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Difficult to produce charging pile, two barrels of oil to invest in new energy is determined or a show

难产的充电桩,两桶油投资新能源是决心还是作秀

Plug-in, pure electric new energy cars, the need for charging is the biggest worry for such car owners. Before the battery and charging technology has yet to revolutionize, the ability to charge easily determines the ultimate value of such cars. The concentration of charging piles in the area has also led to the practicality of such new energy vehicles. When the country vigorously develops new energy vehicles, many related upstream enterprises have also invested in them. The traditional petrochemical giant is one of them.

Professional is not correct

Just as the country tightened subsidies for new energy vehicles year after year, the pace of the two central enterprises and the layout of new energy sources continued to slow down. The main reason for the gradual decline of attitudes is that the two companies are more rational in predicting the new energy vehicle industry; the internal combustion engine is still in the mainstream trend; the two major petrochemical companies that are not in the right position are more cautious about car charging. An emerging field.

"The enemy of a lifetime"

Although PetroChina and Sinopec monopolize the domestic petrochemical industry, they want to involve the electric-oriented new energy automobile industry. In front of him, there is the “National Grid”, a mountain that cannot be crossed. As one of the central enterprises that also have the important energy of the country, the State Grid is also following the government's call for the first time. In the field of new energy charging, the State Grid has come to a better name.

难产的充电桩,两桶油投资新能源是决心还是作秀

At present, PetroChina and Sinopec are mainly working together at existing gas stations or with third-party companies to establish a charging station. After the two major enterprises finally cannot circumvent the national grid, they must obtain strong support from the latter in power infrastructure and operation. The National Grid, which is also carrying the same abacus, is also laying out its own new energy charging network. It is in the two camps of competitive relations, and even if it shakes hands, it is also a good thing.

"Internal and external troubles"

Nowadays, not only the national grid, but also the foreign petrochemical giant is steadily advancing new energy-related industries in China. The Shell Group, which acquired one of Europe's largest charging operators, has begun to deploy charging networks in Europe. Not long ago, Shell North China Petroleum Group opened its first refueling and charging integrated site in Tianjin, which is also the first charging facility for Shell in China.

难产的充电桩,两桶油投资新能源是决心还是作秀

On the other hand, the British BP Group has begun to try to build charging pile equipment in southern China. Like Shell, the two major multinational oil companies will reserve the site for charging equipment and sufficient capacity and matching in all new gas stations in the future. Electrical facilities to prepare for the future.

Gas station + charging pile is not as simple as imagined

Car filling stations all over the streets are the largest capital of petrochemical companies. If you add a charging pile to an existing gas station, the number of outlets will exceed that of any competitor and will dominate the industry. But the facts are certainly not that simple.

难产的充电桩,两桶油投资新能源是决心还是作秀

First of all, the practice of coexistence of oil and electricity has inherent safety hazards, and the high-voltage electricity required for charging equipment is also prone to fire, which is extremely risky for gas stations. It is almost impossible to rebuild the charging piles in the existing gas stations. The laying of wires, the division of charging areas, safety protection, etc., directly label most existing gas stations with unreformable labels.

难产的充电桩,两桶油投资新能源是决心还是作秀

On the other hand, car charging and car refueling work differently, and the time required between the two is quite different.

The car charging industry is indeed not an industry that can be built by a single company. It requires the cooperation of energy companies, science and technology units, and municipal planning to build multi-sectoral cooperation. At present, the domestic car pure electric car ownership is rising, and the demand for car charging may break out in a few years. Compared with the characteristics of Chinese cities, laying a reasonable grid in a community should be a more worthwhile approach than rebuilding a gas station. Therefore, I personally do not recommend to rush to buy a pure electric car before solving the charging problem.


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