Mar 21, 2019 Pageview:678
Although the market investment enthusiasm is not reduced, but because the profit model is not clear, charging pile operators are still on the road to growth, how can we break a new world?
Recently, the "2017 Second Electric Vehicle and Charging Infrastructure Construction and Operation Summit Forum" was held in Beijing. According to Dr. Hebo, a senior engineer and senior engineer at the National Network Energy Research Institute, by 2030, charging services, value-added services, and power market and carbon trading services will become the three major businesses of charging pile operators. Operators will achieve multi-benefit sharing through platform operations.
"In the future, the charging infrastructure market will also move from the current 'scattered, chaotic, and small' to the winner-takes-all era, that is, a few large-scale platform operators will dominate, and a large number of small and medium-sized operators will rely on the industrial ecosystem of large platforms. "Hebo pointed out.
Who is the future leader?
Qingdao Special New Energy Co., Ltd.. Vice President and Chief Scientist Yangxiaowei put forward such a multiple-choice question at the forum: Who will dominate the electric car industry in the future? Is the car enterprise, the battery enterprise or the charging equipment enterprise?
"We believe that it will be operators that rely on the power grid, the Internet of Things, the transportation network, and the Internet. They will be closer to C-side users and will be more likely to achieve sharing, co-creation, and win-win results. "Yangxiaowei said.
Hebo also believes that by 2020, with the rapid growth of vehicles and users, value-added services based on information platforms and big data and business models are expected to become mainstream drivers.
It is worth noting that the current mainstream charging pile operators frequently and initially took action in the platform construction, among which the largest action is the smart car networking platform built by the National grid company.
Guo Shi Shi Feng, Director of Operations of Guonet Electric Vehicle Services Co., Ltd., introduced at the forum site that the platform was put into operation on November 30, 2015. The number of connected charging piles has reached 166,000, of which 110,000 are social charging piles. There are 130,000 registered users.
"The platform can display about 80 % of the piles in the country. It is the most charging pile service platform covering the most charging piles and the most complete service function in the country. "Queshifeng introduced.
The reporter also learned on the spot that the network platform of the National Network Smart Car is building a one-stop service covering the entire industrial chain of automobiles. "In the future, this platform will be fully privately customized, including car purchases, financial services, maintenance, charging services and used car recycling. "The poem is said by Feng Feng.
In addition, Yangxiaowei also demonstrated the eco-cloud platform built by Special Callers based on Internet of Things, cloud computing, mobile Internet and big data technology. The platform was officially launched in October 2016.
It is understood that the special call platform has a total of "ten clouds": charging clouds, payment clouds, e-commerce clouds, operating clouds, energy clouds, car rental clouds, equipment clouds, dispatch clouds, connectivity clouds, and government monitoring clouds. "The platform's core data covers 240 cities, 360,000 registered users, 280,000 charging users and 268 franchisees. "Yangxiaowei introduced.
Huangqun, deputy general manager of "e-charging network", a public service management platform for charging facilities in Beijing, introduced the product composition of "e-charging network" on the government side: first, industry service and management system, future or achievable official document circulation, operator data submission, subsidies. Get function, Enhancing transparency in the work of the Government; The second is the commercial data mining system, which provides the basis for the government to formulate and revise policies; The third is the customer service system, which actively builds the 'user-government-operator channel' and has now docked with the North China Energy Administration of the National Energy Administration; Fourth, the public opinion monitoring system, timely handling of public opinion events, to help the healthy development of the industry. "
It is understood that "E charging network" has now achieved 34 access operators, 1,373 charging stations, and 13,737 charging piles.
Making money is hard? Storage, charging, breaking paradox.
What can't be ignored is that due to the low utilization rate of facilities and the imperfect price mechanism, the profit of charging pile operators is still relatively difficult, and the business model needs to be innovated.
"The investment in equipment for charging power stations accounts for about 30 % of the total investment, and land and power distribution facilities account for the main part of investment. Wang Wei, general manager of the energy storage business of Ningde New Energy Technology Co., Ltd., said frankly at the scene that "the existing charging station construction model requires a lot of urban land and new distribution network facilities. It is the crux of the difficulty to make profits. "
In addition, participants also believe that the operation of charging stations currently faces many problems, such as insufficient electric vehicles and intermittent charging tasks; In order to prevent centralized charging of electric vehicles from affecting the power grid, the load ratio of charging station design is low; Some charging stations are only open to buses or sanitation vehicles, and the utilization rate of charging stations is low; Unsupervised charging spaces are occupied by other cars for a long time.
