换电，从来都不是闪充的反义词_老虎社区_美港股上老虎

换电，从来都不是闪充的反义词

AutoReport每日...03-09 19:08

撰文｜于雷编辑｜甘猛出品｜汽车产经3月4日，比亚迪第二代刀片电池和闪充技术发布后，换电又被舆论推上了风口浪尖。前者在常温环境下，9分钟就可从10%充至97%，零下30℃环境也只需再多充3分钟。很多人由此再次质疑换电的价值，认为其补能速度即将被追平，而重资产的问题还在被放大。对此，蔚来和比亚迪也都进行了回应。蔚来创始人、董事长、CEO李斌认为，两者不冲突，解决的是不同场景的问题。比亚迪品牌及公关处...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309191329a45b6a0e&s=b><strong>AutoReport每日...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>撰文｜于雷编辑｜甘猛出品｜汽车产经3月4日，比亚迪第二代刀片电池和闪充技术发布后，换电又被舆论推上了风口浪尖。前者在常温环境下，9分钟就可从10%充至97%，零下30℃环境也只需再多充3分钟。很多人由此再次质疑换电的价值，认为其补能速度即将被追平，而重资产的问题还在被放大。对此，蔚来和比亚迪也都进行了回应。蔚来创始人、董事长、CEO李斌认为，两者不冲突，解决的是不同场景的问题。比亚迪品牌及公关处...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309191329a45b6a0e&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":"LU0348767384.USD","symbol_name":"ALLIANZLITTLE DRAGONS \"A\" (USD) 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charging","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"002594":1.93,"NIO.SI":1.91,"09866":1.91,"BYDDY":1.93,"NIO":1.91,"01211":1.93},"content_text":"撰文｜于雷编辑｜甘猛出品｜汽车产经3月4日，比亚迪第二代刀片电池和闪充技术发布后，换电又被舆论推上了风口浪尖。前者在常温环境下，9分钟就可从10%充至97%，零下30℃环境也只需再多充3分钟。很多人由此再次质疑换电的价值，认为其补能速度即将被追平，而重资产的问题还在被放大。对此，蔚来和比亚迪也都进行了回应。蔚来创始人、董事长、CEO李斌认为，两者不冲突，解决的是不同场景的问题。比亚迪品牌及公关处总经理李云飞也表示，都是为了解决充电慢的问题，虽然方案不一样，但殊途同归。事实上，换电和闪充不仅战略目的相同，即通过接近加油的补能速度实现对燃油车的完全替代，就连技术路线上，也没有想象中的对立。从核心功能来看，换电站是“电池+换电+超充桩”的组合，闪充站是“电池+闪充桩”组合。这里隐藏着两个问题，一个是蔚来并没有反对超充，NT3.0平台一样支持5C充电，半固态电池还能达到6C。只是又额外支持了换电，对立的质疑先天就站不住脚。另一个是，不止是换电有额外储备电池的成本，闪充也需要电池，市面上大部分超充也是如此。蔚来换电站的重资产问题，超充站、闪充站实际也在面对，而且很难解决。这是因为电网的峰值供电能力是固定的，无法瞬间支撑大量超充桩同时满功率放电。一个5C超充桩就相当于几百个家庭同时用电，整个超充站同时工作的压力，常规电网都很难承担。而且，不只压力大，供电量还有不足。比亚迪集团董事长兼总裁王传福在前几天的发布会上算了笔账，如果把现有公共充电桩功率都提升至1000kW，将造成1000GW的供电缺口。这意味着，如果直接用电网供电，不但要加粗电缆、增容变压器、提升开关容量，甚至还要新建变电站和发电厂。这即使被政策支持，也会极大限制超充的普及和建设速度。所以，真正具备大规模复制条件的方案，只能是配套自建储能系统，通过与电网并行供电，达到目标功率。比亚迪每个闪充桩，基本都配有2个169kWh储能柜+1个最大输出2100kW的充电主机以比亚迪布局在停车场充电站的闪充桩为例，每建设一个桩，基本都会同步配备2个169kWh储能柜。这差不多是蔚来4块电池的容量，而且要随着桩的数量同步增加。而蔚来的换电站先天就是一个储能系统，在这里建设超充桩，无需再配备储能电池，仅额外增设桩和变压器即可。相比于从零建设的超充站、闪充站，增设超充的成本反而更低。利用换电站内电池做储能的蔚来超充站蔚来也确实在这么做，不仅4/5代新换电站直接配套超充桩，老站也在进行改造。这些和单独的超充站相比，成本提升没有想象的多，却多提供了一种换电的服务。某种意义上，换电站所投入的巨量资金，很大一部分都是在给超充站提前布置储能系统，而不是单纯为了换电。而且，蔚来自己也在建设独立的超充站。这些独立的站点一样需要储能电池，它们的成本也要更高。除了成本和补能效率，蔚来的换电，实际还是一种变相的质保与硬件OTA方式。每次换电都会通过诊断系统健康问题，衰减严重、可能存在风险的电池，直接被蔚来截留，用户得到的永远都是健康电池。健康电池又会被换电站统一管理、充电，这也有助于降低故障、延长寿命，形成一套闭环的保障体系，而且整个过程完全不打扰用户。换电还意味着车主不必局限于自己买车时所选的电池。比如，短途日常用75kWh电池，长途自驾时换成100kWh或者150kWh电池，以后再有新电池也可能通过换电直接用上，相当于实现了电池硬件的持续OTA。更重要的是，不管是比亚迪还是蔚来的充电桩，都在对外开放，高峰期车主也要一起排队。而换电只有车主可用，并有APP管理预约和排队，这也进一步凸显了蔚来服务的稀缺性与独特价值。","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":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}