1 thought on “Is the second spring of charging piles coming?”
Heather
Observe whether a track is hot, there are several indicators that are not accurate but easy to understand: Is there a price war? Is there a giant entering the field? Is there a large -scale financing? From these indicators, the current charging pile industry is really hot again. The reason why it was also hot is because the charging pile industry once burst into fire. In 2014, after the National Grid opened the market to the society, there was a wave of climax of social capital to enter the charging pile market. In 2018, the closure and sale of many head charging pile enterprises have given the industry just risk of being watered. Since the second half of last year, driven by the double drive of policy and market, the charging pile market has once again opened the acceleration model, and the industry's flames have been burning and vigorous.
The price war, high financing, charging piles in Cyclonus The price war is a weathervane for measuring the heat of an industry. From e -commerce to shared bicycles, online taxi prices, to online education that has been stunned recently, all those in the industry that take the air outlet must have some relationship with the price war. In the past six months, the charging pile industry has also staged a price war. The national team personally ended, and the price war was forced to be forced by their peers. At the end of 2020, Evergrande's Xingluo charging pass was officially launched. One shot was hundreds of millions of subsidies. All charging piles on the platform were exempted from service fees. This move is simple and rude but effective. After a month, the peak of the charging volume of Xingluo will exceed 2.5 million degrees on the day after a day. By April 26 this year, the indicator increased to 10 million degrees. The is naturally followed up. From April 26th to April 30th, Didi ’s Xiaoche charging announced the opening of charging preferential activities in 29 cities across the country: the charging service fee was 1 % off, and the total value of 9.9 yuan was 99 yuan. Mudging from the supervision of the relevant departments. In June this year, the Shaanxi Provincial Electric Power Industry Association Charging Facilities Branch convened Xiaolu charging, Xingluo charging, fast electricity, new electricity (Alipay), Yun Express, Yun Express, Yun Express Internet platform companies such as charging and other Internet platforms held a symposium to rectify the chaos in the charging market in Shaanxi. From June 15th, the "price war" that disrupted the market below the cost and subsidy of promotion and subsidies in Shaanxi will be punished. behind the price war is the active "grabbing landing" by the giants. At present, giants related to charging piles have gathered together, and there are roughly these categories: one is the mainstream of the mainstream, the mainstream players of electric vehicles built their own charging network; Pile; Third, energy companies, special calls, stars charging, etc.; Third, Internet companies, Xiaolian, a subsidiary of Didi Chuxing, new power of Alipay, fast power under the energy chain, in addition to Xiao Lu charging self -built electric piles, Most of them are third -party aggregate charging platforms. What giants are optimistic about the broad prospects of the industry. The latest data show that as of the end of June 2021, the number of new energy vehicles in the country reached 6.03 million, of which 81.7%of pure electric vehicles accounted for 81.7%and the amount of preservation was 4.93 million. Correspondingly, as of June 2021, there were 923,000 public charging piles in my country, which was counted as private charging piles. The cumulative number of national charging infrastructure was 1.947 million units. 5 million new energy vehicles correspond to 2 million charging piles. According to Sun Fengchun, an academician of the Chinese Academy of Engineering and a professor at Beijing Institute of Technology, in 2030, China's new energy vehicle ownership will reach more than 80 million. Obviously, the charging pile market seems to have just shot a marathon, there is still a long way to go in the future, and there is huge room for growth. Pucting the promulgation of the policy, further heating the charging pile track. On May 20, the National Development and Reform Commission and the State Energy Administration jointly issued the "Implementation Opinions on Further Enhance the Supply and Replacement Infrastructure Service Guarantee Real Estate (Draft for Soliciting Opinions)" to further clear the obstacles to the construction of charging piles. As the industry's popularity soared, the related companies of charging piles also rose and welcomed a new round of financing. In May, June this year, within two months, 6 charging piles including Yunschang, special calls, Yiwei Energy, Star charging, Laosheng Energy, and Zhongdian Zhigu obtained financing, including 300 million special call financing Yuan, Yiwei Energy financing is not less than 350 million yuan. There are many well -known institutions such as the Ningde era, Prove, State Power Investment, Three Gorges Group, Gaoming Capital, IDG and other well -known institutions. It giants enter the market and capital influx ... Anyway, the waves of charging pile companies have risen. However, behind the fiery track, there are many severe problems and urgently need to be resolved. Moreover, although the charging pile industry is not long, there are a lot of roller coasters. Will you escape the pit that had been fell this time?
