Recently, the "3rd Energy Development and Innovation Forum" with the theme of "a new era, new kinetic energy, and new leap" was held in Beijing.
In the critical period of transformation and upgrading of the energy industry, various innovation models including electric vehicles, flexible resources, flexible trading of green energy, energy big data, and third-party services are reshaping the business model of the energy industry and promoting the energy market. Openness and industrial upgrading have formed new economic growth points.
In particular, driven by artificial intelligence + new energy sources, the automotive industry is undergoing a major transformation from transportation to large mobile smart terminals, energy storage units and digital space.
Li Yixiu, deputy general manager of a new energy automobile company in Beijing, believes that the automobile ecosystem in the new era will be a superposition of road network + grid + communication network, while vehicle companies, charging and replacing equipment, material dismantling, energy storage companies, and photovoltaics Wind power, etc. will become an integral part of the industry value chain.
“Automobiles will move from vehicles to smart terminals. The future cars must be smart cars, and smart cars must be electric cars.” Jiang Bing, Chairman of State Grid Electric Vehicle Service Co., Ltd. believes that electric vehicles are an important unit of the future energy system. The pile is an important port of the future energy internet and is the connection point of the two trillion-level market of distributed new energy and electric vehicles.
However, it should be mentioned that the growth rate of charging piles is far less than that of new energy vehicles and cannot meet the convenience needs of terminal consumers. At the same time, the cleanliness of new energy vehicles is also controversial, and electric vehicles and new energy generation are in urgent need of coordinated development.
Tsinghua University’s Institute of Energy Internet Innovation Research Institute, chief of any government, told the Securities Daily and other media that the “light storage charge” integrated electric vehicle charging station will solve the above problems to some extent. Taking Beijing as an example, one square kilometer of photovoltaics can generate 120 million kWh of electricity to meet the use of 40,000 electric vehicles. The rational distribution of photovoltaic charging stations will basically solve the electricity needed for all electric vehicles.
“Batteries are the main cost of electric vehicles, and the price changes of automotive power batteries are in line with the changing rules of solar cells.” Jiang Bingxi also stated that the cost of solar cells fell by 92% from 2007 to 2017, and based on this calculation, by 2020 -The price of automobile power batteries will drop sharply by 2023, and electric vehicles will usher in an inflection point.
At the same time, the industry believes that the “oil price level”, the launch of distributed photovoltaic generation price grids, the commercialization of distributed energy storage, and the completion of 5G deployment will become the four “grey rhinoceros” for the development of electric vehicles. Their presence will help. The electric car quickly ushered in the turning point and started the mode of rolling the fuel truck.
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