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After being included in the "new infrastructure", policies have continued to increase, and the trillion-dollar market has once again allowed charging piles to stand in the air. However, compared with the "explosive thunder" in previous years, the same policy stimulus seems to be different this time.

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In early November, the General Office of the State Council announced the "New Energy Automobile Industry Development Plan (2021-2035)", clearly proposing to accelerate the formation of fast-charging highways and urban and rural public charging networks. Under the policy overweight, charging piles will usher in thousands of Billion-level market.
This is not the first major policy benefit. After all, solving the problem of "difficult charging" is the key to opening up the new energy vehicle market. Compared with new energy vehicles, the state’s favorable policies for charging piles have not compromised in the least in recent years, but The development progress of the two is not the same.
The data shows that as of last month, my country has promoted a total of about 5.1 million new energy vehicles. After five consecutive years of development momentum of global production and sales, it has achieved the goal of 5 million vehicles by the end of 2020 ahead of schedule.
Looking at the charging piles, according to the "Guiding Opinions on Accelerating the Construction of Electric Vehicle Charging Infrastructure", the vehicle-to-stack ratio will be close to 1:1 by 2020. As of October, the total charging infrastructure is only 1.65 million units, and the vehicle-to-stack ratio has only reached 3.1:1.
It is not difficult to see from the data that there are still obvious gaps in charging piles. Many people attribute the reason to "not making money". This is determined by its industrial chain, but it is different from the initial over-reliance on policy development. With market filtering and technological precipitation, The situation has been reversed.
The charging pile industry chain is mainly divided into two major links: equipment manufacturing and charging operations.
In terms of upstream equipment manufacturing, due to the low threshold of hardware technology and the dependence on imports of core technology components, it attracted a lot of capital and enterprises in the early stage of favorable policies, resulting in fierce market competition and thin profits, especially in private companies. As the market for chemical charging piles only involves equipment manufacturing, its development space is very limited.
The value of the midstream charging operation link is more reflected in the public charging facilities, responsible for the construction of charging piles and charging stations and service operations, involving grid connection, layout transformation, operation management, and data platform construction. Moreover, public charging Facilities have higher requirements for charging efficiency, higher technical barriers, and higher costs.
Therefore, as a core part of the charging pile industry chain, charging operations require high financial strength for enterprises. For example, Yu Dexiang, the chairman of the leading charging pile enterprise, once said that the company lost 800 million yuan in special calls, and it is now ushered in Break-even line. After several years of incubation and reshuffle, the midstream market has a high degree of concentration, with the top 8 operators occupying 88.8% of the market.
Since the charging operator’s business model is mainly to charge service fees on the basis of electricity fees, leading companies have a bargaining advantage when negotiating with upstream equipment manufacturers, and for companies with a full industrial chain layout, the advantage is greater, so charging facilities Operators with wider coverage have more chances to achieve profitability.
Therefore, Chengfeng’s “new infrastructure” policy is likely to be released first among leading companies, and the construction of charging piles can be expected in the new year.
For manufacturing companies, the "Matthew effect" is also present. In fact, as early as 2018, we analyzed the opportunities brought by the charging pile market (Insight∣ The charging pile market has soared, and the automation industry has ushered in many dividends?) Nowadays, its core has not changed, and there are not many opportunities for new entrants. Enterprises that originally "shared difficulties" have forged deeper cooperation and are expected to "take off" together.
Regarding the charging pile body, as the market’s requirements for charging efficiency increase, differentiated competition is becoming increasingly fierce. The technical advantages are mainly reflected in the power supply module. For equipment suppliers’ power correction technology, soft switching technology, magnetic component technology, and power Switch drive technology and main circuit control technology put forward higher requirements.

In terms of platform management, first of all, in terms of the integration of different systems of charging piles and charging operation monitoring, the industrial Internet has more application scenarios, which are complementary to hardware equipment. Due to the development of the industry in the digital context, many equipment suppliers are providing hardware At the same time, we are ready to open up the platform. Compared with simply providing the platform, there are more cases of providing overall solutions.
In the part of to C, more Internet companies have been attracted. Relying on the data collected by public charging facilities is conducive to the rapid development of the Internet of Vehicles. There are also many cases in this regard, whether it is Huawei, which "never builds cars", It is Ali, which has just joined hands to build a smart car, and the Internet platform has become an effective means for them to enter the new energy vehicle market. The accumulated data from this has laid the foundation for its forward-looking technologies such as autonomous driving and network navigation.
In short, judging from the current situation, although the market space is considerable, the companies that have the ability to share the cake seem to be established, but we can't say too much. We still look forward to the emergence of "dark horses".