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Just after the National Day holiday, new energy vehicles have become a major force in the travel industry. According to the State Grid Electric Vehicle Company, the average daily charging capacity of highway charging piles during the National Day reached 408,000 kWh, which is the average daily average charge. 3.6 times, doubled compared to the same period last year.

In addition to the increase in the number of new energy vehicles, the number of charging infrastructure has increased, and the charging network has become increasingly sophisticated.

Difficulty in charging has always been a big stone in the hearts of new energy car owners. As China has vigorously promoted the construction of highway charging facilities in recent years, it has formed the “Ten Vertical” of Beijing-Shanghai Expressway, Beijing-Hong Kong-Macau Expressway, and Qingyin Expressway. High-speed and other "Ten Heng", the high-speed fast charging network of the "Two Rings" of the Capital Circle and the Hangzhou Bay Loop.

Policy market double boost charging pile rapid development

The country's support for the development of the new energy industry is unquestionable. Various policies promote the rapid and efficient development of new energy vehicles from various angles. The arrival of policy dividends will allow car companies, component companies and, of course, supporting infrastructure enterprises. Enjoy the national welfare.

In September 2015, the General Office of the State Council issued the “Guiding Opinions on Accelerating the Construction of Electric Vehicle Charging Infrastructure”, which for the first time clarified the policy direction of the charging pile industry. In November of the same year, the National Development and Reform Commission, the National Energy Administration, the Ministry of Industry and Information Technology, and the Ministry of Housing and Urban-Rural Development jointly issued the "Guidelines for the Development of Electric Vehicle Charging Infrastructure", which will be completed in 2020, with the completion of decentralized charging piles. 4.8 million, the power output demand for new energy vehicles.

In January 2017, the National Energy Administration, the State-owned Assets Supervision and Administration Commission and the State Administration of the People's Republic of China jointly issued the Notice on Accelerating the Internal Electric Vehicle Charging Infrastructure of the Unit. The requirements in the document mentioned: by 2020, public institutions will build new and existing parking lots. It is necessary to plan to construct a charging facility (or reserve construction and installation conditions) with a ratio of not less than 10%. In January 2017, the National Development and Reform Commission and the National Energy Administration issued the “13th Five-Year Plan for Energy Development”, planning to propose a charging infrastructure construction project, and building a “four vertical and four horizontal” intercity electric vehicle rapid charging network, adding more than 800 Intercity fast charging station.

In November 2018, the National Energy Administration, the Ministry of Industry and Information Technology, and the Ministry of Finance jointly issued the Action Plan for Enhancing the Charging Capacity of New Energy Vehicles. The plan is to strive to significantly improve the level of charging technology and provide the quality of charging facilities in three years. Accelerate the improvement of the charging standard system, comprehensively optimize the layout of charging facilities, significantly enhance the charging network interconnection and interoperability, rapidly upgrade the charging operation service quality, and further optimize the charging infrastructure development environment and industrial structure.

In addition to policies, the market also plays an irreplaceable role in promoting the development of charging infrastructure. As a power supplier of new energy vehicles, charging piles are perfect for the construction of charging facilities, which is directly related to the follow-up of new energy vehicles. As of June 2019, China's new energy vehicle ownership reached 3.44 million units, and the increase in the number of possession brought more charging demand, which drove the construction of supporting charging infrastructure.

With the dual promotion of policies and markets, charging piles have developed rapidly. According to the latest data released by the China Electric Vehicle Charging Infrastructure Promotion Alliance, as of August 2019, the number of electric vehicle charging piles in China has reached 1.08 million units.

Demand increases profitability but has a lot of difficulties

Despite the data released by relevant institutions, China's new energy vehicle ownership has been growing, charging demand is increasing, and the number of charging piles has reached a new high. However, for the charging pile industry, profitability is a wave. The curse that does not go.

Since 2018, news about the closure, delisting, and acquisition of related companies in the charging pile industry has been blasted out, charging network technology has closed down, poly network technology has been acquired, and rich green energy has been delisted. This incident has affected the entire industry. The heart of the person.

Profitability has always been the common pursuit of charging pile companies, but so far, it seems that only one company has specifically announced that it will achieve profitability.

Special Chairman Yu Dexiang once said that the special call has accumulated more than 5 billion yuan in 5 years, and the accumulated losses in the first 4 years were 600 million yuan, including a loss of 300 million yuan in 2016 and a loss of 200 million yuan in 2017. The 2018 annual report released by the special caller parent company Crédé shows that its charging operation revenue reached 531 million yuan, a year-on-year increase of 153%; the sales of charging equipment and co-construction business was 751 million yuan, a year-on-year increase of 106%. The special call that was established five years ago finally reversed the loss in 2018 and achieved profitability.

The reality is that charging piles are a heavy asset industry. At present, the charging pile operation mode is still relatively simple. In the early stage, high operating costs are required, and the utilization rate of charging piles is low for various reasons, which is bound to cause difficulties in the later operation of the enterprise. profit.

Just in April of this year, Star Charity Chairman Shao Danwei publicly stated that the entire segment of the star charging has achieved profitability, but it is still a small profit, but if the manufacturing industry is removed, the charging operation is still a loss. This also shows that the profit of the star charging is mainly from the sale of charging equipment, if you only look at the operation, it still has not achieved profit.

Another important reason for the loss of the enterprise is that the number of public charging piles has been surpassed by private charging piles. After all, in the long run, the public charging pile operation business should be the main source of corporate income. As of August 1, 2019, the number of private charging piles reached 625,000, and the number of public charging piles was only 456,000.

Summary of tram resources

Policy is like a double-edged sword. Challenges and opportunities coexist. Powerful charging pile companies, such as special calls, still have their own way of survival when the policy dividend disappears, while companies with poor quality will be in the market after weaning. Examined in the review. The integration of the entire industry chain is driving the diversified development of the charging pile industry. I believe that excellent companies can find a more suitable way to profit in a diversified market.