蔚來和比亞迪希望銷售不帶電池的電動汽車，與特斯拉和燃氣汽車競爭
Nio and BYD want to sell EV's without a battery, to take on Tesla and gas-powered cars.
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“電動車的未來是換電嗎？“
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Nio has spent the past five years building a comprehensive, and expensive, network of battery swapping stations. Buyers of Nio vehicles lease the batteries, and instead of charging them they take them to a station where they are replaced.
蔚來是一家中國電動汽車制造商，對銷售電動車采取了一種激進的方法：出售不帶電池的汽車，并允許客戶在需要時更換充滿電的電池。
過去五年，蔚來投入巨資建設(shè)了一個全面且昂貴的電池交換站網(wǎng)絡(luò)。購買蔚來汽車的車主租賃電池，他們不是給電池充電，而是將電池帶到站點進行更換。
Though it's early, customers thus far report a strong preference for the option of battery swapping, compared to fast charging. What's more, providing a fast and convenient charge positions Nio to directly challenge gas-driven cars.
這種策略使蔚來能夠以遠低于競爭對手的價格銷售。更換電池只需要幾分鐘，而充電則需要幾個小時。
盡管還處于早期階段，但到目前為止，客戶報告顯示，他們明顯更傾向于選擇電池更換而不是快速充電。更重要的是，提供快速便捷的充電方式使蔚來能夠直接挑戰(zhàn)燃油驅(qū)動的汽車。
蔚來與比亞迪和寧德時代合作，這兩家公司是世界上最大的電動車電池生產(chǎn)商?，F(xiàn)在，三家公司都全力投入到電池更換策略中，他們相信，他們的銷售增長只受限于他們能夠多快建設(shè)更多的充電站。如果他們是正確的，他們將在未來幾十年內(nèi)徹底改變交通運輸行業(yè)，而競爭對手幾乎沒有機會趕上。
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NIO has done over 50 million swaps successfully. NIO vehicles will be the only EV with resell value because after 5yrs you can have the latest battery technology installed in less than 3 minutes. Swap stations support the grid and also use solar panels on the roof. NIO is the future.
蔚來（NIO）已經(jīng)成功完成了超過5000萬次換電。NIO的車輛將是唯一具有轉(zhuǎn)售價值的電動汽車，因為5年后，你可以在不到3分鐘內(nèi)安裝最新的電池技術(shù)。換電站支持電網(wǎng)，并且屋頂也使用太陽能板。NIO代表著未來。
NIO will derive multiple plans with different premiums to milk the customers too like the internet service providers. Businesses are not the government, customers always have to pay cost+profit to get what they get, and there is no free lunch in the business world.
NIO將制定多種不同價格的計劃來從顧客那里賺取更多利潤，就像互聯(lián)網(wǎng)服務(wù)提供商一樣。商業(yè)不是政府，顧客總是需要支付成本加上利潤來獲得他們所得到的，而在商業(yè)世界中沒有免費的午餐。
? @joechan3388 no one is forcing anyone to buy a NIO.
沒有人強迫任何人購買NIO。
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@joechan3388 how is NIO charging upgrades beforehand? They are not charging for the batteries at all, it’s just loaned out with the charge. You still can charge at home and buy the batteries if you don’t want to use their swap stations.
NIO怎么會提前收費升級呢？他們根本不收電池費，只是隨用隨借。如果你不想使用他們的換電站，你仍然可以在家充電和購買電池。
Without a battery, the purchase price is much lower, therefore more affordable than any EV or ICE car.
沒有電池，購買價格要低得多，因此比任何電動汽車或內(nèi)燃機汽車都便宜。
Yea, but that business model only make sense if it take hours to charge. Car batteries today only take less than an hour to charge enough for a moderately long journey and it is going to improve. However, it could still work if it really does cost far less upfront because you are renting a battery, not owning it. But Nio will need a huge network of battery swap stations for this to really work and that might be its Achilles' heel.
是的，但這種商業(yè)模式只有在充電需要幾個小時才有意義?，F(xiàn)在的汽車電池只需要不到一個小時就可以為一次中等長度的旅程充電，而且將來還會改進。然而，如果前期成本真的低得多，因為你是在租用電池，而不是擁有它，那么它仍然可以起作用。但Nio將需要一個龐大的換電站網(wǎng)絡(luò)，這可能才是它真正起作用的地方，這可能是它的致命弱點。
@gelinrefira 2min:40sec to swap, 50M swaps total. 1M swaps every 14 days now. 2529 swap stations! More than 9 car brand already joined the swap “moat”. Balancing the grid, health check every swap, no need to worry about your turn, as you book the swap your turn will be shown in the car. The car is cheaper because you rent the battery. The insurance is cheaper because you buy the car without the battery, because the battery is already covered by $NIO!
換電只需2分40秒，總共有5000萬次換電。現(xiàn)在每14天就有100萬次換電。有2529個換電站！已經(jīng)有超過9個汽車品牌加入了換電“護城河”。平衡電網(wǎng)，每次換電都進行健康檢查，不需要擔(dān)心你的輪次，因為當(dāng)你預(yù)約換電時，你的輪次會顯示在車?yán)铩＿@輛車更便宜，因為你是租用電池。保險更便宜，因為你買車時不包括電池，因為電池已經(jīng)由$NIO覆蓋了！
We were told that the Chinese only Copy Paste American Tech.
Which American Company has NIO Stolen this Technology from...
我們一直被告知中國人只會復(fù)制粘貼美國的技術(shù)。
蔚來是從哪家美國公司偷來的這項技術(shù)……
? @StipanRamon The name is Better Place. It was not american, it was european. Regretfully, it failed, more due to poor management than business model. People still have good memiries of that car...
名字叫Better Place。它不是美國的，是歐洲的。遺憾的是，它失敗了，更多的是因為管理不善，而不是商業(yè)模式。人們?nèi)匀粚δ强钴囉泻芎玫挠洃?..
The American military had all kinds of electric vehicles in the 1980s. It's true, China just recently learned about this old US tech of electric vehicles.
美國軍隊在20世紀(jì)80年代擁有各種類型的電動車。確實，中國只是最近才了解到這項美國古老的電動車技術(shù)。
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Ahahah..hahaha，good one!
