1
The policy of improving support capacity is gradually inclined to "fill piles"
In order to speed up the planning and construction of charging infrastructure and comprehensively improve the charging support capacity of new energy vehicles, the National Development and Reform Commission, the National Energy Administration, the Ministry of Industry and Information Technology and the Ministry of Finance jointly issued the Notice on the Action Plan for Improving the Charging Support Capacity of New Energy Vehicles in June 5438+early February last year, proposing "to guide local financial subsidies from supplementary purchase to supplementary operation, and gradually shift local financial purchase subsidies to support the construction and operation of charging infrastructure and the use and operation of new energy vehicles." On June 29th, 65438, the National Development and Reform Commission and other departments issued the "Implementation Plan for Further Optimizing Supply and Promoting Stable Growth of Consumption to Form a Strong Domestic Market (20 19)", which once again mentioned "speeding up the short-board construction of roads, parking lots, energy, telecommunications, logistics and charging facilities for new energy vehicles".
With the continuous decline of subsidies for new energy vehicles, the discussion of "repairing cars" or "repairing piles" has entered the agenda in the process of promoting market development. At the 20 19 annual working meeting of China Electric Vehicle Charging Infrastructure Promotion Alliance (hereinafter referred to as "Charging Alliance"), Dong Yang, executive vice president of Automobile Industry Association, said that "charging difficulty has become the biggest shortcoming in the development of new energy vehicles". At the same time, he further pointed out that various ministries and commissions have communicated opinions and asked local governments to subsidize charging infrastructure instead of buying cars, and asked local governments to introduce detailed implementation measures.
Local governments have taken positive actions. On June 5438+1October 2 1 day, the Department of Industry and Information Technology of Guangxi Autonomous Region, the Development and Reform Commission of Guangxi Autonomous Region, the Housing and Construction Department of Guangxi Autonomous Region and the Public Security Department of Guangxi Autonomous Region jointly issued the Notice on Accelerating the Promotion of New Energy Vehicles (hereinafter referred to as the Notice). In order to accelerate the development of Guangxi's new energy automobile industry, in addition to accelerating the construction of charging facilities and other basic actions, qualified new energy automobile owners can enjoy a number of preferential policies. The preferential price of charging is also among them. The "Notice" proposes that the charging facilities of new energy vehicles should implement classified catalogue electricity prices according to their locations. Among them: charging facilities installed in residential houses and residential quarters and non-resident users who implement residential electricity prices use electricity, and the combined user electricity price in residential electricity prices is implemented; In other places, the electricity consumption of charging facilities is subject to the price of large-scale industrial electricity consumption, which is measured separately, and the electricity consumption in the low valley period (23: 00 ~ 7: 00) is 50% of the price of large-scale industrial electricity consumption.
In addition, the "Notice" clearly includes the charging sockets of new energy vehicles into the assessment indicators for the construction of charging facilities in autonomous regions and municipalities, and includes them into the annual charging infrastructure construction of autonomous regions and municipalities to promote them according to a certain proportion. At the same time, we will promote the construction and installation of new energy vehicle charging sockets in the whole region, and the housing and urban-rural construction departments at all levels will co-ordinate the installation, installation management and acceptance procedures of charging sockets in residential quarters.
Not long ago, Luoyang Special Implementation Plan for the Promotion and Application of New Energy Vehicles (20 19 ~ 2020) (hereinafter referred to as the "Plan") was issued. The "Proposal" specifically proposes that the city will scientifically promote the construction of charging infrastructure, strive to achieve full coverage of all areas and all types of charging facilities in the central city by 2020, and build centralized charging piles and fast charging piles in logistics distribution centers such as logistics parks, industrial parks, industrial parks, large commercial shopping centers, farmers' wholesale markets, and centralized parking places for buses, municipalities, sanitation and other vehicles to effectively solve the charging problem of electric vehicles.
With the favorable superposition of central and local policies, the charging pile industry is bound to usher in a new round in 20 19.
2
Opening up new markets, second-and third-tier cities will be valued.
According to the data released by the Charging Alliance, in 20 18 years, there were nearly 8 10000 charging infrastructures for new energy vehicles in China, including 330,000 public piles and 480,000 private piles. However, in terms of layout, public charging infrastructure is mainly concentrated in the eastern coastal areas.
