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Huawei’s new DC fast charge module products will cooperate in-depth with departments across the country. Currently, the institutions identified for cooperation include State Grid (Beijing), Xingxing Charging (Changzhou), Southern Electric (Shenzhen), China Merchants Sanyou (Beijing) and Zhuhai Titan Zhuhai) and Dalian Robinson (Dalian) etc.
It is worth noting that so many companies that are at the forefront of collection services, why should they cooperate with Huawei? According to industry analysts, the main reason is that Huawei has its own advantages in charging systems, but it is interesting that there are no special calls with the highest number of charging batteries among many partners.
It is important that the load cell is moving into the fast lane, and that the technology is “bullish” enough to hold its own in the load cell market.
HUAWEI HiCharger DC Quick Charge Module
On the online conference site, Huawei analyzed that the launch of the DC fast charge module is to solve the weaknesses of the industry:
First, the operation and maintenance costs of charging stations are high. For operators using high-failure loading equipment, operating and maintenance costs exceed 10% of operating revenue. Lack of intelligence leads to the need for periodic inspections. It will also eventually lead to a bad user loading experience;
Second, the life cycle of the equipment is short, and the power and voltage of the load cells built in the initial stage cannot meet the future charging needs of the vehicle, wasting the initial investment of the operator;
Third, low efficiency affects operating income;
Fourth, the DC charging stack is noisy and directly affects the selection of the station site.
To solve the charging installation problem and meet the industry development trend, the HUAWEI HiCharger DC fast charge module adopts full and fully insulated filling protection technology to solve the problem of the refrigerated charging module by air is vulnerable to environmental impact and failure.
The HUAWEI HiCharger DC fast charging module is divided into two versions: a 30kW domestic version and a 20kW foreign version.
Among them, the domestic 30kW version is the same size as the 20kW State Grid, supports the same size expansion of the load cell and a constant 300-1000V full section power output, which meets the evolution trend future of high-voltage fast charging of vehicles.
The 20kW DC fast charging module of the overseas version has a maximum efficiency of 96.55%, and the domestic version of 30kW has a maximum efficiency of 96.4%.
In terms of smart operation and maintenance, the temperature data collected by the HUAWEI HiCharger DC fast charge module through an internal sensor combined with an artificial intelligence algorithm, HiCharger can identify the dust cap of the charging cell and the module fan lock status, remotely remind operator to implement accurately, predictable maintenance, eliminating frequent on-site inspections.
To solve the noise problem, the HUAWEI HiCharger DC fast charge module provides a silent mode for applications in noise sensitive environments.
According to Huawei’s official statement, this module achieves high efficiency, high stability and greatly reduces operators’ operation and maintenance costs.
Industry analysts believe that as the gateway to the energy trade, charging cells run on electricity, and batteries and new energy vehicles are idle. If we combine Huawei’s actions in smart driving and electric vehicles, it is not difficult to see that Huawei’s “ambition” is to create an energy chain.
Come prepared
Looking at the past design, in fact, Huawei’s idea of entering the charging pile has been around for a long time, and there are even more ambitious plans behind it.
At the “2019 World Electric Travel Innovation Conference” held in November 2019, Huawei trusted the DC fast charge module to win the “China Charge Stack Industry Central Module Brand Annual Award “and the” Year of Industry “jointly awarded by the China Electricity Council and Southern Electric Quality Excellence Module Award.”
Behind this is Huawei’s determination to enter the charging stack industry.
Xu Zhijun, Huawei rotating president, once said: “Huawei does not manufacture cars, but instead focuses on information and communication technologies to help automotive companies build cars. It also values the incremental market for smart cars, and its goal is to become a supplier of incremental components in the field of smart cars. “
To this end, Huawei has worked hard in the field of battery charging for many years.
In 2001, Huawei delivered the An Sheng Electric power supply unit to Emerson of the United States for a price of $ 750 million.
Between 2009 and 2010, Huawei reorganized the department and, after discovering the emergence of the new energy vehicle market, immediately switched technology to the field of vehicle power supplies and electric powertrains.
It is true that Huawei does not manufacture charge batteries, but it also has a certain market share by providing power conversion modules and monitoring / communication units for manufacturers of charge batteries.
