No car, no pile, loss making, crying, charging pile industry facing shuffle
The new energy vehicle industry is facing great ecological changes. Homeward access to the draught charging pile industry, in the early development of the industry will enter the shuffle stage.
Earlier, Shenzhen Rongyi Electric Technology Co., Ltd. announced the dissolution of the company, saying that the company in recent years continued to lose money, has been unable to continue operating. Coincidentally, Beijing rich electric green energy Polytron Technologies Inc announced officially withdrawing from the new three boards.
In early September, Beijing Youth Daily reported that a large-scale "zombie pile" appeared in the parking lot near the east gate of Beijing Crab Island Resort. About 40 charging piles of new energy vehicles were left unused, most of them damaged. This year, in the charging pile industry, outage, closure, delisting, acquisition and other news appeared.
"China Business News" reporter through combing found that the charging pile industry there are cars without "piles", backward equipment, loss of money to make a scream and other phenomena. Some consumers have abandoned the idea of buying new energy vehicles because of the problem of charging piles.
A car without a stake
Recently, Mr. Zhang, who lives in an old residential area in Beijing's East Second Ring Road, told reporters that he decided to buy a new energy vehicle with a higher probability of winning the lottery because of Beijing's vehicle horning policy. However, he was refused to negotiate with the residential property and neighborhood committee on the installation of private charging piles. The reason is that there is a big hidden danger of leakage and ignition when charging piles are installed in the open-air parking lot of the residential area, and the power grid of the residential area can not be loaded.
Similar to Mr. Zhang was Ms. Li of Shaoxing, who, according to the Shaoxing Evening News on June 8, was unable to install charging piles after buying a new energy vehicle. Because during the installation process, the power department required her neighborhood property company to provide a certificate of approval for the installation, but the property company said it could not provide. Unable to recharge, Ms. Lee can only use gasoline at the end, so the so-called new energy vehicle is useless.
In early 2018, the China Electric Vehicle Charging Infrastructure Promotion Alliance released data showing that in 2017, the number of public charging infrastructure (reported by members of the alliance) maintained reached 213903. In 2017, an average of 6 054 public charging infrastructures were added monthly, and about 23 182 private charging infrastructures were built with cars. According to the recharge alliance, there are about 1729,000 new energy vehicles in China, including nearly 1.5 million pure electric vehicles and 810,000 pure electric passenger vehicles. According to this data, the ratio of vehicle to pile of pure electric passenger car has reached 1.8: 1. "Charging hard" is the biggest pain of the owner of the new energy vehicle.
In view of this, Huang Wei, director of the Electrical System Department of the Experimental Institute of China Automobile Center, believes that according to the "Electric Vehicle Charging Infrastructure Development Guidelines (2015-2020)" requirements of 2020 car-to-pile ratio close to 1:1 reasonable level, if the 2020 new energy vehicles reach the planned 2 million vehicles, the number of charging piles should also be 2 million, and at present in China. There is still a big gap between the number of charging piles and that goal, and the gap will not be filled soon. "Unlike new energy vehicles, the current construction of the rechargeable infrastructure is far from meeting the vision set out in the policy plan."
Luo Lei, Deputy Secretary General of China Circulation Association, told reporters that speeding up the construction of charging piles is a systematic project and policy support is very important. On the one hand, charging facilities need to be convenient for the people, requiring the government to formulate relevant policies to accelerate the construction of charging piles in residential areas; on the other hand, on the premise of reasonable planning and layout, through tax, subsidies and other means to guide private capital into this field, while focusing on the role of market regulation.
It is noteworthy that the problems of difficult charging are not only in quantity, but also in unbalanced distribution, low utilization rate and mismatched location.
In early September, two shared electric vehicles caught fire while charging in a parking lot in Xiangzhou, Zhuhai City, Guangdong Province. The cause of the accident is still under investigation. Experts from the automotive industry point out that the fire is most common in the charging process. "In addition to materials, electric vehicle fire also has the problem of charging pile, the current domestic level of charging pile manufacturing is not high, and there are problems in communication with the battery system, often overcharge problems, resulting in battery thermal out of control."
In this regard, a battery expert in the industry that: "domestic charging pile early development is too scattered, the level is uneven. The quality of charging piles can not be guaranteed if enterprises are eager to seize the opportunities. Some people have done experimental investigation, found that many piles on the highway can not be used, there are some security risks and risks.
