After the "Energy Conservation and New Energy Vehicle Industry Planning (2011-2020)" revised several times in recent years, it still failed to pass the examination and approval of the State Council's executive meeting at the last moment of 2011. Obviously, although the development prospects of the new energy automobile industry are broad, but the interests of all parties are incompatible with each other and the overall development path is difficult to introduce. But perhaps this also means that the policy-driven model of new energy vehicles has been temporarily suspended, so that market choice may be quietly becoming another option.

In the market opportunities brought about by the development of electric vehicles in China, the most imaginative space in the future is not the manufacturers of electric vehicles, but the operators of electric vehicle batteries. Its imagination is that if all cars running on Chinese land are replaced by electric vehicles, the huge profits of the three major oil companies will be replaced by battery operators.

Therefore, when automakers are still hesitant about the lack of standards, the major institutions that are optimistic about the future market for battery operation have started to throw heavy money and staking their claims.

This is a huge and unimaginable market. Although everything is still in its infancy, no one is left behind. The two major power grid companies have been eager to try, and the three major oil companies will also increase non-oil business income into corporate strategy. There is a terminal network advantage that is eager for the construction of a power plant. In the gap between the interests of these large central enterprises, some private enterprise battery manufacturers are also optimistic about the opportunity to enter.

The two major power grid companies are making efforts to deploy grid charging stations. In 2006, the State Grid started piloting electric vehicle charging stations in Shandong, Hangzhou, and Shanghai.

In August 2009, State Grid Shanghai Corporation invested in the construction of the first electric vehicle charging station in the country, the Caoxi Electric Vehicle Charging Station.

In December 2009, China Southern Power Grid built the first two electric vehicle charging stations in Shenzhen.

In February 2010, State Grid Corporation of China Shaanxi Electric Power Company announced the establishment of four electric vehicle charging stations and 200 charging piles in Xi’an.

In June 2010, the National Grid Beijing Space Bridge Charging Station was completed.

On November 11, 2010, China Southern Power Grid Guangdong Power Grid Company signed an "Agreement" with the Shenzhen Municipal Government. The two parties stated that they will further strengthen cooperation in the planning, construction and operation of the electric vehicle charging facilities in Shenzhen. By 2012, China Southern Power Grid will build 89 charging stations and 29,500 charging stations in Shenzhen. The total investment is expected to exceed RMB 1 billion.

On December 29, 2011, State Grid Corporation of China issued in-depth regulations covering the engineering design content of three types of electric vehicle battery charging and changing stations for battery replacement stations, battery distribution centers, and battery distribution stations.

Petroleum charging station layout process In July 2009, China Putian and CNOOC cooperated to establish Putian Offshore Oil New Energy Power Co., Ltd. and announced that both sides will invest more than 5 billion yuan in three years to develop a new energy industry with a power battery as the core, specifically operating the energy of electric vehicles. supply.

In February 2010, Sinopec announced that it entered the charging station industry. Its Beijing Petroleum Branch and Beijing Secco Group Co., Ltd. jointly funded the establishment of Beijing Sinopec Secco New Energy Technology Co., Ltd., using Sinopec's existing refueling and gas filling stations to turn fuel charging into electricity. Service station.

In November 2011, Sinopec announced the first refueling and charging service station in the Daxing Chaiyu Economic Development Zone.

By the end of 2011, China had become the country with the largest number of operating charging stations and charging piles in the world. A total of 243 charging and switching stations have been built, and 13,283 AC charging stations have been built. In the cities of 30 provincial capitals and above, there are an average of 8 charging stations and 440 charging stations in each city.

According to news from the two major power grid companies, 2012 is an important year for the two major power grid companies to force power plant construction. Liu Zhenya, general manager of State Grid Corporation of China, said recently that in 2012, the State Grid will push forward the construction of electric vehicle charging and switching stations, optimize the operation mode of charging and replacing electricity for electric vehicle batteries, and promote electric vehicle charging in key cities, the Yangtze River Delta, and the Bohai Rim region. Exchange service network construction.

In fact, in the past 2011, the State Grid has built a number of demonstration projects for electric vehicle replacement in Beijing, Suhuhang, and Qingdao, and built 156 new charging stations and 6,252 charging stations. “The State Grid is accelerating the construction of an electric vehicle charging and switching network. Take the Beijing area as an example. At present, 12 charging stations, 274 charging piles, and 1,140 electric vehicles have been built in the Beijing area. By the end of the “Twelfth Five-Year Plan” The service radius of buses, sanitation vehicles and passenger cars will not exceed 5,000 meters, and a service network will be formed around Beijing and around Tongda.” Insiders from the State Grid told China Business News "reporter.

Regarding the high-profile deployment of the national power grid in the construction of charging and exchanging power stations, China Southern Power Grid has not shown weakness. It indicated that it will prepare to implement a large-scale charging and replacement of power station construction in five provinces in 2012, and it will also arrange replacement of power stations for major expressway service stations. Previously, China Southern Power Grid has found a strong partner: Better Place, a professional supplier of electric vehicle networks. The company claims to have mastered the world's most advanced rapid replacement technology and has already made a successful taxi in Tokyo, Japan. Change item. On December 12, 2011, China Southern Power Grid and Better Place signed a strategic cooperation agreement, which enabled China's first electric vehicle battery replacement station experience center in Guangzhou.

