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A deeper understanding of the transformation of the automobile industry

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Produced by: Electric Planet News

Authors: Crab Boss himself, Li Yujun

"Eliminate mixing! "When we put this PPT on Weibo, we actually expected that there would be great controversy.

This PPT was issued at its own press conference this afternoon. The following fine print is actually today’s theme: ultra-fast charging+high battery life+self-operation, which will change the industry structure.

Therefore, many people don’t understand why He Xiaopeng wants to mix DISS at the super-replenishment conference.

In fact, before formally introducing his own charging network, He Xiaopeng talked about his own logic, and in the subsequent small-scale group visit, he also responded to the key dispute about which is better: ultra-fast charging or power exchange.

Next, let’s take a look at Tucki’s super energy. Let’s talk about whether it makes sense to "eliminate mixing".

Let’s start.

First, Tucki’s ultra-fast charging

What is Tucki’s super energy?

To put it simply, by 2025, Tucki will build another 2,000 ultra-fast charging stations, with more than 10,000.Pile filling, the maximum charging power is 480 KW.

As for why you say "again"? At present, 1,000 self-operated charging stations have been built in Tucki, including 799 self-operated overcharge stations and 201 self-operated destination stations, covering all prefecture-level administrative regions and municipalities directly under the Central Government.

As a reference, as of August 13th, 2022, there are 966 overcharge stations and 839 destination charging stations in China.

1、S4

At today’s Tucki Super Charging Conference, Tucki’s S4 Super Fast Charge made its debut. He Xiaopeng introduced that S4 super-fast pile filling has three advantages: lighter, smarter and safer.

Lighter means that the cable weight of the charging gun is reduced by 36%, and the cable is significantly reduced.

S4, the smarter representative, supports plug-and-charge, touch-and-stop, and intelligent power distribution. According to the official, the startup speed will be controlled within 15 seconds.

Safer, it is the addition of liquid-cooled cooling charging technology, which can actively monitor the temperature rise in real time.

Tucki also laid out specific data and "hanged" a friend.

The maximum power of S4 single pile is 480kW, that of V3 is 250kW, and that of Turbo is 350 kW；;

The maximum current of S4 single pile is 670A, that of Tesla V3 is 631A, and that of Porsche Turbo is 500A；;

The peak charging power of S4 is 400kW, that of Tesla V3 is 250kW and that of Porsche Turbo is 270 kW；.

Under CLTC working condition, the battery life of S4 is 200km, that of Tesla V3 is 150km and that of Porsche Turbo is 120 km after charging for 5 minutes.

In the field measurement, the cruising range of G9 with S4 ultra-fast pile filling was increased from 55 km to 265km after 5 minutes of charging, which actually increased the cruising range by 210 km.

In the QA session after the conference, we asked how long the highest power of S4 can last. The official answer is that it can last for more than 6 minutes depending on the SOC status.

3. Ultra-fast charging layout

He Xiaopeng asserted today that the next era will be the era of ultra-fast charging.

But as he said, ultra-fast charging is a complete system, involving cars, piles and networks.

For example, power batteries, electric drives and high-voltage PTC should all support 800V high-voltage platforms.

From pile to network, it is a more important layout.

He Xiaopeng said that the goal in 2025 is to build another 2,000 ultra-fast charging stations and lay more than 10,000 piles, so as to realize "worry-free travel". At present, there are more than 1,000 stations, and some of them will be transformed into S4 ultra-fast charging stations.

From the perspective of splitting, Tucki will start the construction of S4 Super Express Station in the third quarter of this year, first of all, it will be laid out in the top ten cities with G9 orders, including Beishang Guangshen, Chengdu, Chongqing, Wuhan, Hangzhou and other cities, and it will also deploy stations at high-speed entrances and exits in several important areas of China.

In 2023 and 2024, Tucki will focus on the deployment of high-speed and destination charging stations, aiming to build energy stations with a radius of 3 kilometers in key areas.

Afterwards, we asked, how many S4 ultra-fast charging stations are planned in 10 cities this year? The answer is within 100 stops.

By the way, I need to add that at the end of 2022, Tucki will launch a brand-new charging map application. We feel that we are directly targeting the "power-on" App of Standard Weilai.

Second, eliminate mixing?

After talking about Tucki’s grand 480 KW super charging network plan, we return to the controversial sentence of "eliminating hybrid".

