Chapter 228 No way to start
Chapter 228 No way to start
The press conference is not over yet.
However, the sudden emergence of sponge batteries has caused a huge shock to domestic and international industries, and stocks in the global new energy sector have experienced various surges and declines.
Regarding the cooperation information released by Hailufeng Company, all parties are trying to find ways to join in.
Liu Haitao naturally knew that there would be a lot of troubles coming, but Hailufeng Company already had countermeasures.
"Everyone, our company will unify the specifications of domestic swappable power batteries with Beijing Energy Battery and Guodian Battery. At the same time, considering the charging and recycling issues, we have also provided another solution, which is to charge according to the proportion."
After hearing this plan, many people immediately reacted.
"The reason for launching this solution is that vehicle-mounted power batteries are not as fixed as ship batteries."
There are only three companies producing ship batteries, Hailufeng Company, Southern Power Storage, and Northern Power Storage. Although there are only three of them, they are actually one. The batteries of the three companies can be used interchangeably, and the battery swap stations are managed and recorded in a unified manner.
Every quarter, everyone sits down to check the accounts and divides the profits according to the ratio of 10% for Hailufeng, 45% for Southern Power Storage, and 45% for Northern Power Storage.
In this way, there will be no problem of paying battery rental.
However, in the field of automotive power batteries, there are too many companies wanting to enter the market, so the model must be changed.
"Our company's idea is that the batteries are for you to use, and you will be charged for each battery swap. Our company charges 0.1 yuan per kilowatt-hour. As for how you charge, that is up to your battery swap station."
This is also the agreement reached by Hailufeng Company, Beijing Energy Battery and Guodian Battery, which is to unify battery standards and charging standards.
A group of corporate executives who were eager to make a move also discussed it in a low voice with their own people.
If this charging standard is followed, then Hailufeng Company can charge 40 yuan for each battery replacement for one cubic meter of battery cells. The full life span is 600∽900 cycles. Taking the middle 750 cycles as the standard, Hailufeng Company can earn 3 yuan for each cubic meter of battery cells.
This is higher than leasing.
In addition, the power grid will not provide too cheap electricity to the battery swap stations in the future, and the price of one kilowatt-hour of electricity is estimated to be around 0.5 yuan.
After deducting the electricity loss during the charging and discharging process, plus other supporting costs and management costs, as well as the 0.1 yuan commission taken by the battery manufacturer, the cost per kilowatt-hour of electricity will be around 0.75 yuan.
Therefore, every time the battery is replaced, the selling price for each kilowatt-hour of rated discharge must reach at least 0.8 yuan to be barely profitable.
To make more money, the price must be raised to one yuan per kilowatt-hour.
Of course, there is another way, which is to build your own photovoltaic panels, windmills, microbial fuel cells, etc., generate your own electricity and sell it yourself.
If you do this, you can make money even if you pay 0.5 yuan per kilowatt-hour.
The prerequisite is to have capital to invest in new energy power generation equipment.
The photovoltaic panel manufacturers present were almost ecstatic.
Compared with selling electricity to the power grid, they think selling electricity to car owners is more profitable. After all, the current photovoltaic grid-connected electricity price is very low. It is a little higher in the southern coastal areas, reaching more than 30 cents per kilowatt-hour; the photovoltaic grid-connected price in the northwest has fallen to around 1.6 cents.
When there were subsidies before, the price of photovoltaic power could reach 60 or 70 cents per kilowatt-hour.
Now, if a small investor sets up a photovoltaic battery exchange station, with an investment cost of 600-800 yuan per kilowatt of installed capacity for photovoltaic panels, and sells them at 0.5 yuan per kilowatt-hour, as long as they can generate electricity stably for 1200-1600 hours, they can basically earn back the investment cost of the photovoltaic panels.
Including other investment costs, it will take about 3000 hours of stable power generation to recover all investment costs.
Although photovoltaic panel manufacturers know that highways and urban core areas will definitely be occupied by large companies, rural and township areas are definitely places they can enter.
Not only can we consider providing battery replacement services for electric vehicles, but we can also consider developing a household battery business.
For rural areas, the house area is relatively large, and a large battery can be placed in the open space.
These photovoltaic panel manufacturers have come up with various promotion models and are ready to enter rural areas to implement the model of directly selling photovoltaic electricity.
This is the business that various companies will spontaneously think of once batteries become cheaper.
Since battery manufacturers such as Hailufeng have already chosen this model, other companies have no choice but to use this method.
In order to prevent people from using batteries without paying, Hailufeng Company, Beijing Energy Battery and Guodian Battery need to determine the control system of the swappable batteries. Charging is only allowed when connecting to a specific system, so as to ensure charging.
Of course, Hailufeng Company also allows enterprises or individuals to directly buy out batteries, with one cubic meter of battery cells costing 3 yuan.
Customers who feel they do not need to replace batteries frequently and can tolerate a 5-hour full charge can naturally purchase the batteries directly.
