With the rapid development of electric vehicles, charging speed has become one of the key factors determining consumers' purchase intentions. BYD's recently launched Han L model has set a new benchmark for the industry with its revolutionary charging technology. China Exportsemi will deeply analyze the breakthrough of BYD Han L's fast charging technology and its market impact, and discuss its potential impact on the industry competition pattern based on measured data.
1. Technological breakthrough: the realization of megawatt-level fast charging
As the first model of the "Super e platform technology", the BYD Han L supports a 1000V high-voltage system and megawatt-level fast charging technology. This technology allows the vehicle to charge up to 1,000 kW in dual-gun mode, which can replenish the range of 400 km in 5 minutes. In the actual test, the Han L was charged from 1% to full charge in just 19 minutes and 25 seconds on a third-party 240kW charging pile, and its 83.2kWh battery pack showed amazing charging efficiency.
From the point of view of technical details, the Han L will heat the battery at the initial stage of charging (1%-7%), which takes about 1 minute and 31 seconds. Subsequently, the charging power quickly increased to around 425 kW and continued until the charge reached 65%, and then gradually decreased to less than 400 kW. Overall, 1%-80% of the charging takes 11 minutes and 58 seconds, while 80%-100% of the charging takes 7 minutes and 27 seconds. For daily use, the power range of 0-80% is enough to meet the energy replenishment needs of most users.
This technological breakthrough not only relies on the construction of high-voltage platforms, but also benefits from BYD's innovations in battery materials, thermal management systems and charging protocols. In particular, its self-developed SiC power module greatly improves the charging efficiency and reduces energy loss.
Figure: BYD Han L fast full test data shows 19 minutes to be full
2. Market Implications: Redefining the value of electric vehicles
The breakthrough in charging technology of BYD Han L has not only enhanced the market competitiveness of the product, but also brought a far-reaching impact to the entire electric vehicle industry. First of all, the popularization of megawatt-level fast charging technology will significantly alleviate users' "range anxiety" and make the experience of electric vehicles closer to that of traditional fuel vehicles. Secondly, the launch of the Han L marks BYD's further layout in the high-end electric vehicle market. Its price range of 209,800-279,800 yuan is directly benchmarked against high-end models such as Tesla Model S and NIO ET7.
In addition, BYD's technological breakthrough has also had an impact on the industry pattern. According to data from the China Electric Vehicle 100 Association, when the charging time is shortened to 10 minutes, consumers' willingness to choose fuel vehicles will drop by 62%. BYD's technological breakthrough is expected to promote the penetration rate of new energy vehicles to exceed 50% in 2025 and accelerate the "exit" of fuel vehicles.
However, the adoption of megawatt-scale fast charging technology also faces some challenges. First of all, the cost problem, the 1000V high-voltage system needs to be fully upgraded high-voltage wiring harness and insulation materials, and the cost of a single vehicle may increase by 15,000 yuan. The second is the carrying capacity of the power grid, the power of a single pile of 480kW supercharging pile is equivalent to the total electricity consumption of 50 households, and large-scale rollout requires supporting grid expansion and energy storage peak shaving.
3. User Significance: From Anxiety to Freedom
For ordinary users, the breakthrough in charging technology of BYD Han L means that the experience of using electric vehicles will be more convenient. On the third-party ordinary fast charging pile, the Han L only takes about 10 minutes to complete the daily energy replenishment (0-80% power), which greatly shortens the charging waiting time and improves the travel efficiency.
However, it is worth noting that at present, BYD's megawatt-level flash charging pile layout is limited, and users rely more on ordinary third-party charging piles in actual use. Although the performance of Han L on these charging piles is still excellent, there is still a certain gap compared with the exclusive supercharging pile. It's also a reminder that technological breakthroughs are important, but infrastructure improvements are also essential.
4. Future prospects: two-wheel drive of technology and ecology
The breakthrough in charging technology of BYD Han L is not only a victory at the technical level, but also a manifestation of the ecological layout. Through its self-developed motors, SiC chips and energy storage business, BYD is building an ecological closed loop of "vehicle-pile-electricity" and strengthening its control in the industrial chain.
However, leading the way in technology doesn't mean you can sit back and relax. Tesla has launched the global deployment of V4 supercharging stations, and the gigawatt charging network jointly built by Mercedes-Benz and BMW is expected to be implemented in 2027. BYD needs to further consolidate its leading position within the technology window.
5. Conclusion
BYD Han L's megawatt-level fast charging technology not only redefines the energy replenishment efficiency of electric vehicles, but also sets a new benchmark for the industry. From technological breakthroughs to market impact, to user experience, the launch of Han L is undoubtedly a revolution in the electric vehicle industry. However, there are still many challenges to overcome in the popularization of technology and the construction of ecosystems. In the future, whether BYD can maintain its leading position in the fierce competition will depend on the speed of its technological innovation and the depth of its ecological layout.
In this arms race of electric vehicle technology, the emergence of BYD Han L has undoubtedly injected new vitality into the industry. Not only does it bring more convenient travel options to consumers, but it also points the way for the industry as a whole to develop technology. With the continuous advancement of charging technology and the improvement of infrastructure, the future of electric vehicles will be brighter.
