·Analysis of China's new energy vehicle charging pile market in 2015

As the scale of new energy vehicles continues to expand, the public charging market has become a battleground for military strategists. The charging facilities are not perfect, which seriously restricts the development of new energy vehicles. In order to promote industrial development, the National Energy Administration's draft "Electric Vehicle Charging Infrastructure Construction Plan" and "Guiding Opinions on Charging Infrastructure Construction" clearly stated that by 2020, the number of domestic charging and replacing power stations will reach 12,000, and the charging pile will reach 450. Ten thousand. The following is an analysis of China's new energy vehicle charging pile market in 2015.

According to statistics, in 2014, a total of 78,499 new energy vehicles were produced, with sales of 74,763 units, an increase of 3.5 times and 3.2 times respectively over the previous year. At present, the development of new energy vehicles is exploding, and the number of new energy vehicle brands and models being sold in the market is increasing. The scale of existing charging facilities is far from meeting the development needs of electric vehicles in the future. With the continuous expansion of the scale of new energy vehicles, the electric vehicle after-service market with the focus on charging pile construction is setting off a wave of gold digger.

"The public charging network is the basis for the development of electric vehicles." Wang Zhenfei, founder of the charging network, said. As of June this year, the charging network has built 1,500 charging points in 148 cities across the country.

“Although the charging piles we have built are only applicable to Tesla, these charging piles will also be open to other brand owners before the end of 2015. We are currently negotiating cooperation with BMW Tengshi,” Wang Zhenfei said in an interview. .

Where is the profitability of charging operation services?

According to statistics, as of the end of 2014, the State Grid Corporation has built 618 charging and replacing stations and 24,000 charging piles. In 2014, 218 new charging and replacing stations and 0.5 million charging piles were built. However, according to the “Twelfth Five-Year Plan” of the State Grid, 3,700 electric vehicle charging and replacing stations and 340,000 charging piles will be built. The main reason for the slow construction of charging facilities is the difficulty in profitability. According to reports, the power grid exchange stations that the State Grid Corporation has built are almost at a loss, and the Southern Power Grid Corporation has built seven charging stations in Shenzhen with an annual loss of 13 million yuan. .

"The number of owners of electric vehicles can reach a certain amount of money to be profitable. Whether the charging network is profitable is not dependent on charging service fees, and the second is to rely more on value-added services in the electric vehicle market, such as auto insurance, electric vehicle rental, home maintenance. When the number of APP users reaches a certain volume, the value-added service value on the charging network platform is naturally reflected, and the profit is self-evident," said Wang Zhenfei.

The charging pile market needs to be developed

It is reported that since the beginning of 2014, the State Grid has begun to withdraw from the construction of charging stations, and has turned its efforts to promote the construction of inter-city interconnection charging networks. As a result, a large amount of social capital is eager to move due to the opening of market gates. 2015 will be A large amount of social capital entered the charging pile market for one year. For more information on the charging pile industry, please refer to the “2014-2019 China Charging Pile Industry Market Status and Investment Strategy Analysis Report” published by the China Report Hall.

Compared with the industry status of household charging piles in the United States, China's public charging pile market obviously has a broader prospect. According to the latest data, at present, there are about 120,000 new energy vehicles in China, and only 30,000 charging piles have been built. The charging port and the number of new energy vehicles are not less than 1:1. The scale is far from being in short supply. In addition, the policy is constantly tilting towards new energy sources, and subsidies for charging pile construction are also increasing.

Some experts predict that the market size of China's electric vehicle charging facilities will be about 20 billion yuan in 2015, and will exceed 100 billion yuan by 2020. With the increasing investment in the construction of charging facilities, an increasingly large operating market for charging facilities is also taking shape.