About the situation and development of the charging pile industry. The country’s strategic appeal for the new energy auto industry is very clear, and the charging pile policy for new energy vehicles is also very firm. The guideline for the development of electric vehicle charging infrastructure puts forward a clear target for the construction of sub-venues: the construction of more than 3,850 bus chargers. For power stations, there are 2,500 taxis for charging power stations, 2,550 special vehicles and logistics, and other special vehicle charging stations. In residential areas, more than 2.8 million user-specific charging stations are built, and conditional facilities are encouraged to be open to the public; in public institutions, Enterprises, institutions, offices and industrial parks and other units of the internal parking lot, built more than 1.5 million user-specific charging piles.

I. Construction goals and charging pile construction cost

The average cost of an ordinary pile is between 5,000 and 20,000 yuan, and the cost of a quick pile is generally over 100,000. Among the 5 million charging piles, there are 4.5 million slow charging piles, a single average cost of more than 10,000, a market of 50 billion, fast charging piles of 500,000, a single average cost of more than 100,000, and a market of 50 billion. In other words, in the five years between now and 2020, there will be more than 100 billion yuan in market demand for equipment for charging piles alone. With operational and derivative values, the theoretical market capacity will be several hundred billion.

As far as the current market is concerned, short-term equipment makers deserve more attention and there is no clear profit model for their operations. However, the equipment market has 100 billion yuan of space, which is already a definite figure.

Second, charging pile science

What is a charging pile?

Charging pile, its function is similar to the tanker inside the gas station, can be fixed on the ground or wall, installed in public buildings (public buildings, shopping malls, public parking lots, etc.) and residential parking lots or charging stations, according to different voltages The level is charged for various types of electric vehicles. Charging piles can be classified as follows:

1 According to installation methods, it can be divided into: floor-type charging piles, wall-mounted charging piles. The floor-type charging pile is suitable for being installed in a parking space that is not close to the wall; the wall-mounted charging pile is suitable for being installed in a parking space near the wall.

2 According to the installation site can be divided into: public charging piles and dedicated charging piles. Public charging piles are charging piles that are built in public parking lots (bins) combined with parking berths to provide public charging services for social vehicles; dedicated charging piles are self-owned parking lots (banks) for construction units (enterprises), which are internal to the company (enterprise) The charging piles used by the personnel, as well as the construction of the personal parking spaces (banks), provide charging points for private users. Charging piles are usually built in conjunction with parking spaces in parking lots (libraries).

3 According to the number of charging interfaces can be divided into: a charge and a charge.

4 According to the charging mode can be divided into: DC charging pile, AC charging pile and AC and DC integrated charging pile.

5 According to the charging speed can be divided into: there is a regular charge (slow charge) and fast charge (fast charge). According to different vehicle batteries, ambient temperature, etc., the charging time varies. Slow charge is usually 5-10 hours full, fast charge can be 80% full in 20-30 minutes, 1 hour full.

The charging chain's industrial chain is mainly divided into: equipment manufacturers and charging operators.

The charging pile equipment itself does not have too high technical content, the standard is unified, the compatibility is good, the quality is stable, and the construction can be done properly. The difference in competition is mainly reflected in the stability of the equipment produced, cost control, brand reputation, and bidding ability.

Charging operations are related to many aspects. The basic profit models for charging operations include: service fees, electricity differentials, value-added services, and the upcoming state subsidies. As an emerging industry, it is also involved in the electric power industry controlled by the state. Service fees and electricity prices are under the guidance of the state and cannot be freely priced. No specific number of subsidies is available. The space for value-added services and various commercial developments are still being explored. So while a large number of charging piles are under construction, this charging operation industry itself is full of uncertainties.

There are currently four types of construction operations: government-led, enterprise-led, hybrid, and crowdfunding.

1 Government-led: Investment and operation by the government. The advantage is strong promotion. The disadvantage is that the financial pressure is high and the operation efficiency is low. It does not necessarily adapt to marketization.

2 Enterprise-led: The company invests in operations, sells electric vehicles, and produces charging collocations. The advantage is that the operation and management efficiency is high. The disadvantage is the lack of unified management, which may lead to disorderly competition.

3 Mixed mode: supported by the government, the company is responsible for construction. The advantage is that the government and the enterprise can complement each other and promote the development of the industry faster, but the shortcoming is that it is greatly affected by the policy.

4 Crowdfunding model: It involves the integration of multiple forces such as government, enterprises, and society. The advantage is that it can improve the utilization of social resources, adapt to the market, and pay attention to user needs. The shortcoming is that the integration of interests of all parties is difficult, and ultimately it depends on policy guidance. It is easy to find that the current charging pile industry is greatly affected by national policies. The spirit and documents at the national level are relatively clear, but before the introduction of local policy rules, we are actually unable to make quantitative analysis and accurate judgment.

Third, the future of charging piles

The future of charging piles is wonderful, but it will take some time to integrate, big waves and sand. In 2016, new energy vehicles are continuing to grow rapidly. The large increase in the stock of electric vehicles is a clear positive trend. The market demand will increase, the return on investment will increase, and the enthusiasm of enterprises will increase. And how to invest more efficiently requires the guidance of the government, the regulation of the industry, and the common development of the upstream and downstream industries to jointly promote and update the more effective business model. The potential imagination is:

Value-added service

It includes advertisements for piles, cooperation with mall parking lots, and consumer drainage as supporting facilities.

2. Charging pile Internet +

The era of charging pile industry has come. The charging pile is not connected to a new energy vehicle. It can be a channel for energy realization, or it can be an import port for energy data traffic, and it can also be an entrance to a data portal. With the blessing of the Internet, the charging pile is no longer just a pile, but becomes an interface that is full of infinite possibilities. It can be used in conjunction with the time-sharing of electric vehicles, value-added services for electric vehicle 4S stores, electronic payment, big data, etc. The Internet of Vehicles is even an important part of the online community. Of course, the premise is to have enough scale. What Traction is currently doing is to continuously expand its scale and build a business empire based on a charging pile network.