Charging station prospects worrying? After the State Grid gradually withdrew, it returned strongly.

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In the past year, the National Grid has basically withdrawn from the charging network. However, as policies encourage the development of the electric vehicle industry, and private capital has no expected help for the development of charging stations, the national power grid has once again strongly intervened. Is it because the stagnant charging station has caused the State Grid to re-shoot? Please follow Xiaobian together to analyze the cause and effect of this incident.


Electric vehicle market share is low, operating pressures are forced, and the national grid retreats


Since the beginning of 2014, the State Grid has begun to gradually exit the charging station construction, and has turned to the construction of the inter-city interconnection charging network. This means that from now on, including car companies, gas stations, and even foreign capital such as Tesla, can use their own power to obtain the power to build electric vehicle charging stations, and the national grid will only appear as the electricity supplier. It is no longer mandatory that the terminal must be invested by the national grid.

充电站前景堪忧? 国家电网陆续退出后又强势归来

There are two reasons why the State Grid has made such major policy adjustments. On the one hand, after the 18th National Party Congress, the pressure on the opening of monopoly state-owned enterprises has gradually increased, and many monopoly state-owned enterprises such as oil, power generation, and finance have been reviewed. The National Audit Office has also Entering the national grid, the national grid has to express its open posture.


On the other hand, it is also the root cause of the opening of the national grid: operating pressures. Because the charging station was still under cultivation, the investment was large, the yield was small, and the loss was serious, which greatly dampened the enthusiasm of the State Grid to continue to control. According to reports, the seven charging stations in Shenzhen invested by China Southern Power Grid have losses of more than RMB 13 million each year. The situation is not optimistic. Moreover, the progress of the charging stations construction has lagged behind that of previous plans, and the State Grid has withdrawn.


The general trend of Internet development, financing problems gradually eliminated, the strong return of the national grid


Nowadays, the market for new energy vehicles is becoming increasingly active, and its charging equipment has been vigorously developed in recent years. However, the number of charging stations is still in short supply. In this context, the state has issued guidance on accelerating the construction of electric vehicle charging facilities and has launched its supporting document "Guidelines for the Development of Electric Vehicle Infrastructure." This document requires that in 2020, China needs to build 12,000 charging stations and 4.8 million scattered AC charging stations to meet the charging needs of 5 million new energy vehicles.

充电站前景堪忧? 国家电网陆续退出后又强势归来

Under this requirement, both the national grid and private capital may draw huge value from the construction of charging facilities. Calculated with the development target of 5 million new energy vehicles, the corresponding charging network profit margin can reach 55.8 billion yuan, of which 32.5 billion yuan belong to charging service costs, and the profit-added value space reaches 23.3 billion yuan, including electricity sales business, advertising With insurance, maintenance, car sales, cash pools and finance, automotive big data, etc.


Not only that, under the general trend of development of the Internet, charging stations are closely connected with the Internet, and the development of the charging station industry is increasingly receiving attention, and its major bottleneck financing problems will also be gradually eliminated. At present, the country is publishing documents to encourage the application of PPP mode in the field of electric vehicle charging to solve the funding problem. It is expected that there will be more innovative financing methods such as crowdfunding or P2P in the future, which will help the development of the charging station industry.



Postscript:


Many people attribute the loss of the national grid to the development of the industry. They do not know that any industry has a period of cultivation. Moreover, the new energy industry itself is an emerging industry, with certain risks, and sometimes choosing a strategic exit can often open another extremely wide door.


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