In fact, before talking about "eliminating mixing", He Xiaopeng made a lot of preparations.

For example, the "unexpected" surge of pure electricity,

He Xiaopeng said that around 2020, he had predicted that the proportion of pure electricity in China would reach 35% by 2025. But judging from this year’s situation, "all players in the industry have never seen such an amazing growth before." 」

22.7% new energy penetration rate!this isAccording to the data in the first half of this year, He Xiaopeng even predicted that in the second half of this year, it will reach 30% in a single month, and it will be above 25% in the whole second half!

This means that in the second half of this year, for every four cars sold in China market, one car will be a new energy vehicle!

It goes without saying that new energy vehicles must be the future!

However, pure electricity OR hybrid, who is the future?

This is the first part that He Xiaopeng focused on after he took the stage today, and he used four or five PPT.

The reason for this is partly from logic. New energy vehicles are not only pure trams, but also hybrids.

But it is speculated that more comes from competition.

For example, the competition between G9, the medium and large-scale flagship of pure electricity to be listed in Tucki, and L9, the newly released extended-range flagship.

If it is enlarged to hybrid, it will at least include the super hybrid products supported by Huawei, such as M7 and M5, and even Great Wall, and so on.

Therefore, I feel vaguely that He Xiaopeng’s exposition is actually explaining why ultra-fast charging is "the winner of the next generation of smart cars". Why should Tucki add 2000 S4 and S3 ultra-fast charging stations and ten thousand ultra-fast piles by 2025? And the uniqueness of Tucki facing the future, or moat.

Third, the key logic

So, what is the key logic that He Xiaopeng thinks the future must belong to pure electricity?

The key three.

First, ultra-fast charging will bring about an explosion in the sales of pure electric vehicles with more than 200,000 yuan.

He Xiaopeng believes that in the market below the price of 100,000 yuan, fuel vehicles are being rapidly replaced by pure electricity; In the market with the price of 100,000 to 20, at present, the performance of hybrid has been very prominent since last year. The key reason lies in economy. The price of this price is very sensitive, so the battery life will not be too high. The key is how to balance cost, battery life and convenience.

And "(pure electricity at this price) to solve this problem, it may take another two or three years, including the price of batteries, including the emergence of new technologies. 」

In the market above 200,000, the growth rate of pure electric vehicles is relatively the fastest, and there is a new change in SUVs above 300,000.

Because people who buy large and medium-sized SUVs want to open in cities and suburbs, "poetry and distance are needed", which determines that large and medium-sized SUVs with new energy should solve not only the problem of endurance, but also the problem of mileage anxiety caused by recharging, and then have different solutions such as changing electricity, mixing and fast charging.

However, the current fast charging actually does not meet everyone’s demand for pure electric energy, and then Tucki decided to build ultra-fast charging models and networks to provide better experience services.

Starting from G9, all new or modified models behind (Tucki) will be equipped with ultra-fast charging as standard … basically, S3S4 is the core. ",and this means that Tucki’s energy replenishment will be two to three times faster than the fast charging network outside.

"In the past, we were able to charge the car from 10% to 80% in about an hour, and (later) from 10% to 80% in 20 to 30 minutes. 」

He Xiaopeng further indicated that the next generation of more than 200,000 mid-to-high-end and high-end electric vehicles will meet several special baselines.

The first is to have a long battery life.To achieve 700 km CLTC, it is equivalent to a real endurance of 500-550 (WTP conversion);The second is to charge quickly."I believe that cars with more than 200,000 vehicles must have ultra-fast charging. 」Finally, we mustDo a good job in charging layoutThe layout of cars, batteries and piles should be "three-in-one", and ultra-fast charging will become an entry requirement.

Second, pure electricity meets the needs of users in most scenarios, and the next car that plugs in users is often pure electricity.

This is a very interesting judgment!

He Xiaopeng said that these judgments come from data analysis, for example, pure electricity has satisfied the vast majority of usage scenarios. He Xiaopeng said that most users in China drive less than 300km, and most of them charge once a week or 1.5 times a week.90% of the scenes are in cities and suburbs."There are more than 1000 km, but I think the proportion is less than 5%. 」

And "in the past, many people asked a question, I use electricity in the urban area, is it more suitable to use oil in the suburbs?" "He Xiaopeng said, this is the logic of mixing. Recently, they saw a very good data-"After many people who bought hybrids got used to charging … once they found that they could charge, his next car idea was to buy a pure electric car with higher battery life. 」

Thus, brought hisThe third logic:Pure electricity is more practical than mixing!

