The charging pile industry ushered in the "new infrastructure" on March 4th, and then a new round of investment fever appeared. From the point of view of the layout of all parties, in addition to the traditional expansion of the scale of charging piles, there are obvious signs of creating an interconnected charging network. Following the announcement on March 15 of "finding partners" to jointly build a shared charging pile, State Grid officially announced the launch of the "State Grid Electric Social Pile Open Platform Project" on May 12 and announced the first 51 partners.
The series of measures of the State Grid are considered to be building a charging network covering the whole country. "By gathering social pile resources, the scale of the charging piles of the State Grid smart car networking platform will be further expanded." Que Shifeng, deputy general manager of State Grid Electric Vehicle Co. The concept of the charging network is also understood by many other industry insiders, and the new infrastructure has given meaning to the charging pile industry.
Regarding this issue, can the new infrastructure deliver precision ammunition?
Bring a new profit model with "new charging pile"?
In the field of charging piles, how to solve the problem of profitability in the operation link under the general trend of separation of assets and operations is still a problem that the entire industry is committed to solving. Because of this, in the three years from 2017 to 2019, the charging pile has entered the stage of in-depth integration of Internet technology and interconnection technology. Under the industrial ecology of "Internet + charging", charging and car sales, financial insurance, and travel The service connection is also closer.
The Institute's report shows that in the field of charging piles, a large market is dominated by large operators, while small and medium-sized operators are complementary markets. There are also many small and medium-sized operators in various places. These charging do not have the ability to build their own information platforms. They are mainly entrusted to operate. For example, Cloud Fast Charge connects 291 small and medium-sized operators, and special calls connect 2175 (including individuals) . The inconsistency in the standards of the operation link not only plagues operators, but also has a negative impact on upstream manufacturers and user experience.