啊哈哈... 好笑！
@topsuperseven7910 the entire world had electric vehicles before the 80s, don't brag american military had..... lol, that was 1980 tech, mostly lead acid batteries, no comparison, today america is learning how to make ev, copying Chinese... get over yesterday!
整個世界在 80 年代之前都有電動汽車，別吹噓美國軍方有......哈哈，那是 1980 年代的技術(shù)，主要是鉛酸電池，沒法比，今天美國正在學(xué)習(xí)如何制造電動汽車，抄襲中國...忘記昨天吧！
NIO took the inconvenience, wait time out of consumers hands and if there is problem with battery back to NIO to fix. the most expensive of an EV is its battery.
NIO消除了消費者的不便和等待時間，如果電池有問題，就由NIO來修理。電動汽車最昂貴的部分就是電池。
This solves the charging anxiety and range anxiety problem. As long as there are laws in place preventing Nio and other similar companies from rent-only models of battery ownership, i.e. customers must have the option to also buy batteries, then I don’t see a problem.
這解決了充電焦慮和續(xù)航焦慮問題。只要有足夠的法律來防止Nio和其他類似的公司只采用電池租賃模式，即客戶也必須有購買電池的選擇，那么我就沒有看到問題。
@madsam0320 NIO gets paid for the battery when the car is purchased by the battery leasing company. The leasing company is separate from NIO. Neil makes money regardless please do some research.
蔚來在電池租賃公司購買汽車時就獲得了電池的付款。租賃公司與蔚來是分開的。不管怎樣，NIO都能賺錢，請做一些研究。
So in order to get the benefits of the latest battery tech you don't need to buy a new car, just switch to the latest battery? .. now that's smart!
所以，為了獲得最新電池技術(shù)的好處，你不需要買一輛新車，只需要換成最新的電池？.. 現(xiàn)在這真聰明！
If the NIO standard is met by other makers it's a win. Else not.
如果NIO標(biāo)準(zhǔn)被其他制造商滿足，那就是贏了。否則不是。
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Nio is stuck with standardized battery packs that will be based on old technology in terms of form factor and interfaces to be backward compatible with the original cars. In China, they already have mass fast charging, so e-taxi drivers simply charge during their lunch break. Everybody else will have the luxury of charging at home, or at one of the many public fast charging stations.
Nio被困在標(biāo)準(zhǔn)化的電池包上，這些電池包將基于舊技術(shù)，以便在形式因素和接口上向后兼容原始汽車。在中國，他們已經(jīng)有大規(guī)模的快速充電，所以電動出租車司機在午餐時間就可以充電。其他人將有在家充電的奢侈，或者在許多公共快速充電站充電。
Batteries are so good as opposed to 5 years ago there’s no need.
與5年前相比，現(xiàn)在的電池非常好，已經(jīng)沒有必要（擔(dān)心）。
As a NIO driver for more than 3 years, I am very satisfied with BAAS service, I always swap, something that I did recently is I change the battery from long range to standard one since I switched jobs and no need for the big battery, save money on battery rent.
作為一名超過3年的蔚來車主，我對BaaS服務(wù)非常滿意，我總是更換電池，我最近做的一件事是我將電池從長續(xù)航型換成了標(biāo)準(zhǔn)型，因為我換了工作，不需要大電池了，節(jié)省了電池租賃的費用。
Sounds interesting. How much to rent a battery?
聽起來很有趣。租用電池要多少錢？
My biggest take away is how far ahead China is with regard to EVs, battery technology and battery use. In the US military in the 80s, we always claimed that the USSR was a 3rd world country with nuclear weapons. Now, my country is rapidly becoming a 3rd world country with nuclear weapons.
我最大的感受是中國在電動車、電池技術(shù)和電池使用方面遙遙領(lǐng)先。在80年代的美國軍隊，我們總是聲稱蘇聯(lián)是一個擁有核武器的第三世界國家?，F(xiàn)在，我的國家正迅速成為一個擁有核武器的第三世界國家。
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Now China is the running rabbit, America is the turtle in slumber.
現(xiàn)在中國是奔跑的兔子，美國是沉睡的烏龜。
We are in Asian century
我們處于亞洲世紀(jì)。
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Battery swap makes an EV a perpetual machine. The car can last many decades! What an environmental friendly approach countering the anti-EV side.
更換電池使電動汽車成為永動機。汽車可以使用幾十年！這是一種多么環(huán)保的做法，可以對抗反對電動汽車的一方。
@quoc28mytube your statement is only true if the battery swap station is cheap and fast to build which they are not. Imagine building hundreds of thousands of these accross Americas, Europe and China just like Tesla has done with their superchargers. Not a chance! Its totally useless if the swap station is scarce and far between.
你的說法只有在電池交換站建造成本低廉且速度快的情況下才是正確的，但事實并非如此。想象一下，像特斯拉建造超級充電站一樣，在美洲、歐洲和中國建造數(shù)十萬個這樣的交換站。不可能！如果交換站稀少且相距遙遠，它就完全沒用了。
The US was once a pioneer of EV. Case in point: the moon rover from the Apollo program - its technologies were decades ahead of the world. Now i have no word for it, their EV i mean.
美國曾經(jīng)是電動汽車的先驅(qū)。例如：阿波羅計劃中的月球車 - 其技術(shù)領(lǐng)先世界數(shù)十年?，F(xiàn)在我不知道該用什么詞來形容它，我的意思是他們的電動汽車。
@rova3308 I do not care of the swap stations are scarces, would be good if it wasn’t. The thing that you swap battery and future proof that without spending $15k or so in a repair shop for a battery swap.
我不在乎換電站是否稀缺，如果不是這樣就好了。你可以更換電池，并且可以確保將來不會在維修店花費 15,000 美元左右進行電池更換。
@quoc28mytube Remember: no. 1 turn off for majority of people about EVs is Range Anxiety.
記?。捍蠖鄶?shù)人對電動汽車的第一厭惡就是續(xù)航里程焦慮。
@rova3308 Nio has range of 1000km WLTP. Either you can charge or swap.
蔚來汽車的續(xù)航里程為1000公里WLTP標(biāo)準(zhǔn)。你可以選擇充電或者換電。
@rova3308 Nio ET7 has range of 1000km WLTP. Of course you can either charge or swap with Nio depending which is nearest.