How to apply the law? The explanation given by He Xiaopeng is that the electricity cost is lower; Driving experience, especially at high speed, is more comfortable and quiet; Even the average weekly charging times will drop from 2-3 times a week to less than or equal to 1 time.

The last explanation seems quite contradictory. But … now, as long as you charge at the charging station, you will probably agree with He Xiaopeng.

He Xiaopeng said: When the battery life is higher, the charging efficiency is higher and the charging layout is better, the cost performance of pure electricity in the market of over 200,000 will be more prominent, and we are very confident that the ultra-fast charging, high battery life and self-operated charging stations will change the whole market structure. 」

I just don’t know if the ideal and asking car owners agree.

Five, fifteen questions

Question 1:Before that, the construction of the overcharging station in Tucki obviously slowed down. What are the reasons?

He Xiaopeng: The main reason is that in 2020, after thinking that ultra-fast charging is the future, we think that fast charging will basically be eliminated. The second reason, slowing down at high speed, is because it is found that many high-speed car owners expect a short waiting time for charging, which can only be met by ultra-fast charging. The third reason is that if you want to support all 800 V and silicon carbide in the car, you need to accumulate some technology.

Question 2: If we put all our energy into ultra-fast charging, it will have a great impact on the power grid, or have high requirements for the entire capacity and electricity facilities, and even build energy storage stations. Can it really be rolled out on a large scale in terms of cost?

He Xiaopeng: Ultra-fast charging can’t increase much (cost). My first is to judge the trend of technology, the second is whether it can be done, and the third is whether it is expensive or not, and whether the construction can continue. After judging all these points, I think the ultra-fast charging can be fully laid out in the second half of this year-it will be done well from the end of the third quarter of 2022, that is, next month.

Question 3: In what range is the unit price of S4?

He Xiaopeng: It is not convenient to disclose the price at present.

Question 4: Is there a specific site plan for S4 ultra-fast charging? How many piles are there in a site?

He Xiaopeng: Basically, there are four piles in one station; Medium-sized stations have eight piles. We will have some extra-large stations in the future, and some stations may have dozens of piles. It’s what we’ve always wanted to do, and it may be in a bigger city in the first line.

Question 5: Is it possible to lay out the layout in the high-speed service area?

He Xiaopeng: At present, we have seen a very gratifying change. The State Grid and China Southern Power Grid, including provincial highway administrations, are building high-speed fast charging piles, which may be 60kW, 90kW and 120kW. If the capacity is limited and the layout is capable, we will all cooperate with them. If not, it may use energy storage stations or layout at high speed. It is also convenient to lay piles at high speed. In fact, it is very convenient if it can be densely distributed at the high-speed port.

Question 6: What is the layout plan for 10 cities this year?

He Xiaopeng: There are not many piles this year, and the number of sites is probably within 100; Next year will focus on construction, the number will increase significantly.

Question 7: If there are 3,000 stations distributed all over the country in the future, how will Tucki maintain them?

He Xiaopeng: We have made some adjustments, putting the national after-sales team and the over-filled pile maintenance team together, and having a team of after-sales service system throughout the country. On this basis, through data management, if someone finds that the pile can’t be filled, they can tell us immediately, and we will remove the pile in the reservation system and then arrange maintenance.

Question 8: Some people say that the problem of infrastructure overcharge is left to the state, and it is a drop in the bucket for cars to do this. What do you think of this problem? Besides, what do you think of changing electricity?

He Xiaopeng: I don’t think this infrastructure should be considered if the vehicle is between 100,000 and 200,000 yuan. This is the scope that the more expensive and bigger the vehicle is, which is caused by different positioning. Secondly, I believe that the country’s infrastructure will be completed one day, which I believe very much, but at present, there are operational challenges, service problems and inconsistencies in various capabilities. Third, some people change power, some people mix, and some people take ultra-fast charging. There must be some solutions to the problem. I think there is no right or wrong, and they are all good solutions. However, we believe that such a scheme may be more suitable in the long term, from the perspective of globalization and energy security, and different schemes have different challenges in the short term.

Question 9: Will Xpeng Motors consider the mode of changing power stations in the future?

He Xiaopeng: We are now.Without considering changing electricity,The back is full of ultra-fast charging.

