Charging network interconnection process is slow, industry is worried about industry development

It is understood that there are currently more than 300 domestic charging pile production enterprises. Full market competition is a good thing, but product quality and industry standards are difficult to control, which has caused the industry to worry about the development of the industry.

The charging pile industry derived from new energy vehicles has developed rapidly in recent years. As of the end of June this year, the construction of public charging piles in China has reached 81,800 (including 13,500 DC piles and 16,500 AC and DC piles). There are 5,800 exchange piles, an increase of 65% from the end of 2015. Private charging piles reached 55,400, an increase of about 12% from the end of 2015.

According to the development target of 5 million new energy vehicles in 2020, the profit margin of the charging network is 55.8 billion yuan, of which the value-added profit space can reach 23.3 billion yuan. With the development of the Internet, the commercial value of charging piles is not only reflected in the charging business, but also includes advertising, insurance, finance, car sales, 4S value-added services and big data in the automobile industry.

In fact, since the state encouraged the charging infrastructure policy, all localities have increased their efforts to build charging piles. The charging pile business enterprises have also announced that they will deploy tens of thousands of charging piles in the north. However, the reality is that there are still many constraints in the construction of charging infrastructure: the business model is not clear, the vehicle pile standards are not uniform, the compatibility is poor, and the quality of the charging piles is uneven. The charging piles are all island operations in terms of payment channels and information collection. , can not be interconnected. At the same time, the urban land resources are tight, the construction of public charging stations is slow, the construction cost is high, and the installation of private charging piles is difficult. This makes the current charging pile market still in a disorderly state. The specific performance is:

There are many idle resources and low utilization. Market research shows that the current effective utilization rate of charging piles is only 5%, and the idle rate is as high as 70%. The reason is that individual car owners mostly choose to charge at home because it is more economical; non-commercial areas and suburbs with low population density have less demand for charging piles. According to market research, the utilization rate of special charging piles for taxis and buses is generally high.

The charging network interconnection process is slow. However, the release of the series of standards for the "Electric Vehicle Charging and Replacement Service Information Exchange" is expected to end the chaos and build a unified standard system.

It is difficult for an individual to apply for a pile. Individual construction of piles requires a complicated approval process to pay for higher installation and construction costs. In addition, the difficulty in upgrading and upgrading the residential property and the imperfect supporting policies are also the reasons for the collapse of some electric vehicle owners.

High cost, long return period, etc. According to Feng Hui's analysis, the construction cost of a fast-filled pile is about 10-15 million yuan, and the hardware cost is as high as 75%. "In the long run, the reduction in hardware costs year by year is an inevitable trend of development."

In addition, the subsidy is difficult to lead, the urban planning of charging piles is uneven, the business model is not clear, and the maintenance and repair problems are also the reasons that plague the development of the charging facilities market.

In this regard, industry insiders said that the unreasonable layout of charging facilities will overdraw the expectations of consumers. Based on this, it is necessary to carry out scientific argumentation, to find out the overall supply and demand ratio and regional demand of electric vehicles and charging piles, to avoid the flowering of the number in pursuit of quantity, and to solve the problem of insufficient charging piles in the central city. At the same time, the government should abandon the big package and give preferential treatment in terms of construction land and subsidies, so that investors can have better income expectations and attract private capital investment.

In general, the charging pile industry has great market potential, but although the future is beautiful, the reality still needs time integration and improvement. Therefore, charging pile operators should adjust the layout of charging facilities, improve the technical level, and solve the profit problem while seizing the market opportunities. At the national level, it is necessary to step up the improvement of relevant industry standards and prevent subsidy policy loopholes. All in all, the development of the charging facilities industry requires the common promotion of the upstream and downstream of the country and the industry to explore more effective business models.

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