The charging pile industry in the new energy era

As we all know, with the advent of the new energy era, electric vehicles have sprung up. In addition to the rapid transformation of major traditional automobile manufacturers, the new forces of building cars have also joined the battle of new energy vehicles through the "Dongfeng".

Then the rapid response of the OEM is on the one hand, and the trouble of the other side of the consumer is extremely serious. The reason is that, besides questioning the quality of new energy vehicles, the convenience is much different from that of traditional gasoline. Take Beijing, for the time being, even if the parking space cannot be guaranteed, the personal charging pile has become the privilege of a few wealthy people. If you want to install electric piles, you must have a fixed parking space. Hard conditions do not allow many people. Feel helpless.

Before talking about charging piles, let’s talk about its upstream market – new energy vehicles.

According to the latest data of China Association of Automobile Manufacturers, in July this year, new energy vehicles sold 84,000 vehicles, an increase of 47.7% over the same period of last year. From January to July, new energy vehicles sold a total of 496,000 vehicles, an increase of 97.1% over the same period last year.

It can be seen that if you want to enter the charging pile industry, you need to carry heavy assets, face slow income, and the difficulty of early profitability. At this time, it is difficult to continue healthy development without strong funds. Therefore, enterprises that have weak financial strength or no stable financing channels in the current charging pile industry are facing the test of survival.

The charging pile industry will enter the rapid shuffling stage

The current charging pile industry has been booming due to the booming of new energy vehicles, and in the next period of time, the aftermarket is still a "trillion-blue ocean market." For this industry, the crazy entry in the initial stage, after the development difficulties, the difficulty of returning funds and other issues, it is not difficult to guess, leaving them is nothing more than the integration process of opt-out or mergers and acquisitions.

Of course, the charging pile market is not sluggish. According to the China Charging Alliance, as of June this year, there are 16 charging pile companies with more than 1,000 public charging piles. However, due to the large scale of operations, it can be roughly divided into three levels.

In the face of the future development of the industry, relevant people also said that it is difficult to bring profits if they rely solely on charging pile operations. In addition to technological leadership, business models must be diverse and innovative. For example, the “co-construction and sharing” light asset operation mode advocated by the industry leader calls for the transformation from a charging pile construction enterprise to a charging network operation company.

In the future, the charging facility industry should be solved by multi-party cooperation in the development process. This requires careful research on the charging behavior of electric vehicle users and rationally guide the industrial development. As a new energy vehicle aftermarket, the charging infrastructure industry needs the coordinated development of the two industry chains. Innovative research and development of charging technology, exploration of charging operation mode, and improvement of the profitability of the charging industry can truly lay a solid foundation for sound development.

Nowadays, the leader in the field of charging piles has formed important competitive barriers through scale advantage, and wants to enter or even seize the opportunity of the charging pile industry layout. Now, it is necessary to continue investing huge amounts of money, which will lead to the future charging pile industry. The phenomenon of shuffling will be significantly accelerated, and high-quality resources will be closer to leading enterprises. It is obvious that more charging pile enterprises will be eliminated in the future.