China's new energy industry has a large market segment

In the past two years, China's attention to the development of new energy vehicles has continued to deepen. One of the focuses is on how to solve the charging problem. "For example, in this year's two-party proposal, the issue of charging for new energy vehicles involves policy support, site approval, funding support, construction specifications, technical standards, operational management, etc.. Such concrete and detailed Suggestions will play a good role in guiding the development of the charging industry in the future.” Juanyi Zheng, senior vice president of Star Charges of Wanbang New Energy Investment Group Co., Ltd. said that in recent years while achieving rapid development, China’s charging industry still faces many difficulties, it urgently needs to achieve a breakthrough and innovative development.

The industry has a large market segment

"With the rapid development of the new energy automobile industry, China's charging infrastructure construction has accelerated, the charging industry has formed a certain scale, and a number of enterprises with industry-leading capabilities have emerged." Juanyi Zheng believes that as of now, our charging industry has entered the third stage of development.

Among them, 2011~2014 is the first stage of development - the number of charging piles has increased from 9352 to 31,000. The State Grid, China Southern Power Grid, and China Putian are the main construction forces at this stage.

2015~2017 is the second stage of development - according to statistics, as of the end of February 2018, only 244,023 public charging piles were reported by members of the China Electric Vehicle Charging Infrastructure Promotion Alliance. During the period, a number of professional service companies such as special calls, Wanma, and spruce wisdom appeared in China, and many of them were new energy projects added by listed companies. In addition, local city platform companies such as Xi'an City Investment, Guangzhou City Investment, etc. also entered the charging service field, but due to the lack of operational experience, these companies tend to cooperate with professional service companies such as star charging and special calls.

2018~2020 is the third stage of development. “During the period, the charging platform agreement and the business system will be further differentiated, hardware product will be more standardized and independent, and the charging operation platform with poor iteration capability will be eliminated by the market.” Vice Investment Department of Wanbang New Energy Investment Group Co., Ltd. General Manager Wang Lei said that at present, under the policy push, the replacement process of new energy vehicles for traditional fuel vehicles is accelerating and shortening. For the user side, this will promote the development of charging services matching the market segments to specialization. Recharge service companies are needed to further dismantle customer needs to better understand market segments. The space for these market segment services is huge.

"In this regard, the charging of the stars has targeted the new business model, efficient new technology, intelligent new manufacturing, industrial new ecology, new capital platform, five innovations, technology, platform, model and other aspects of innovation, to meet the refinement charging demand of the market has promoted the continuous improvement of the national charging infrastructure."Juan Yi Zheng said.

Disorderly competition development business model to be explored

In recent years, despite the rapid development of China's charging industry, it still faces problems such as weak foundation, low technical level, and low profitability.

"Uncertainties in the electric vehicle industry and its charging technology, such as rising charging power levels, expose past investments to the risk of obsolescence; The development of wireless charging technology or the replacement of charging piles has increased the risk of investment and operation of charging services and affected the enthusiasm of social capital.” Lei Wang believes that at present, the charging service enterprises are in a weak position in the overall industrial chain, the participation of car enterprises is relatively low, and the upgrade of power battery charging technology is difficult to coordinate. At the same time, the construction of the charging infrastructure is difficult. For example, there are many interests in public parking lots, and coordination is difficult; residential property companies with installation conditions do not cooperate. In addition, its construction also involves distribution network, roads, greening and transformation, and even cultural relics protection, which increases the difficulty of construction.

Although the total amount of built-up charging facilities is relatively large, the average utilization rate is relatively low, and the technical level is low - only one-way charging, it is difficult to interact with the power grid; private charging cannot achieve intelligent sharing services - charging operation enterprises, There are many mobile phone programs, and the level of “interconnected” data of operators' platforms needs to be improved. More importantly, China's charging industry has low profitability and the business model is not yet mature, and it still needs further exploration. This is a difficult problem to be solved.

"At present, China's charging service market still has a certain degree of disorderly competition and development." Juanyi Zheng explained that the charging infrastructure itself has a large investment, low profit, long payback period, and the investment enthusiasm of operators is not high. Especially in the public charging field of private cars, operating companies are generally in a state of loss. Even if charging service fees are charged according to the highest standards in various places, the investment recovery period is too long. A group of enterprises with poor technology, experience, and capital strength entered the charging field blindly and disorderly, resulting in over-dispersion of charging service resources, poor scale economy and leading to vicious competition and excessive exaggeration of publicity, which increased the difficulty of profitability of industrial enterprises.

Juanyi Zheng and Wang Lei agreed that China's charging service business model should adopt the overall idea of two-wheel drive, vehicle network coordination, professional operation, and overall solution. The charging service enterprises, government departments and upstream and downstream enterprises in the industrial chain should work together. We will start with a large market scale, reduce operating costs, and increase operating income, and promote the formation of a sustainable business model. At the same time, further attempts to apply Internet, smart grid, photovoltaic wind power, and other access technologies to improve efficiency, reduce costs, and expand value-added services, thereby enhancing the value of the charging network and promoting sustainable development.

Promote multi-network convergence to create a green smart travel

In the face of a series of problems, how can charge service companies achieve a breakthrough and innovative development? In this regard, star charging has given a useful solution.

“The successful experience of foreign peer development shows that charging services should focus on providing personalized service content, more diversified service channels and charging mechanisms, etc.” Juanyi Zheng said that at present, Star Charging is already focusing on creating personalized services, such as In the field of an electric bus, we are leading the development with high-power technology. In August last year, a high-power charging bus model station was launched in Nanjing. The 360-kilowatt high-power charging pile enables the bus to be charged within 10 minutes, which was designated by the National Standards Committee, one of the two leading enterprises of high-power charging. In the field of private cars, we will create a new model of “mobile energy storage vehicles” for old communities, and use the peak charge to save costs for users; create a “private pile sharing” mode for private pile owners, and share the benefits of the pile owners and platforms. The problem of charging is difficult to solve the problem of charging, and the service channel is more diversified. Next, Star Charging will try to create a diversified charging mechanism.

"The future charging network will be the era of multi-network convergence, that is, the charging pile operation network and the energy storage network, energy network, smart grid, Internet and other networks will be integrated. In order to truly provide customers with 'product + service' +Charging + operation 'integrated urban green smart travel solution.' Juanyi Zheng said that the star charging is to create a modular service - not only to produce charging piles but also to provide on-site survey, station design, app customization, data analysis Service content such as after-sales maintenance, and promote its platform to achieve more and better integration. At the same time, Star Charging also insists on building comprehensive information to enhance the quality of integrated services - transmitting charging equipment information, fault conditions, battery conditions, etc. to the monitoring platform to provide intelligent analysis solutions.

At present, facing the multiple development problems of the industry, Star Charging has built nearly 40,000 charging piles in 146 cities across the country. More than 600,000 electric vehicle owners in the country are users of Star Charging App, and the market performance is eye-catching.

The page contains the contents of the machine translation.