It is difficult for deep-reading enterprises to make profits, and they can't keep up with new energy after sale.

Deep-reading enterprises can't keep up with new energy after sale.

The National Development and Reform Commission said at the press conference that the problem of insufficient charging facilities is still a major bottleneck affecting the use of new energy vehicles, especially in rural areas, and it has become a "blocking point" and a "pain point" that restricts the purchase and use of new energy vehicles in rural areas.

In order to solve this "pain point", accelerating pile construction is undoubtedly the first choice. However, what difficulties will we face on the way to the countryside?

bottleneck

Less piles and more cars restrict the development of new energy vehicles.

Some analysts predict that the charging problem of new energy vehicles will become more and more prominent in the next one to two years. According to the data of research institute EVTank, by the end of 2022, the number of new energy vehicles in the world will exceed 25 million, and the ratio of new energy vehicles to public charging piles will be 9: 1, that is, 9 new energy vehicles will enjoy 1 charging pile.

At the press conference of the National Development and Reform Commission, Meng Wei, spokesman of the National Development and Reform Commission, introduced that at present, China has built 52 1 10,000 charging piles, forming the charging infrastructure system with the largest number, the largest radiation area and the most complete service vehicles in the world. However, the problem of insufficient charging facilities is still a major bottleneck affecting the use of new energy vehicles, especially in rural areas, and it has become a "blocking point" and a "pain point" that restricts the purchase and use of new energy vehicles in rural areas.

Liang Changxin, spokesman of the National Energy Administration, also pointed out that the number of new energy vehicles in China has reached/kloc-0 1.365438 billion, and the problem of imperfect charging infrastructure is causing new "endurance anxiety".

Tong Zongqi, deputy secretary-general of China Electric Vehicle Charging Infrastructure Promotion Alliance, pointed out that in the early stage of charging pile facilities construction, there was a phenomenon of over-investment or staking. "First, a charging pile was built, but the rationality of the layout was not considered."

For example, in second-and third-tier cities where the number of new energy vehicles is relatively low, it is only necessary to build dozens of charging stations to meet the charging demand, but some operators adopt the principle of occupying land first and arrange charging stations in advance. This will lead to an extreme phenomenon, that is, there are long queues for charging in some areas, but no one cares about charging piles in some areas.

Insiders also mentioned that charging piles also need to be iterated in technology and products, and some charging pile technologies still stayed a few years ago, resulting in poor customer experience and reduced utilization rate.

example

There are many problems in installing charging piles in urban areas.

Private charging piles, which account for a larger proportion, also face many problems, for example, old residential areas are not worthy of parking spaces, and private parking charging piles are killed.

This happened to Mr. Wang, who lives in No.1 residential area of Xiangjiang River in Changsha. Since he moved in in 2020, he wanted to install charging piles in his own parking space, but when he went to the property company to apply for property certification materials, he was refused to sign and stamp for various reasons. What makes Mr. Wang and the owner even more angry is that the property does not agree with the owner to install charging piles in his own parking space, but installed them in the underground parking space of the community and started a charging business.

In this regard, the property replied that it is inconvenient for the owners to build piles scattered. If all owners build their own piles, the power capacity of the community will be insufficient. In desperation, Mr. Wang Can can only file a lawsuit with other car owners on the demand of installing charging piles.

"We will hold a court session in the near future." On May 26th, Mr. Wang told the reporter of Sanxiang Metropolis Daily that it was time-consuming and laborious to go through legal procedures to defend rights, but after seeking other ways failed, he could only go to court. "I hope this time the problem can be completely solved."

"We have met many people who, like Mr. Wang, can't successfully install charging piles in their own parking spaces." Tang Yong, general manager of Hunan Anzhuangbang New Energy Technology Co., Ltd. said, "Other processes are going well. As long as the property agrees, it can be installed quickly. However, it is because of the property that the freedom of charging piles cannot be realized. "

Deng Haijun, chairman of Hunan Huazi Energy Service Co., Ltd. introduced that they started charging pile business from 20 16 and have built and operated more than 70 charging stations. In the process of construction and operation of charging piles, they often encounter problems such as box-type substation, coordination of charging piles occupying green space, garden and urban management blocking during construction, and owners' complaints about safety and noise during community construction.

analyse

Charging piles have great potential to go to the countryside.

However, infrastructure construction is insufficient.

Committee of 100, an electric vehicle in China, predicts that the growth area of China's automobiles is shifting. It is predicted that by 2030, the number of cars with 1,000 people in rural areas is expected to reach 160, and the total number will exceed 70 million, and the market scale may reach 500 billion yuan.

"The promotion of new energy vehicles in rural areas is more advantageous." Auto industry analysts said that because rural electricity prices are cheap, and with the increase of new energy vehicles, rural consumers have more and more choices, so rural consumers' enthusiasm for buying cars will increase accordingly.