Question 10: Will the previous models consider iteration or upgrade? Will the previously deployed overcharge be adjusted?

He Xiaopeng: There are great differences between S4 ultra-fast charging and S2 fast charging systems, and they are basically new. The ultra-fast charging of S4 is compatible with the charging of S3 and S2, which is actually equivalent to improving the average charging efficiency of the original vehicle. However, from the perspective of the vehicle, it is difficult for the previous vehicle to upgrade from S2 to S4 because of the need for battery adjustment.G4 is supported by G9, S3 is supported by other configurations, and the actual requirements for batteries are different.

Question 11: Will S4 ultra-fast charging be open to third-party brands? Is it all backwards compatibility?

He Xiaopeng: We will be open in some places, but if our car owners have high demand, they will all enjoy it, because it is the most difficult to find electricity by themselves. As for compatibility, of course, all compatibility.

Question 12: What is the level of electricity charge and service price after S4 is super-fast charged?

He Xiaopeng: It’s the same at present.

Question 13: What is the battery decay life after using this high-power overcharge?

He Xiaopeng: Last year, we made a lot of efforts to customize batteries, and cooperated with battery companies to change the whole intelligence, the whole management, the power of the whole car, the module and the power module of the pile. This is the most concerned reason, so as to make everything unsafe and hands-free.

Question 14: Just now, we mentioned that there are about four piles in a station, all of which are 480kW power. If we want to run to full capacity, it means that there must be more than 160kW capacity. At present, the power grid is still difficult to support. How can Tucki solve this problem?

He Xiaopeng: At the same time, four cars are charging on this pile. I believe the probability will be lower. If you take one car for each pile, I can go at the highest speed. I may be different between two cars. Secondly, we just saw that 5 minutes is the fastest, followed by 10 minutes. After 20 minutes of charging, the speed will slow down. It is a charging curve. First, it will be charged quickly, and then gradually. When it reaches 90%, you will find it is very slow. It will charge slowly to ensure the safety of the battery. You will see that some cars may be at 70% of the time, and he doesn’t have to be so fast. He can give another car 10% or 30% of the charge, so there is no need to multiply the overall capacitance by 4.

Question 15: How much capacity does a single station generally need?

He Xiaopeng: That’s 480 kW.

(End)

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Recently, the Nongfu Spring Huangshan Base project officially started. It is reported that the total investment of the project is 1.25 billion yuan. After full operation, it is expected to generate about 150 million yuan in local taxes every year and provide more than 300 jobs. By the end of next year, Anhui consumers will be able to drink the Nongfu Spring from the depths of Huangshan Mountain.

It is understood that the Nongfu Spring Huangshan Project is a key investment attraction project in Huangshan City, Anhui Province. It not only meets the high-quality development goals of the natural drinking water industry in Huangshan City, but also relies on the base to carry out multi-field product discussions and cooperation to promote the upgrading of the ecological industry in Huangshan.

The new base of Nongfu Spring promotes the development and upgrading of Huangshan’s natural drinking water industry

In recent years, there has been an increasing demand for high-quality natural water in markets across the country. In particular, the expanding market demand in densely populated eastern and central China has prompted Nongfu Spring to continue to search for water sources and establish new production bases in the region. Huangshan has also entered the exploration scope of Nongfu Spring.

It is understood that in 2017, Huangshan City stated in the "Huangshan City Natural Drinking Water Industry Development Plan (2016-2025) " that it will vigorously develop the natural drinking water industry, and strive to achieve the goal of sales output value of 10 billion yuan in 2025. In 2020, the "Huangshan City Natural Drinking Water Industry High-Quality Development Implementation Plan" proposed that by 2022, the natural drinking water industry will become a new growth point for the city’s economic development. Huangshan City has become a well-known natural drinking water production base in China, influential in the eastern region, and well-known in Anhui.

Nongfu Spring Huangshan water source real map, the end of next year, Anhui people drink Nongfu Spring may be the mountain spring here.

In the process of promoting the implementation of the Nongfu Spring Huangshan Base project, the two levels of government in Huangshan City formed a special class for the project to closely track the service throughout the process and promote the preliminary work in parallel, so as to achieve the efficient implementation of the project. The project took 273 days from the contact to the signing, only 3 days from the enterprise registration to the project filing, and only more than 3 months from the land transfer to the completion of leveling. "The Nongfu Spring Huangshan project is the fastest project in our preliminary work in the past ten years, which can be described by the word’divine speed ‘!" The Nongfu Spring Huangshan project owner said that the good local business environment and the government’s service awareness are also one of the reasons why Nongfu Spring chose Huangshan.

