What are the opportunities for new energy vehicle charging piles under the wave of “Smart Travel” to leave new players?

As more and more players enter the market, all the capitals are busy staking, and the current charging pile construction is still suffering from many problems such as car, land, electricity, piles and nets.

As an industry on the vent, the new energy vehicles have developed rapidly with the support of national policies. However, the construction of charging infrastructure has experienced unexpected embarrassment in the midst of heat.

With the introduction of national and local government policies, the spring of new energy vehicles has come, but the installed capacity of charging piles is far less than the number of electric vehicles. The growth rate of charging piles is also lower than that of new energy vehicles. Construction has gradually become a "great cause" in the minds of entrepreneurs who want to catch up with the industry's development.

However, if they want to fly on the wind, they not only have to face the difficult situation of landing in the business circle, the market operation and maintenance is not ideal, but also undergo a serious and strict government subsidy application review; in addition, there are no big and big giants on the market. Standard chaos. So how much is the chance to leave a new player? Can the new energy vehicle charging pile business under the policy support be done? Do you want to do it? What should I do?

It is difficult to fall to the ground, and the island phenomenon is seriously used.

Generally speaking, the construction of charging piles must take into account factors such as intensive passenger flow and large usage. Therefore, public areas such as Shangchao, schools, hospitals and tourist attractions are widely favored by charging pile enterprises.

However, in order to build piles in these areas, charging pile enterprises must open up the links between property, government and power departments. Due to the different conditions in each region, the departments involved are not the same. Once there is a link in which the enterprise fails to get through, the pile-building project may be put on hold.

At the same time, due to the large and scattered charging operators, there is information asymmetry between operators and users. The stock charging piles form an "island". The main reason is that the car can not find the pile, or the pile can not be used. This status quo has caused many charging piles to be idle since the date of completion.

The data shows that as of the end of 2017, the number of charging piles in China reached 450,000, including 210,000 public charging piles. However, in terms of usage rate, most of the public charging piles were idle, and the utilization rate was less than 15%, which became a veritable “ Zombie pile."

A person in charge of a charging pile company said in an interview with reporters that at present, the general use rate of charging piles in the market is low. There are many reasons for this. On the one hand, the cost of using public charging piles is higher than that of households, and the parking fee for downtown areas. The problem is that the cost of charging exceeds the user's ability to withstand, to a certain extent, the use rate is low; another reason is that in the public area, there is often a phenomenon that the fuel trucks stop occupying the charging pile parking space, and the charging pile can not be utilized.

APP group magic dance

In fact, most car owners usually charge their batteries before they go out, but no one can say that when an accident suddenly loses power, they will carry a few rechargeable stored value cards with them when they go out. Charge the app so that the nearest charging post can be found in the shortest amount of time. Of course, many charging pile operators have also anticipated this problem, and various charging APPs have emerged.

At present, there are a variety of charging piles APP on the market, which brings convenience to consumers, but it also exposes many problems, such as inaccurate charging pile information, unable to support multiple operators, etc. Not good.

The author understands that the public charging piles and special charging piles on the market are operated by the government and enterprises respectively, but they are paid by different charging cards or their own APP clients. There is no uniform standard, and users will encounter many when using them. Troubled.

Take Beijing as an example. The large number of public charging pile operators in the city are National Grid and China Putian, while the smaller ones have star charging, rich power technology, special calls, etc. These operators need to use their own charging cards. And the information between them is not interconnected, users can not find other charging post information on one platform. Different carriers have different charging cards and charging standards for charging piles.

In fact, charging APP not only has quality problems but also security issues.

First of all, in terms of security, the charging station APP generally does not adopt a secure communication protocol, resulting in user data may be obtained in a variety of ways, such as payment account information, personal identity information, and the like.

Secondly, many APPs often have symptoms such as suspended animation and flashback during use. Once the suspended animation state occurs, charging cannot be stopped. Moreover, if the charging is completed, the charging gun is not properly homing, and there is a possibility of a safety hazard.

The reporter downloaded two apps via mobile phone to experience. According to one of the instructions, the nearest charging pile is located in a nearby neighborhood, and non-residents cannot use it; while another APP appears to flash back, the experience is not satisfactory. The quality of current charging piles is uneven, the technical threshold is low, and the charging safety is easily overlooked. These problems are inconvenient for users.

Poor operation, immature business model

After the charging pile is built, the biggest test is the operational capability.