has difficulty in profitability and poor experience. Ai media data shows that at the end of 2016, there were more than 600 "pile companies" in China, and by the first half of 2017, the "pile enterprise" had increased to more than 1,000. However, the situation rushed from 2018. At the beginning of the year, the charging grid technology company was exposed to stop operating due to the broken capital chain; then in March, Julian Network was acquired by Shenzhen Wall for 48.776%of its equity for RMB 8 million, becoming its largest shareholder; in July The "first share" of the New Third Board charging pile, which has long been profitable, announced the delisting of Fulian Green Energy; a few days later, Shenzhen Rongyi Electric was also disbanded according to law due to continuous losses and unable to continue operations. .... In mid -2018, there were only more than 500 "pile enterprises". By early 2020, this data became more than 100. This means that at the first peak period of charging pile construction, the survival rate was only 10%. The reasons for these companies. Even if there are insufficient preservation of new energy vehicles, incomplete related policies, and difficulty in coordination of properties, but the lack of fine operations, poor user charging experience, and single profit model in charging pile enterprises are still the main reasons. According to Tianfeng Securities Research Report, the average return period for operating charging pile static investment is 5.74-9.57 years. During this period of time, companies are facing problems such as aging charging piles and large -scale capital injection. If they cannot build a healthy financial model, they will face severe survival pressure. It data shows that as of June 2021, 11 charging piles operated by 11 charging operating enterprises exceeded 10,000 units. Taiwan, Yunyun Express 72,000 units, and 41,000 units in Southern Power Grid ... Of course, these companies must be stronger than the first wave of corporate companies in 2018, and the external market environment is better, including electric electricity Car ownership, policy support, and so on. However, it is embarrassing that the key internal factors such as poor user experience, lack of fine operations, and single profit for the first wave of companies have not resolved. The chairman of Star Charging Shao Danwei said in 2020, "Star charging has so far, the only continuous profit -making company." In fact, most companies in the charging pile industry are indeed in a loss state, or at a balance -loss balance, or balanced at a balance and loss balance. Struggle on the line. Yu Dexiang, the chairman of the special call, publicly stated that "Special Calls has invested 7 billion yuan in charging, and a total of 1.2 billion yuan in previous years has just entered the business profit and loss balance period." From 2018 to 2020 100 million yuan, 111 million yuan, 77.696 million yuan. The revenue sources of charging pile enterprises are mainly electricity and service fees, but costs include the construction of electric piles and venue rents, daily operational labor, marketing and maintenance costs. New energy and charging piles seem to be tall. It turned out to be the same as selling vegetables in the vegetable market. It was a business of "a few cents of electricity" and earned hard money. Star charging Henan Corporation has built a public charging station that accommodates 120 charging parking spaces in Zhengzhou, with a total investment of about 8 million yuan. Such a high investment can only rely on the profit of a few cents to slowly return to the book. , and the driver is very sensitive to the price, as soon as the price reduction event at a station is over, it will run to other places to charge. As a result, the number and charging volume of charging pile companies may not necessarily follow the number of charging piles to increase, and it will even decrease due to competitive subsidies. At the same time, the overall utilization rate of the charging pile is not high. Liu Yongdong, director of the Standardization Management Center of the China Electric Power Enterprise Federation, once said that the average power utilization rate of the public charging pile industry in my country is only about 4%, and the utilization rate must reach 10%-15%to achieve profitability. is embarrassing that the construction of the charging pile is accelerating, and the utilization rate of the charging pile is not high, but the owner still feels that it is difficult to find, the charging is slow, and the experience is poor. The disadvantages of "re -construction and light operation" are still very obvious. At present, although some companies have begun to try to add catering, shopping, and after -car service to the offline charging scenarios to expand their profit points and cultivate differentiated capabilities, the real effects, but the real effects Also to be discussed. This waves of charging pile companies in 2018 are worth learning. In the absence of a healthy profit model, they have a crazy layout, horse race, and early card positions. Most of them have more fate due to financial problems. The charging pile industry today, under the circumstances that the original problems have not been effectively resolved, pour more funds and more resources. This is a good or bad thing for the industry. It is hard to say. But it is certain that it will bring a new round of industry shuffle.
The conclusion It electric vehicle charging piles are listed as one of the seven new infrastructure projects, and the future development prospects are undoubted. If in 2018, the wave of companies is the first martyrs, testing the water for the charging pile industry, which is a program. So today, when capital and resources are closer to the head enterprises, the more powerful head enterprises will truly open the curtain of the development of the charging pile industry, which is the text. In in the current state, the current charging pile industry is still in the starting stage of the marathon long distance. The possibility of the first echelon. At the moment when the amount of electric vehicle has only 5 million vehicles, the industry structure of the charging pile is far from decisive. Yu Dexiang once told the media that in the future, charging operators may not exceed 10. Over time, charging operators who finally stay in the industry are three to five. Moreover, in his opinion, the window period for the development of the industry is less than three years, and it may be closed at the end of 2021. Is who wins and do not know, but it must be those companies that can solve industry disadvantages and lead the industry to the right track.
