Chapter 217: The Three Fatal Problems Are All Gone

Due to the technical limitations of Qirui Automobile's new energy vehicle production line, the actual manufacturing cost of a true naked car is about 55,000.

That is to say, Datang Heavy Industries can only earn 4,999 yuan for every one sold to the truth, and considering the cost of sales and after-sales costs, it can be said that it basically does not make money.

Therefore, selling a car, in the entire business model formulated by Zhang Qing, is not a profit link at all, it is really just a way to make friends, promoting the battery swap model.

Once a large number of users start using True, it is possible to start monetizing.

The first is battery rental,

After cost analysis, CATL's quotation for OEM sodium battery is 300 yuan/Wh, and the cost of large-scale manufacturing can indeed be about 50% lower than that of lithium iron phosphate batteries.

Even after the formation of a more complete and larger industrial chain, there is still room for further compression.

But at present, the cost of an 80KWh battery pack is 2.4W, and it will take about 5 years to recover the battery cost according to the rent of 400/month.

However, because the cycle life of solid-state sodium batteries is more than twice that of liquid lithium batteries, nanobatteries that have been used for 5 years are far from being scrapped.

If you maintain it properly and keep using slow charging, it will theoretically take 12 years to drop 90% of your health.

Moreover, if the health level drops below 90%, it can also be used to store energy and continue to exert residual heat for almost ten years.

Therefore, the long-term profit of selling battery packs is at least three times more.

It's just that this profit belongs to the type of trickle and long-term, and it will take five years before it can start to make money.

But Kangchi actually doesn't have to wait so long, and when the market forms a certain scale, he only needs to value the project and sell some shares to three barrels of oil and the power grid, and he can return a large amount of money.

It is equivalent to taking out the money that can be earned in the future in advance.

Therefore, Kangchi hopes that all car companies have responded to the call and launched battery-swapping models to the market, so as to make the cake plate stronger and bigger.

In fact, in addition to selling batteries, battery swap stations can also bring huge profits.

The price of electricity given to them by the grid is 0.16 yuan, which means that for every kilowatt-hour of electricity they sell, they can earn almost 1 yuan.

If each electric car is replaced, an average of 'two boxes of electricity' is used a month, it can bring at least 160 yuan of income.

If the battery-swapping model can be fully popularized and the number of ownership rises to 100 million, then the sale of electricity alone will be 16 billion revenue per month.

After deducting the operating costs of the battery swap station, the annual profit will definitely exceed 100 billion.

Moreover, this is only calculated according to the minimum standard of only 80 kilowatt-hours of electricity in one box.

If you count the large electric trucks that will inevitably appear in the future, and then calculate the mileage of large trucks generally tens of thousands of kilometers a month, this profit margin is definitely even more exciting!

Because Huaguo currently has 13.89 million operating trucks, the total number of kilometers traveled per month exceeds 100 billion, and it undertakes 75% of the freight logistics tasks!

Therefore, after the press conference of Datang Heavy Industries, it was not the passenger car market that realized for the first time that Kangchi's sodium battery and battery swap mode may bring huge energy changes, but truck manufacturing groups such as Huaguo Heavy Duty Truck, Dongfeng Heavy Truck, and Foton Motor!

Du Junchang, chairman of Huaguo Heavy Duty Truck, immediately convened a group of executives and engineers to conduct a feasibility analysis of electric heavy trucks in the conference room.

"300Wh/kg energy density, 800KWh battery pack leasing mode, plus battery swap mode ......"

When Du Junchang finished complaining about the main content of the Datang Heavy Industry press conference, everyone suddenly realized the significant impact of this incident on the heavy truck market.

As we all know, the more electric cars drive, the more money you save, the truck will be tens of thousands of miles a month, or even 30,000 or 40,000 kilometers, and building an electric truck will not save money to fly?

But the fact is that although major truck manufacturers also develop and manufacture electric medium- and heavy-duty trucks, few people buy them at all.

Range, weight, price.

Three fatal problems have seriously restricted the market development of electric trucks.

At present, among the world's electric heavy trucks, the longest range is Tesla's Semi, almost 800 kilometers.

However, for logistics trucks, the range of 800 kilometers is still stretched.

For logistics, time is money, slow charging can waste time, fast charging can hurt the battery, left and right are losses.

The second is weight.

At present, the energy density of power lithium batteries on the market is usually only about 120Wh/kg, and the Semi battery pack with a range of 800 kilometers is 1000KWh, and the battery pack alone weighs at least 8 tons.

Such a heavy battery pack not only increases the power consumption of 100 kilometers, but also seriously limits the load capacity of the truck, and for logistics trucks, it is a loss to pull one ton less cargo.

And finally the price,

The price of ordinary heavy trucks of three or four hundred thousand yuan has made many people unbearable, not to mention that electric heavy trucks are often millions, and the investment cost of the premise is too high.

Of course, in addition to the above three fatal problems, technology is actually also a problem.

However, if the above three fatal problems can be solved, everyone's enthusiasm for developing electric trucks will be high, which is actually not a problem at all.

"The energy density of 300Wh/kg means that the weight of the 800KWh battery pack is only 2.6 tons, which has almost no impact on the load of the truck!"

The director of the R&D department of Huaguo Heavy Duty Truck analyzed excitedly:

"Moreover, the battery leasing model is adopted, according to the monthly rent of Datang Heavy Industries' 80-degree battery pack of 400 yuan, the 800-degree battery pack should be about 4,000 yuan, which is equivalent to the cost of a tank of oil."

"And these 4,000 yuan in exchange for at least half the cost per kilometer of travel, for example, now the express truck is 20,000 or 30,000 kilometers per month, and you can save 20,000 or 30,000 yuan with electricity!"

"And the battery leasing model also greatly reduces the user's upfront investment pressure!"

"Coupled with the battery swap mode, it directly solves the battery life problem...... I feel that the first thing to be eliminated in Datang Heavy Industries' technology may not be fuel passenger cars, but fuel heavy trucks! ”

Du Junchang also nodded with a serious expression: "If what Dr. Kang said at the press conference is true, I also have the same opinion, but I still have to look at the specific situation......

"Li Gong, you quickly organize a technical team, and I will go to Dongyang to talk to Datang Heavy Industry in person, see their technology, Liu Gong, you go to the official website of Datang Heavy Industry to download their battery pack data and study it, and then formulate a preliminary battery swap truck research and development plan......"

Under Du Junchang's assignment, all departments of Huaguo Heavy Duty Truck immediately took action, and Datang Heavy Industries received their interview applications the next morning.

In addition to Huaguo Heavy Duty Truck, Dongfeng Heavy Truck, Foton Motor, FAW Jiefang, Sany Heavy Industry, Jiangling and other manufacturers have also sent letters one after another, hoping to come to Dongyang for inspection and establish cooperation with Datang Heavy Industry.

This result was a little unexpected for Kangchi, but if you think about it carefully, it is reasonable.

In fact, although electric trucks have faced three fatal problems before, the previous things about Tesla Semi about the upcoming mass production and entry into the Chinese market have actually put a lot of pressure on domestic truck manufacturers......

(End of chapter)