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"Mobile Power Supply" May Be the Last Thrust of Excavator Electrification

November 28, 2024

AtBAUMA CHIANA At the 2024 show.,Hangzhou Lanli Electric Technology Co., Ltd.(Hereinafter referred to as“Blue Power“,Back to BMW show after 6 years。This time, Lanli and Guodian invested in Qiyuan Core Power.,Jingong New Energy Co., Ltd.,It mainly promotes the electrification solution of construction machinery initiated from the power supply end.。 Lanli is a real pioneer in the electrification of construction machinery.,In 2016, few people in the industry paid attention to the electrification of construction machinery.,Blue Power is hereBaumaOn 2016,It is the first time to put forward the concept of mobile power supply electric Excavator, which has aroused heated discussion.。In 2018, as the first innovative enterprise in the world that can send electric Excavators to ordinary construction sites, it has attracted attention at home and abroad.。Six years have passed.,The electrification of construction machinery has become the hottest topic.。

Dr. Long Xiaoping, Chairman of Lanli

Electric heavy Truck,Large and medium-sized construction machinery such as electric loaders have also changed from the blue sea to the red sea in a short time.。 But only the electrification of Excavators.,There is no solution that can be expanded。The reporter also had this question.,He interviewed Dr. Long Xiaoping, chairman of Lanli and the first person to advocate the electrification of excavators.。

Reporter: How do you see the possibility of electrification of excavators??

Dr. Long: I think the excavator should be electrified.,As a construction mechanic.“The question of the soul“。Because the electric solution of the excavator,It may not be the excavator itself.。

Let's look at the forklift,Loader,Heavy Truck,Even short distance locomotives.,Ships can be electrified.。But essentially because these machines can be extended on traditional cars.,It's just that the fuel car goes to the gas station to refuel.,Electric Vehicles are charged at charging piles,Any machine that can go to the charging pile to charge,We can all follow this route.。It's just a little more battery and a little less.,The problem of building charging piles a little farther and a little closer.。

But the excavator is a special one.,Even diesels,It won't drive to the gas station to fill up.,Even 100 meters is very difficult.。 So,The excavator should be electrified.,A necessary condition is whether it can be done.”Electric search machine“。 If the electricity doesn't reach the car,,How much electricity does the car discharge?,In fact, it doesn't make much sense.。

So,If you do“Electric search machine“Technically,On cost,The service system is not cost-effective.,Then the electric excavator is not necessary.。But in reverse,It can be achieved”Find a car with electricity“The feasibility of,Not only can excavator be electrically powered,,And the electrification of all other construction machinery.,In fact, everyone should reflect.。

Reporter:Why do we need to reflect??

In fact, construction machinery is used for work.,Movement is an auxiliary function.。They are 70%The value is in the front loading.,30%The value of is because of movement.。So,Compared to a car.,None of them are very mobile.,Inconvenient。It is not convenient to run charging piles frequently.。And they have to work to earn money.,It is also impossible to tolerate long charging times.。In this way, it is necessary to configure the super fast charging pile.,As a result, it will cause a great burden on the power grid.。And the premise of encouraging electrification is to use more wind power and photovoltaic power., The most unsuitable thing for this new energy source is that it does not use electricity at ordinary times.,When electricity is used, it is a huge current.。

So,At present, this kind of electric construction machinery is popular.“Big battery+Quick filling pile“Technical ideas,No problem when the quantity is small.,But once you get more, you'll see the ceiling immediately.。

Reporter: That's according to your mind.,How can we realize the electrification of excavators??

Dr. Long: I think the solution of excavator is electric.,Not in the excavator itself.,And outside the excavator.。 I was at the construction machinery aftermarket conference in Wuhan a few days ago.,He made a speech once.“Business opportunities of construction machinery electrification from the perspective of power supply“。 This time weBaumaExhibition,It can be said that it is a concrete plan of that speech.。

Oil is made by God.,It's a high-density energy source.,Electricity is artificial.,Is a low-density energy source.。 If we have to make electric machines work exactly like diesel machines,,In fact, it is impossible.,Even if driven by the policy dividend,Let's compromise for a while,It will prove impossible later.。

But man has human wisdom.,Man has the power of man.,Use human wisdom and strength to make up for the lack of energy density.,Is the right way to solve the electrification of construction machinery,It is also the right way to solve the problem of excavator electrification.。

The most direct way.,It is to use a mobile power supply Vehicle.,Circulating power supply for excavator。 With simple、Cycle of power supply services,Maintain the wayward work of the electric excavator。 Then ,Use the saved price difference of oil and electricity,Maintain the cycle。 Except for the price difference between oil and electricity, of course.,And the price difference of electricity,Electricity has peaks and troughs.,There are many kinds of electricity prices such as off-grid photovoltaic.,But you're the only one in the loop.,You will know the secret here.。

If you do“Power supply to the machine“,In fact, the electric manufacturing of excavators、Transformation and operation will be very simple.、Smooth。

Reporter: That's the truth.,It seems anyone can do it.,But why doesn't everyone do it??