Observe whether a track is hot, there are several indicators that are not accurate but easy to understand: Is there a price war? Is there a giant entering the field? Is there a large -scale financing?
From these indicators, the current charging pile industry is really hot again. The reason why it was also hot is because the charging pile industry once burst into fire.
In 2014, after the National Grid opened the market to the society, there was a wave of climax of social capital to enter the charging pile market. In 2018, the closure and sale of many head charging pile enterprises have given the industry just risk of being watered.
Since the second half of last year, driven by the double drive of policy and market, the charging pile market has once again opened the acceleration model, and the industry's flames have been burning and vigorous.
The price war, high financing, charging piles in Cyclonus
The price war is a weathervane for measuring the heat of an industry. From e -commerce to shared bicycles, online taxi prices, to online education that has been stunned recently, all those in the industry that take the air outlet must have some relationship with the price war. In the past six months, the charging pile industry has also staged a price war.
The national team personally ended, and the price war was forced to be forced by their peers.
At the end of 2020, Evergrande's Xingluo charging pass was officially launched. One shot was hundreds of millions of subsidies. All charging piles on the platform were exempted from service fees. This move is simple and rude but effective. After a month, the peak of the charging volume of Xingluo will exceed 2.5 million degrees on the day after a day. By April 26 this year, the indicator increased to 10 million degrees.
The is naturally followed up. From April 26th to April 30th, Didi ’s Xiaoche charging announced the opening of charging preferential activities in 29 cities across the country: the charging service fee was 1 % off, and the total value of 9.9 yuan was 99 yuan.
Mudging from the supervision of the relevant departments. In June this year, the Shaanxi Provincial Electric Power Industry Association Charging Facilities Branch convened Xiaolu charging, Xingluo charging, fast electricity, new electricity (Alipay), Yun Express, Yun Express, Yun Express Internet platform companies such as charging and other Internet platforms held a symposium to rectify the chaos in the charging market in Shaanxi. From June 15th, the "price war" that disrupted the market below the cost and subsidy of promotion and subsidies in Shaanxi will be punished.
behind the price war is the active "grabbing landing" by the giants. At present, giants related to charging piles have gathered together, and there are roughly these categories: one is the mainstream of the mainstream, the mainstream players of electric vehicles built their own charging network; Pile; Third, energy companies, special calls, stars charging, etc.; Third, Internet companies, Xiaolian, a subsidiary of Didi Chuxing, new power of Alipay, fast power under the energy chain, in addition to Xiao Lu charging self -built electric piles, Most of them are third -party aggregate charging platforms.
What giants are optimistic about the broad prospects of the industry. The latest data show that as of the end of June 2021, the number of new energy vehicles in the country reached 6.03 million, of which 81.7%of pure electric vehicles accounted for 81.7%and the amount of preservation was 4.93 million. Correspondingly, as of June 2021, there were 923,000 public charging piles in my country, which was counted as private charging piles. The cumulative number of national charging infrastructure was 1.947 million units.
5 million new energy vehicles correspond to 2 million charging piles. According to Sun Fengchun, an academician of the Chinese Academy of Engineering and a professor at Beijing Institute of Technology, in 2030, China's new energy vehicle ownership will reach more than 80 million. Obviously, the charging pile market seems to have just shot a marathon, there is still a long way to go in the future, and there is huge room for growth.
Pucting the promulgation of the policy, further heating the charging pile track. On May 20, the National Development and Reform Commission and the State Energy Administration jointly issued the "Implementation Opinions on Further Enhance the Supply and Replacement Infrastructure Service Guarantee Real Estate (Draft for Soliciting Opinions)" to further clear the obstacles to the construction of charging piles.
As the industry's popularity soared, the related companies of charging piles also rose and welcomed a new round of financing. In May, June this year, within two months, 6 charging piles including Yunschang, special calls, Yiwei Energy, Star charging, Laosheng Energy, and Zhongdian Zhigu obtained financing, including 300 million special call financing Yuan, Yiwei Energy financing is not less than 350 million yuan. There are many well -known institutions such as the Ningde era, Prove, State Power Investment, Three Gorges Group, Gaoming Capital, IDG and other well -known institutions.
It giants enter the market and capital influx ... Anyway, the waves of charging pile companies have risen. However, behind the fiery track, there are many severe problems and urgently need to be resolved. Moreover, although the charging pile industry is not long, there are a lot of roller coasters. Will you escape the pit that had been fell this time?
has difficulty in profitability and poor experience.
