The title picture is from IC photo, this article is from the WeChat public account: Yiou Automobile (ID: EO-AUTO) , author: Ding unique, editor: Zhang Yu Zhe
The charging pile is moving towards the “air outlet”.
At the press conference held by the Joint Defense and Joint Control Mechanism of the State Council on April 9, Cai Ronghua, deputy director of the Industrial Development Department of the National Development and Reform Commission, released a set of data: it is expected to complete an investment of 10 billion yuan this year and add public charging piles There are about 200,000 private piles, about 400,000 private piles, and 48,000 new public charging stations.
Over the past ten years, China has built 450,000 public charging piles.
At this speed, the construction of charging piles has entered a period of rapid policy promotion.
The growing epidemic is causing the global economy to press the pause button. In China’s auto industry, factory shutdowns, layoffs and wage cuts, and supply chain breaks have become shadows lingering under the epidemic. However, due to the emergence of “new infrastructure”, the subdivision of new energy vehicle charging infrastructure has shown development vitality.
After being officially included in the “new infrastructure”, the good news in the charging pile industry continues. Under the policy spur, various capitals were injected. In March, when the epidemic was overshadowed, the charging pile industry had intensively harvested three financings , which also included the “outsiders” Ningde era and Ant Financial.
In the previous growth process, the charging and swapping industry continued to have troubles. High investment, high return cycle, and low utilization rate have become the constraints of profitability. In terms of the growth cycle of an industry, E-Ou believes that the charging pile industry is divided into four stages: the budding period of exploration, the initial formation of the blindfold, the high-quality growth of the development period and the steady progress of the maturity period.
With the confirmation of the status of “new infrastructure” , China’s charging infrastructure industry has gained a pedal into the high-quality development stage, but there is still a certain distance from maturity.
First, the first stage of not meeting expectations
The time goes back to 2006. BYD built the country’s first new energy vehicle charging station at its Shenzhen headquarters, and the history of China’s charging pile industry opened.
Later, in 2008, during the Beijing Olympics, the country’s first centralized charging station was built, which can meet the power battery charging needs of 50 pure electric buses. In 2009, the first batch of electric vehicle charging piles put into operation by China Southern Power Grid was built in Shenzhen, with a construction scale of 2 charging stations and 134 charging piles.
At that time, out of optimistic expectations for the development of the new energy vehicle industry, State Grid had dreamed of unifying the field of charging facilities, just like PetroChina and Sinopec in gas stations.
Later, the State Grid has raised the construction plan for charging and replacing power stations three times.
In 2010, State Grid proposed in the “Twelfth Five-Year Plan for Intelligent Grid Planning” that during the “Twelfth Five-Year Plan” period, 904 charging and replacement power stations and 233,000 charging piles will be built, with a total investment of 21.71 billion planned for charging facilities yuan.
In September 2011, Liu Zhenya, then general manager of the State Grid Corporation of China, at the 2011 Smart Grid International Forum, expanded the “Twelfth Five-Year” target to 2900 charging stations and 540,000 charging piles. Subsequently, in June 2013, according to the State Grid News, during the “Twelfth Five-Year Plan” period, the State Grid Corporation once again increased the number, planning to build 3,700 electric vehicle charging and replacement power stations and 340,000 charging piles.
charging pile / 123rf
The ideal is full, but the reality is very “skinny”.
“State Grid Corporation Social Responsibility Report” (2013) showed that by the end of 2013, the State Grid Corporation had built a total of 400 electric vehicle charging and replacement power stations and 19,000 charging piles. The original planned investment increased year by year. In terms of the number of constructions, the construction of charging and replacing power stations slowed down in 2012. In 2013, only 47 were completed.
The Flag set up by China Southern Power Grid also experienced its falling fate. Prior to this, China Southern Power Grid and the Shenzhen Municipal Government reached an agreement to build 89 charging stations and 29,500 charging piles in Shenzhen by 2012. The total investment is expected to exceed 1 billion yuan. However, according to the (2012) of Southern Power Grid ’s Social Responsibility Report, as of the end of 2012, only 18 charging and replacement power stations have been built by China Southern Power There are only 3229 charging posts.
Speaking of the slowdown in the construction of charging and swapping power stations, it still cannot get around the difficulty of making a profit. State grid insiders once said that the 400-plus charging and replacement power stations that were built at that time had almost no profitable projects and were in a state of loss across the board. China Southern Power Grid Branch also said that its 7 charging stations built and operated in Shenzhen will lose 13 million yuan a year.
The early charging piles were just “carefully tested”. On the one hand, the huge loss of “fruit” is not sweet; on the other hand, the huge gap in the charging pile is still the constraint of the development of new energy vehicles.
Second, blindfolded six years
After 2014, the door of the charging pile market was officially opened.
In 2014, State Grid announced that it will fully open up the distributed power grid connection project and electric vehicle exchange facility market. This means that the charging pile market is no longer only controlled by state-owned enterprises, and private capital also has the opportunity to take a slice of the pie. In the same year, special calls and star charging, which ranked first and second in the field of public charging piles, were established one after another.
Another key factor in the explosion of the charging pile industry is that the new energy vehicle market has entered a stage of rapid growth.
In 2014, Tesla entered the Chinese market, breaking the “stereotype” of new energy vehicles by Chinese consumers in one fell swoop. After being “educated” by Tesla, China’s new energy vehicle market has become one of the important battlefields for major auto manufacturers to compete. A large number of new energy vehicle products have sprung up.
In 2014, China’s new energy vehicles produced 8.