Dr. Long: This thing sounds simple.,After being put into orbit,And it will be simple.。But the start-up period is not simple.。 First,There is a large capacity battery on the power supply Vehicle.,The cost of these batteries is high.,This determines that this is a high investment.,A career with long returns。 Secondly,Where to buy electricity?、When is the cheapest time to buy electricity?,Send it there and sell it out the fastest.、The highest selling price。Third、What kind of electric system is equipped with the electric side machinery?,What kind of electricity do they need?,It's direct current,Or AC and so on.。 It's all about electricity.,But there are many kinds of electricity.,The power supplier and the power user do not match well,It will cause,High cost,Low efficiency,And it could be dangerous.。So,He is the one who needs capital.,Resources are needed,Work that also requires technology。 Not like a courier.,Just a motorcycle.OKHere we go。 But if you have the ability,Have strength,Still willing to operate in a down-to-earth manner,It's a stable business.。

Reporter: Listen to what you said in the publication.,Blue Power is a retrograde innovator from the future to the present.?Why do you say that??

Dr. Long: The essence of innovation is to find a way that others have not yet seen., But there are two ways to find your way.,One is to analyze today's current situation.,Find out what everyone hasn't noticed yet., Then ,Try to do it earlier than others.,Do it。 Another way is to,Let's fly to the destination first.,Then go back in the opposite direction.,Go all the way to the place where they meet now.。These two innovations have their own advantages.,Each has its own troubles.。Go from the present to the future,You're up against a lot of competitors.,And today seems to be the right way.,It may not be right to find out tomorrow.。From the future to the present,What you need to face is loneliness.。 But if you're right,,With the continuous exploration of modern people,,Keep moving forward,There will always be more and more people who realize your correctness.。

Electricity is a very rational animal.,The future electric society is actually predictable.,It can be simulated。 For example:Let's look at the electric society in 10 years.(The probability is achievable.),At least 50%The electricity comes from natural energy sources such as scenery.。 50%The vehicle、Electrical machinery is off-grid machinery.。 But natural energy is an intermittent energy source.,The time and place of power consumption of off-grid machinery is arbitrary.。The traditional power grid is certainly not suitable for the transmission of this power.,It's definitely going to collapse.。So now the electric machinery based on the premise of power grid transmission,There's bound to be trouble then.。

So,We were eight years ago.(2016)He began to call for mobile power supply.,Shouting that new energy should be directly connected to electrical machinery through mobile power supply(Power transmission to the machine), Shouting that excavator electrification is the origin of construction machinery electrification。

Few people listened at that time.,Even fewer people believe it.。But now we're talking about two 50%The conditions are very close to reality.。The power grid has also begun to ban new energy power from the grid.。

The advantage of doing people who brave a dangerous situation  is that,Alone though,But one day you will get the pleasure of the future.。

Reporter: It seems that Dr. Long is more like a scientist.。

Dr. Long: I was really a scientist.,Good at studying the future。But went astray and became an entrepreneur.。 Life is like this.,Said it was his choice.,But it may be more a choice of fate.。

Reporter: Listen to your publication.,Lanli has two businesses: power supply vehicle and oil to electricity.,What is the business model of these two businesses?? What is the relationship between the two??

Dr. Long: This is also a question we often ask ourselves.。

I think we are essentially a porter.。Take two or three cents for every kilowatt-hour of electricity moved., The more I move every day.,The more you earn.。 To earn more.,I hope that the original diesel-burning machinery,They are all converted into machines that use electricity.。 The more the better., As soon as possible 。Of course, the more new electric machinery is sold, the faster it will be.。 However, the production capacity and customer acceptance of new machines are limited after all.,Activating the stock resources is the faster way.。So,We do oil to electricity.。We don't care if it's new or old.,But we care that they use more electricity.。

Is the power supply vehicle to be sold?,That is, we are our own moving electricians.,Or is it a question of uniting more people to work together as a porter?。We definitely want a lot of people to work with us.。Carry electricity by one person,It's a moving electrician.,But a group of people work as movers.,It's a career.,An industry。

Move electricity out of an industry,Is our greatest success.。

To encourage more people.,More agents to work as movers.,We also have to do a lot of things.,For example,Capitalization of batteries,We cooperate with Guodian Investment.,Because they can hold battery assets.。In this way, we and our partners can play with light assets.。You don't have to bear the investment pressure.,They also have to bear the labor of moving electricity.。

Because the ultimate interest of Guodian Investment is to sell more electricity.,So,Everyone's interests are the same.,It's easy to work together.。

Reporter: Is it understandable that what you want to achieve is a mobile power supply service industry?。But Blue Power is a technology company.,What are you going to do??

You talk a lot.,We hope to achieve a mobile power supply service industry.。Energy transformation,From fossil energy to new energy,From High Density Energy,Conversion to low density energy,It's a very big thing.,It is also a very big business opportunity.。There are many business opportunities here.,Power supply service is a very big business opportunity.,It is also a necessary service industry for the electric society.。Fossil energy is high density energy.,It also needs so many gas stations to do the service industry.。 Electricity is a low-density energy source.,And it's an animal.,It can't wait in the grid.,You can't wait in the storage station.。He needs to get off the grid even more.,Walk out of the energy storage station,To develop new users of off-grid electricity.,This depends on the power supply service industry.。This new customer is all the off-grid electric vehicle.,Electric non-Road Machinery,You can imagine,How big a market is it?。The initial profit point may only be the price difference between oil and electricity.,Later, when the point becomes the mainstream energy form,,It may become a new power supply system to support all off-grid electric vehicles and machinery.。

What Lanli hopes to provide is a tool to develop this service industry.,I hope all the people who recognize this business opportunity.,Can you go with us to expand our territory?。 Achieve a new industry in the electric era。

Historically,The biggest business opportunity is to expand our territory.,In modern society,The significance of the territory is not great.,Breaking the original business boundary is the biggest business opportunity.。The biggest business opportunity brought to us by the energy transition,It should be to re-change the boundaries of energy supply.。
 

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