On August 20, at two o’clock in the afternoon, Li Bin held a press conference on NIO’s battery rental service as the keynote speaker at the NIO Center in Oriental Plaza, Beijing. With the arrival of the new battery rental model, It indicates that the interest-free policy for the previous five years and the immediate reduction of 100,000 yuan in car prices will also be cancelled. Students who are too lazy to watch the press conference can take a closer look at what Li Bin said today. Is battery rental a good thing or a bad thing? Without further ado, let’s get straight to the content.
The first link
Baas: car and battery separation, battery rental, rechargeable, replaceable and upgradeable.
Four major prerequisites: battery-swappable vehicle design, battery-swapping operation service system, policy support, and independent battery asset company.
As well as the 1,200 patents related to battery swap owned by NIO.
Separation of vehicle and electricity: It is not difficult to understand the separation of vehicle and electricity. The current battery swap mode of NIO is the design of a removable battery pack. After arriving at the battery swap station, it can be quickly disassembled and installed, eliminating the need for charging. waiting period.
Battery rental: The battery rental announced at today’s press conference is completely different from the previous battery rental. The previous battery rental is more like a financial policy that is beneficial to car owners. In fact, it is an immediate discount of 100,000 cars. The price is then paid off in five years. The battery is yours. The current battery rental policy is that the battery belongs to the battery company. You can only rent it and pay the rent to others. The ownership of the battery belongs to the battery company.
Battery Asset Company: In order to follow the battery rental policy, NIO has also established an independent battery asset company called Wuhan NIO. The legal representative is Shen Pei, with a registered capital of 800 million, and the main shareholder There are Hubei Science and Technology Investment Co., Ltd., NIO Holdings Co., Ltd., CATL and Guotai Junan.
Second step
Invoice: If you buy a car in the future, two invoices will be issued, one for you and NIO, and one for you and NIO Battery Company. I just don’t know that the insurance amount does not include the cost of the battery. If it is not included, it seems that I can save a lot of insurance money.
Cooperative relationship: The customer has an operating relationship with NIO, that is, the car is purchased from NIO, the battery is rented from the battery management company, and NIO has an entrusted operation relationship with the battery company, that is, the leased vehicle The battery pack belongs to the battery company, and NIO is responsible for the daily operation and maintenance of the battery.
The third link
Price: Car owners who choose battery rental will get an immediate discount of 70,000 yuan on the existing car price. The battery rental fee is 980 yuan per month. Users who do not have worry-free service , with an extra 80 yuan of insurance money per month, users who have made a deposit but have not yet locked up the policy can also enter the configuration menu to choose the purchase method.
The 100-degree battery pack will have more flexible upgrade packages in the future.
Is that a good thing or a bad thing?
Everything has two sides. Here is my personal opinion. First of all, this time the battery rental is discounted by 70,000 yuan immediately, and the monthly rent is 980 yuan. If we drive for six years, it will be 70,560 yuan. , we calculate it as 70,000 yuan, which just makes up for the 70,000 yuan that was immediately reduced before. This is equivalent to the 70,000 yuan that was reduced at that time, and the money you paid in the past six years has already made up for the 70,000 yuan. , more than six years later, the battery is still from NIO Battery Company. If you want to continue driving, you have to continue to rent its battery, and you have to continue to pay 980 every month
Obviously, this is It’s very uneconomical. If you buy a Japanese car and drive it hard, your monthly gas bill may not reach 980, not to mention the cost of renting someone else’s battery to charge. Some people may criticize me. You’ve spent six years Don't you want to change your car? Can you exchange batteries for free? Let me ask, what if someone just doesn’t want to change their car? And what should I do if my home is too remote and I don’t have a battery replacement station? Do I have to drive hundreds of kilometers just to replace the battery?
Obviously, this policy is for people who are planning to change their car after six years, because if they continue to use it after six years, the cost of using the car will be higher than that of a gasoline car, so why not just buy a gasoline car? Woolen cloth? And even if you change your car after six years, when you sell the car, people heard that the car is very cheap, but you will have to pay 980 yuan a month in the future, who would want to buy it... Of course you don't have to Choose to rent the battery or buy the whole vehicle, but this is to issue an invoice for the whole vehicle, with installments of hundreds of thousands, and the monthly interest is scary to think about. The most important thing is that the previous instant discount of ten dollars has been removed from the shelves. Wan, the five-year interest-free financial policy. From a personal point of view, this battery rental policy is completely Li Bin shooting himself in the foot. As for market performance, we can look forward to real feedback and personal suggestions from subsequent users. If the lease lasts for six years, the ownership of the battery belongs to the car owner, which is still acceptable.
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.