电厂 | 比亚迪正在让闪充站“长出来”_老虎社区_美港股上老虎

电厂 | 比亚迪正在让闪充站“长出来”

电厂03-09 18:06

作者商迪安不少人感觉，比亚迪的闪充桩似乎是在一夜之间“长”出来的。最近几天，有网友在社交媒体上感慨：前一晚刚看完比亚迪技术发布会，第二天才发现，“小区500米内原来就有比亚迪闪充站”。此前，人们从带着大黑箱子的蓝绿色“T”型装置前路过，往往并未留意。“本以为闪充远在天边，没想到已近在眼前。”3月5日，比亚迪预热已久的技术发布会正式举行。会上，比亚迪发布第二代刀片电池及全新的闪充技术，解决诸多电动...

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商迪安不少人感觉，比亚迪的闪充桩似乎是在一夜之间“长”出来的。最近几天，有网友在社交媒体上感慨：前一晚刚看完比亚迪技术发布会，第二天才发现，“小区500米内原来就有比亚迪闪充站”。此前，人们从带着大黑箱子的蓝绿色“T”型装置前路过，往往并未留意。“本以为闪充远在天边，没想到已近在眼前。”3月5日，比亚迪预热已久的技术发布会正式举行。会上，比亚迪发布第二代刀片电池及全新的闪充技术，解决诸多电动化难题，并在电池安全标准远高于国标的前提下，刷新了全球量产充电速度纪录：电量从10%充至70%仅需5分钟，从10%充至97%仅需9分钟；在零下30℃的环境下，从20%充至97%也只比常温多3分钟。配合这一技术，比亚迪同步推出全新的闪充桩，单枪充电功率达到1500kW，成为目前全球量产单枪功率最大的充电桩。“比亚迪一举攻克了电动化上半场‘充电慢’和‘低温充电难’的世界性难题，电动化上半场至此完美收官。”比亚迪董事长王传福在发布会上表示。不过，技术突破只是第一步。闪充能否改变行业，关键仍在落地规模，而建站计划才是比亚迪真正的底气。发布会上，比亚迪宣布启动“闪充中国”战略，计划在全国大规模建设闪充站，预计到今年年底建成2万座最高功率为1500kW的闪充站。这一规模在车企中颇为激进。作为对比，理想目前约有3900座超充站；特斯拉超充站数量超过2400座；小鹏已建成超过2650座，并计划在2027年前达到5000座；极氪计划到2026年建设2000座极充站和1万根极充桩。在行业中，这已是一场基础设施层面的竞争。自2025年以来，车企围绕续航与补能效率的竞争持续升温。半固态电池、固态电池频繁成为焦点，充电桩功率也不断刷新上限。进入2026年，技术竞赛逐渐逼近关键节点。比亚迪虽然在电池技术上长期领先，但过去由于缺乏匹配的补能网络，技术优势并未完全释放。这也解释了为何此前让利于第三方充电网络的比亚迪，会在这一时间点加速自建闪充站。实现2万座建站目标的关键，是比亚迪提出的“闪充站中站”策略。所谓“站中站”，即比亚迪与公共充电运营商合作，将自研闪充桩及储能系统直接部署到现有充电场地中，而不是从零建设独立站点。按照规划，2万座中约有1.8万座通过这一模式落地。这对比亚迪有诸多好处。首先，大大降低其建站成本，避免了土地成本、电网扩容费用等重资产投入，是比亚迪实现“闪充中国”的基础；另一方面，“站中站”极大缩短了建设工期，比亚迪称一周即可部署完一座闪充站，“像安装空调一样简单”，在快节奏的竞争中具备极强优势；此外，优质充电站点资源本就稀缺，对选择自建网络的车企而言，核心位置往往竞争激烈，而通过“站中站”合作，比亚迪能够迅速进入现有网络的优质场地。能够推动这一模式落地，也在于比亚迪为运营商提供了清晰且难复制的利益空间。首先，比亚迪闪充站自带领先行业的储能系统，既能蓄电保护电网，又能放大功率将普通快充桩变为闪充桩，即使用最高功率充电也不会让电网难以负荷，故而运营商无需扩大电网容量，也不用增加额外的铜丝或变压器，几乎无需投入新成本就能获得闪充带来的收入。更重要的是，闪充显著提升了充电站的周转效率。王传福提到，他过去几个月走访十几座城市调研发现，一把公共充电枪平均每天只能服务约5台车，公共充电桩功率利用率只有5.6%。而一把比亚迪闪充枪每天可服务50台车，功率利用率提升超过10倍。在充电行业利润持续下滑、部分企业仍处亏损的背景下，对依赖服务费盈利的运营商而言，更高的周转率意味着更多的收入。与此同时，比亚迪庞大的车主规模也增加了合作吸引力。更何况，许多车企自营充电网络的充电协议与外来车型不兼容，而比亚迪的闪充站却对全社会开放共享，更是进一步扩大了客流。用户也成为了比亚迪建站计划的一环。发布会上，比亚迪提出将开启闪充用户“圆梦建站”计划，只要有4位比亚迪车主同时提出需求，具备条件的就可以规划建站。为了让消费者安心，王传福多次强调“建站真的很方便，一周建成毫无压力”。目前大多数车企建站的用户参与还只停留在提供线索上，比亚迪的建站门槛远远低于同行，这也昭示了其大规模推广闪充的决心。最需要闪充技术的高速路场景比亚迪也没忽略。今年比亚迪计划建设2000座“闪充高速站”，覆盖近三分之一的高速公路服务区，并且在今年五一前将首批建成1000座。建站计划的最后一步是引客，充电价格是车主最关心的问题，也是比亚迪最精准的切入点。比亚迪宣布，所有搭载第二代刀片电池的闪充车车主，自交车之日起，在全国闪充站可享受1年的免费闪充权益。并且在闪充免费期结束后，价格也会同行业保持一致，不会额外收费。历史上先进的技术时常被落后的基建埋没。例如第一辆可工作的电动汽车在19世纪30年代就已出现，约190年后才迎来爆发性量产。曾经比亚迪的闪充技术也被当作过“纸上谈兵”，而随着一环环的建站策略逐步落地，续航竞赛被终结的日子也已不遥远。","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}