蔚來ET7的續(xù)航里程為1000公里WLTP標(biāo)準(zhǔn)。你可以根據(jù)哪個更近，選擇充電或者與蔚來進行換電。
@quoc28mytube don't forget it's online software controlled, it may have age limit aka forced obsoletion
別忘了這是在線軟件控制的，它可能有使用年限，也就是所謂的強制淘汰。
We have this in Norway, works perfectly and more and more stations open….
我們在挪威有這個，運作完美，而且越來越多的站點開放……
Sadly not in the U.S.
遺憾的是，美國沒有。
@DMVC721 Sadly the same in all the US vassal states.
遺憾的是，所有美國附屬國都一樣。
@trekpac2 It is the opposite of the way to go, because it's massive infrastructure cost by a single niche OEM. BYD, AITO, Geely, Changan, Polestar, Tesla, etc. all use the same common charging infrastructure, so it scaled up BIG in China.
這是相反的方向，因為它是由單一小眾OEM承擔(dān)的龐大基礎(chǔ)設(shè)施成本。比亞迪、AITO、吉利、長安、Polestar、特斯拉等都使用相同的通用充電基礎(chǔ)設(shè)施，所以它在中國大規(guī)模擴張。
you have NIO in Norway?
挪威有蔚來嗎？
Nio's biggest overseas market is Norway, and Norway is the first country to achieve 95% of all new cars sold to be electrically powered. I think Nio is betting right.
蔚來最大的海外市場是挪威，挪威是第一個實現(xiàn)95%的新車銷售為電力驅(qū)動的國家。我認為蔚來賭對了。
NIO is testing its latest generation of battery swap stations in China. Due to record temperature across the country causing energy blackouts, NIO has explained that some of its swap stations already have the technology equipped to act as “virtual power plants” supplying energy back to the local grid during peak hours, read during peak energy cost.
蔚來正在中國測試其最新一代的換電站。由于全國創(chuàng)紀(jì)錄的高溫導(dǎo)致能源停電，蔚來解釋說，它的一些換電站已經(jīng)配備了作為“虛擬電廠”的技術(shù)，在高峰時段向當(dāng)?shù)仉娋W(wǎng)供電，即在能源成本最高的時段。
win-win for NIO and power grid.
對蔚來和電網(wǎng)都是雙贏。
@ZweiZwolf ... with which you forgot, China has installed its own gigantic industrial grid storage. Shenzhen alone has 8 of them (that I know of) and they store up huge amount of energy overnight to supplement the power grid of their city in the daytime.
你忘了，中國已經(jīng)安裝了自己的巨型工業(yè)電網(wǎng)儲存。僅深圳就有8個（據(jù)我所知），它們在夜間儲存大量能量，以補充白天城市電網(wǎng)的電力。
@verypleasantguy Minor correction, grid storage supplements the grid during the evening, due to the "duck curve", where solar power generates a LOT of excess power from 9 am to 4 pm, but people continue to draw a lot of power from 4 pm to 9/10 pm. Grid storage charges during sunlight hours for use during after-work / dinner hours.
小小的糾正，電網(wǎng)儲能裝置在晚上補充電網(wǎng)，因為“鴨子曲線”現(xiàn)象，即太陽能發(fā)電在上午9點到下午4點產(chǎn)生大量過剩電力，但人們在下午4點到晚上9/10點仍然需要大量電力。電網(wǎng)儲能裝置在日光時段充電，用于下班后/晚餐時段的電力使用。
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A swappable battery just solves so many problems that EV's have.
可更換的電池解決了電動汽車的許多問題。
But makes it more expensive for either the carmaker or the consumer as someone has to pay for the extra batteries that are lying around in expensive swap stations. All of this to shave 5 minutes off the charging time if you don’t want to charge at home.
但這會讓汽車制造商或消費者承擔(dān)更多費用，因為有人必須為那些存放在昂貴換電站的額外電池付費。所有這些都是為了在您不想在家充電的情況下，節(jié)省5分鐘的充電時間。
這和加油站地上的汽油罐有什么不同？當(dāng)你的電池用到8年后需要進行安全檢測時，你就會覺得電池更換服務(wù)非常便捷了。
@marccourtney5565 huh? a petrol tank in your car doesn’t cost 30% of the car. The tank under a petrol station holds energy that is much cheaper by energy density costs. Each car serviced requires an expensive spare battery to be sitting, charged and ready for a customer. Multiply that by hundreds of cars a day. MUCH cheaper than a tank that holds the raw energy for hundreds of vehicles. A battery swap station may cost $280k but the number of batteries required to have on hand will be massive. And those batteries will depreciate over time. Who will pay for those? Eventually the company will go bankrupt or increase the charging costs. In the short term the customer might win but in the long term, there’s no such thing as a free lunch (or battery) so you’ll end up trapped in an expensive proprietary ecosystem.
呃？汽車中的油箱并不占汽車成本的30%。加油站下的油箱所持有的能源按能量密度成本要便宜得多。每輛接受服務(wù)的汽車都需要一個昂貴的備用電池坐著、充電并為客戶準(zhǔn)備就緒。將這個數(shù)字乘以每天數(shù)百輛汽車。比持有數(shù)百輛車的原始能源的油箱便宜得多。一個換電站可能要花費28萬美元，但需要隨時準(zhǔn)備的電池數(shù)量將是巨大的。而這些電池會隨著時間的推移而折舊。誰來支付這些費用？最終公司會破產(chǎn)或提高充電成本。短期內(nèi)客戶可能會贏，但從長遠來看，天下沒有免費的午餐（或電池），所以你最終會陷入昂貴的專有生態(tài)系統(tǒng)。
SIMPLE NIO IS WRONG
BATTERY SWAP IS A REALY STUPID IDEA..
1 THE MOST EXPENSIVE PART IN A EV IS THE BATTERY WITH BATTERY SWAP THERE HAS TO BE MORE THAN 1 BATTERY PER CAR ANS IN THE END THE CONSUMER HAS TO PAY FOR THIS
簡單說，蔚來是錯誤的
換電是一個非常愚蠢的想法。
電動汽車中最昂貴的部分是電池，有了換電，每輛車必須有不止一個電池，最終消費者必須為此買單。
Battery swapping is the only way by NIO.
