The Change of the New Model of China's Charging Pile Industry

June 13,2022

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Although the development of new energy vehicles in China has achieved remarkable results in terms of production and sales volume, there are still several major pain points. Among them, the charging problem is the first one, and the charging problem involves the charging pile enterprises. It is understood that the charging pile enterprises and new energy vehicle enterprises to maintain almost synchronous development speed, but the "good rate" is not high. In this regard, experts expect that more than 80% of the charging pile enterprises will face elimination. The rest of the charging pile enterprises are also fighting on their own, it is difficult to form a joint effort to benefit the end consumer.

 

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The development mode of peer-to-peer joint venture provides new ideas for the development of the industry, and this mode has contributed to the development of the national new energy vehicle industry with many innovative models and strengths.

 

Win-win joint venture becomes a new industry model

 

According to the current base of 1.8 million new energy vehicles, an average of 6 vehicles are equipped with a public charging pile.

 

In addition to the small number, the charging pile operators are fighting each other's data is difficult to common, different operators, different APPs, including charging, payment and other interoperable functions are still difficult to achieve, the competition between peers, down to the terminal to the user has brought a lot of trouble. Some industry experts call for competition between peers should not harm the interests of consumers as a premise, win-win cooperation may bring new vitality to the industry.

 

In the past, everyone in the automotive industry only competed in the market, but there was no very good synergy in the field of innovation, so the manufacturing innovation center is very important to break the broken chain, the innovation center is to string the pearls into a necklace, to each good innovation resources string, so the positioning of the innovation center is worth promoting in the industry. In the post-subsidy era, how to further develop also faces many new challenges, how to further innovation in science and technology, innovation in business models, innovation centers will better solve many of our current problems in the development, which is a very important initiative.

 

Profit model is expected to be solved?

 

Charging pile enterprise survival rate is low, in addition to their own reasons, but also the objective conditions of the profit model difficulties. "Two high three low" is the secret of corporate profitability, two high that is, high accuracy in decision-making, high operational capacity; three low that is, low investment costs, low operation and maintenance costs, low transaction costs.

 

Take the operation and maintenance cost as an example, the big principal charging pile enterprises are equipped with a large number of operation and maintenance personnel, but in fact there are not a lot of technical problems to solve. The most common problem encountered is the emergency stop button is pressed, resulting in the machine can not be charged normally, under normal circumstances have to send an engineer to the scene to solve. But the fault can be pushed to the local security or to the owner, and the process is sent by the charging pile itself, so it is very efficient.

 

In addition to the discussion of the profit model of the charging pile enterprises, there is also controversy about the future shape of the charging pile industry, some people believe that DC is the future development trend, AC charging is too slow and should be eliminated.

 

Whether it is DC or AC, to be divided into specific use scenarios, intelligent and efficient charging infrastructure system to meet the needs of more than 5 million electric vehicles charging, 90% of the charging should be in the charging parking space to use the evening low electricity for charging, this scene AC is more suitable, although it is relatively slow, but the battery damage is small. 7%, 8% of the rapid charging, this part of the charging Should be completed in the DC charging station gas station, or car driving better on the main traffic roads, this scenario is called emergency power supply.

 

Conclusion

 

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