Charging pile market prospects

"Competition methods such as mutual price reduction and price competition have now spread to the emerging charging pile industry. When bidding for some places, some bidders' quotations are only one-third or even one-quarter of the industry's average quotation. I do n`t know how these companies can maintain the normal operation of the charging pile after winning the bid. "

As a wholly-owned subsidiary of Qingdao Terad, which specializes in charging business, Terad Electric's electric vehicle group intelligent charging system integrates Terad's technical skills in the field of high-speed substation equipment. Control, remote monitoring, land saving, manpower saving, intelligent flexible charging "and other technical advantages, do not need too much land occupation in the early stage, and manual on-site management is not required for later operation. Logically speaking, in addition to the higher equipment costs of such a technical solution, if the land cost and operation and maintenance cost are taken into consideration, the cost of construction and operation of the Charging Station has been controlled as low as possible.

But even so, in the bidding process of charging piles in some places, the special calls will still be "lost" to some enterprises. These companies are either desperate to keep prices down, to the extent that it is difficult to guarantee the operation of the charging pile after winning the bid based on estimates, or have strong local connections, or both.

Now there are some "leather bag companies" in the field of charging piles. People with deep local relationships register companies, and then find suppliers of charging equipment to supply, and then participate in local tenders at lower prices. Such companies often win in the bidding because of "relationship", but their quotation at most considers the cost of the charging pile during the warranty period, and management and maintenance beyond the warranty period are not included in the calculation.
How many charging pile companies are there in China? At present, there is no uniform data in the industry, and there are incomplete statistics. There are 200 emerging startup companies in the charging pile industry, and the total number is more than 600.

In November last year, the National Development and Reform Commission issued a guide to the development of charging facilities, proposing that at the end of the 13th Five-Year Plan period, the number of electric vehicles in China will reach 5 million, the number of new electric piles will reach 4.8 million, and the number of new charging stations will reach 12,000. The resulting investment in charging piles is 50 billion yuan, charging station investment is 60 billion yuan, and the total 110 billion yuan in the charging infrastructure market, the average annual investment will reach 22 billion yuan.
On August 1, at the press conference of the "New Energy Vehicle Blue Book" in 2016, Wu Zhixin, deputy director of the China Automotive Technology and Research Center, said that by the end of 2015, China's new energy vehicle pile ratio was less than 10: 1, which has become a current constraint on China's new energy vehicle development. Bottleneck.

While complaining about the lack of charging piles, while the built-up charging piles are not being used properly, the construction of charging piles seems to be in a dilemma. Market research data shows that the current effective utilization rate of charging piles is only 5%, and the idle rate is as high as 70%. The problem of "zombie" piles is prominent. At this stage, most car owners choose to charge at home. The purpose of public charging piles is not to meet the actual charging needs, but more to overcome the mileage anxiety of consumers. In addition, the problem of incompatibility between the car and the charging pile causes consumers to use it but cannot use it, which is also the fundamental reason for the low utilization rate of the charging pile.

Different companies will have different opinions on the interpretation of the same agreement, which directly leads to the phenomenon of abnormal agreement. Although the battery abnormality occurred in the charging pile, charging was still allowed in the interpretation of the agreement, which also indicated that the provisions of the State Grid standard on the test part of the agreement were not clear enough, resulting in different interpretations of the agreement by different companies.

The agreement consistency is abnormal, and related standards are constantly optimized and improved. This also means that the differences in charging piles will become smaller and smaller until they are completely unified.

Needless to say, the charging pile market has broad prospects. How to unify the development of the market, let us wait and see.