TU-TESL

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With the development of new energy vehicles, the scale is growing. However, due to the long return period and low utilization rate, the charging pile operators are experiencing the industry reshuffle. On the one hand, it is difficult for the charging pile industry to make profits, on the other hand, the vehicle enterprises have begun to increase investment in the field of charging piles. According to the data released by China electric charging infrastructure promotion alliance, in the first 10 months of this year, the increment of charging infrastructure was 336000, an increase of 39.7% year on year. As of October 2019, the total number of public and private charging piles in China was 1.144 million, up 66.7% year on year. However, there is still a huge gap in the construction of charging piles. According to the guidelines for the development of electric vehicle charging infrastructure (2015-2020) jointly issued by the four ministries and commissions of the state, by 2020, more than 12000 new centralized charging stations and 4.8 million decentralized charging piles will be added to meet the charging demand of 5 million electric vehicles nationwide. The charging pile industry entered the stage of barbaric growth after its initial water test around 2013. In the past two years, the industry began to shuffle, and many enterprises were closed down, shut down or even delisted. Once located in the first echelon, fuldian Green Energy announced its delisting, and Shenzhen Rongyi Electric Technology Co., Ltd. also announced its dissolution due to the company's loss. Putian new energy, which has been established for nine years this year, appears to give way to 55% of the shares and the position of major shareholders for half a year, but no one is interested. As of October 2019, there are only 8 charging piles operated by national charging operators with the number of more than 10000, 8 operators accounting for 89.8% of the total, and the rest 10.2% of the total. Among them, Sinotrans and State Grid of home appliances ranked in the top three, and only Telcom and star charging said their charging sector began to make profits. Yu Dexiang, the chairman of telephone's parent company, said in an open letter this year that telephone has invested more than 5 billion yuan in five years, invested more than 1 billion yuan in R & D, and lost 600 million yuan in the first four years. In 2018, the charging network sector finally achieved profit and loss balance. According to the report on charging service issued by China electric vehicle 100 people's Association, charging service fee is the main source of revenue for charging infrastructure operators at this stage. A large number of small and medium-sized charging pile companies have not yet made profits due to high investment and construction cost, low utilization rate of charging pile, low service life of equipment due to poor working environment, and operation and maintenance pressure caused by decentralized layout of charging facilities. Among them, the low utilization rate of charging piles is a prominent problem restricting the development of the charging industry. According to the previous statistics of the national energy administration, the utilization rate of charging piles is generally less than 15%. The main reason for the low utilization rate is the uneven distribution and location of charging piles. "To make profits, the most important thing is to build charging piles in the right place. It took nearly 2 billion yuan for star charging to find out some ways to build piles. " Shao Danwei, chairman of star charging, once said publicly that simply increasing the number of charging piles would become a burden for enterprises if the utilization rate is not high. When entering this market, we must see the later operation cost, operation and maintenance cost of electric power and huge management cost. If the opposite pile is not built, the greater the asset and the greater the burden will be. According to the needs of the market, enterprises can build piles in a reasonable and orderly way, and soon recover costs and realize profits. "The threshold of the charging pile industry is not high, and some enterprises blindly enter the market when they take a fancy to the market. However, due to the lack of orders at the beginning, many enterprises enter the market through low price competition, which has a negative impact on the development of the industry, which also makes it more difficult for some struggling charging pile enterprises to gain profits, or even suffer a certain degree of attack." Zheng Jiatu, deputy secretary-general of China charging alliance, told reporters that some small enterprises operate in a single mode and have a difficult operation in the later stage. With the increase of the new energy vehicle's mileage, the power requirement of the charging post is higher and higher, and the charging of the low-power charging post is slower, which makes the original charging post unable to meet the user's requirements, so it also has an impact on the operators. In addition, in order to seize the market quickly, charging pile enterprises have adopted different charging technology standards and interfaces in the past few years, which makes it difficult to unify the equipment and systems, make most of the charging facilities unusable, and make the charging pile operation platform and charging app of each manufacturer unable to realize interconnection. A