至少在我的概念里，解决这个问题的商业化路径是像蔚来跟宁德时代那样搞换电，而技术化的解决路径则是如很多厂家前几年就画的固态电池的饼，要么就是更遥远一些的关于氢燃料电池的远景规划。似乎没有人对现有技术抱持改进的期望，这给外界传递出一个明确的信号：现有电池技术已经走到了生涯末期，没有更大的技术改进空间和使用体验提升空间了。正是在这个背景下，比亚迪这场事先保密级别很高的发布会才显得十分珍贵，闪充和第二代刀片电池的技术特性，才真正能够冲击到所有的外部观察者。因为，我们原本认为不可能的事情，比亚迪都做到了。比亚迪做到了什么？简单来说，就是依靠第二代刀片电池及闪充技术，创造全球量产最快充电速度新纪录，从10%到70%，只用5分钟就能充好；从10%到97%，只用9分钟就能充饱；零下30度，从20%到97%，只比常温多3分钟。对于电动车的用户来说，这个数据几乎解决了所有问题，漫长等待时间的问题，跑长途的补能焦虑问题，以及以往我们所说的“电车不过山海关”的极寒环境下补能效率降低问题。而且，比亚迪所解答的问题还远不止于此。在过往我们的认知中，对于电池的知识告诉我们，大电流充电所带来的补能效率提高，伴随而来的必然是稳定性与安全性的下降。尤其是从80%到100%这段过程，过往所有的补能逻辑，都将会在这个收尾阶段放下速度，以保证电池稳定性。而比亚迪在这个阶段依然没有减速，电池真的足够稳定与安全吗？这个看起来很炫酷的技术，是否能够真正投入量产？比亚迪给出的，依然是一个肯定的答案。第二代刀片电池在能量密度方面相较于第一代提升了5%以上，而在电池高速充电的寿命方面，第二代刀片电池通过打造“锂离子高速通道”和“全温域智能热管理系统”，实现了更低的产热和更高效、均匀的散热。比亚迪的表述是：通过这些技术的帮助，可以让闪充对电池寿命几乎没有影响。而在安全性方面，第二代刀片电池在完成500次闪充循环后，叠加进行了两轮“边闪充边针刺”的试验，结果均显示无烟、无明火，安全系数远超国家标准。从补能效率、补能安全，以及电池寿命这三个与普通用户关联最密切的角度来看，比亚迪在技术层面，已经完成了全逻辑链的闭环。不过，我们知道的是，技术的商业化应用，要考虑的不只是单纯从使用体验角度出发的这几个问题。之后的问题在于，比亚迪如何让闪充和第二代刀片电池，在商业层面获得足够的市场支撑。闪充的商业逻辑闭环事实上，过往并不是没有人搞过这种高效能的充电补能技术。但在有技术与技术完善再到能够商业化应用之间，其实隔着十万八千里。比如，对补能行业稍有了解的人都会想要提出的第一个问题就是，要实现这样的充电效率，是否需要特制的高电压、高电流的充电桩？如果需要，那么承压的必然是建造的成本、电网的供电量。而按照比亚迪产品的销售体量和市场规模来看，即便发电量在全球名列前茅，中国电网发电量恐怕依然很难支撑这种补能需求。但比亚迪给出的答案是：并不。按照比亚迪官方的说法，搭载第二代刀片电池的闪充车拥有不挑桩的特性，在市面上现有的480万个公共充电桩上都能充，整体充电速度相比以往电动车的补能效率要快30%-50%。与此同时，比亚迪也全新开发了闪充桩，单枪充电功率做到了：1500kW，是全球量产单枪最大功率充电桩。也就是说，普通桩能快充，闪充桩就能“爆冲”。当然，到这里，我们刚才提出的问题并没有得到解决。如何在比亚迪可预见的爆卖之下，让电网的能量足以支撑必将快速庞大起来的比亚迪车主群体的补能需求？比亚迪用自己最擅长的电池优势来解决了这一问题。也就是说，在闪充桩的体系内，比亚迪将会在电桩之外安排电池体系。这也就完成了，闪充桩与电池箱共生，在空闲时段为电池补能，繁忙时段电池则助力闪充桩为车辆快速充电的闭环。