About the situation and development of the charging pile industry. The country's strategic appeal for the new energy vehicle industry is very clear, and the policy on charging piles supporting new energy vehicles is also very firm. Swap stations, 2,500 taxi charging and swap stations, 2,450 charging stations for sanitation and logistics and other special vehicles; in residential areas, more than 2.8 million user-specific charging piles have been built, encouraging qualified facilities to be opened to the public; in public institutions, More than 1.5 million user-specific charging piles have been built in the internal parking lots of enterprises, public institutions, office buildings and industrial parks.
1. Construction goals and charging pile cost
The average cost of an ordinary pile is between 5,000 and 20,000 yuan, and the cost of a fast-charging pile is generally more than 100,000 yuan. Among the 5 million charging piles, there are 4.5 million slow charging piles, with a single average cost of more than 10,000. In a market of 50 billion, there are 500,000 fast charging piles, with a single average cost of more than 100,000, a market of 50 billion. That is to say, in the five years from now to 2020, there will be a market demand of more than 100 billion for charging pile equipment alone. In addition to operation and derived value, the theoretical market capacity is hundreds of billions.
As far as the current market is concerned, short-term equipment manufacturers are more worthy of attention, and there is no clear profit model for operation. However, the equipment market has room for 100 billion yuan, which is a certain data.
2. Popular science of charging piles
What is a charging pile
The charging pile, whose function is similar to the fuel dispenser in the gas station, can be fixed on the ground or wall, and installed in public buildings (public buildings, shopping malls, public parking lots, etc.) and residential parking lots or charging stations. Grades charge various models of electric vehicles. Charging piles can be classified as follows:
① According to the installation method, it can be divided into: floor-mounted charging pile and wall-mounted charging pile. Floor-mounted charging piles are suitable for installation in parking spaces not close to the wall; wall-mounted charging piles are suitable for installation in parking spaces close to walls.
② According to the installation location, it can be divided into: public charging piles and special charging piles. Public charging piles are charging piles built in public parking lots (garages) combined with parking spaces to provide public charging services for social vehicles; dedicated charging piles are self-owned parking lots (garages) of construction units (enterprises), which are internal to the unit (enterprise). Charging piles used by personnel, as well as charging piles built in personal parking spaces (garages) to provide charging for private users. Charging piles are usually constructed in conjunction with parking spaces in parking lots (garages).
③ According to the number of charging ports, it can be divided into: one charge and one charge.
④ According to the charging method, it can be divided into: DC charging pile, AC charging pile and AC-DC integrated charging pile.
⑤ According to the charging speed, it can be divided into: conventional charging (slow charging) and fast charging (fast charging). The charging time varies depending on the vehicle battery, ambient temperature, etc. Slow charging is generally full in 5-10 hours, fast charging can be charged to 80% in 20-30 minutes, and fully charged in 1 hour.
The industrial chain of charging piles is mainly divided into: equipment manufacturers and charging operators.
The charging pile equipment itself does not have too high technical content, the standard is unified, the compatibility is good, the quality is stable, and the construction can be done properly. Competitive differences are mainly reflected in the stability of the equipment produced, cost control, brand reputation and bidding capabilities.
Charging operation is related to many aspects. The basic profit models of charging operation are: service fee, electricity price difference, value-added services, and the upcoming state subsidies. As an emerging industry, it is also involved in the power industry controlled by the state. The service fee and electricity price are guided by the state, and there is no free pricing. There is no specific number of subsidies. The space for value-added services and various business expansions are still being explored. Therefore, although a large number of charging piles are being constructed rapidly, the charging operation industry itself is full of various uncertainties.
At present, there are four construction and operation modes: government-led, enterprise-led, hybrid mode, and crowdfunding mode.
① Government-led: invested and operated by the government. The advantage is that the promotion is strong, and the disadvantage is that the financial pressure is large, the operation efficiency is low, and it is not necessarily suitable for marketization.
② Enterprise-led: It is invested and operated by the enterprise, and is matched with the sales of electric vehicles and the production of charging piles. The advantage is that the operation and management efficiency is high, and the disadvantage is the lack of unified management, which may lead to disorderly competition.
③ Hybrid mode: The government participates in the support, and the enterprise is responsible for the construction. The advantage is that the government and enterprises can complement each other and promote industrial development faster, but the disadvantage is that it is greatly affected by policies.
④ Crowdfunding mode: It is jointly participated by the integration of government, enterprises, society and other forces. The advantage is that it can improve the utilization rate of social resources, adapt to the market, and pay attention to the needs of users. The disadvantage is that it is difficult to integrate the interests of all parties, and ultimately depends on the guidance of policies.
It is easy to find that the current charging pile industry is greatly affected by national policies. The spirit and documents at the national level are relatively clear, but we cannot actually make quantitative analysis and judgments before the introduction of local policy rules.
3. The future of charging piles
The future of charging piles is bright, but it will take a certain amount of time to integrate and wash away the sand. In 2016, new energy vehicles will continue to grow rapidly. The substantial increase in the stock of electric vehicles is a clear positive trend. The market demand will increase, the return on investment will increase, and the enthusiasm of enterprises will also increase. How to invest more efficiently requires the guidance of the government, the regulation of the industry, and the common development of the upstream and downstream of the industry to jointly promote and explore newer and more effective business models. The potential imagination space is:
1. Value-added services
Including the advertisement of the pile body, the cooperation with the shopping mall parking lot, as a supporting facility for consumer drainage.
2. Charging pile Internet+
The era of the charging pile industry has come. The charging pile is not connected to a new energy vehicle. It can be a channel for energy monetization, an import port for energy data traffic, or an entrance to a data portal. With the blessing of the Internet, the charging pile is no longer just a pile, but an interface full of infinite possibilities, which can cooperate with the time-sharing rental of electric vehicles, value-added services of electric vehicle 4S stores, electronic payment, big data, etc. The Internet of Vehicles is even an important part of the online community. Of course, the premise is to have enough scale. What Trid is currently doing is to continuously expand its scale and build a business empire based on the charging pile network.
Post time: Sep-30-2022