Insiders said that although new energy vehicles have broad prospects in the rural market, there are still many pain points to be solved, such as the lack of overall infrastructure and supporting services.

According to the data of China Electric Vehicle Charging Infrastructure Promotion Alliance, the current increment ratio of piles and vehicles is 1∶2.5, and the charging infrastructure construction can basically meet the rapid development of new energy vehicles, but the charging infrastructure is more concentrated in the eastern coastal areas and economically developed provinces, cities, counties and towns.

"At present, few operators are willing to go to the countryside, mainly because they cannot make a profit." Li Yunfang, a veteran of Hunan charging infrastructure industry, told the reporter that compared with urban areas, the utilization rate of charging piles in rural areas is very low, and the payback period of enterprise investment is long. "Most of the charging piles in Hunan are concentrated in Changsha."

In addition, industry insiders also pointed out that license, driver's license, demand for new energy vehicles and after-sales maintenance are also factors that affect the popularization of new energy vehicles in rural areas.

Enterprise viewpoint

Less charging, high investment and long payback period.

Xiao Sisi, who is engaged in residential renovation project in Changsha, came into contact with the charging pile industry under the introduction of friends, and successively invested and built two charging stations in Changsha County and Yuelu District, and connected to a third-party charging platform. "There are three fast-filling piles in Changsha County, and more than 300,000 have been invested." Xiao Sisi told reporters that because of the good location, there are many taxis and other operating vehicles to charge, and her station in Changsha County only took more than a year to collect the cost. The charging pile she invested in Yuelu District belongs to slow filling pile, and it is expected that the cost can be recovered in about 3 years.

When asked if she was willing to invest in charging piles in rural areas, she gave a negative answer. "If there is no additional subsidy, don't consider running to the village." In Xiao Sisi's view, the village is too remote to manage and maintain the equipment, and there are few new energy vehicles in the village, the utilization rate of charging piles is not high, and the service life of charging piles is only five or six years. "It may be scrapped. The cost cannot be recovered. "

The reporter interviewed a number of charging pile investors and operators. They all said that they have no plans to invest in charging piles in rural areas. "The charging pile market in counties, townships and villages has great potential, but at present we mainly operate in urban areas." Deng Haijun also said that due to problems such as low charging, high electricity consumption cost, easy power outage, low voltage, long payback period and land use, "it will not go deep into the countryside for the time being."

"The residence of township residents is relatively scattered, and the construction of charging facilities is difficult." Tang Yong, general manager of Hunan Anzhuangbang New Energy Technology Co., Ltd. said, for example, if there is a village where the population is concentrated and the terrain is limited, dozens of households will gather together to form a number of natural villages, which will lead to a large number of scattered construction, increase cable laying and increase investment, management and operation costs.

prospect

In the future, new energy vehicles will grow rapidly.

In the past eight years, global GDP has grown at a compound annual growth rate of about 4.4%. In the same eight years, the global sales of new energy vehicles increased by 17 times. New energy vehicles have become one of the fastest growing industries in the world. Developing new energy vehicles is also the only way for China to move from a big automobile country to a strong automobile country.

At the expert media exchange meeting of China committee of 100 Forum on Electric Vehicles, experts unanimously said that the demand for new energy vehicles in China is still strong, and the production and sales of new energy vehicles are still growing at a high speed, leading the world.

Miao Wei, deputy director of the Economic Committee of China People's Political Consultative Conference, also said that there is no problem of overcapacity in new energy vehicles as a whole. Dong Yang, vice chairman of committee of 100 and chairman of the Electric Vehicle Charging Equipment Alliance, believes that electric vehicles will maintain rapid growth in 2023, 2024 and 2025.

"With the continuous growth of new energy vehicles, the demand for charging piles will naturally rise." According to industry insiders, from the perspective of global environment, environmental protection has been paid more and more attention by countries all over the world, and energy conservation and emission reduction has become a worldwide topic. Therefore, the demand for new energy vehicles in the global market will increase day by day.

In September 2020, China put forward the goal of doubling carbon, promising to achieve the peak of carbon dioxide emission in 2030 and carbon neutrality in 2060. To achieve carbon neutrality, the transformation of energy structure is imperative, and the new energy vehicle revolution is the general trend.

trend

New energy vehicles go to the countryside or become the next potential point.

Car companies began to lay out.

According to the data of China Automobile Association, from July 2020 to 2022, the sales of new energy vehicles to the countryside were 397,000, 6.5438+0.68 million and 2.6598 million respectively. In the past three years, the cumulative sales of new energy vehicles to the countryside exceeded 46.5438+0 million, and the sales volume showed an increasing trend year by year. These more than 4 million new energy vehicles undoubtedly have charging needs, so the layout of charging piles in rural areas will follow the trend and come naturally.

