- Performance in Guangzhou:
- NIO has performed exceptionally well in Guangzhou this year. In the high-end pure electric market (above 300,000 yuan) in Guangdong Province, NIO holds a 58.11% market share in the first five months of 2024.
- In Guangzhou city alone, NIO’s market share is 63% in the same segment.
- BaaS Adoption:
- After adjustments to NIO’s Battery-as-a-Service (BaaS), 80% of users nationwide have opted for BaaS, with Guangzhou reaching 92%.
- Charging Infrastructure:
- NIO’s 640 kW charging pile has a maximum current of 765A and a maximum output voltage of 1000V. The charging cable weighs 2.4 kg, making it particularly user-friendly for women.
- Evolution of Battery Swap Stations:
- First-generation station: May 20, 2018, required getting out of the car.
- Second-generation station: April 15, 2021.
- Third-generation station: March 28, 2023.
- Fourth-generation station: June 13, 2024.
- Features of Fourth-Generation Battery Swap Stations:
- They use crystal rock gray color and come with standard LED interactive display screens.
- The fastest battery swap time is 2 minutes and 24 seconds, achieving a true 20C rate.
- The ONVO L60 demonstrated a battery swap time of 2 minutes and 48 seconds.
- The fourth-generation station can house 23 batteries and serve up to 480 swaps per day.
- Energy Efficiency:
- Equipped with a self-developed high-efficiency bidirectional liquid cooling charging system, saving 32,000 kWh of electricity per station annually.
- Autonomous Battery Swapping:
- The feature for autonomous battery swapping will be available in the second half of 2024.
- Launch Schedule for South China Region:
- The ONVO L60 will launch in September, with cars arriving in South China by the end of August.
- The first batch of city launches will include Guangzhou, Foshan, Zhongshan, Zhuhai, Hainan, and Guangxi.
- Battery Swap Alliance Consistency:
- Ensuring consistency through platform design and standardized battery packs.
- Users of brands that do not support automated parking can manually park for battery swaps.
- Deployment Plans for Fourth-Generation Stations:
- Aiming to build 1,000 new swap stations this year, with approximately 800 being fourth-generation.
- Cost Efficiency:
- Although the fourth-generation stations have more battery slots, overall costs are reduced by using wireless communication for internal wiring.
- The cost to build a station now is roughly the same as building 1.5-2, or even 3, previous-generation stations.
- Cost Details:
- The cost of a fourth-generation station is under 1.5 million yuan and will continue to decrease.
- App Integration:
- It is undecided whether the Battery Swap Alliance will use NIO’s app or a unified app for placing orders.
- Optimization of Battery Swap Time:
- Improvements in locking/unlocking logic, battery transfer processes, and vehicle software interactions have reduced swap times.
- Software optimizations will be applicable to second and third-generation stations as well.
- Future of Battery Swap Alliance:
- Projects expected to launch by the end of next year.
- The ONVO proves that NIO’s battery swap system can support multiple brands and platforms.
- Battery Pack Suppliers:
- Open to various suppliers, but they must meet the standards and quality requirements of the alliance.
- Autonomous Swapping for First-Generation Cars:
- Consideration for supporting autonomous battery swapping for first-generation cars, depending on product planning.
- Challenges in Lower-Tier Markets:
- Deployment in third and fourth-tier markets depends on market potential and charging infrastructure availability.
- Home charging solutions will be provided for users in less accessible areas.
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