这样做的好处是，首先可以将谷底电价的福利享受到，同时避免发生单纯的完全依赖电网来实现补能，从而拖垮电网的可能性；更重要的是，电网在完全没有用电需求的时候，其实依然需要发电并存在电力传输，将这部分无人使用的电力收集起来，则在最大程度上避免了能源浪费，从而进一步实现电动车环保的初心。而将这种融合技术领先、补能愿景与环保初心的闪充桩快速体系化搭建起来，是下一个阶段比亚迪需要去做的事。比亚迪将这个计划称为———闪充中国。闪充中国如何搭建既然在技术层面和市场应用层面，比亚迪都已将逻辑闭环搭建得很缜密了，接下来的闪充桩体系化搭建，必然同样会依照这个逻辑来实现。首先，从体量计划上来看，比亚迪预计到今年年底将建设落成20000座闪充站，让闪充真正遍布全中国。其中，比亚迪将与全国充电网络的运营商协同合作，以“闪充站中站”模式加速建设，预计到年底建成18000座。在覆盖范围上，实现一二线城市3公里内、三四线城市5公里内、五六线城市6公里内就有闪充站，确保用户在城区90%区域的5公里内，就能使用闪充服务。此外，比亚迪“闪充高速站”还将覆盖近三分之一的高速公路服务区，预计到今年年底落成2000座，实现平均每隔100多公里就有一座闪充站，进一步解决用户长途出行的充电焦虑。更重要的是，根据比亚迪的计划，在今年五一前，首批建成1000座“闪充高速站”。毫无疑问，比亚迪在技术具备、商业逻辑构建完成后，已经大刀阔斧地将补能效率技术迭代、补能体系搭建，作为下一个阶段助推产品销售的核心推动力。因此，我们会在宏观战略推进的背景下，看到多路的助攻措施同步推出。比如，发布会现场，王传福宣布：所有搭载第二代刀片电池的闪充车车主，均享有重磅“闪充权益”，自交车之日起，在全国闪充站可享受1年的免费闪充权益。又比如，比亚迪闪充桩采用了全球首创的“滑轨悬吊式T型桩”设计，让线拉着枪，手感非常轻巧，几乎是“零重力充电枪”；并且，枪线永远保持悬空，避免缠绕更干净；还可以让用户轻松左右滑动，充电更灵活。真正解除了传统公共充电桩枪重、线脏、移动不灵活的弊端。再比如，未来比亚迪还将开启闪充用户“圆梦建站”计划，只要有4位比亚迪车主同时提出，具备条件的就可以规划建站，并将闪充站面向全社会开放共享。不要小看这种琐碎的小福利细节，它们从用户使用福利，到日常使用体验，从用户就近补能，到潜在用户引流，全方位地从补能体验出发，试图助推销售的起飞。对于“闪充中国”而言，最核心的是构建起一个属于比亚迪的闪充体系与用户群体。在这一点上，比亚迪已经想得十分完善了。上半场结束随着闪充技术与第二代刀片电池的出现，可以说，电动车上半场的技术竞赛基本已经结束了。至少从使用体验和直观数据层面来看，很难有人能够超越这一技术指标了。当然这并不表示我们对于下半场的固态电池、氢燃料电池，乃至更多新技术的期待不存在了。只不过一个显而易见且可能即将发生的事情是，相较于还没有完成技术验证、没有商业化量产的技术所天生携带的不确定性，至少比亚迪闪充与第二代刀片电池的稳定性与现实应用体验，将为他们统治上半场的最后时间段提供坚实的基础。而带着这种压倒性的优势结束上半场的比赛，同样可以为他们的下半场赢得不小的起跑优势。对于这样的优势，至少从我的角度来看，就是比亚迪应得的。因为，面对技术瓶颈，他们没有绕路，没有回避，没有画饼，而是直面问题，给出了所有答案，且答得非常漂亮。","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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