"In first-tier cities, the development of new energy vehicle charging infrastructure is relatively perfect. For second-and third-tier cities, the supporting demand is still in the process of gradual improvement and continuous improvement. " According to the judgment of the market, Qin Chuanjun, chairman of Duoduochong, said that "the future of charging piles lies in second-and third-tier cities". It is understood that the current market positioning of Jiduochong, which was established on 20 17, is mainly in second and third tier cities. Qin Chuanjun said: "In the layout of charging facilities in second-and third-tier cities, there will not be many public charging facilities on different platforms, so we can effectively propose charging operation solutions for this city." In Jiujiang, Jiangxi, Du Ji Charging has established nearly 100 charging stations with more than 80 government enterprises and institutions in the form of joint venture or joint venture. Through the layout of high-density charging facilities, the local charging operation market has been opened.
Qin Chuanjun also mentioned: "The fundamental factor that restricts the vast time-sharing leasing market in second-and third-tier cities is that there is no corresponding charging supporting system. Time-sharing rental companies have a strong demand for vehicles. If they are effectively combined with charging facility suppliers, they can achieve a win-win situation. " Due to the charging layout of Du Ji Charging in Jiujiang, Jiangxi, Huaxia Travel, a new energy time-sharing brand under BAIC Group, will carry out in-depth cooperation with it on 20 19.
With the continuous improvement of the market, the ratio of vehicles to piles in first-tier cities will continue to increase, while the construction of charging piles in second-and third-tier cities will be paid attention to. Furthermore, with the continuous decline of subsidies for new energy vehicles, even in cities without local subsidies, enterprises are actively deploying sales networks. He Xiaojin, director of the Roewe brand marketing department of SAIC passenger cars, once said that consumers in the third-and fourth-tier markets are willing to try new things, and the consumption focus of new energy vehicles will spread to third-and fourth-tier cities.
It is worth noting that the vehicles launched by Geely's Cao Cao special car, Great Wall Motor's Euler Travel, SAIC's Enjoy Travel and Jianghuai Automobile's Hexing Car Service all include or are all new energy vehicles. 65438+1On October 28th, Xiao Ju Automobile Service, a subsidiary of Didi Chuxing, announced the establishment of a joint venture company with Beiqi New Energy Automobile Technology Co., Ltd. to develop a customized network car. Prior to this, Didi Chuxing has signed a strategic cooperation agreement with BAIC Group, and the two sides have carried out business cooperation in the fields of new energy vehicle operation, big data application, travel service, customized vehicles and charging and replacing electricity. At the beginning of February this year, Guangzhou Automobile Group also cooperated with Tencent and will carry out related cooperation business in the field of new energy vehicles.
The intensive launch of the new energy vehicle enjoyment business and the objective demand of the secondary and tertiary markets will promote the development of the charging business in a refined direction.
three
The new forces enter the catfish effect or bring positive incentives.
According to the information released by China Charging Alliance, in 20 19, it is estimated that the sales volume of new energy vehicles will be about10.6 million, with about 480,000 new private AC charging piles and about120,000 public DC charging piles. By the end of 20 19, it is estimated that there will be 450,000 public piles and 950,000 private piles, with a total possession of about 6.5438+0.4 million, and the ratio of vehicles to piles will increase to about 3.2: 1.
For a long time, the number of charging piles in the public sector in China ranks first in the world, and its broad market prospect has attracted many competitors. For example, BP entered the field of charging piles and began to deploy advanced mobile travel in China market. The charging station cooperating with 66 Fast Charge settled in nanxiang town, Jiading District. At the beginning of this year, Evergrande High-tech Group also established "Hengda Smart Charging Technology Co., Ltd." to enter the design and operation services of charging facilities.
In addition, car companies, a new force in building cars, have also begun to join the charging pile industry. Xpeng Motors, as the only self-operated vehicle manufacturer for the construction and operation of super charging piles in China, completed the signing of 65,438+000 super charging stations in more than first-and second-tier cities such as Beishangguangshenhang 10 last year. It is estimated that in 20 19, Xpeng will put into operation nearly 200 super charging stations in nearly 30 cities. In the next three years, this new car-making force plans to lay out 1 0,000 super charging stations, which will basically connect to major third-party charging operators in China and provide one-stop services for pile finding, charging, payment and settlement. Weilai Automobile also announced on 65438+1October 30th that its NIO Power began to open its charging service for the first time, so that more electric vehicle users can enjoy a more convenient charging experience.
At the same time, the curtain of integration has been opened. 20 18 12 2 1, State Grid Corporation, China Southern Power Grid Co., Ltd., Qingdao Teld New Energy Co., Ltd. and Wanbang Charging Equipment Co., Ltd. (Star Charging) signed a cooperation agreement in xiong'an new area, Hebei Province, and jointly established a joint venture company, Hebei Xiong 'an United Airlines Network Technology Co., Ltd. Last year, the first new energy innovation platform in Shanghai integrated ten companies.
Whether the giants join hands or the new forces break the game, the dynamic changes in the charging industry mean vitality and hope.
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