Technological power starts with upgrading lenses

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

In other words, Datang Heavy Industries can only make 4,999 yuan for every Guizhen sold, and considering sales costs and after-sales costs, it can be said that it basically makes no money.

Therefore, selling cars, in the entire business model formulated by Zhang Qing, is not a profit-making aspect at all. It is really just promoting the battery exchange model by making friends.

Once a large number of users start using Guizhen, profits can begin.

First is the battery rental,

After cost analysis, CATL has quoted a price of 300 yuan/Wh for manufacturing sodium batteries for Datang Heavy Industry. The cost of large-scale manufacturing can indeed be about 50% lower than that of lithium iron phosphate batteries.

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

But currently, the cost of an 80KWh battery pack is 2.4W. Based on the rental price of 400/month, it will take about 5 years to recover the battery cost.

However, because the cycle life of solid sodium batteries is more than double that of liquid lithium batteries, a nano battery that has been used for 5 years is far from being scrapped.

If you maintain it properly and use slow charging all the time, theoretically it will take 12 years for your health to drop by 90%.

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

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

It's just that this profit is of a steady stream, and it will take five years before you can start making money.

But Kang Chi actually doesn't have to wait that long. After the market reaches a certain scale, he only needs to value the project and sell part of his shares to Three Barrels of Oil and the Power Grid to get a large sum of money back.

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

Therefore, Kangchi hopes that all car companies will respond to the call and introduce battery-changing models to the market, so as to make the cake plate stronger and bigger together.

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

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

If each tram uses "two boxes of electricity" on average a month, it can bring in at least 160 yuan in revenue.

If battery-swapping models can be fully popularized and the number of units increased to 100 million, then just selling electricity will generate a monthly income of 16 billion.

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

Moreover, this is only based on the minimum standard of only 80 kilowatt hours of electricity per box.

If you include the large-scale electric trucks that will inevitably appear in the future, and calculate the mileage of large trucks that generally reach tens of thousands of kilometers a month, the profit margin will definitely be even more explosive!

Because China currently has 13.89 million trucks in operation, driving a total of over 100 billion kilometers per month, and responsible for 75% of the freight logistics tasks!

Therefore, after the Datang Heavy Industry press conference, the first person who realized that Kangchi’s sodium battery and battery swapping model could bring about huge energy changes was not the passenger car market, but Huaguo Heavy Duty Truck and Dongfeng Heavy truck, Foton Motor and other truck manufacturing groups!

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 rental model, plus battery replacement mode..."

After Du Junchang finished reporting the main contents of the Datang Heavy Industry press conference just now, everyone immediately realized the significant impact of this incident on the heavy truck market.

As we all know, the more you drive an electric vehicle, the more money you save. A truck can run tens of thousands or even 30,000 to 40,000 kilometers a month. Wouldn’t building an electric truck save huge amounts of money?

But the fact is that although major truck manufacturers have also developed and manufactured electric medium and heavy-duty trucks, few people are buying them.

Battery life, weight, price.

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

Currently, Tesla’s Semi has the longest range among electric heavy trucks in the world, with a range of almost 800 kilometers.

But for logistics trucks, the 800-kilometer range is still too limited.

For logistics, time is money. Slow recharging can waste time, fast recharging can damage the battery, and there will be losses on both sides.

Second is the weight.

The energy density of power lithium batteries currently on the market is usually only about 120Wh/kg. The Semi battery pack with a range of 800 kilometers is 1,000KWh. The battery pack alone weighs at least 8 tons.

Such a heavy battery pack not only increases the power consumption per 100 kilometers, but also severely limits the load-carrying capacity of the truck. For logistics trucks, every ton less cargo is a loss.

Finally, it’s the price.

The price of an ordinary heavy-duty truck is 300,000 to 400,000 yuan, which is already too much for many people. What’s more, electric heavy-duty trucks can easily cost millions. The investment cost of the prerequisites 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 will be more motivated to develop electric trucks. In fact, this will not be a problem at all.

"The energy density of 300Wh/kg means that the weight of an 800KWh battery pack is only 2.6 tons. This weight has almost a minimal impact on the load capacity of the truck!"

The director of the R\u0026D Department of Huaguo Heavy Duty Truck analyzed excitedly:

"And it still adopts the battery leasing model. Based on the monthly rent of Datang Heavy Industry's 80-degree battery pack of 400 yuan, the 800-degree battery pack should be around 4,000 yuan, which is equivalent to the cost of a tank of oil."

"In exchange for these four thousand yuan, the driving cost per kilometer is at least halved. For example, the trucks that pull express delivery now travel 20,000 to 30,000 kilometers per month, and you can save 20,000 to 30,000 yuan on electricity!"

“And the battery rental model also greatly reduces the user’s initial investment pressure!”

"Coupled with the battery swapping mode, it directly solves the battery life problem... I feel that the first thing that Datang Heavy Industry's technology will eliminate is not 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 hold the same opinion, but we still have to look at the specific situation..."

"Gong Li, please quickly organize a technical team, and I will go to Dongyang to talk to Datang Heavy Industries in person to see if their technology is real. Gong Liu, go to the official website of Datang Heavy Industries and download their battery pack data and study it, and then Formulate a preliminary research and development plan for battery-swapping trucks..."

Under Du Junchang's task assignment, various departments of Huaguo Heavy Duty Truck immediately took action, and Datang Heavy Industry 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 bit unexpected for Kang Chi, but after thinking about it carefully, it was reasonable.

In fact, although electric trucks have faced three fatal problems before, the previous news that Tesla Semi is about to be mass-produced and enter the Chinese market has actually put a lot of pressure on domestic truck manufacturers...