During the long vacation that just passed, a number of topics of "new energy vehicle charging" rushed into hot searches on social platforms.
On the high-speed, queuing for four hours, charging for one hour...On the Sina Weibo platform, new energy vehicles line up for charging for four hours at a high speed and become a hot topic.
According to the data released by the Passenger Federation, the retail sales of new energy passenger vehicles reached 249,000 in August, a year-on-year increase of 167.5% and a month-on-month increase of 12.0%.
With the continuous increase in the number of new energy vehicles in my country, "charging anxiety" and difficulty in charging during peak holidays have become problems that need to be solved urgently in the "growth" of new energy vehicles.
In the capital market, charging piles have become a major “outlet” in the field of new energy. Since the beginning of this year, many charging pile companies have been favored by the capital market.
By Wen Jing, All Media Correspondent, Guangzhou Daily
status quo
One pile corresponds to three cars. The problem is uneven distribution
In a video posted on Weibo’s hot search, a new energy vehicle owner said that when he returned to Hunan from Shenzhen on October 1st, he had to charge the vehicle when he traveled to the service area in Leiyang, Hunan. “At the charging station, I found A lot of cars are queuing up,” it said. It took four hours for the battery to be recharged. During the queuing process, they were afraid to go to the bathroom.
Charging for one hour, "the whole process is usually about 8 hours. This time there is no blockage on the road, and the charging station is blocked for several hours in this way, and it takes 16 hours before returning home."
During the holidays, reporters saw from social platforms that many new energy car owners were sharing their travel experiences, and some electric car owners ridiculed. In a high-speed traffic jam, the gasoline car next door had the air conditioner on. I had to turn off the air conditioner to save electricity.
Some netizens said that when he drove home with his friends, he was all home, and his friends were still queuing up on the high-speed charging.
How to ensure the charging of electric vehicles at high speeds has always been an issue of concern to the outside world.
On September 26, according to the data released at the press conference on accelerating the promotion of new infrastructure construction in the transportation field held by the State Council Information Office, the current number of highway charging piles nationwide has reached 10,836, with 95 newly equipped charging pile service areas. The number of service areas with charging piles reached 2,318.
The August 2021 charging pile operation data released by the China Electric Vehicle Charging Infrastructure Promotion Alliance shows that as of August 2021, the cumulative number of charging infrastructure nationwide was 2.105 million units, an increase of 52.3% year-on-year.
Industry insiders pointed out that, on average, one charging pile corresponds to three vehicles in my country, which is not a small proportion.
But the problem is uneven distribution.
It is understood that the current charging piles are mainly concentrated in the eastern region, including the Yangtze River Delta, the Pearl River Delta, and the Beijing-Tianjin-Hebei region.
"Every time I return from Guangzhou to Shenzhen or Shenzhen, I will charge the car fully and then go on the high-speed", Miss He, the owner of the Tesla Model 3, told reporters that it is easier to find a charging station in the urban area. Below 30%, not only will you be anxious, it will also be troublesome to find a charging station.
"On holidays, I would rather take the high-speed rail."
market
A number of charging pile companies have obtained financing and a single profit model to be solved
According to data from the Passenger Federation, the retail sales of new energy passenger vehicles reached 249,000 in August, a year-on-year increase of 167.5% and a month-on-month increase of 12.0%.
From January to August, the retail sales of new energy vehicles was 1.479 million, a year-on-year increase of 202.1%.
Different from the trend of traditional fuel vehicles.
The rapid growth of new energy vehicles, as an important charging infrastructure demand, charging piles have become the "outlet."
Since the beginning of this year, many charging pile companies have been favored by the capital market.
On May 17, the charging pile service provider Xingxing Charging announced that it has received a round B financing led by Hillhouse, IDG, New Hope Investment Group, Taikang Capital and other co-investors, with a post-investment valuation of RMB 15.5 billion.
On June 21st, Cloud Fast Charge announced the completion of the B1 round of financing. The investors are Ningde Times, Heli Capital and Caixin Financial Holdings' Financial Information Industry Fund.
On September 13, Cloud Fast Charge announced the completion of the B2 round of financing, with NIO Capital as the investor.
On June 20, Terad’s subsidiary, Teledyne, introduced strategic investments from 10 companies including GLP, State Power Investment, and Three Gorges Group through capital increase and share expansion.
The capital market is optimistic, but how to break the single profit model is a solution for many charging operation companies.
Charging pile operation is an asset-heavy industry with high initial investment costs and a long profit return period.
In terms of profit sources, charging operators mainly rely on charging service fees, and their source of income is relatively single.
At present, domestic charging pile operators can be classified as state-owned power grid leaders such as State Grid, private power equipment companies such as Special Call, Star Charging, and vehicle companies such as BYD and Tesla.
According to the charging pile operation data in August 2021, as of August 2021, there are 11 charging piles operated by charging companies in the country with more than 10,000 units. The top five are 227,000 units for special calls and 227,000 units for star charging operations. 221,000 units, 196,000 units operated by State Grid, 82,000 units operated by Cloud Quick Charge, and 41,000 units operated by China Southern Power Grid.
predict
By 2030, the scale of the charging pile market is expected to increase by 30 times
It is understood that charging difficulties, low utilization rate of charging piles, unbalanced distribution of charging piles, and inadequate supervision of charging piles are the four major problems in the current charging industry.
Foresight Industry Research Institute pointed out that with the promotion of policies and the popularization of environmental protection awareness, the number of electric vehicle consumers has gradually increased, and the demand for charging piles is strong. The current domestic charging pile layout is not sufficient, and consumers have average bargaining power.
Third-party agencies predict that by 2025, the number of public stakes (including dedicated) and private stakes will reach 7.137 million and 6.329 million respectively, with an annual increase of approximately 2.224 million and 1.794 million, and the total investment scale will reach 40 billion Yuan.
By 2030, the scale of the charging pile market is expected to increase by 30 times.
The growth of new energy vehicles will promote the growth of the number of charging piles, and it is an indisputable fact that drives the development of the charging pile industry.
Now, how to solve the problem of charging difficulties?
Some experts suggest that in the future, work on informatization and big data.
On the mobile phone's charging App, tell the owner of the queue time in advance and guide him to an idle charging station to charge.
Use information technology to solve the problem of expressway charging queuing.
List of new energy vehicles and charging pile data
New Energy Vehicle
According to statistics from the Ministry of Public Security, as of the end of June 2021, the number of new energy vehicles in the country reached 6.03 million, accounting for 2.1% of the total number of vehicles.
Among them, there are 4.93 million pure electric vehicles, accounting for 81.7% of the total number of new energy vehicles.
Charging pile
According to the data released by the State Council Information Office on September 26, the current number of highway charging piles nationwide has reached 10,836, and the number of charging pile service areas has reached 2,318.
As of August 2021, the cumulative number of charging infrastructure nationwide was 2.105 million units, an increase of 52.3% year-on-year.
Charging operation company
As of August 2021, the top five charging piles operated by charging companies nationwide are as follows:
Special calls operate 227,000 units
Star Charging operates 221,000 units
196,000 units operated by the State Grid
Cloud Quick Charge operates 82,000 units
China Southern Power Grid operates 41,000 units