In response to the problem of profitability, Wang Wei believes that "the storage and charging power station should become the first choice for the construction of urban charging power stations, which can break the paradox between electric vehicles and charging power stations that there is a chicken or an egg first." "
It is understood that energy storage and charging stations are composed of three parts: energy storage power stations, electric vehicle charging stations, and power storage and charging stations. They can make full use of the parking spaces and power grids of existing urban buildings, thereby reducing the investment of owners. The energy storage system can also "peak fill" the power grid of the building when the charging station is idle.
"The investment recovery period of the energy storage and charging plant does not depend on whether the charging mission is saturated, and the number of electric vehicles does not affect the income of the energy storage and charging station. Wang Wei added: "We have built an intelligent micro-network energy storage and charging station in the Beijing Guomao III office building. Not only can we charge electric cars and achieve the 'peak filling' of electricity, but it can also serve as an emergency power supply for the building. Power capacity effect, High power load is effectively supported in summer. "
The reporter learned at the forum site that the national network also piloted the construction and operation of light, storage, and charging integrated power stations in the xuguantun service area of jingjin tang. "We have built a new 228 kilowatt-hour energy storage battery pack, installed an intelligent time limit switch, charged and discharged twice a day, charged at the service area's electricity trough and PV peak, and discharged at the peak of electricity use. "We also used an integrated container design to facilitate the timely packaging and replacement of batteries in the later stages and improve the efficiency of utilization." "
In addition, Yangxiaowei also suggested that guiding the car consumer culture and car habits is the key. 鈥淚t is not a matter of equipment that we encounter the most complaints from our customers in the course of our operations, but the position of the tanker, which means that we should simultaneously strengthen the habit of guiding the public to use the car. "
Interaction with grid intelligence will become a hot spot for industry innovation
It should be emphasized that how electric vehicles better integrate and interact with the power grid is also one of the hot topics on the spot.
What is the huge value that electric cars can bring to the grid? Data show that at the end of 2016, the number of motor vehicles in Beijing was 5.718 million. If each vehicle can provide a charging and discharging power of 3.5 kilowatts, it can provide a regulation capacity of 2001 million kilowatts for the power grid, which is almost the same as the maximum load of 20.768 million kilowatts of the Beijing Power Grid. And it can reach about 5 % of the current total installed capacity of China's power grid, which can meet the backup needs of all power grids.
Under a high percentage of renewable energy development, the interaction between electric cars and the grid could bring an energy value of between $5.7 billion and $17 billion a year to the Beijing-Tianjin-Hebei power system, said Dr. Liujian of the Energy Research Center of the National Development and Reform Commission. In addition, by means of demand response, V2G and retired battery energy storage, electric vehicles can effectively connect the power system's power generation and power supply, flexibly adjust the charge and discharge power, help the system achieve "peak filling", and improve the power system's clean and efficient operation ability.
In this regard, Hebo also said that with the Advancement of key technologies such as batteries and smart grids and the maturity of trading mechanisms such as the power market and the carbon market, smart interaction with the power grid is expected to become the next hot spot for innovation and development in the industry.
How do electric cars fit better into the grid? Guochunlin, director of the research center for electric vehicles and new energy power grids at North China electric power University, believes that the integration of electric vehicles into the grid will be divided into three stages: "rich resource base", "participating in the power market" and "promoting the integration of the main body."
According to the introduction, at present our country electric vehicle is in the "rich resource foundation" stage, through the technical innovation and the construction of supporting facilities for the electric vehicle into the grid foundation. In the future, electric vehicles will participate in smart charging and assist the electricity market through real-time pricing policies and the use of Internet platforms, providing emergency power supply, peak modulation, backup and other auxiliary services for power grids, power companies and end users, and further obtain reasonable benefits.
"With the deep integration of electric vehicles with the power system's power generation, transmission, distribution, and use, especially the emergence of integrated electric vehicle operators, it will be possible to integrate different market participants such as end users, new energy retailers, and network operators. It further promotes the formation of various business models in the new energy grid and leads the development of the new energy grid to a certain extent. "Guochunlin explained.
But it is not easy for electric vehicles to fully integrate into the grid. Guochunlin suggested that in terms of technology, we should further develop the in-vehicle battery technology, study the planning and construction technology of charging facilities, and focus on V2G technology; In terms of market, we should improve the market of electric vehicles and promote the participation of electric vehicles in the new energy market through demand response.
The page contains the contents of the machine translation.
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