自由随心飞
2022-11-08
$蔚来(NIO)$
成也换电，败也换电，换电服务好，但限制了整体架构升级，蔚来的车只会跟最新的电池技术与车体架构越拉越远，升级吧，又会导致之前的换电投入打水漂，这也是为什么et5这么难开，能耗这么高的，简直不像新平台的产物的原因
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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fincc
2022-11-08
fincc
终于有个人说到点子上了，换电超级低效不说（单独谈一辆车换电快还是充电快没有意义，100辆一起来看谁快？），严重的不经济，严重的制约车身发展，这么简单的判断题都不会做的车企不可能有前途
股海彦祖
:
看到你说一个换电站成本等于100个超级充电桩，真的笑死了，完全外行……
百亿身价经验
回复
fincc
:
第一，你前面说超级充电桩，这里又说充电桩，还有，你这是计算成本还是计算效率？不算下占地面积？或者实际情况请问哪里有？
第二，你这个十倍以上是啥？你真的了解超级充电站的建设成本吗？还有效率，不看下实际的总功率？或者这么说，蔚来也有充电桩，有快有慢，适合不同人群，急的换电，不急的可以充电，有问题吗？你建十个充电桩，我建10个充电桩+一个换电站可行？
第三，换电站实际上也可以无人值守。
不过你这思维跳来跳去的真的适合辩论吗？先是说效率，我跟你说效率，再又说成本，我跟，接着又说盈利能力。。。你这哪是辩论，这是梯云纵啊
fincc
回复
百亿身价经验
:
第一：这里比较的是充电与换电，一个换电站相当于100根桩没毛病；第二：特斯拉的桩就算建设成本高于普通超充站，相同投入的充电效率与换电站相比也是10倍以上；第三：超充站无须有人值守，这与设备维护是两回事
百亿身价经验
回复
fincc
:
不，这里讨论的是效率的事情
fincc
回复
百亿身价经验
:
一句话回复你：特斯拉超充站大部分是盈利的
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逢买必升
2022-11-10
逢买必升
未来有租车服务699一天，可以租来体验下就知道了，无限次换电，城区用车完全不用换电，家充桩足够了，但是续航能力确实差，打个5折吧，换电还是要排队的，还要预留50公里续航去换电，车辆充电速度比较慢，北汽早有换电站了，半自动，供应的是运营车换电，那才叫效率，广汽也有，换电不算什么核心技术，特斯拉的技术层面是不一样的，充电比较快，比亚迪是有技术的，一个月销量等于未来4年的销量，未来是无法比拟的
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