New model?New play?New opportunities?What will happen to Shared electricity exchange?
It is not too much to say that China is a "country on wheels".
China's population has exceeded 1.4 billion, with an average of 2.8 billion trips per day. The average daily cycling demand for bicycles exceeds 200 million, and the average daily cycling demand for two-wheeled electric vehicles is close to 1 billion!Electric bicycles charge 100 million times a day!
At present, the number of electric vehicles has exceeded 350 million. In this industry, which involves the livelihood of the people across the country, every policy change will create new opportunities of billions or even billions of dollars.
The new national standard for electric vehicles was officially implemented in April last year, ushering in the revolution of the whole industry.Many capital and Internet giants see an opportunity in this, and many believe that power-sharing will become an emerging force in the urban market, not least because the rapid rise of the lithium battery industry will inspire a market of more than 300 billion yuan.
How reliable is this Shared switchover?
At the first 2020 "New National standard" Lithium Battery Travel Ecological chain thousand People Wulin Conference and 2020 High Industry Lithium battery light Electric vehicle Industry Summit held last week, many industry heavyweights gave their views.
The current electric two-wheeled vehicle industry is facing three pain points:
- With the rapid rise of takeout and express services through the Internet and 4G, the O2O community has been expanding, and ev battery life and charging have become the biggest pain points.
- After the introduction of the new national standard, the weight control of electric bicycles has limited the battery capacity and mileage. The traditional battery mode has been difficult to meet the travel demands of consumers.
3: in the past two years, all over the country has been actively introduced and implemented the urban corridor community charging ban management standards, greatly limiting the charging and use environment of electric vehicles.
The third is particularly painful.Data shows that from 2013 to 2017, more than 10,000 fires caused by electric vehicles were reported nationwide, an increase of 33.3% over the previous five years.
Since 2013, 233 people have died in e-bike fires nationwide, including 34 fires involving more than one person and 142 fatalities.
And different from the lithium battery explosion and frequent spontaneous combustion rendered by media, most electric vehicle fires are caused by wrong charging habits and inappropriate charging conditions, and human factors greatly exceed product quality factors.
Therefore, changing people's e-bike usage and charging habits is not only the demand of consumption upgrade, but also the demand of users for safety considerations.
After the introduction of the new national standard, vehicle weight, speed, battery voltage rating and power are limited, which gives lithium battery a chance to rise rapidly.At the same time, the country has also issued specifications for lithium-ion batteries, which has further promoted the rise of Shared power exchange mode.
Not only electric bike industry insiders think so, a lot of capital has also aimed at this fat.
Meituan's Shared electric vehicle and didi's qingju e-bike are also based on the power conversion.As mentioned above, there is a shadow of Tencent, Nextev and other powerful capital behind it.
We can clearly see that the 300 billion yuan Shared electricity exchange outlet is not a "groundless story" at all, but a substantial piece of cake.
Some people say that the lithium battery quality is not good, and some people say that the sharing gameplay itself is false proposition.According to The Global Ev network, there is nothing wrong with the technology and the model. What's wrong is the people who produce fake and shoddy products, and the unscrupulous merchants who swindle deposits and franchise fees under the banner of sharing.
To return to the beginning question: Is this Shared switching viable?
Of course!As long as the industry achieves healthy development and the products become increasingly mature, the market before us is more than 300 billion yuan.
Be bold, let China's lithium electricity to the world, to create a trillion scale of shared electricity new mode!