After the press conference.
Liu Haitao also invited some management from related companies and discussed for more than a week before finalizing the standards for automotive power batteries.
There are three specifications in total, namely 3 kg, 50 kg and 100 kg.
There are also the battery's length, width and height dimensions, charging voltage and power standards, discharge voltage and power standards, etc.
These standards need to be determined one by one.
After finishing these things, it is already May.
Throughout April, domestic upstream and downstream companies in the battery, new energy, power grid, automobile and shipbuilding sectors were all very busy.
Even leading lithium battery companies like Hecheng Times are rapidly making plans to cope with the next wave.
The three oil companies are using their various gas stations in the country to increase battery swap and photovoltaic projects.
Various car companies have announced that they will launch battery-swap models within the next year. Some car companies have simply decided not to develop any models and have directly converted their plug-in electric vehicles into battery-swap electric vehicles, with the main goal of saving time.
It's not just traditional car makers that are making changes.
Even engineering equipment manufacturers such as Sany Heavy Industry, XCMG Group, and Zoomlion Heavy Industry Science & Technology Co., Ltd. have announced their embrace of new energy and their plans to develop electric engineering vehicles.
Less than a month.
Photovoltaic panel companies are fully booked with orders.
The battery factories of Hailufeng Company, Beijing Energy Battery and Guodian Battery have not even started construction, but they have received orders worth tens of billions of yuan.
Perhaps worried that the industry might overheat again, the authorities acted quickly this time, requiring all regions to strictly review photovoltaic projects, wind power projects and comprehensive battery replacement projects, and not allow blind and repeated investment.
Despite this, the domestic new energy industry is still as hot as this summer.
The domestic economy has changed from the sluggishness of the past few years and is actually somewhat similar to the development trend from 08 to 18.
Various media outlets have reported on this matter.
Phrases such as "industrial upgrading", "Industry 4.5", "golden age" and "high growth" appeared almost overnight in articles on the Internet and new media.
The industrial upgrading driven by sponge batteries is huge.
From photovoltaic power generation, wind power generation, to grid regulation.
From car batteries, ship batteries, to battery replacement services.
From comprehensive development, direct electricity sales, to battery production.
Thousands of companies are involved upstream and downstream.
The thing that has the greatest impact is actually the news that electricity prices are going to be lowered.
Not only the prices of electricity for residential, industrial and commercial use will be lowered, but also the prices of electricity for industrial and agricultural use.
Electricity is the current industrial foundation, and every penny reduction in electricity prices is a huge benefit to social production costs.
根据几个电网的公告，预计要在2030年前，实现国内工业用电全部下调为每千瓦时0.3元；居民用电下调为每千瓦时0.25∽0.5元（分地区）；工商业用电统一为每千瓦时0.3元；农业用电调整为每千瓦时0.25元。
This adjustment should be carried out gradually, bit by bit according to the progress of new energy planning.
At the same time, we should strive to reduce the proportion of domestic thermal power to about 2030% of total power generation before 20, and completely eliminate thermal power around 2050.
European environmentalists and companies are all very nervous at this moment.
According to this standard, the carbon tax model they are developing will not only fail to benefit Seres' businesses, but will instead kill them.
However, those European and American companies have tried to find solutions, but when faced with sponge batteries, they really don't know where to start!
Soybeans are used as the raw material for production, and the raw materials are all grown in the ground, so it is impossible to control the raw materials.
After all, the tens of millions of acres of desert soybeans that are being transformed in northern Seres indicate that Seres will soon achieve self-sufficiency in soybeans, and can even consider large-scale exports when necessary.
Now in soybean producing areas such as Brazil, a lot of land is also controlled by Chinese companies.
All possible places to start have been blocked.
Even if they can mess up the entire South America by using the old methods, it will not have much impact on Seres. The country now maintains the scale of soybean imports from South America, not because it lacks soybeans, but to maintain a trade balance.
If European and American capital still sticks to the old ways, they will have to think about their own food supply problems after the chaos in South America, as well as the consequences of a large number of poor people pouring into North America.
Anyway, there is no big impact on Seris. South America has run out of soybeans and corn, but they can still use their own, and the refugees can't fly over.
Unable to find a way out, European and American capital forces could only continue to shrink their influence and begin to establish more exclusive trade barriers.
This includes strictly prohibiting European, American, Japanese and Korean automakers from purchasing sponge batteries, and providing financial support to battery companies in South Korea and Japan, allowing these companies to build factories in India, Annan and other regions.
Obviously, these European and American capitals have given up on making batteries in their own country. They previously supported a battery company, but after investing hundreds of billions of dollars, they didn't even produce a single battery, which left them with psychological trauma.
Originally, there were several companies in old Europe that wanted to make batteries themselves. However, when other companies heard the proposal, they refused to agree. After all, they had suffered a great loss once, and they no longer believed that batteries could be made locally in Europe.
(End of this chapter)