換電是蔚來的唯一方式。
Nio already has a 150kwh semi solid state battery weighing the same amount as their 85kwh battery. It's already being rolled out in China. Even if you bought a car four years ago, you will now be able to use this battery.
蔚來已經(jīng)有了一個150kwh的半固態(tài)電池，重量與他們的85kwh電池相同。它已經(jīng)在中國推出。即使你四年前買了一輛車，你現(xiàn)在也能夠使用這塊電池。
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You know how advance and in how short period of time those Chinese automobile manufacturers manage to get to this position if you know the fact that, even Chinese consumers were not willing to buy most of those China-made cars six or seven years ago and now they sell like hotcakes domestically and outside the border.
你如果知道六、七年前中國消費者還不愿意購買大多數(shù)國產(chǎn)汽車，而現(xiàn)在這些汽車在國內(nèi)外都像熱蛋糕一樣暢銷，你就會明白中國的汽車制造商是如何在短時間內(nèi)取得如此巨大的進步的。
This idea of swapping the battery is a very good idea and will be the future of the EVs. These batteries can be sold at every shop and swapped with an “empty” batteries at a small costs. An EV can be sold at a very low price without the batteries which are the cost drivers. NIO Will be one of the biggest EV manufacturer in the world when it cooperates with another like CATL to create the “infrastructure” of the battery swapping network. This investment is smaller than creating a dedicated network of recharging stations around the world.
換電的想法非常好，將成為電動車的未來。這些電池可以在每家商店銷售并以小成本與“空”電池互換。電動車可以不包含電池以非常低的價格出售，電池是成本驅(qū)動因素。當(dāng)蔚來與寧德時代等公司合作創(chuàng)建換電網(wǎng)絡(luò)的“基礎(chǔ)設(shè)施”時，它將成為世界上最大的電動車制造商之一。這種投資比在世界各地建立專用的充電站網(wǎng)絡(luò)要小。
Swapping the battery is the future of long distance trucking and inland container transport. It's definitely not the future of passenger EVs. If batteries are so cheap, they will be integrated into the chassis, as all non-NIO OEMs are doing today. Nobody else is doing what NIO did, or even partnering with NIO to leverage NIO's investment. NIO is stuck investing profit into low margin swap station infrastructure.
換電是長途貨運和內(nèi)河集裝箱運輸?shù)奈磥怼Ｋ^對不是乘用車電動車的未來。如果電池這么便宜，它們將被整合到底盤上，就像今天所有非蔚來OEM所做的那樣。沒有人在做蔚來所做的事情，甚至沒有與蔚來合作以利用蔚來的投資。蔚來陷入了將利潤投資到低利潤的換電站基礎(chǔ)設(shè)施的困境。
@ZweiZwolf you may think it is not the future, but I think it is because the battery is the cost driver and recharging a battery takes time. Swapping batteries can be done in a minute and when you are driving all day swapping the battery at a “swapping station” is a big advantage. The fact that nobody else is doing it is an opportunity just like the old days of gasoline, the pioneers were people with visions.
你可能認為它不是未來，但我認為它是，因為電池是成本驅(qū)動因素，而且充電需要時間。換電可以在一分鐘內(nèi)完成，當(dāng)你整天開車時，在“換電站”換電池是一個很大的優(yōu)勢。沒有人在做這一事實是一個機會，就像汽油的舊日子一樣，先驅(qū)者是有遠見的人。
@ZweiZwolf well dude, I would buy NIO with replaceable battery if it has established the network of swapping stations. The reason is simply low price for a car which depreciates rapidly and the flexibility and convenience of not having to look for a recharging station when I take a long drive through the mountains, just carry a spare battery.
好吧，伙計，如果蔚來建立了換電站網(wǎng)絡(luò)，我會選擇購買可以更換電池的蔚來汽車。原因很簡單，汽車價格低廉，折舊迅速，而且當(dāng)我長途駕車穿越山區(qū)時，不必尋找充電站，只需攜帶一塊備用電池，既靈活又方便。
As long as the batteries come from China and not from any Western country or their vassals like JPN or SK.
只要電池來自中國，而不是任何西方國家或他們的附庸，如日本或韓國。
Everybody is thinking about the explosive now
現(xiàn)在每個人都在考慮爆炸的問題
I think Nio's bet will fail. Each of the battery sawp station ia a massive money drain. They wont be able to grow fast enough. Also battery tech is improving fast. Soon charging time will be 5 minutes or less while range will be in the 1000s of miles.
我認為蔚來的賭注會失敗。每一個換電站都是巨大的資金消耗。他們無法快速增長。此外，電池技術(shù)正在迅速改進。很快充電時間將縮短至5分鐘或更短，而續(xù)航里程將達到數(shù)千英里。
@ChinaSongsCollection exactly. NIO is betting heavily on battery swap system as oppose to charging one. This will fail because:
1. Battery swap station is expensive to build and slow. See Tesla. They opt for superchargers so they can build fast, cheap and wide spread around the globe.
2. Battery tech is fast improving. Soon charging is not gonna be an issue. People will charge in 5 minutes to 80% and be able to travel 1000s of miles (instead of 100s) making battery swap obsolete.
正是這樣。蔚來在電池換電系統(tǒng)上下了重注，而不是充電系統(tǒng)。這將會失敗，因為：
1. 換電站建設(shè)成本高昂且速度慢。看看特斯拉。他們選擇超級充電站，這樣他們可以快速、便宜地在全球范圍內(nèi)廣泛建設(shè)。
2. 電池技術(shù)正在迅速改進。很快充電將不再是問題。人們將在5分鐘內(nèi)充至80%，并能夠行駛數(shù)千英里（而不是數(shù)百英里），使換電過時。
@rova3308 No, I was replying to you because your notion of charging 1000 miles in 5 minutes defies the current ability to transfer power safely. The fastest EVs currently charge around 250 kW, gaining not quite 200 miles in 15 minutes, but you want to charge 10x that in 1/3 the time, so 30x higher at 7.5 MW. 7.5 MW is way past industrial power draw and approaching utility levels, where an error and mistake instantly frys a person. There's no way to make something like that safe for an ordinary person to handle.