Huawei is reported to have maintained a stable and long-term cooperative relationship with domestic and foreign professional companies, including cooperating with Derun Electronics to manufacture an internationally advanced high-power DC fast charge technology car charger and carry out a Lithium battery pack protection plate test system with Nebula AND power battery operating condition simulation detection system etc.
As of today, many large power grid companies have adopted Huawei DC fast charge modules.
Huawei hopes to build a “smart electric” platform based on the VDC hardware platform and the vehicle control operating system, open to all automotive development companies to solve the cost and performance issues of charging, electric transmission and battery management.
The new energy industry should be the new positioning of the specific direction of industry development in Huawei’s diversified strategy. Seeing the general direction of development of electric vehicles, the current charging stack charging module still has a lot of room for improvement. With Huawei’s current technical capabilities, I think this high plateau can be quickly strategic.
However, some people in the industry bluntly stated that Huawei, as a new player in the new energy vehicle charging infrastructure industry, had a group of old industry players in the field of the new charging infrastructure of energy vehicles, and later car companies that escorted their own new energy vehicles, such as for Volkswagen, Porsche, Honda and BMW, Huawei wants to shine in the field of new energy charging infrastructure. You need to master core technology while running across the entire business chain.
Policies and capital accelerate in the game, cargo stacks are on the way
As one of the country’s “new infrastructure” projects, the new energy vehicle charging industry is increasingly becoming a new blue ocean where capital and giants compete for design.
Furthermore, with the continued increase in electric vehicles, the demand for battery charging continues to grow. More capital shows strong interest in the cargo market. Auto companies, communication operators, and even real estate companies have entered the market. .
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In July 2019, Volkswagen established a joint venture with FAW, JAC, and Xingxing Charging; the new power company Weimar Automobile and the special call from the cargo operator formally charged a contract.
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In August 2019, multinational energy giant BP and Didi announced that they would form a joint venture to jointly build a new energy vehicle charging infrastructure in China.
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In March 2020, Ningde Times and Baicheng New Energy established a new energy technology company, announcing the official design of the integrated micro-grid intelligent charging and storage system, which is primarily engaged in the new energy vehicle charging business.
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In March 2020, under the control of Tianyan, the Department of Ant Ali’s Financial Services Investment Platform first invested in the field of charging batteries (Simple Charge (Hangzhou) Technology Co., Ltd.); Ali Department Gaode Map launched a new energy vehicle charging service solution and German High Charging Map was officially launched.
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On April 8, Volkswagen Group Parts Company and Shanghai Dupu New Energy Technology Co., Ltd. signed a cooperation agreement, which plans to produce flexible, fast-charging energy storage batteries in China. According to the agreement plan signed by both parties, cooperation will begin in the second half of this year.
Each action of the giants is based on the actions taken after a deep consideration of their own business. Of course, it is undeniable that this new infrastructure will load the heap in one of the seven key investment directions, and in fact push it over the nozzle. , Accelerating the development of the entire industry, and even many places actively participate in it to strengthen support for the construction and operation of load cells.
The National Energy Administration recently released data showing that China has built the world’s largest network of electric vehicle charging facilities.
In addition, State Grid recently stated that this year, the company plans to organize an investment of 2.7 billion yuan in the construction of cargo batteries and 78,000 new cargo batteries, which cover various types of charging infrastructure, such as public, private energy, community, port and coastal.
Although as the cargo pile became one of the top seven projects for the new infrastructure, the core companies also sensibly caught the breath of making money, but the actual profit level was not ideal. Among the top three charging stacks: Special Calls, Xingxing Charge, and State Grid, only Special Calls and Xingxing Charge claimed that their Charge Stack business started to become profitable. At the end of 2019, the State Grid cargo segment is still at a loss.
In other words, before solving the company’s profit model, and then the large-scale design of charging stacks, the result is likely to be that investment and performance are difficult to be directly proportional. It appears that the “blue ocean” brought in by the new infrastructure may also be a red “wang ocean”.
Of course, the potential and market of China’s charging pile industry is huge. The market has also left a lot of space for large companies, but if you want to enjoy this huge cake with peace of mind and, at the same time, take advantage of the resources invested by the country in the field of charging batteries, players not only need models reasonable commercials Must have core technology. This time, the strong entrance of Huawei, will it be possible to unleash a “combat storm” in the field of charge batteries?