Previous media reports, in our country, there are still many problems in the actual application of charging piles, such as the charging equipment is susceptible to environmental interference, the quality of charging piles is uneven, the operation mode is complex, the payment interconnection is insufficient and so on.
"Charging is too slow. If you catch up with the car, there is no electricity and there is something urgent to use." Mr. Liu, owner of electric vehicles, told reporters that he bought a domestic new energy vehicle, car sales staff said that the car will start charging when there is about 30% to 50% of the total electricity left, charging time is about 8 hours. "It's very troublesome to drive out when you have something to do during the charging period. If the charging time can be shortened to four hours."
Ding Rui, CEO of Intelligent Charge Technology, told reporters that in order to improve the drawbacks of traditional charging piles, Intelligent Charge Technology has deployed nearly 30,000 charging devices all over the country and charged them with the state grid, Baidu, Putian New Energy, Pross Logistics and dripping oranges. Many heavyweight partners have reached a strategic cooperation agreement in the field of charging. Through smart equipment properties, urban charging partnership program and smart charging technology design and development of the split supercharging station C9 to charge the pile industry to carry out a "change face" upgrade.
"I believe that the mismatch in the electric vehicle market will be thoroughly improved in the near future, especially with the rapid development of battery technology, the range of electric vehicles will continue to increase, at the same time, the contradiction of charging network will gradually weaken with the development of battery technology." Luo Lei believes that with the popularity of electric vehicles, charging pile industry has broad prospects for development. "Of course, this is based on the premise that the pure tram will become the mainstream of the future, not the fuel cell vehicle."
Despite the industry's promising prospects, but in the face of consumer criticism charging pile enterprises are also constantly complaining. Relevant investigations show that the cost of building a charging pile (including cable and land use) is more than 10,000 yuan, which is only a one-off investment in the early stage. The main cost of the operators is the management and maintenance after the pile is built. In view of the low utilization rate of the existing charging piles, the charging service fee income is a drop in the bucket for the operators, so the loss has become the norm of the whole industry.
According to the statistics of the media, the State Grid, for example, built 40,000 public piles in 2016, providing more than 12 million charging services throughout the year. That is to say, the frequency of single charging pile is less than once per day. The cost of a single public slow charging device is more than 5,000 yuan (fast charging pile is 30,000 starting), and the operator charges only 0.8 yuan per kWh charging service fee (Beijing service fee standard for example), regardless of loss, the charging pile will have to run for 6,250 hours before returning to the cost.
According to the recent semi-annual reports issued by several listed companies of charging piles, the industry is still in a state of continuous losses. Shenzhen Kozda (7.360, 0.22, 3.08%) Technology Co., Ltd. (002518.SZ) issued a semi-annual report for 2018, saying that the operating cost of new energy charging equipment was 304.371 million yuan, up 494.42% year-on-year; the gross profit rate was 29.45%, down 12.16%.
The first share of the charging pile industry, Qingdao Terrade Electric Co., Ltd. (3001.SZ), showed that in the first half of 2018, the company's charging revenue reached 200 million yuan, corresponding to last year's level, 193.8% year-on-year growth, charging equipment sales 226 million yuan, an increase of 1640.80% year-on-year growth, the report period of the loss of the charging plate. 30 million yuan, making a loss of 100 million yuan ahead of schedule. In addition, Shijiazhuang Tonghe Electronics Technology Co., Ltd. (300491.SZ) in the first half of 2018, charging power station charging system (charging pile) and electric vehicle on-board power revenue of 188.832 million yuan, down 17.34%.
In view of the difficulty of making profits for the charging pile enterprises, Ding Rui introduced that the "Urban Charging Partner Plan" proposed by Smart Charging Technology this year covers intelligent charging operation, intelligent vehicle-side diversion, electric vehicle service system output and station financial services solutions.
It is also learned that at present, many charging pile enterprises adopt the dual mode of equipment plus operation, which is very similar to the development of shared bicycle. Tian Zepu, senior researcher at Saidi Consulting Automobile Industry Research Center, believes that this model has some drawbacks and is not suitable for the charging pile industry. "Shared bicycle cost is low, the use rate is high, so the profit point conversion is faster, and the charging pile construction cost is high, charging time is long, the use rate is low, so the charging pile enterprises should not blindly follow."
Tian Zepu further said: "From the current overall development of the charging pile industry, the trend of integration has emerged. The charging pile industry has also changed from the investment boom in the past few years to rational investment. Many small and medium-sized enterprises that entered initially were eliminated in the market competition because of insufficient capital strength and limited management capacity.
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