What kind of competition will occur between the two major power grid companies? An industry source, who declined to be named, stated that “the two major power grid companies had already formed separatist moments when they were established. As its name, China Southern Power Grid just supplied power to Guangdong, Guangxi, Yunnan, Guizhou, and Hainan in the five provinces of southern and southwest China. The other 26 provinces, municipalities, and autonomous regions are powered by the China State Grid, another power grid company. This means that in the future, the construction of electric vehicle charging and switching stations will also show such differences in construction sites."

It is worth noting that the two major power grid companies have chosen the force point for the construction of the power station. For this phenomenon, Li Zhongdong, chairman of Henan Huanyu Group, stated that “one of the two major bottlenecks in the current electric vehicle industry is that the sales of electric vehicles with batteries will increase the price of the entire vehicle due to the high price of the battery and affect the market. The ideal mode of power exchange can precisely solve this problem."

Previously, Liu Zhenya also stated that the battery of an electric vehicle is provided by a power station, and that a person who sells a car does not need to collect battery money, and a person who buys a car pays only for electricity without paying a battery charge. The chip is installed in the rechargeable battery, and the State Grid will learn the position of the car through the chip and how much power the car has, thereby reminding the driver if he wants to charge the battery and the location of the nearby charging station. The power station will charge the replaced battery at night during the low electricity hours. The new battery will be used in electric vehicles, while the old battery will be used as a storage device on the storage station, and finally recycled for reuse.

Liu Zhenya summed it up as a 16-character guideline for the State Grid, namely, “mainly for power exchange, supplemented by plugs, centralized charging, and unified distribution”.

Although the three major oil companies have infiltrated, the two major power grid companies have an absolute advantage in power supply, but they also face another bottleneck. The unit area of ​​the traditional charging infrastructure is expensive to invest in, and it is difficult to continue to develop, affecting the popularity of electric vehicles. The obvious shortage of the land resources of the two major power grid companies is exactly the reason for the oil companies.

As early as 2010, Jin Zehui, chief operating officer of China National Petroleum Corporation’s Gem Electrical Equipment Co., Ltd., revealed that CNPC intends to use its terminal network to enter the ranks of battery operators. Jin Zehui said, “China National Petroleum Corporation is not without research on charging stations. CNPC has organized many experts to verify the current situation of charging stations and believes that if China’s electric vehicle charging stations can make profits, it will take ten years.”

According to the latest data, China’s crude oil imports increased by 6% year-on-year in 2011, and foreign oil dependence reached 56.5%, up 1.7 percentage points from 2010, indicating that China’s crude oil dependence on foreign markets has continued to rise for many years.

Not only that, China is facing the goal of realizing a significant reduction in CO2 emissions per unit of GDP. By 2015, national unit GDP carbon dioxide emissions have dropped by 17% compared to 2010. On December 1, 2011, the "Circular of the State Council on Printing and Distributing the Work Plan for Controlling Greenhouse Gas Emissions in the Twelfth Five-Year Plan" put green traffic in the spotlight. According to information from PetroChina, CNPC is strengthening the honeycomb layout of its own gas station, realizing the target of a gas station of 3-5 kilometers in the county or above, and on this basis, renovating the gas station and newly expanding the charging part. Seek technological innovation to ensure the safety of a site selling oil at the same time and selling electricity.

CNOOC has also cooperated with Putian Offshore Oil Co., Ltd. and jointly invested over 100 million yuan. It has already started trial operation of the power exchange model and summarized it with 20 words of "naked car sales, battery leasing, compatibility, smart management, and credit card spending." Their business model.

Private Battery Manufacturers Although the two major power grid companies and the three major oil companies are eager to rush into the wild, this does not mean that there is no "leftover" that has no benefit. Chairman of the Henan Huanyu Group Li Zhongdong believes: "The national grid subordinates the Xinxiang Company. Originally, the construction of new energy vehicle charging and switching stations was also very positive. Unfortunately, since Henan is a large agricultural province, agricultural electricity countries have subsidies and prices are relatively cheap, so Xinxiang Company is one of the few in the national grid. One of the loss-making enterprises. According to the attitude of the State Grid, Xinxiang should first resolve the loss, and then talk about investment in new projects."

This led Li Middle East to see an opportunity. "If no one does it, I will do it." Li Middle East told reporters that he has submitted an application to the local government and submitted a report urging the government to expedite the promotion of battery operation units, requesting local The government will implement the application as soon as possible to promote the rapid development. If it is difficult to implement the electric operator, Henan Huanyu is willing to assume the responsibility of battery operation.

In fact, Henan Huanyu Group, where Li Zhongdong is located, and Xinxiang Xineng, a local company, have set up a taxi company to provide batteries for electric vehicles. But until now, nobody knows who should pay for battery bills. Li Zhongzhong is in such difficulties. With the opportunity to see as a battery operator.

Or, this design is not impossible. But the success of Better Place using this model depends on the possession of advanced technology. Perhaps Henan Huanyu Group needs to make deeper thinking on technological innovation or business model. After all, Lee Middle East has the most concern: “Plans that are well-grown by private companies may end up being taken away by large state-owned companies.”