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电动知家消息,2025年7月9日,蔚来汽车迎来了一个新的里程碑,其第1000座高速公路换电站正式在G5011芜合高速福山服务区上线。这一成就标志着蔚来能源完成了全国主要城市间高速公路换电网络的建设,实现了全国550城的连通,结束了蔚来和乐道用户的高速公路补能焦虑。
截至今日,蔚来累计在全国布局3399座换电站2883座超充站,其中高速公路换电站占比近30%,成为支撑电动车跨城出行的核心枢纽。用户实测显示,高速换电平均耗时仅5分钟,效率远超传统充电模式。
事实上,蔚来换电站已变身电网“智慧海绵”,蔚来千站网络的价值远超补能本身,更成为国家能源转型的关键基础设施:
削峰填谷:800余座换电站深度接入国家电网调峰系统,利用夜间低谷电价储能,日间高峰时段反向供电,2025年预计节省电费1.5亿元
虚拟电厂:苏州试点将68座换电站聚合为总调节能力2万千瓦的分布式电厂,10秒内响应电网调频指令,年创收超4000万元;
零碳循环:换电站优先使用风电、光伏充电,单站年减碳量相当于种植3400棵树。
曾被视为重资产包袱的换电网络,正释放巨大经济价值。摩根士丹利评估指出:蔚来能源网络估值逻辑已对标特斯拉能源业务(超500亿美元),换电站成为“技术+基建+能源”三重护城河。
(转自:网易科技)
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