Capital hot, profit difficult charging pile market how to seek the optimal solution?

With the increasing demand for new energy vehicles, the development of the charging pile industry has been continuously concerned by the market.

At the Seventh China International Electric vehicle charging Industry Conference (BRICS charging Forum) in 2021, Yu Jian, former deputy director of the Strategic Planning Department of the Ministry of Science and Technology, said, "the development of new energy vehicles in China is good." the overall development level of the industry is in the leading position in the world. As of May 2021, the cumulative global sales of new energy vehicles exceeded 11.6 million, with China accounting for 50%. At present, China has become the country with the largest production and sales of new energy vehicles in the world. "

At the same time, Wang Dajun, deputy director of the Science and Technology Information Department of the Shanghai Municipal Commission of Communications, pointed out that "actively promoting the use of new energy vehicles and continuously increasing the proportion of electricity in traffic energy consumption is an important prerequisite and basic path to promote traffic carbon peak and carbon neutralization." The rapid development of new energy vehicles is an important development opportunity for the charging industry. At the same time, it also puts forward higher requirements for the quality of charging service. "

It is difficult to make a profit in the operation of recharging electricity.

As early as 2015, the National Development and Reform Commission, the National Energy Administration, the Ministry of Industry and Information Technology and the Ministry of Housing and Construction jointly issued the Electric vehicle charging Infrastructure Development Guide (2015-2020) within the system. According to the plan, in 2020, China will build 12000 centralized charging stations and 4.8 million decentralized charging piles to meet the charging needs of 5 million electric vehicles.

Dongguan Securities Research News pointed out that by 2020, there were 4.29 million new energy vehicles and 1.68 million charging piles, with a ratio of 2.9 to 2.9, including 810000 public charging piles. It is estimated that by 2025, the number of new energy vehicles will increase to more than 20 million, and there is a big gap in the charging piles.

In this regard, Wu Daili, vice president of Easite Group Co., Ltd., told Science and Technology Innovation Board Daily: "compared with the rapid development of new energy vehicles, the charging infrastructure is relatively backward." At present, the lag of charging facilities has become the core factor affecting the sustainable development of new energy vehicles. "

Wu Daili cited a set of data to Science and Technology Innovation Board Daily: in a survey, "inconvenient charging" ranked first, accounting for more than 80 per cent of the core factors affecting car owners' purchase of new energy vehicles. He further explained: "'it is too difficult to make a profit 'has become the core reason why the entire charging infrastructure lags behind the development of new energy vehicles."

In addition, Zheng Lingguo, deputy general manager of Xin Diantu Technology Co., Ltd., believes: "at present, there are many participants in the charging industry, but very few people make money, mainly due to the problem of supply and demand."

The power replacement mode is still in its infancy.

Tong Zongqi, director of the Information Department of the China Electric vehicle charging Infrastructure Promotion Alliance, said that inspired by carbon emissions targets and new infrastructure, charging infrastructure is expected to begin a new round of rapid growth. Data show that in the first half of this year, the number of charging piles has been in a trend of rapid growth.

However, Tong Zongqi said: "compared with the charging of electric vehicles, the power exchange mode is still in its infancy."

In this regard, Liu Jun, vice president of Zhuhai Titan Group, said, "whether it is reasonable charging or reasonable power change, what can meet the needs of users is reasonable; whether it is the power exchange system or the charging system, the core of the system is the whole charging equipment. A good charging equipment can run stably, meet the charging demand, and make money for operators. "

Liu Jun further said: "We have analyzed some data and found that it is difficult to make money to build and exchange power stations because the investment cost is very high." And the future exchange power station, should be efficient, stable, flexible configuration, big data analysis, can be considered from the whole life cycle of assets. "

Opportunities and challenges coexist in charging pile market

Under the favorable market demand and policy, promote the enthusiasm of capital. In the past two months, many charging pile operators have announced financing.

Among them, Telai plans to introduce strategic investors such as GLP, State Electric Investment, and three Gorges Group by means of capital increase and share expansion, with a post-investment valuation of about 13.6 billion yuan; Star charging announced that it received round B financing followed by Hillhouse, IDG, New Hope Investment Group, Taikang Capital, and so on, with a post-investment valuation of 15.5 billion yuan.

Guohai Securities has said it expects the number of charging piles to reach 15.1 million by 2025, 49.7 million by 2030, and a compound growth rate of 41 per cent from 2018 to 2030.

In this regard, Liang Xiangfei, deputy general manager of Wancheng Wanchong Technology Co., Ltd., said, "at present, China's charging pile industry is in a critical stage of development. With the rapid development of new energy vehicles in our country, the demand for charging piles is also rising."

At the same time, Liang Xiangfei believes: "at present, the whole industry is far from the goal of basically achieving" 1V 1 "in 2030, and there is still a lot of room for growth in the rechargeable pile market."

In the view of Wang Wen, deputy general manager of State Grid Electric vehicle Service Co., Ltd., "while the charging pile market has huge development space, it also has great challenges." He said that the charging problem in residential areas must be broken through quickly, the interactive mechanism of source grid load must be established faster, and the technical standards for recharging electricity must be innovated faster.

"Electric vehicles are the key variables in building a new power system. Compared with the supply side, the deficiency of charging infrastructure will have a more obvious restraining effect on the demand of users to replace electric vehicles, which will become the key bottleneck restricting the transformation process of traffic electrification in our country in the next stage. " Zou Dazhong, chairman of Southern Electroweb Electric vehicle Service Co., Ltd., said.

In Zou Dazhong's view, "if we can effectively give full play to the institutional advantages of our country, fully mobilize the forces of all parties in the industrial chain, and make breakthroughs in the key technologies and mode innovation of the rechargeable infrastructure, the rechargeable infrastructure can be transformed from a 'key bottleneck constraint' to a 'new industrial competitive advantage' of China's new energy vehicles."