不，我在回復(fù)你，因為你關(guān)于5分鐘內(nèi)充電1000英里的想法違背了目前安全傳輸電力的能力。目前最快的電動車大約充電250千瓦，15分鐘內(nèi)增加近200英里，但你想在1/3的時間內(nèi)充電10倍，也就是30倍，達到7.5兆瓦。7.5兆瓦遠遠超過了工業(yè)電力消耗，接近公用事業(yè)水平，任何錯誤和失誤都會瞬間電擊一個人。沒有辦法讓這樣的事情對普通人來說是安全的。
@ZweiZwolf well you forgot that I said "battery is fast improving and SOON people will charge in 5 minutes" pay attention to the word SOON. It means later in the near future. NOT NOW, not yet. If you say thats impossible, remember that people said that too when Elon said rockets can be made re-usable.
好吧，你忘了我說的“電池正在迅速改進，很快人們將在5分鐘內(nèi)充電”，注意“很快”這個詞。這意味著在不久的將來。不是現(xiàn)在，還沒有。如果你說那是不可能的，記得當(dāng)埃隆說火箭可以重復(fù)使用時，人們也這么說過。
@rova3308 You need to work on your reading comprehension, because "soon" doesn't change the laws of physics or the lethality of high voltage and high current. 7.5 MW is over 300 times what a Master Electrician sees in a typical 25 kW residential setting with a 240V 100A panel. 7.5 MW draw is so far beyond what could be reasonably considered "safe" for an ordinary consumer that it will be regulated or litigated out of existence.
你需要提高閱讀理解能力，因為“很快”不會改變物理定律或高電壓和高電流的致命性。7.5兆瓦是一個典型25千瓦住宅設(shè)置的電工看到的300多倍，電壓為240V，電流為100A。7.5兆瓦的電力消耗遠遠超出了普通消費者可以合理認為是“安全”的范圍，它將被法規(guī)或訴訟淘汰。
@ZweiZwolf This is EXACTLY identical as to what people back then said to Elon when he said he could make rockets fly backward and then land itself safely on the ground. People said it was impossible, it was against everything they knew, they came up with all sorts of logic to explain to Elon that it was impossible. Thats YOU buddy. You're a naysayer.
這與當(dāng)時人們對埃隆所說的話完全相同，當(dāng)時他說他可以讓火箭向后飛行，然后安全地降落在地面上。人們說這是不可能的，這與他們所知道的一切相悖，他們想出各種各樣的邏輯向埃隆解釋這是不可能的。那就是你，伙計。你是個懷疑論者。
That's Chinese entrepreneurship on display. Imagine a few hundred million of them all competing to be the first mover in everything in every field whether it be space, tech, manufacturing, services, finance etc. There's no way the rest of the world can compete with the rise of the Dragons as such skills and talents were developed and evolved over more than 5,000 years of civilization.
這是中國的企業(yè)家精神。想象一下，數(shù)億人都在各個領(lǐng)域競爭成為先行者，無論是太空、技術(shù)、制造、服務(wù)、金融等。世界其他國家無法與中國龍的崛起相抗衡，因為這樣的技能和才能是在5000多年的文明中發(fā)展和演變而來的。
I drove from Shenzhen to xinjiang in my AITO M5 and only came across 2 Nio swap stations on the Highways.. NIO will sink too much money into these charging stations.. Other EV brands don't have that overhead.
我開著我的愛圖M5從深圳到新疆，只在高速公路上遇到了2個蔚來換電站。蔚來會將太多資金投入到這些充電站中。其他電動車品牌沒有這個開銷。
Maybe the nio app will have geo locations of more swap stations.
也許蔚來的應(yīng)用將提供更多換電站的地理位置信息。
Unless batteries are standardized and become successor of gas stations (all car makers essentially doing swap), Nio risks going bankrupt. Imagine gas stations being exclusive to certain car brand. And this isn't crazy idea, most car batteries sold on the Chinese market are either made by CATL, BYD or Geely's in house (i'm aware there are smaller players but these 3 are over 70% of the market) they could implement some standards for battery swaps and start a joint project.
除非電池標(biāo)準(zhǔn)化并成為加油站的繼承者（所有汽車制造商基本上都在做換電），否則蔚來就有破產(chǎn)的風(fēng)險。想象一下，加油站只對特定汽車品牌開放。這并不是一個瘋狂的想法，中國市場上銷售的大多數(shù)汽車電池要么是由CATL、BYD或吉利自家制造的（我知道還有一些小公司，但這三家占據(jù)了超過70%的市場），他們可以實施一些電池交換的標(biāo)準(zhǔn)并啟動一個聯(lián)合項目。
I expect the Chinese government to subsidize these charging stations and implement a standardized battery for all EVs so the charging stations work for all vehicles. These charging stations are where the future of EVs is.
我預(yù)計中國政府將對這些充電站進行補貼，并為所有電動車實施標(biāo)準(zhǔn)化電池，以便充電站適用于所有車輛。這些充電站是電動車的未來所在。
Well, Changan, Geely, Chery JAC Lotus have joined the Nio standard and according to a Nio insider, Changan will be the first to come out with a swappable car which is in a couple of months time. They will all build the swap network n pay royalties to Nio who will manage the network.Nio also sells electricity back to the government when the load is high thus earning through multiple revenue streams.
好吧，長安、吉利、奇瑞捷豹路虎已經(jīng)加入了蔚來標(biāo)準(zhǔn)，據(jù)一位蔚來內(nèi)部人士透露，長安將首先推出一款可換電的汽車，這將在幾個月后推出。他們將建立換電網(wǎng)絡(luò)，并向蔚來支付版稅，由蔚來進行網(wǎng)絡(luò)管理。當(dāng)負載很高時，蔚來還將電力賣回政府，從而通過多個收入來源獲得收益。
NIO and BYD can merge and really take over the EV market.
蔚來和比亞迪可以合并，真正接管電動車市場。
Thanks I was waiting for such news for a long time now, as I first heard about battery swap from CATL maybe 2 years ago. So, NIO is a very interesting car maker.
