A few days ago, Porsche launched a mobile charging solution that attracted everyone's interest. Through a trailer equipped with a 2.1 MWh battery system energy storage system, 10 electric vehicles can be charged at the same time without supporting power facilities. The background of this event was a track experience event held in Hungary. Porsche provided customers with the opportunity to experience Taycan. In the absence of a charging station, Porsche directly brought a charging nanny. Let's take a closer look at the mobile solution.
01. Mobile energy storage solution
As we said before, Porsche has designed a system for the promotion of 800V systems. The charging box has an integrated buffer energy storage device, which allows the use of Porsche with a maximum rated power of 110kW, providing up to 320kW of charging power when needed. This integrated device includes a power supply component, a cooling component and an integrated energy storage battery as an energy cache buffer. This power supply is equipped with a 140kWh battery. Porsche advanced charging box: It consists of a Porsche transformer (or isolation transformer box), one or more power boxes and a cooling box. As shown in the figure below, it can be expanded into different systems. Since the power grid has restrictions on low-voltage power, a medium-voltage power connection is required, so a dedicated Porsche transformer with integrated electrical isolation is designed here. On this basis, in order to consider the centralized charging effect and to charge multiple electric vehicles at the same time, Porsche cooperated with the German company ads-tec to produce 7 mobile charging trailers equipped with dedicated charging systems and buffer storage equipment. The capacity was expanded on the previous basis, equipped with a 2.1 MWh battery, which can charge 10 Taycan pure electric vehicles at the same time, and the number of charging times can reach 30 times. Because the design of this system itself is in accordance with higher requirements, the charging system can also operate normally in extreme weather (extreme weather of minus 40 degrees). This solution has been put into use in many events in Europe, with more than 5,000 charging operations. Figure 2 Charging box Audi's solution is to use the e-tron battery system (4,500 cells, 1,000 kWh capacity) with a cascaded utilization, providing a total charging capacity of about 700 kW on three charging ports, each with an output power of 150 kW and a storage capacity of about 1.0 MWh. Audi is working with ABB, and the purpose is to minimize the pressure on the local power grid during peak demand periods in Europe to earn the difference. This is also what Audi deployed at the Davos Economic Forum Figure 3 Audi’s solution (there is a gif that I can’t upload anyway) Of course, Volkswagen itself developed MEB. Since the charging power is 125kW, the entire single-station approach is designed. Currently, Volkswagen has achieved full coverage at the brand level. Figure 4: Volkswagen's single-point mobile charging station According to EV Volume data, Volkswagen is promoting new energy vehicles very quickly this year. In principle, there are currently two rigid problems: 1) Due to the decline in EV demand in the United States, Tesla has continued to expand in China and Europe, which directly covers the two main sales areas of MEB. The two companies face direct competition in subsequent volume increases. 2) The second is that if there are still many CO2 fines after investing so much money, this is not a good thing. So from the perspective of volume, we should be able to see large-scale promotion of MEB in Europe from September, and the time point in China should be March 2021, which may be a delay from Volkswagen's previous October 2020. This is a combination of the current software problems in the European market and the pull of China's own components. Figure 5 Data of major global auto groups Note: EV Volumes data, similar to GM, also includes China’s volume (SGMW), but is actually different from GM’s data. From the perspective of the layout of public charging facilities: From 2015 to 2019, the number of public charging piles in China continued to grow, and the number of public charging piles in China has been rising in a straight line. As of August 2020, the number of public charging piles in China has reached 516,396. Private slow charging piles: As of August 2020, my country has built 790,000 private charging piles, and the private charging pile construction rate is 69.3%. Currently, China’s public charging network has reached a bottleneck period, and the growth rate is declining, especially this year the speed has dropped to less than 20%. Figure 6 Charging facilities in China As more and more households start to implement battery replacement, there is a problem of route selection in this regard. I personally feel that there are a few points: 1) There are too many Chinese companies. In many cases, everyone has to find a way to survive, that is, to find different ways and sub-sectors to expand. This is not a bad thing in itself, but it also objectively causes resource dispersion. In addition, the current vehicle route (BEV, HEV, PHEV, FCV ratio target in 2025) and public facility targets (not to mention the hydrogen refueling stations for FCV, BEV is also divided into the number of battery swap networks + public fast charging networks), and even the charging interface itself has to be switched from the previous one to the "super". Look at this mess. 2) In comparison, there are only so many companies in Europe anyway, and the government spends money. Only so many companies are supplying. No matter how slow it is, the volume is increasing. Tesla is the biggest threat to those who are going to Europe to seek gold. Among Chinese brands, MG went first, followed by BYD, and then Geely's Lynk & Co. will also go. Therefore, the route of the European new energy vehicle market is quite clear. Luxury cars are fast-charged above 150kW, and family cars are going to 100-150kW. Summary: From a future perspective, the key is who can transform from fiscal subsidies and raise enough funds for continuous development and product iteration. How much money can traditional car companies allocate from their main business to this direction, and how much money can new car companies get from investors are the core issues. In the final analysis, first of all, you need to have money, then compare the efficiency of using funds, and then look at the vision and execution of choosing routes and tracks.02. China’s charging network and battery swapping network
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