car owner has installed more than ten apps, which is also the phenomenon that no one is willing to take over Putian One of the reasons for new energy. However, due to the disunity of standards, those who can't open to the outside world even give up the business of exchange quick charging pile. However, the situation has changed. According to the data of the State Grid joint bank platform, the national unified new energy vehicle charging service network has been basically completed, and the main domestic new energy vehicle charging operators have access to the national unified service network joint bank platform. Up to now, the platform has covered 31 provinces and 284 cities in China, including more than 50000 kilometers of expressways. "At present, the platform has preliminarily possessed the function of one network in China, with nearly 400000 charging posts connected, basically realizing the goal that an app can travel all over China." Quan Shengming, chairman of State Grid Electric Vehicle Service Co., Ltd., said that the platform has established a real-time monitoring system on the charging post line to provide 24-hour all-weather online service. If the charging equipment is abnormal, it can arrive at the scene in one hour in the city, and the high-speed service area can not exceed two hours. Although the charging pile industry has some problems, such as difficult to make profits and high risks, the layout of vehicle enterprises in this field is further accelerated. In 2015, SAIC Group launched the charging platform Anyue charging. In the same year, BYD launched the charging pile business, also introduced the charging brand "instant charging Chargenow" into China, and jointly built the charging pile with domestic charging operation companies. In April this year, Mercedes - said it will provide "Star" charging service covering all its vehicle use scenarios, including valet parking charging service, 24-hour emergency charging service, exclusive to Mercedes Benz, etc. In June this year, hubject, a charging infrastructure platform jointly established by seven German giants, including Daimler, BMW and others, established a partnership with four key Chinese CPOs (charging operators, Shenzhen vehicle power grid, Yunkuai charging, chargeman and kakuka). Not long ago, 2000th super charging piles were announced in Chinese mainland to Shanghai. "For us, charging facilities are a vital foundation for our customers to have easy access to their vehicles, as well as demonstrate their brand image." Zhang Yan, senior executive vice president of Beijing Mercedes Benz Sales Service Co., Ltd., told the first financial reporter that in addition to the smart charging wall box for home Benz, car owners can also use public charging piles. "Benz charging star accompanying" service can connect more than 70% of the available charging piles on the market in real time, and car owners can know the location and status of public charging piles through the app State, experience the one-stop charging service from real-time monitoring of charging state to payment and evaluation of interconnection. "The scale of new energy vehicles is relatively small, and the vehicle enterprises eliminate the mileage anxiety of customers through the layout of charging piles, so as to improve sales volume." Zheng Jiatu told reporters that when car companies sell cars, they usually deliver piles with the car. In addition, the self built charging pile can also obtain the charging data and driving data of the vehicle, so as to provide value-added services such as user data analysis, vehicle diagnosis, maintenance, insurance and other data for the owner, and realize the optimization of various technologies and services. In addition, many car companies have set up travel service platforms. The charging pile business is a part of their industrial chain. The vehicles on the travel platform ensure the utilization rate of charging piles. In addition, after the development of the market, at present, the establishment of charging piles by vehicle enterprises has become more cautious in site selection, and they are moving closer to urban hot areas and transportation trunk lines. For example, the location of Mercedes Benz charging pile "Xingyi station" is built in airports and urban hot spots in Beijing, Shanghai, Chengdu and other places. In the future, services will be provided according to customer needs. According to Huang Hongwen, a professor at Hunan University, the entry of foreign enterprises and joint ventures means that the construction of domestic charging piles has great market potential and development prospects, and will also stimulate domestic automobile enterprises to further increase investment in the construction of charging piles. In addition to car companies, some oil giants and travel companies have also made layout in this field. "After the reshuffle, the charging pile industry has become more standardized. The main purpose of charging piles for car enterprises is to provide better experience for consumers, but to some extent, it also affects the charging pile operation enterprises. After all, the charging piles built by car enterprises are more suitable for automobile products. At present, the gap of charging pile is still large, and the long-term prospect is good. Some operating enterprises have begun to make profits, and the market order is also developing in a healthy direction. " Lang Xuehong, Deputy Secretary General of China Automobile Circulation Association, told reporters.