謝謝，我很久以前就一直在等待這樣的消息，因為我大約在兩年前就從CATL那里聽說了換電。所以，蔚來是一個非常有趣的汽車制造商。
I predicted long ago that battery swap was by far the smarter choice given that a large infrastructure and some format standardization are widely adopted among the main cars manufacturers. That's probably why Nio teamed up with BYD rather than CATL itself. Such a strategy offers definite advantage for their grid as the charging can be handled by the swapping stations during optimal hours and at peak efficiency. Unfortunately the USA has no clear vision of what the EV switch can do for its economy and is slowly reverting to fossil fuel as a better alternative. In conclusion, only a government like China with proactive ideology for efficiency is able to turn such concept into economic reality. We just missed the boat on a cruise we originally advertised as our next revolution. Too bad, but "c'est la vie!"
我很久以前就預(yù)測，鑒于大型基礎(chǔ)設(shè)施和一些格式標(biāo)準(zhǔn)化在主要汽車制造商中得到廣泛采用，換電無疑是更明智的選擇。這可能就是為什么蔚來選擇與比亞迪合作，而不是CATL本身。這樣的策略為他們的電網(wǎng)提供了明確的優(yōu)勢，因為充電可以在最佳時段由換電站處理，并且效率最高。不幸的是，美國對于電動車轉(zhuǎn)型對其經(jīng)濟可能帶來的好處沒有清晰的認識，并且正在慢慢回歸化石燃料作為更好的選擇?？傊?，只有像中國這樣具有積極效率理念的政府，才能將這樣的概念變?yōu)榻?jīng)濟現(xiàn)實。我們只是錯過了我們原本宣傳的下一次革命的船。太糟糕了，但這就是生活！
And all those batteries at the charging station will also function as grid energy storage. Solar's excess production can be stored.
所有這些在充電站的電池也將作為電網(wǎng)能量儲存。太陽能的過剩產(chǎn)能可以被儲存。
In the future, couldn't charging a battery take only couple of minutes. If that's possible, then nio is done for.
將來，給電池充電難道只需要幾分鐘嗎？如果可能的話，那么蔚來就完了。
@yassineakermi5525 charging is not only limited to tech its limited by how many high voltage power line you could put up....for everyone to have access to 2 minutes charging you would need high voltage powerline every where...that is not going to happen ever....
充電不僅局限于技術(shù)，還受限于你能架設(shè)多少高壓輸電線……要讓每個人都能在2分鐘內(nèi)充電，你需要到處都有高壓輸電線……這永遠不會發(fā)生。
@yassineakermi5525 Today, fast charging an e-taxi in China takes less than an hour during a typical lunch break. Taxi drivers find public charging to be cheap, fast, and convenient because there is a LOT of it and it's in good repair. This is why BYD and AION e-taxis are doing very well with fixed batteries. The fact that none of the other dozens to hundreds of Chinese EV OEMs have partnered with Nio means they're done for. Nio won't have the scale and revenue growth to keep up with the larger EV market.
@yassineakermi5525 今天，在中國，快速充電一輛電動出租車（e-taxi）在典型的午餐休息時間內(nèi)不到一個小時就能完成。出租車司機發(fā)現(xiàn)公共充電既便宜又快速方便，因為有很多充電站，而且維護良好。這就是為什么比亞迪（BYD）和埃安（AION）電動出租車使用固定電池做得很好。事實上，其他幾十到幾百家中國電動汽車制造商（EV OEMs）都沒有與蔚來（Nio）合作，意味著他們已經(jīng)完了。蔚來不會有規(guī)模和收入增長來跟上更大的電動汽車市場。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
@martynjames5963 Exactly so. Nio is Betamax, and fixed battery is VHS. You know how this turns out.
確實如此。蔚來是Betamax，固定電池是VHS。你知道這結(jié)果會怎樣。
@martynjames5963 While theoretically anything is possible, it's so unlikely when Nio is having to go it alone with a business model that requires them to sink so much profit into low margin infrastructure when their competitors can spend it all on new product.
雖然理論上一切皆有可能，但當(dāng)蔚來不得不獨自面對這種商業(yè)模式時，情況就顯得不太可能了，這種模式要求他們將大量利潤投入到低利潤的基礎(chǔ)設(shè)施中，而他們的競爭對手卻可以將這些資金全部用于新產(chǎn)品。
If you believe EV is the future, NIO will be the standard to have for EV sustainability and efficiency. NIO will be a household name!
如果你相信電動汽車是未來，那么蔚來將是電動汽車可持續(xù)性和效率的標(biāo)準(zhǔn)。蔚來將成為家喻戶曉的名字！
The correct natural solution is to mandate all cars be plug-ins with some minimum range that increases every year up to the typical round trip commute distance. For example, you might start with 10 miles and increase by 5 miles every few years until you get to 50 miles. The EV motor can be integrated into the transmission or differential, and the battery is about the size of spare tire, so it's not hard to incorporate. This creates instant scale and demand for charging, which drives the EV feedback loop.
正確的自然解決方案是強制所有汽車成為插電式，有一定的最低續(xù)航里程，并且每年增加，直到達到典型的往返通勤距離。例如，你可以從10英里開始，每隔幾年增加5英里，直到達到50英里。電動汽車的電機可以集成到變速箱或差速器中，電池大約是備胎的大小，所以很容易整合。這創(chuàng)造了即時的規(guī)模和充電需求，從而推動了電動汽車的反饋循環(huán)。
Battery swapping is the best solution.
The fuel station will fully support it. Their business model protected. And they got the best real estate for those swapping station.
The renewable power producer will also support it.
The power grid will also support it.
The car buyer's pocket will also support it.
電池更換是最佳解決方案。
加油站將全力支持這一模式，他們的商業(yè)模式得到了保障，而且他們擁有設(shè)置換電站的最佳地理位置。
可再生能源生產(chǎn)商也將給予支持。
電力網(wǎng)同樣會支持這一做法。
最終，汽車購買者也將從中受益。
It seems too good to be true. I have 3 questions:
1- It only takes 3 minutes to replace the pack, really?
2- At 400 swaps for 30 yuan the total income of a swap station will be 12,000 yuan per day. Is that enough to cover the overhead, labor, cost of batteries and the cost of the station itself, plus any other costs?
3- If the packs are only good for 20 switches and a taxi driver needs to change the battery everyday, won't that make the battery pack useless in about 20 days? How will the cost of the pack ever be recovered?
One extra thought, if the swap station costs 2,000,000 yuan, to recoup that cost over 30 years, without interest, it would cost 5,555 yuan per month just to recoup that investment.