Ai media data shows that at the end of 2016, there were more than 600 "pile companies" in China, and by the first half of 2017, the "pile enterprise" had increased to more than 1,000. However, the situation rushed from 2018. At the beginning of the year, the charging grid technology company was exposed to stop operating due to the broken capital chain; then in March, Julian Network was acquired by Shenzhen Wall for 48.776%of its equity for RMB 8 million, becoming its largest shareholder; in July The "first share" of the New Third Board charging pile, which has long been profitable, announced the delisting of Fulian Green Energy; a few days later, Shenzhen Rongyi Electric was also disbanded according to law due to continuous losses and unable to continue operations. ....
In mid -2018, there were only more than 500 "pile enterprises". By early 2020, this data became more than 100. This means that at the first peak period of charging pile construction, the survival rate was only 10%.
The reasons for these companies. Even if there are insufficient preservation of new energy vehicles, incomplete related policies, and difficulty in coordination of properties, but the lack of fine operations, poor user charging experience, and single profit model in charging pile enterprises are still the main reasons. According to Tianfeng Securities Research Report, the average return period for operating charging pile static investment is 5.74-9.57 years. During this period of time, companies are facing problems such as aging charging piles and large -scale capital injection. If they cannot build a healthy financial model, they will face severe survival pressure.
It data shows that as of June 2021, 11 charging piles operated by 11 charging operating enterprises exceeded 10,000 units. Taiwan, Yunyun Express 72,000 units, and 41,000 units in Southern Power Grid ... Of course, these companies must be stronger than the first wave of corporate companies in 2018, and the external market environment is better, including electric electricity Car ownership, policy support, and so on. However, it is embarrassing that the key internal factors such as poor user experience, lack of fine operations, and single profit for the first wave of companies have not resolved.
The chairman of Star Charging Shao Danwei said in 2020, "Star charging has so far, the only continuous profit -making company." In fact, most companies in the charging pile industry are indeed in a loss state, or at a balance -loss balance, or balanced at a balance and loss balance. Struggle on the line. Yu Dexiang, the chairman of the special call, publicly stated that "Special Calls has invested 7 billion yuan in charging, and a total of 1.2 billion yuan in previous years has just entered the business profit and loss balance period." From 2018 to 2020 100 million yuan, 111 million yuan, 77.696 million yuan.
The revenue sources of charging pile enterprises are mainly electricity and service fees, but costs include the construction of electric piles and venue rents, daily operational labor, marketing and maintenance costs. New energy and charging piles seem to be tall. It turned out to be the same as selling vegetables in the vegetable market. It was a business of "a few cents of electricity" and earned hard money. Star charging Henan Corporation has built a public charging station that accommodates 120 charging parking spaces in Zhengzhou, with a total investment of about 8 million yuan. Such a high investment can only rely on the profit of a few cents to slowly return to the book.
, and the driver is very sensitive to the price, as soon as the price reduction event at a station is over, it will run to other places to charge. As a result, the number and charging volume of charging pile companies may not necessarily follow the number of charging piles to increase, and it will even decrease due to competitive subsidies.
At the same time, the overall utilization rate of the charging pile is not high. Liu Yongdong, director of the Standardization Management Center of the China Electric Power Enterprise Federation, once said that the average power utilization rate of the public charging pile industry in my country is only about 4%, and the utilization rate must reach 10%-15%to achieve profitability.
is embarrassing that the construction of the charging pile is accelerating, and the utilization rate of the charging pile is not high, but the owner still feels that it is difficult to find, the charging is slow, and the experience is poor. The disadvantages of "re -construction and light operation" are still very obvious. At present, although some companies have begun to try to add catering, shopping, and after -car service to the offline charging scenarios to expand their profit points and cultivate differentiated capabilities, the real effects, but the real effects Also to be discussed.
This waves of charging pile companies in 2018 are worth learning. In the absence of a healthy profit model, they have a crazy layout, horse race, and early card positions. Most of them have more fate due to financial problems.
The charging pile industry today, under the circumstances that the original problems have not been effectively resolved, pour more funds and more resources. This is a good or bad thing for the industry. It is hard to say. But it is certain that it will bring a new round of industry shuffle.
The conclusion
It electric vehicle charging piles are listed as one of the seven new infrastructure projects, and the future development prospects are undoubted.
If in 2018, the wave of companies is the first martyrs, testing the water for the charging pile industry, which is a program. So today, when capital and resources are closer to the head enterprises, the more powerful head enterprises will truly open the curtain of the development of the charging pile industry, which is the text.
In in the current state, the current charging pile industry is still in the starting stage of the marathon long distance. The possibility of the first echelon. At the moment when the amount of electric vehicle has only 5 million vehicles, the industry structure of the charging pile is far from decisive.
Yu Dexiang once told the media that in the future, charging operators may not exceed 10. Over time, charging operators who finally stay in the industry are three to five. Moreover, in his opinion, the window period for the development of the industry is less than three years, and it may be closed at the end of 2021.
Is who wins and do not know, but it must be those companies that can solve industry disadvantages and lead the industry to the right track.