The investigation found that the main external components of the charging pile include the card swipe area, display screen, charging gun, emergency stop button, indicator light and so on. Due to the high frequency of use, components such as card readers, billing boards, and charging modules are prone to failures, and charging modules are frequently faulty.

It is understood that each charging module weighs more than 50 kilograms, is divided into three types and each has its own IP address, and must be matched with the charging pile system. Therefore, it is necessary to detect the module failure point, module IP address, and then re-match and debug before replacement. , so it is not easy to operate.

In addition, the average service life of the charging module is about two years, but due to frequent use, coupled with the irregular use of some owners and man-made damage in an open environment, the service life of the charging module is greatly shortened. Many factors have made charging pile operators have a headache.

At present, many operators monitor the fault of the charging pile through the network system monitoring, but it is still unable to real-time monitoring and reflect the fault status of each key module, resulting in a lot of useless work being consumed.

Moreover, during the software upgrade, many charging piles often have the phenomenon that the QR code cannot be scanned. Once the scanning process has a stuck fault or stops charging for other reasons, the charging of the owner is frozen due to account protection.

It is also known that at present, China's charging pile enterprises have not formed a mature business model. At present, the business model of charging facilities in China is diversified, and the modes of crowdfunding and sharing are gradually taking shape. Since there is no relevant business model for planning mature enterprises, many companies are crossing the river by feeling the stones.

Government money is not good

From 2015 to 2017, the state has successively issued a number of policies to encourage the development of the charging pile industry. In order to promote the rapid development of the industry, the Ministry of Finance will directly allocate funds each year to provide construction subsidies for charging pile enterprises, and many domestic provinces and cities have also introduced them. Specific subsidy policies for construction and operation of charging piles around the country. Based on this, many companies have turned their attention to the direction of the government in order to reduce profit pressure.

If you want to get government subsidies, companies not only need to go through a layer of review and approval process. At present, subsidies for charging infrastructure construction are mainly divided into state subsidies and local subsidies. There are two main aspects of the state subsidy policy. One is the central government's charging infrastructure construction and operation award fund, and the other is the special construction fund project put by the National Development and Reform Commission.

In 2016, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Development and Reform Commission and the National Energy Administration jointly issued the "Notice on the "13th Five-Year Plan" New Energy Vehicle Charging Infrastructure Reward Policy and Strengthening the Promotion and Application of New Energy Vehicles" It is pointed out that the central government's financial infrastructure construction and operation award fund is a comprehensive award for the provincial and municipal governments with relatively complete charging infrastructure and large-scale promotion and application of new energy vehicles. The funds are used to support the construction, operation, renovation and upgrading of charging facilities. Charge and change service network operation monitoring system construction and other related fields.

In addition, the reporter learned that some local governments have issued special documents and strict regulations on the conditions for the identification of operational centralized charging facilities.

For example, in Shanghai, the charging capacity of electrical equipment for charging and replacing facilities needs to be no less than 350kW, and at least 3 DC charging piles (single power not less than 30kW) should be built; Shenzhen City installed according to charging facilities (station, pile, device) Power, 600 yuan / kW subsidy for DC charging equipment, 300 yuan / kW subsidy for AC charging equipment, but at the same time requires a single operator to build a total charging power of 8000KW to apply for subsidies.

At present, “subsidized operation” has become the general trend of the development of the industry. However, as a whole, the state's subsidies for charging pile enterprises are mainly concentrated in the construction stage, and it is still difficult to widely subsidize subsidies based on the amount of charge.

There are generally two sources of electricity used by charging pile enterprises. One is to directly take electricity from the power grid of the State Grid Corporation, and the other is to use the property of the charging pile, and the two types of electricity have significant differences in price. .

For charging pile enterprises, if large industrial power can be used, the operating cost can be controlled in a relatively ideal range, which is more competitive in terms of corporate profitability and attracting consumers to charge at a lower price.

However, the necessary premise for enjoying the large industrial electricity price is that it is not easy for the power grid operators to directly report the power-operated centralized charging and replacing facilities for power supply, which is not easy for charging pile enterprises other than the State Grid and China Southern Power Grid. .

Written at the end

A series of favorable policies have attracted many companies to join the market, which has made many people think that now is an important time to seize the market. However, as more and more players enter the market, all the capitals are busy staking, and the current charging pile construction is still suffering from many problems such as car, land, electricity, piles and nets.

Of course, if there is a problem, there will be a solution, then the company can fly on the vent. Under the current wave of “smart travel”, the future charging infrastructure market will inevitably evolve from the current “scatter, chaos, and small” to a perfect industrial ecological pattern.

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