$蔚来(NIO)$ _老虎社区_美港股上老虎

2023-11-21

$蔚来(NIO)$ 我对换电模式有点改观了，看起来目前的局势，我认为国家有在试探性扶持换电模式，不知道是出于什么方面的考虑。不过我观察到的在基建方面，换电比充电的优势，就是占地面积小，充电场地在城市里面布局要占用大量的停车场，新修或者改建！而换电站房占用的面积则比较少！城市要修一个停车场其实是很困难的！很多地方根本没有土地能提供出来修停车场！更不要说能充电的停车场了。

$理想汽车(LI)$ $小鹏汽车(XPEV)$ $特斯拉(TSLA)$

修改于：2023-11-21

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。

精彩评论

fincc
2023-11-22
fincc
大谬！充电站半夜生意最好，那么多运营车去充电不算储能吗？！换电站才几块电池，充满了一换不还得马上充，绝大部分还是高峰期强电。如果量化评估，换电的储能效果实际低于充电。而且换电专门拿出一堆电池来储能，不是脱了裤子放屁吗？所有的电动车本身就带储能作用。
人民币美元一起赚
2023-11-22
人民币美元一起赚
换电站最大的优点就是储能作用，把空闲时段比如夜晚和白天空闲时刻的电能储存起来，然后以换电形式补能

理论来说换电站如果降低机械成本，平均电价要比充电站电价更低，并且速度更快

当然现阶段还是为了回收成本，换电价格比充电稍微贵一些
人民币美元一起赚
2023-11-22
人民币美元一起赚
对于国家电网来说，换电站可以把夜晚的电能利用起来，而不是建一堆根本无法充分利用的超充站，增加夜晚浪费的电量，对于电网来说，核心不是电网负载不够用而是负载不均衡
fincc
2023-11-22
fincc
你对换电有误解，换电占地可不小，除了换电站三个车位，还有变压器，还有自动泊车入库的回旋空间。不过这些都不重要
叶杨小小
2023-11-22
叶杨小小
我在想电车普及后，换电和充电模式是不是不冲突，只有超充可以跟换电速度差不多。

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