With the rapid development of new energy vehicles and the arrival of new energy vehicles and charging piles in rural areas, the layout enthusiasm of charging pile enterprises will gradually increase. Western Securities predicts that the domestic charging pile market is expected to exceed 70 billion yuan in 2025.

The State Council executive meeting pointed out that new energy vehicles have a broad market space in rural areas. Accelerating the construction of charging infrastructure is not only conducive to promoting the purchase and use of new energy vehicles, releasing rural consumption potential, but also conducive to developing new formats such as rural tourism and adding new impetus to rural revitalization. The meeting also reviewed and approved the "Implementation Opinions on Accelerating the Construction of Charging Infrastructure to Better Support New Energy Vehicles to the Countryside and Rural Revitalization".

Driven by the market and supported by policies, car companies are also actively seeking development in the rural market. Chery recently announced preferential measures for going to the countryside, and its QQ ice cream went to the countryside to launch a car purchase subsidy of 1000 yuan/set, and provided discounts on fast charging equipment. Domestic car companies such as BYD, Changan and Zero Run have also begun to actively deploy related work.

"New energy vehicles have more promotion potential in rural markets than in cities." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said that although big cities are still important consumption growth points, it is an inevitable trend to promote the development of new energy vehicles in rural markets of small and medium-sized cities, and there are great opportunities for the development of middle-aged and elderly electric vehicles.

observe

The "charging" of new energy vehicles will be diversified

Absorb light energy during the day, store "valley power" at night, and then charge 170 bus. On May 26th, the reporter of Sanxiang Metropolis Daily witnessed this "light storage and charging integration" project at Changsha Green Xiangshan Bus Station. "This is the first commercial project in Hunan that integrates step-by-step optical storage and charging." According to the on-site staff, at present, the average monthly income of the project is 203 10 yuan, * * * saves 549 tons of standard coal and reduces carbon dioxide emission 1669 tons.

It is reported that such "light storage and charging" projects are gradually increasing in Hunan. As early as September 28th, 20021year, the first "Taxi House" charging station in the province was built and put into operation in Loudi, marking the official start of the first centralized electric vehicle charging station with "light storage and charging" in the province. A few days ago, Hunan's first new energy vehicle "light storage and charging" project, which integrates photovoltaic power generation, battery energy storage and liquid cooling overcharge, was opened in Liuyang. The maximum output power of a single gun in the charging station can reach 600 kW, and the car can charge 30 kWh in 5 minutes and have a battery life of 200 km.

"We have also invested in optical storage and charging projects in Ningxiang and Jianshan Lake." Deng Haijun, chairman of Hunan Huazi Energy Service Co., Ltd., said that the "optical storage and charging" model can be promoted as appropriate, and the early promotion needs to be combined with specific site resources and power supply. Deng Haijun also said that charging piles also have V2G and orderly charging mode.

Cui Dongshu also suggested that rural families should be encouraged to integrate the development of light storage and charging, because farmers' houses and roofs are large and suitable for photovoltaic power generation, and then charge electric vehicles. "To benefit rural residents, there should be good room for development."

Undeniably, it is urgent to improve the popularization rate of charging piles in rural areas. Mei, an analyst in the automotive industry, believes that the construction of charging piles is also a key factor affecting consumers' purchase and experience of new energy vehicles. "Filling the shortcomings of imperfect charging infrastructure will help broaden the usage scenarios, otherwise it will become a sinking market. The key to releasing the consumption potential of new energy vehicles. "

Hunan policy

Charging facilities cover 1530 villages and towns.

Planned paid parking spaces 13852.

The Layout Plan of Charging Infrastructure along expressway, Hunan Province, issued on February 26th, 2022, proposed that the charging infrastructure of expressway, national and provincial trunk highways and rural highways in Hunan Province should be fully covered during the Tenth Five-Year Plan period, so as to solve the problem of long-distance mileage anxiety of electric vehicles.

According to the plan, by the end of 2025, Hunan's charging infrastructure will cover expressway, national and provincial trunk highways and most rural highways. Among them, there are 2 18 charging stations and 3,504 charging parking spaces, mainly in expressway service area and parking area; There are 1762 national highway, provincial highway and rural highway stations, and 10348 paid parking spaces. Charging facilities cover Hunan 14 cities and states, 123 urban counties, 1530 townships and multiple residential areas.

By 2023, 20 national highways and 188 provincial highways in Hunan Province will achieve full coverage of charging infrastructure, and 108 scenic spots and tourist attractions above the provincial level, 154 scenic spots above 4A level, 143 economic development zones above the provincial level, industrial parks and industrial concentration areas will also achieve full coverage. By 2025, the coverage rate of rural highway lines will exceed 95%, and the average distance between stations along the line will be less than 50 kilometers, accounting for 99.5%.