Tesla China Bureau: Game Charging Post

On April 22, Tesla’s president, Elon Musk, contributed his first Chinese television show at the Beijing Zhongshan Park Concert Hall. Musk made positive comments on the Chinese market. He said that China is a very important market for Tesla in the future. Tesla will invest a lot here and said that there will be some localized production within 3-4 years.

In fact, the first localized project has already begun in China. Hanergy Solar also announced today that it is building Tesla's charging system and super charging piles in Beijing and Shanghai. Both systems are currently off-grid systems ( Independent of the power grid).

However, Musk's response has been vague on the most important issue of cooperation with the State Grid. On the one hand, Musk stated that cooperation with the State Grid was beneficial to the construction of the charging pile; on the other hand, after four months of negotiations, Tesla still did not reach a consensus with the State Grid, Musk also announced that Build an off-grid charging system.

Regarding whether or not Tesla can really set up a charging system to bypass the State Grid, most insiders are skeptical.

Negotiations are deadlocked

"Xu is doing a circuit change, and NARI is doing a charging route."

After Tesla entered China, the first problem to be solved was the construction of a charging network, which was the basis for the widespread adoption of pure electric vehicles in the future.

In the United States, Tesla’s supercharger network has covered 80% of the population in the United States and has built a “charging corridor” from Los Angeles to New York across the US East and West Coasts. In Europe, Tesla has also built 6 new supercharging stations connecting the Netherlands, Germany, Switzerland and Austria, and it has reached 14 charging stations in Europe. In March this year, Tesla Super Charge Network will cover 50% of the German population living area. By the end of the year, this proportion will rise to 100%.

Prior to this, Tesla officials stated that Tesla’s charging facilities in China will first be built along the Beijing-Shanghai Expressway. The construction of charging piles inevitably requires cooperation with the grid.

After Tesla entered China, he immediately set up a department responsible for charging network construction. According to sources close to the power system who are highly concerned about this matter, after Tesla entered China, the only company that actually talked about the cooperation of charging piles was the State Power NARI.

In January of this year, Tesla took the initiative to send a letter to the State Grid to discuss the construction of charging networks. Currently, the State Grid has two routes for electric vehicle charging solutions. Xu Ji is doing the circuit change, and NARI is doing the charging route. The above-mentioned sources stated that after Tesla contacted the State Grid, it was still negotiating with NARI regarding the specific technical standards of charging piles. In the industry chain of charging piles, Nanrui is currently involved in the overall station total package, system design and software links, and the hardware is outsourced.

On April 16, the State Grid announced the tender list for the first batch of electric vehicle charging equipment. Twelve companies were selected, and Guodian NARI was among them. According to Shenyin Wanguo’s estimation, the total amount of equipment for the bidding of Guodian NARI was RMB 45 million, ranking the first of 12 companies. State Grid plans to invest 3.9 billion yuan in charging equipment this year, and will be bidding 3-5 times throughout the year.

So far, there have been no announcements of the results of negotiations between Tesla and the State Grid.

It is crucial for Tesla to reach an agreement with the national grid. In an April 22 interview, Elon Musk stated that there are many advantages to working with the grid because Tesla's charging station is designed with the hope that its electricity production will exceed its consumption. Electricity, if the charging station has excess power, it can be delivered to the grid.

This means that after cooperating with the national grid, Tesla's charging piles can earn revenue by selling electricity to the national grid to cover costs. Industry insiders believe that taking Tesla’s current financial status, it will not be able to afford the cost of a complete off-grid system.

Hanergy will build China's first super charging pile

"The construction of large-scale off-grid charging piles is still an impossible task at present."

Under long delays, Elen Musk also suggested that Tesla could bypass the national grid during the delivery of the Tesla sports car to the first Chinese car owners.

Elon Musk said Tesla’s biggest challenge in China is to build a service and charging network as soon as possible. The goal is to invest in China's charging environment and build seven supercharged networks. Musk said that Tesla's charging station can be independent of the grid and use solar energy as an energy source. At the same time, a fixed battery pack will be added in the charging station to ensure uninterrupted charging throughout the day.

Elon Musk also revealed that Tesla's charging station in China will use solar panels produced in China instead of Solarcity, which he controls. Tesla's charging piles in the United States are all built by Solarcity, which has created an innovative model of photovoltaic power plant financing in the United States and is currently the largest supplier of roofing projects.

Currently, Tesla's China Solar Panel Cooperative has only one company, Hanergy Solar. Hanergy has already built two photovoltaic charging station systems for Tesla in its Beijing exhibition center. The two power plants use thin-film flexible photovoltaic systems using CIGS (copper indium gallium selenide) thin film photovoltaic technology. Hanergy said that the highest conversion rate of the film technology has reached 20.5%, with the advantages of lightweight, flexible and flexible, weak light generation, and packaging technology. In addition, the system does not need to build expensive racks and the entire facility can be moved.

In addition to this photovoltaic charging station system, Hanergy will build China's first supercharging station for Tesla in Shanghai Jiading Automobile City.

Zhang Qingliang, Vice President of Hanergy Solar Energy Application Group, said that Hanergy Solar has cooperated with a number of domestic and foreign automakers to discuss and study energy storage, power generation systems, photovoltaic roofs and various photovoltaic vehicles and peripheral systems from electric vehicles. Applied topics.

However, most of the industry insiders are skeptical as to whether Hanergy can actually roll out off-grid charging systems in China. A solar industry source told reporters that theoretically building an off-grid system does not require approval from the national grid. It only requires the National Development and Reform Commission and the local land, construction, and planning departments to pass. However, in the real approval process, it will also encounter Many restrictions. The industry believes that the construction of large-scale off-grid charging piles is still an impossible task.