Photovoltaic industry is not short of myths, but more myths are not uncommon, some people began to try to "turn over the sky".
Recently, a piece of news about "ideal car officially marching into photovoltaic" spread in the photovoltaic industry, just when everyone was marveling that ideal car was finally going to keep up with other car companies, the editor of the new energy micro-newspaper DataBM. Co m found that if a company was set up to March into photovoltaic once, it would be impossible for them to do so. Ideal may be able to announce its entry into photovoltaic 87 times in the past year and two months. Established 87 companies in
one year, Ideal "Real Hammer" Marches into Photovoltaic
On May 10, a company named "Car and Home (Jincheng) Energy Service Co., Ltd." Was quietly born, and then "Ideal Marches into Photovoltaic" began to be "Stone Hammer".
In fact, from May 10 to May 15, there were five car and home energy series companies registered under the ideal joint venture company Beijing Car and Home Energy Services Co., Ltd. They are Car and Home (Jincheng) Energy Service Co., Ltd., Car and Home (Jingzhou) Energy Service Co., Ltd., Car and Home (Zhangjiakou) Energy Service Co., Ltd., Car and Home (Lvliang) Energy Service Co., Ltd., Car and Home (Xinyang) Energy Service Co., Ltd.
If we pull the starting point of the time line back to March 25, 2022, we will find that in less than one year and two months, as many as 87 similar companies have been established, covering 22 provinces and cities, of which Hebei has the largest distribution of 12. The first one was founded in Shanghai on March 25, 2022, just 21 days after the registration of Beijing Chehejia Energy Services Co., Ltd.
After comparison, it is found that these 87 companies are all energy companies with cars and homes in various places, and their business scope also includes sales of photovoltaic equipment and components; manufacturing of photovoltaic equipment and components; and technical services for solar power generation.
So it seems that the ideal entry into photovoltaic is not only a real hammer, but also a hidden ambition. Where does the
unreasonable expansion point?
In fact, within a few days before the publication, the number of subsidiaries of Beijing Car and Home Energy Services Co., Ltd. changed day by day, from 85 on May 15 to 86 on May 16 and 87 on May 17. The speed of establishment of a company can be regarded as crazy.
So, where does the ideal point to such an unreasonable expansion rhythm?
From the number of companies and the behavior of not rushing to put into production to occupy the market but continuing to open new companies, the ideal may be to temporarily stay away from capital-intensive industries such as silicon materials and wafers with huge initial cost and long construction cycle.
Even if the audience has already entered the photovoltaic car companies, we may be able to see the ideal future direction from Tesla's layout.
From 2015 to 2019, Tesla quickly occupied the North American market with its energy storage products Powerwall and Megapack.
After years of development, by the end of 2022, the installed capacity of Tesla's energy storage business was 6.5G Wh, up 64% year-on-year, contributing revenue of $3.909 billion, up 40% year-on-year, while the growth rate of production capacity also exceeded that of the main new energy vehicles.
In response to the rapid growth of demand, on April 9 this year, the Tesla Energy Storage Super Factory project officially settled in Shanghai, with an initial planned annual output of 10,000 commercial energy storage batteries and an energy storage scale of nearly 40 GWh, which will be supplied to the global market in the future.
On the basis of the vigorous development of energy storage, in 2019, Tesla will integrate optical storage, launch the third generation of super charging piles, begin to use a large number of solar panels and high-performance energy storage devices, and in June 2021, the first integrated charging station of optical storage and charging in China will be located in Lhasa.
Subsequently, in July, the second integrated charging station for optical storage and charging was officially put into operation in Shanghai, marking the rapid development of Tesla Power wall energy storage power station in China.
Up to the time of publication, Tesla has initially built a new energy industry ecological closed-loop system of "car + pile + light + storage + load + intelligence", forming a new business model of "vertical integration of vertical hardware + horizontal software-defined hardware + integration of software and hardware", and the synergy effect of the ecosystem has gradually emerged.
Tesla's success may not be enough to make the ideal completely exciting, but if there is policy support, it will be a different situation.
On May 17, the State Development and Reform Commission and the State Energy Administration issued the Opinions on Accelerating the Construction of charging infrastructure to Better Support the Rural Revitalization of New Energy Vehicles.
The document points out that we should innovate the operation and maintenance mode of charging infrastructure construction in rural areas, strengthen the layout and construction of public charging infrastructure, encourage new energy vehicles to build charging piles with orderly charging function, and accelerate the formation of unified industry standards. At the same time, we will encourage research on key technologies such as two-way interaction between electric vehicle and power grid (V2G) and cooperative control of optical storage and charging, and explore the construction of an integrated charging infrastructure for photovoltaic power generation , energy storage and charging in rural areas with low utilization rate of charging piles. The next day after the
document was issued, Premier Li Qiang also said in a survey of Jinbao Automobile City in Weifang, Shandong Province, on May 18 that the new energy automobile market has a vast space, so it is necessary to optimize the policy of supporting the purchase and use, speed up the construction of infrastructure such as charging piles, and further release the consumption potential of new energy automobiles.
With Tesla Zhuyu in the front and policy promotion, as an ideal car that has been trying to match Tesla, it is indeed a good choice to focus on the integration of "car pile, light and storage".
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