The policy is easterly, and the car follows the pile.
In June, 2020, the Ministry of Industry and Information Technology and other five departments issued the "Integral Method" (Revised Edition) according to the development situation and management needs of the industry, which further clarified the integral proportion requirements of 202 1 to 2023 14%, 16% and 18%, and gradually increased the integral of new energy vehicles.
Under the requirements of the new integral policy, car companies will accelerate the launch of new energy products, and the market scale will also expand accordingly. The increase in the number of electric vehicles will drive the demand for charging to continue to increase. Previously, charging piles have been included in the category of "new infrastructure", and local financial subsidies in more than 22 provinces and cities have gradually shifted power purchase subsidies to support the construction and operation of charging infrastructure.
In 20 15, the State Council issued "Guiding Opinions on Accelerating the Construction of Charging Infrastructure for Electric Vehicles", proposing that a moderately advanced, intelligent and efficient charging infrastructure system will be basically built by 2020 to meet the charging needs of more than 5 million electric vehicles.
According to the requirement that one new energy vehicle corresponds to one charging pile, if the goal of 5 million vehicles in 2020 is to be achieved, then 5 million charging piles are needed. Based on the bidding price of State Grid charging pile equipment, the DC charging pile is 80,000 yuan/set, the AC charging pile is about 8,000 yuan/set, and the market space of charging pile equipment is about11200 million yuan. According to the data of China Electric Vehicle Charging Infrastructure Promotion Alliance, as of 20 19 and 12, the cumulative number of charging infrastructure in China is only 12 19000. Compared with the whole new energy automobile industry, the scale of charging pile industry is still very small, and there is still a lot of room for market growth. This is still a blue ocean market. ?
At the same time, the rapid rise of the charging operation market has given birth to the overall solution of the charging system? The structural opportunity of the solution, the traditional charging service model is changing to the intelligent charging solution. ?
There are many players, and the problem remains to be solved.
In recent years, a large number of capital and players have flooded into the charging pile industry. In fact, while the number of charging piles is increasing, the matching service capacity and operational efficiency have not kept up. The utilization rate of charging piles is low, it is difficult for operators to make profits, and the investment return period is long. The scale cannot be expanded, and the iteration of technological upgrading is difficult to survive.
At present, the participants in the charging service industry include: power grid enterprises, private operators, vehicle companies, online logistics fleets, internet platforms, real estate companies, automotive aftermarket enterprises, traditional energy companies and so on. Localized and scene-based charging services have become mainstream.
However, different operators face different pain points in different scenarios. This requires a "one-stop" solution based on a flexible platform to achieve "zero" threshold operation, and at the same time recover the investment as soon as possible, that is, the "large, medium and large" system composed of charging piles and SaaS cloud platform to make money from the business model.
Power grid companies such as State Grid and China Southern Power Grid, which were the first to set foot in the charging pile industry, are the main force in pile construction. However, the whole charging pile station is in a state of loss, the operation and maintenance cost in the station is high, and the user stickiness is not strong. Therefore, there is an urgent need for drainage API to realize online maintenance and directional push of various marketing activities, improve equipment utilization, multiple drainage and improve efficiency.
New private operators and the transformation of traditional gas stations also need such a "one-stop" B-end solution, which can reduce operating costs, achieve "zero" threshold operation and get returns. ?
For car companies, the imperfect charging infrastructure is one of the main obstacles that limit consumers to choose electric vehicles. In recent years, car companies hope to solve this problem through self-built charging network, thus boosting sales, and charging business has therefore become an important service to enhance user experience. Representatives of new forces, such as Weilai, Tucki and Weimar, and traditional automobile giants, such as BMW, SAIC and BYD, have started the construction and operation of charging piles. ?
Simple piling has been the old model of the previous two years, with faster and more convenient super charging, safe and secure battery management and user system construction and operation. Everything is independently designed with C-end user experience as the center, battery health management, and in-vehicle BI (business intelligence) analysis.
As an important part of the promotion of new energy vehicles, electric logistics fleet and online fleet have the support of the state in many aspects, such as operation and road rights, as well as a large number of self-owned driver resources. However, with the increase of mileage, the demand for electricity is huge, and the main pain points of fleet operation are vehicle management, charging coordination, integral management and balance opening. What needs to be solved are driver API, vehicle BI analysis and driver BI analysis. ?
For commercial buildings and real estate properties, they have their own venues. Compared with simply charging rent and parking fees, they can also benefit from participating in the construction and operation of charging piles. However, they are faced with many problems, such as the increase of vehicles, parking space management, power shortage, linkage between charging and parking, preferential membership system, advance payment of funds, authority management and so on. Therefore, they need corresponding parking API, membership management, storage and charging service, charging reservation queuing, intelligent operation scheme and energy consumption management.
Charge "Dazhong Taiwan" accounts for C.
The typical cases of the above players show that the profit model of the charging pile industry is definitely not simply dependent on equipment, but needs to integrate resources, build a smart charging infrastructure service network in the charging scenario, and maximize efficiency with the overall solution. ?
Zhichong Technology, a solution provider of transportation energy electrification transformation, is like a "large and medium-sized charging platform". From the preliminary scheme, intelligent equipment, intermediate platform construction to back-end operation, it can not only realize the "zero" threshold operation, but also recover the investment as soon as possible to get a return, which can be said to occupy the "C position" of the charging pile industry.
A charging platform system consisting of a charging pile and a SaaS cloud platform connects the C-end owner and the B-end operator. It not only has a complete charging soft and hard cloud system, but also interconnects with many platforms, which can flexibly meet the needs of enterprises in various industries to enter the charging pile market and get rid of the low-end and inefficient positioning of traditional charging pile enterprises. ?
Taking the cloud SaaS platform of Zhichong Technology as an example, it can not only realize the "unmanned" management of charging stations, reduce manpower and capital investment, but also actively increase operating income. Through the cloud platform, charging station operators can log in to computers and mobile phones in real time, manage all the devices in the charging station in the air, upgrade the operating system with one click, handle various emergencies in the cloud, start and stop the charging process, and follow up the order analysis data, which greatly reduces the operation difficulty and optimizes the experience of electric car owners. On the other hand, the platform also embeds a series of business modules, including unified management of multi-stations and multi-franchisees, support of marketing activities, self-service of group users, flexible charging authorization and price control, and analysis of business situation. , in order to facilitate operators to achieve differentiation and personalization, and flexibly formulate exclusive operation plans. Through the cloud platform, you can also push video and photo advertisements to the pile end, creating new income for the charging station besides charging services. In addition to the charging piles of Zhichong brand, the platform can also dock charging piles of third-party brands, making the management of multi-station and multi-franchisee easier and more convenient. ?
At present, "Charging Dazhong Taiwan" has supported more than 300 charging operators and deployed more than 35,000 charging devices in 30 provincial administrative regions across the country, which is compatible with more than 120 new energy vehicles. The monthly charging capacity exceeds 6.5438+0.2 million kWh, the monthly charging times exceed 550,000 times, and the duration exceeds 6.5438+0.2 million hours. The average utilization rate of single pile of customers of large operators exceeds 60%.
In addition, the "Urban Charging Partner" program of Zhichong Technology will cover intelligent charging operation, intelligent shunting at the vehicle end, output of electric vehicle service system, and financial service plan for building stations, and fully support charging operators to tap the huge business opportunities in the era of electric transportation.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.