看一眼
2023-11-20
没有人用蔚来车型一样规格的电池，怎么会有车企共用蔚来的换电站呢？这不是常识吗，为了市值管理也不能出来胡说。
李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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886nba
2023-11-20
886nba
年底股价30
近在咫尺
:
一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？
Ohwgo
:
你再说小鹏吗
Ohwgo
:
突然发现好多人还没睡醒
way_fortune
2023-11-20
way_fortune
统一换电标准共享换电 这个方向不错 没必要重复建设
Ohwgo
2023-11-20
Ohwgo
假消息，真消息为什么不公布。
港澳一飞冲天
:
中国黑子太多 美股时候再说
fincc
2023-11-20
fincc
就算万一是真的 对蔚来的影响也非常有限
枫夏洛至
2023-11-20
枫夏洛至
明天官宣，有没有常识明天不就知道了？
xsiverson
2023-11-20
xsiverson
说的用一样规格电池这件事很难一样
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House内会面。随后便有消息传出，蔚来将和奔驰就换电进行合作。但当时蔚来和奔驰方面均对这一消息进行了否认。尽管在当时否认了和奔驰合作的消息，但李斌此前就表示，已经有车企与蔚来在谈共用换电站，并使用蔚来的换电模式来研发新车。7月下旬，蔚来能源高级副总裁沈斐在接受第一财经记者采访时也说道，正在与一些同行洽谈合作共用换电站。11月20日，蔚来宣布，蔚来第2100座换电站于G22青兰高速壶口服务区正式上线，至此全国换电站累计布局数量已达2103座。蔚来充电桩突破20000根，覆盖全国306座城市。蔚来充电桩向所有新能源用户开放，已累计为超过110个品牌，提供近3000万次服务。除了蔚来外，吉利、上汽以及宁德时代在换电领域也有所布局，但换电站数量和蔚来相比有较大差距。但值得注意的是，目前换电模式尚未有一个明确的盈利模型。现在整个换电行业都面临建站成本高、商业模式不确定、标准不统一等挑战。根据协鑫能科公告，乘用车换电站单站建设成本约为260万元，重卡换电站建设成本则需420万元，除换电站建设费用外，运营商还需承担电池投资、线路投资等费用，所以乘用车、重卡换电站所需投资额可分别达到500万元、1000万元。有换电站运营商向记者表示，某品牌的旗舰型换电站，其建设成本大约为400万元/座，电池60块（成本另算），2000KVA电力增容预计200万元，加上场地租赁、运营成本和电费支出，单站每天需要服务1000辆车，预计3~4年左右才可以做到盈亏平衡。小鹏、理想、奇瑞等车企更青睐于布局高压快充，意图以更短的充电时间来减少用户的补能困难和补能焦虑。但高压快充在规模化应用上还面临电网容量问题。在高压快充的实际应用中，当前各家车企宣传的峰值功率并不代表用户使用场景下的真实功率。在充电站电力容量有限的情况下，多车多枪充电只能共享电力容量，充电速度难以达到理论或演示时的峰值。“目前很多地方电力容量有限，改造难度很大，如果几辆电动车同时充电，电力分配更难以支持。”蔚来总裁秦力洪表示。此外，高压快充系统可能引起电网电压波动和电流谐波，对电网稳定性构成挑战。为了应对这些问题，电网需要实施监测和调整措施，以确保电压和频率在可接受范围内。相较之下，换电站本身具备储能属性，能够更容易和电网实现互动。今年夏天，在合肥供电公司统一调度控制下，15座蔚来换电站参与了合肥市“虚拟电厂”的电网调峰。不影响用户正常换电使用的同时，换电站五天内累计调整电力负荷8兆瓦时，相当于为3000余户普通居民家庭“省出”了实时用电量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2364,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","09866"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":102,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":243587459285112,"commentId":"243587459285112","gmtCreate":1700489409692,"gmtModify":1700489413456,"authorId":3507155072547199,"author":{"id":3507155072547199,"idStr":"3507155072547199","authorId":3507155072547199,"name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"objectIdStr":"243556872073360","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"年底股价30","text":"年底股价30","html":"年底股价30","likeSize":0,"commentSize":3,"subComments":[{"id":243622757601480,"commentId":"243622757601480","gmtCreate":1700497924021,"gmtModify":1700497928439,"authorId":3567110299119558,"author":{"id":3567110299119558,"idStr":"3567110299119558","authorId":3567110299119558,"name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"objectIdStr":"243556872073360","type":1,"supId":243587459285112,"supIdStr":"243587459285112","prevId":0,"prevIdStr":"0","content":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？","text":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？","html":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？"},{"id":243593672405008,"commentId":"243593672405008","gmtCreate":1700490818716,"gmtModify":1700490822441,"authorId":4109416008385830,"author":{"id":4109416008385830,"idStr":"4109416008385830","authorId":4109416008385830,"name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"objectIdStr":"243556872073360","type":1,"supId":243587459285112,"supIdStr":"243587459285112","prevId":0,"prevIdStr":"0","content":"你再说小鹏吗","text":"你再说小鹏吗","html":"你再说小鹏吗"},{"id":243590182883392,"commentId":"243590182883392","gmtCreate":1700490063434,"gmtModify":1700490067205,"authorId":4109416008385830,"author":{"id":4109416008385830,"idStr":"4109416008385830","authorId":4109416008385830,"name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"objectIdStr":"243556872073360","type":1,"supId":243587459285112,"supIdStr":"243587459285112","prevId":0,"prevIdStr":"0","content":"突然发现好多人还没睡醒","text":"突然发现好多人还没睡醒","html":"突然发现好多人还没睡醒"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":243581025960080,"commentId":"243581025960080","gmtCreate":1700487733864,"gmtModify":1700487737559,"authorId":3459668262124389,"author":{"id":3459668262124389,"idStr":"3459668262124389","authorId":3459668262124389,"name":"way_fortune","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","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