這看起來好得令人難以置信。我有3個問題：
1- 真的只需要3分鐘就可以更換電池包嗎？
2- 如果一個更換站每天有400次更換，每次30元，總收入將是每天12000元。這足以支付開銷、勞動力、電池成本和更換站本身的成本，以及其他任何費用嗎？
3- 如果電池包只能更換20次，而出租車司機需要每天更換電池，那豈不是在大約20天后電池包就報廢了？電池包的成本如何收回？
額外的想法，如果更換站的成本是200萬元，在30年內(nèi)，不考慮利息，每月需要5555元才能收回那筆投資。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
NIO always arbitrages the excess energy acquired from wind and solar during high peak demand hours. This is another revenue generator
蔚來總是在高峰需求時段利用從風(fēng)能和太陽能獲得的多余能源。這是另一個收入來源。
FYI Early 1st generation Tesla model S vehicles have battery swap capability, however, the design & infrastructure were phased out because the statistics showed that it was heavily underutilized, and the charger/supercharger network had more flexibility, seeing that any location with electricity, had the potential for at least a Level 2 charger, and people on long range drives didn't mind using the supercharge stop time to stretch their legs and use rest stop facilities.
供參考，早期的第一代特斯拉Model S車輛具有電池更換功能，然而，由于統(tǒng)計數(shù)據(jù)顯示其使用率極低，設(shè)計和基礎(chǔ)設(shè)施被逐步淘汰，而且充電器/超級充電網(wǎng)絡(luò)更加靈活，因為任何有電的地方，都有可能至少有一個二級充電器，而且長途駕駛的人不介意利用超級充電站的停留時間來伸展雙腿和使用休息站設(shè)施。
Finally a company with the guts to pull the swapping batteries idea off. It's self evident that it's full of advantages and the only disadvantage is the huge investment needed. I hope they succeed.
終于有一家公司有勇氣實施更換電池的想法。這明顯是充滿優(yōu)勢的，唯一的缺點是需要巨大的投資。我希望他們成功。
Replacing a Tesla battery will cost more than buying a new car. No brainer.
更換特斯拉電池的成本將超過購買一輛新車。不用動腦筋。
Maybe BYD will strike a mutually advantageous deal with Nio to start producing some of its own BYD cars without a battery too. After all, along with CATL, they're already making the batteries.
也許比亞迪會與蔚來達成一個互利的協(xié)議，開始生產(chǎn)一些不帶電池的比亞迪汽車。畢竟，他們已經(jīng)和寧德時代一起在制造電池了。
這將在中國產(chǎn)生巨大影響。需要更多的投資來將BaaS模式擴展到其他國家。
By that Time Nio will be earning royalties from Chery Changan jac Geely who are all onboard the Nio swap network
到那時，蔚來將從奇瑞、長安、江淮和吉利那里賺取版稅，他們都加入了蔚來的換電網(wǎng)絡(luò)。
With China's innovation speed. A lot of things can happen in 5 years. Hang on.
以中國的創(chuàng)新速度，5年內(nèi)可以發(fā)生很多事情。等著瞧。
Battery swapping! Now, that’s really thinking outside the box! If it works, NIO will look like a genius; if it doesn’t, NIO will implode.
電池更換！現(xiàn)在，那真是跳出框框思考！如果成功，蔚來會看起來像個天才；如果不成功，蔚來會崩潰。
The charging problem isn't as acute as you might think. It all depends on where you live.
The latest models can charge to 80% in about 15-20 minutes, so if you have your own charger and rarely make long hauls, it's a complete non-issue. The problem is if you are out in the sticks or don't have access to or have space for a charger.
充電問題并不像你想象的那么嚴(yán)重。這完全取決于你住在哪里。
最新型號可以在大約15-20分鐘內(nèi)充電到80%，所以如果你有自己的充電器，而且很少長途旅行，那就完全不是問題。問題是如果你住在偏遠地區(qū)或者沒有接觸到或者沒有空間安裝充電器。
been reading about a new byd car with a 600 mi range lifetime battery and 9 min charge time. is that true?
我一直在閱讀關(guān)于一輛新的比亞迪汽車，它有600英里的續(xù)航時間電池和9分鐘的充電時間。這是真的嗎？
If other brand car manufactures want to integrate with battery swap, they need to work with Nio for battery swap program and battery reservation program, that is Nio's moat. That will also help to last battery life. and the battery efficiency and economy.
如果其他品牌的汽車制造商想要整合電池更換，他們需要與蔚來合作進行電池更換計劃和電池預(yù)約計劃，這是蔚來的護城河。這也將有助于延長電池壽命。以及電池的效率和經(jīng)濟性。
Sounds like battery swapping is the future. But why do CATL and BYD need NIO? Seems like CATL and BYD can just copy the idea from NIO and do battery swapping themselves, when they have way more capital resources than NIO.
聽起來電池更換是未來。但CATL和比亞迪為什么需要蔚來？看起來CATL和比亞迪可以直接從蔚來復(fù)制這個想法，自己進行電池更換，當(dāng)他們擁有比蔚來更多的資本資源時。
@antediluvianatheist5262 I am not an expert, but you are completely misinformed. All 3 companies CATL, BYD and NIO are private multinationals. Sounds like you have never been to China.
我不是專家，但你完全被誤導(dǎo)了。所有三家公司CATL、比亞迪和蔚來都是私營的跨國公司。聽起來你從未去過中國。
Gen4 swap stations, swap is done under 3 minutes. :)
第四代換電站，換電在3分鐘內(nèi)完成。 :)
The rate of battery improvement is much higher than the rate at which people replace their cars, and that rate will only increase.
電池改進的速度遠高于人們更換汽車的速度，而且這個速度只會增加。
Combining with NIO floor stock batteries in the swapping stations and those in NIO vehicles, can the swap station recharge batteries faster than the time it takes to swap each unit?
結(jié)合蔚來換電站的地面庫存電池和蔚來汽車中的電池，換電站能給電池充電的速度比更換每個單元所需的時間更快嗎？
Swapping beats charging hands down in terms of time spent.
在花費的時間上，更換電池遠遠超過充電。
Your wrong very wrong . NIO is not all or nothing on baas . Baas is a option to help the car be more affordable and it makes sense to not pay for the battery which is the most expensive part of the car but if you want to you still can own your battery .. when you review the benefits most understand why baas is better For the company to maintain.
