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Tesla, as a leading brand in the field of electric vehicles, has always been emulated by other car companies. But recently, it has been found that new power exchange projects have been added to Tesla's business scope, which means that NIO, which has always been the main promotion of electricity exchange technology, has been emulated by Tesla?

According to enterprise information, Tesla (Shanghai) Co., Ltd., the main operator of Tesla China, has undergone industrial and commercial changes, with new motor vehicle repair and maintenance; motor vehicle charging sales; new energy vehicle switching facilities sales; electric vehicle charging infrastructure operation; centralized fast charging stations, etc.

In other words, in the future, Tesla may launch optional packages for power exchange services for his own models, or sell new energy vehicle exchange facilities to other third-party organizations.

As we all know, power exchange technology has always been the main technology of domestic independent new power car companies, because the current pure electric vehicles have been in the problem of battery life. Compared with the traditional charging mode, the power exchange technology can recharge the pure electric vehicle in a faster way, which is simply understood by "changing the battery". According to the current technology that has been updated to the second generation of the Xilai automobile power station, a power exchange is expected to be completed in a few minutes.

According to official sources, NIO plans to build 500 power stations across the country in 2021. It is reported that starting from April, NIO will deploy the second generation power station one after another.

Judging from the current new energy vehicle market, the power exchange technology seems to be carried out as represented by NIO, but in fact, Tesla tried the power exchange mode as early as 8 years ago. In June 2013, Musk demonstrated Tesla's 90-second power change technology. Six months later, Tesla built an exchange power station in California. Tesla finally gave up this choice because of the limited demand and funds at that time.

After all, power exchange is a kind of high-cost new energy vehicle infrastructure, mainly by constantly building more exchange power stations in various regions to meet the needs of consumers. The more exchange stations built, the greater the cost of investment. This is one of the reasons why it is still difficult to make a profit.

According to previous data, with an investment of more than 500 million yuan, the book income of NIO is only 18 million yuan, which is equivalent to less than 4% of the total cost of the power station. This is obviously a loss-making project. Some senior industry insiders believe that the annual loss of the NIO power station has reached 100 million yuan.

With regard to the problem of high cost, Ma Lin, senior director of corporate communications, believes that at present, almost all Chinese electric car companies are doing the thing of changing electricity, which is a matter of infrastructure construction, not a matter of whether or not to make money. what we are thinking about now is how to increase the quantity quickly. It means that if the power exchange mode can be recognized by users and bring traffic to NIO, it is also worth it.

There are also industry analysts that the power exchange technology is actually only a transitional technology. At present, the biggest problem of pure electric vehicles is slow charging. If one day the charging speed of pure electric vehicles reaches the time of the replacement technology, it means that the replacement technology will be eliminated, and too many exchange stations will also be useless. Therefore, the analysis believes that at present, Ulai is more of a game, betting that the charging technology is not so fast to achieve perfection.

Then Tesla, who once gave up the power exchange technology, has picked up the power exchange technology again, does it mean that the current power exchange technology has a certain future? After all, while domestic subsidies for new energy vehicles are gradually declining, the government is actively encouraging car companies to implement "power exchange" technology, which has become one of the reasons why more and more car companies are gradually developing power exchange technology.

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