Nongfu spring Huangshan water source environment.

Of course, under the policy, the high-quality water sources in Huangshan provide support for Nongfu Spring to establish a production base in Huangshan. According to the public data of the Anhui Provincial Department of Ecology and Environment, in 2022, the water quality of surface water and drinking water sources in Huangshan City reached 100% of the standards, and the quality and improvement rate of surface water in the first three quarters reached the first place in the province. The ecological compensation index of the Anjiang street section has been better than the assessment standard for 11 consecutive years. Xin’an River (Huangshan Section) was awarded the first batch of excellent cases of beautiful rivers and lakes in the country and is the only one in Anhui Province.

Nongfu spring Huangshan water source real map.

Nongfu Spring Huangshan water source is located in the foothills of Huangshan Mountain. In 2021, more than 20 water sources were explored in the Huangshan area and three water sources in the foothills were finally confirmed after a long water quality tracking test.

These three water sources are located in the inaccessible hinterland of mountains and forests, with clear water bodies and balanced mineral elements, meeting the rigorous water selection standards of Nongfu Spring.

Nongfu spring Huangshan water source real map.

More than ten water sources cover the whole country, and Nongfu Spring continues to occupy a dominant position in the market

Since the announcement of the comprehensive transformation of natural water production in 2000, finding high-quality water sources has become the biggest issue for Nongfu Spring. It is understood that the Huangshan water source of Nongfu Spring is the 13th water source of Nongfu Spring in the country, which is also the third largest water source in East China after Qiandao Lake and Wuyi Mountain.

Nongfu Spring Huangshan water source real map, the end of next year, Anhui people drink Nongfu Spring may be the mountain spring here.

In July this year, Nongfu Spring announced the completion of a new water source in Daming Mountain, Guangxi. In addition to Huangshan Mountain, Nongfu Spring has also looked for water sources in Sangzhi, Hunan and Qingcheng Mountain, Sichuan. As of now, Nongfu Spring has put into production 12 water sources across the country, and has 3 water sources under construction. The number of water sources far exceeds that of other brands in the packaged drinking water industry. There are dozens of water intake pipes built alone, with a total length of more than 300 kilometers.

"One meter forward, the water quality will be better." In order to obtain better water from a higher source, most of the Nongfu Spring pipelines are located in the deep mountains and are inaccessible. The construction process has also overcome many difficulties and obstacles: The 11.8-kilometer water intake line in Daming Mountain, Guangxi is close to the cliff wall, and the pipeline can only be transported up the mountain by pure manual means. Nearly 2,200 water pipes, it took more than 60 personnel just to move up the mountain, took a month, and it took another four months to lay all of them. The Huangshan water source is faced with rough and bumpy mountain roads and river channels full of boulders. The local government and Nongfu Spring need to skillfully design the pipelines and bypass trees and boulders without affecting the pristine environment. Therefore, there are more bends in the water pipeline, which needs to be cut into 1-2 meters and carried up the mountain by manpower, which greatly increases the difficulty and cost of construction. In addition, the three pipelines are more than 50 kilometers long and travel along the original road as much as possible, achieving harmony with the natural environment.

Nongfu Spring Huangshan water source along the way.

In the water sources of Qiandao Lake and Wanlv Lake, Nongfu Spring needs to extract water at a depth of 30-60 meters without touching the bottom, shore, and surface of the lake. Through various technological breakthroughs such as bridge construction and underwater suspension devices, Nongfu Spring has created many "unique" in the industry. Similar construction processes have been replicated in almost all water sources, and some factories even took six years to complete.

"High-quality water sources often require a long time to find and accumulate, which in itself constitutes a physical barrier, and more importantly, the management ability behind Nongfu Spring. Natural water sources have their own characteristics, and management requires finer granularity. It involves water extraction, water quality, storage and many other aspects. The accumulation of a series of management knowledge will form a soft barrier, which cannot be imitated in a short time." Some industry experts have analyzed. For more than 20 years, Nongfu Spring has defined the standard of natural water through time-consuming water search and water source construction, and has continued to occupy a dominant position in the market with stable quality.