你大錯特錯了。蔚來并不是非此即彼地采用baas。Baas是一個選項，可以幫助汽車更加實惠，而且不支付電池費用是有意義的，因為電池是汽車中最昂貴的部分，但如果你想的話，你仍然可以擁有自己的電池……當(dāng)你回顧這些好處時，大多數(shù)人會明白為什么baas更好，對公司來說更易于維護。
Biggest competitor to this battery swapping idea probably is the recent quasi announcement that CATL is close to finishing development on a 15 year or maybe even a 30 year battery. If CATL has indeed developed such a battery, then the battery will last the lifetime of the vehicle addressing all issues related to battery like ferine and replacement.
AFAIK no further details have been released about this long life battery like its energy density, capacity and estimated range of any vehicle using this battery but the battery might be available as soon as next year.
這個電池更換理念的最大競爭對手可能是最近的準(zhǔn)公告，即CATL即將完成一個15年甚至30年的電池的研發(fā)。如果CATL確實開發(fā)了這樣的電池，那么電池將持續(xù)汽車的使用壽命，解決所有與電池有關(guān)的問題，如老化和更換。
據(jù)我所知，關(guān)于這種長壽命電池的進一步細節(jié)尚未公布，比如它的能源密度、容量和使用這種電池的任何汽車的預(yù)計續(xù)航里程，但這種電池可能最快明年就能上市。
Tesla just got knocked out in term of pricing.
The idea that you don't need to cough out so much money for the battery would help all new car owners.Rental for battery is like the cost of petrol/charging fee so it means the car cost is cheaper.
特斯拉在價格方面剛剛被擊敗。
你不需要為電池支付那么多錢的想法將幫助所有新車車主。電池租賃就像汽油費/充電費一樣，所以這意味著汽車成本更便宜。
It would not surprise me to see other Chinese cars, as BYD itself making cars with batteries compatible with NIO, and even make NIO charging stations business split from car manufacturing, in order to allow entering other carmakers as shareholders or with franchised or chained swapping stations.
看到其他中國汽車，比如比亞迪自己制造與蔚來兼容電池的汽車，甚至讓蔚來充電站業(yè)務(wù)從汽車制造中分離出來，以允許其他汽車制造商作為股東進入，或者擁有特許經(jīng)營或連鎖更換站，我一點也不會感到驚訝。
Make sense for China not the USA no infrastructure just like the cordless power drill very practical just swap batteries and continue working
對中國來說有意義，而不是美國沒有基礎(chǔ)設(shè)施，就像無線電鉆非常實用一樣，只需更換電池并繼續(xù)工作
Israel tried a taxi fleet with quick swap out batteries about 22 years ago. Don't know the end result, but battery tech was very primitive.
大約22年前，以色列嘗試了一個快速更換電池的出租車車隊。不知道最終結(jié)果如何，但當(dāng)時的電池技術(shù)非常原始。
Charging speed for EVs has improved drastically since 2020. It can take as little as 15 minutes for some models.
自2020年以來，電動汽車的充電速度有了大幅提升。一些型號只需要15分鐘。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
per google search : How long does a NIO battery swap take?
3 minutes
Currently, NIO's 2,000 battery swapping stations have an energy storage capacity of 4GWh, some of which are already feeding power in a "virtual power plant" manner. Swapping is faster. Battery swapping takes 3 minutes. The whole process is comfortable and automatic with no need to disembark from the vehicle.
通過谷歌搜索：蔚來換電需要多長時間？
3分鐘
目前，蔚來的2000個換電站擁有4GWh的能量儲存能力，其中一些已經(jīng)以“虛擬電廠”的方式供電。更換速度更快。換電需要3分鐘。整個過程舒適且自動化，無需下車。
NIO has the only winning business model in the EV industry. Going to be huge!!!
蔚來擁有電動車行業(yè)唯一的獲勝商業(yè)模式。將會非常巨大！
Not only NIO... CATL, the world's biggest EV battery producer, aims to have 10,000 battery swap stations by 2030 (Nio currently have 2500+ swap stations in China). So China bets big on battery swap stations.
That's great news both for clients and the industry! Every EV should offer an option of easy swap battery - this is crucial to resale value.
不僅僅是蔚來... 寧德時代，世界上最大的電動車電池生產(chǎn)商，目標(biāo)是到2030年擁有10,000個換電站（蔚來目前在中國有2500+換電站）。所以中國對換電站下了很大的賭注。
這對客戶和行業(yè)來說都是個好消息！每輛電動車都應(yīng)該提供一個輕松換電池的選項 - 這對轉(zhuǎn)售價值至關(guān)重要。
Can we stop call model Y, the most popular selling EV it is so unfair, because it has three big markets (and receiving subsidies in all three of them) and BYD only have one big market??
我們可以停止稱Model Y為最暢銷的電動車嗎？這太不公平了，因為它有三個大市場（并在這三個市場都獲得補貼），而比亞迪只有一個大市場??
Good video thanks. NIO started working on battery swapping back in 2014 not 2020. They now have nine other car manufacturers partnered to eventually build cars that accept NIO batteries. Having the option to swap and or charge is brilliant for many reasons, many of which you mentioned. One other big upside to swapping is the ease of battery recycling. Even if consumers purchase a car from any of the other car manufacturers NIO will make money from the massive swapping network. And don't forget NIO also has the biggest supercharging Network in China, yes even bigger than Tesla. NIO is the gas station of the future. Rechargeable/swappable/upgradeable.
視頻很好，謝謝。蔚來在2014年就開始研究電池更換，而不是2020年。
他們現(xiàn)在有九家其他汽車制造商合作，最終將建造接受蔚來電池的汽車。擁有更換和/或充電的選項有很多原因，很多都是你提到的。更換的另一個大好處是電池回收的便利性。即使消費者從其他任何汽車制造商那里購買汽車，蔚來也將從龐大的換電網(wǎng)絡(luò)中賺錢。別忘了，蔚來在中國還擁有最大的超級充電網(wǎng)絡(luò)，是的，甚至比特斯拉還大。蔚來是未來的加油站?？沙潆?可更換/可升級。
Nio going to cover all over China with battery charge station and swap system.
蔚來將在中國各地覆蓋電池充電站和換電系統(tǒng)。