Electric vehicle digital new infrastructure trillion cake Internet giants "hunting" charging pile

March 31, the State Council executive meeting to determine the new energy purchase subsidies and purchase tax exemption policy will be extended for 2 years. Coupled with the automotive incentives previously introduced around the car, the new energy vehicle market ushered in a comprehensive favorable.

On the same day, Alibaba's AutoNavi announced the launch of a charging service solution for new energy vehicles and officially launched a charging map. Yu Yongfu, the infrequent partner of Alibaba and chairman of the Board of Directors of AutoNavi, personally stood up for the charging map, which shows the significance of this matter to AutoNavi and even Alibaba Group.

Heavyweight players enter the game

Behind Alibaba's entry is a huge policy and market opportunity for charging piles.

Policy level, not long ago, the state clearly put forward to vigorously promote the seven "new infrastructure" areas, new energy vehicle charging pile is listed among them.

Market level, in the face of rising new energy vehicle market, the next 10 years, China's new energy vehicle charging pile construction there is a gap of 63 million, the market size is expected to be more than trillion.

Despite the huge gap in the number of charging piles, Ali has no intention of getting involved in the construction and operation of charging piles. In the words of Yu Yongfu, what AliGold wants to do is to integrate its own scene and technical advantages with the process of "new infrastructure" to accelerate the pace of digital economic transformation.

How to understand? Simply put, similar to Taobao to help many merchants online store, Ali to use digital means to help charging pile "online".

Let the charging pile "online"

The past few years in the field of charging piles, although the number of charging piles gradually increased, but the drawbacks are also increasingly visible. The charging piles all over the country, scattered in different operation service providers, do not communicate with each other, each fighting for their own, so that a charging pile into an information island. In the early years, electric car owners cell phone installed more than a dozen charging APP is nothing new, even now, in 4, 5 APP free switching is also one of the necessary skills of the old electric car drivers.

What Ali is doing is connecting these isolated charging piles and establishing an aggregated ecosystem through an open platform.

The benefits of this are twofold. For car owners, information aggregation brings optimal decision-making, when all the real-time information on charging piles is gathered on one platform, where to charge is no longer a switch between different APPs, as well as decision-making based on one's own experience, but a simple search query, and then navigate to the past, sweep the code to pay for all the behaviors in an APP to complete the closed-loop.

For charging pile operators, the optimal matching of users' charging needs and charging piles will significantly improve operational efficiency, thus bringing real benefits.

This digitalization capability is the essential difference between the "new infrastructure" and the traditional charging piles, and it is also the brand new gene that Ali is going to inject into the whole new energy vehicle charging pile field.

Who can do it? and who can do it well

Alibaba is not the first to establish a new energy charging service aggregation ecological Internet giant. In this field, the action of drip, Baidu even earlier.

As early as January 2018, drip in the owner App end on-line small orange charging, and successively access to the special call, star charging, Putian and many other head charging service operators; Baidu in 2018 on-line charging pile query function, and in 2019 through the way of the small program access to the payment system; Tencent has not yet been involved in, but it is by no means difficult to quickly replicate on-line function.

But who can do it is one thing, who can do it well is another. An ideal charging aggregation service platform needs to be able to answer three questions for users - where to charge, how to get there, and how to pay.

To solve the problem of where to charge, there needs to be comprehensive and accurate information about charging piles, and the ability to quickly filter and match according to user needs.

To solve the problem of how to get there, it is necessary to have map navigation service capabilities, including positioning, real-time road conditions, guidance planning.

To solve the problem of how to pay, it is necessary to have the ability of the payment system, to be able to complete the transaction closed loop within the platform.

For DDT, how to establish a wide range of deep industry partnerships in the field of charging pile will be the biggest problem. Due to the direct involvement of drops in the charging station construction and operation, both as a referee and as a player, resulting in difficult to realize the full penetration with partners. This is also when the droplets small orange charging overnight by the special call, star charging, wanma love charging three operators to cut off the data source, the platform covers the number of charging piles overnight reduced by 80% of the root cause of this.

Tencent's short board in the map service ability, Baidu's short board in the payment system ability. How to get users to change their habits, use Tencent maps to navigate, or login to Baidu account to complete the payment, this change in the user's mind, by no means overnight can be realized.

In contrast, the e-commerce started, open empowerment for the gene Ali, will undoubtedly give partners a greater sense of security, and thus can be in a wider range of industry cooperation, which has also become the basis. In addition, Gaode map is currently the largest domestic navigation and travel platform, Alipay global coverage of 1.2 billion people, the two in the field of travel and payment of the user's mind, but also from the navigation to the payment of the closed loop of services without any abruptness.

It is understood that at present, the Gaode charging map has access to the official charging pile real-time information and transaction links of core charging operation service providers across the network, including Telegraph, Star Charge, Fast Power, Lianxing Technology, Ant Charge, etc., realizing more than 96% of the dynamic information coverage of the charging pile, and leading the industry in terms of the number of charging piles and the accuracy of real-time information. In addition, through the integration with Alibaba Group's payment ecosystem, users can complete the one-stop service from finding piles, navigation, online payment, and searching for neighboring services on the AutoNavi charging map.

We can wait and see whether Ali's entry will bring a real change to the charging industry and ease the mileage anxiety of EV owners.

This article comes from the authors of Automotive Home, and does not represent the viewpoint position of Automotive Home.