Core Tip: Recent new energy vehicles around the new policy wave after wave, many places to increase the layout of the charging pile efforts. From the construction of lagging to moderate ahead of the industry is expected, the next three years, the charging pile industry will usher in a big hair.

Recent new energy vehicles around the new policy wave after wave, many places to increase the layout of the charging pile efforts. From the construction of lagging to "moderate ahead", the industry is expected, the next three years, the charging pile industry will usher in the development of the market size of hundreds of billions of dollars. However, in the rapid expansion of the charging pile scale, charging pile investors and construction companies are still difficult to profit in the short term.

Many places promote the construction of charging facilities

Recently, many places have begun to promote the construction of charging facilities.On October 11, the Guangzhou New Energy Vehicle Development Work Program (2017-2020) (hereinafter referred to as the "Program") was adopted. According to the Program, by the end of 2018, Guangzhou strives to have 70,000 charging piles (machines) of various types, and by 2020, 100,000 piles.
In fact, in addition to Guangzhou, many places are quite active in the construction of charging piles. According to the Beijing Electric Vehicle Charging Infrastructure Special Plan (2016-2020), about 435,000 electric vehicle charging piles will be built by 2020. And according to Shanghai's plan, Shanghai's new energy vehicle charging piles by 2020 to reach at least 211,000 units.

In addition to first-tier cities, the construction of charging facilities in Chengdu, Hefei and other cities are also being actively promoted.On October 27, Wu Lilin, director of the Hefei Municipal Finance Bureau, revealed that Hefei intends to build 30,000-40,000 charging piles this year. On the same day, Chengdu City officially implemented the "Guidelines on Encouraging and Regulating the Development of New Energy Vehicle Time-share Leasing Industry", which proposed that by the end of 2018, the city's charging piles would reach 10,000, and by the end of 2020, 20,000 piles.

Profitability may be difficult to achieve in the short term

In the rapid expansion of the scale of the charging pile, but there is a problem in front of the charging pile investors, operators and construction companies - how to get rid of the dilemma of constantly burning money to achieve profitability. Guangzhou star charging equipment limited company general manager Zeng Qingying to yangcheng evening news reporter revealed that at this stage the average utilization of each DC pile time up to 4 hours in order to achieve profitability. At present, many charging piles in Guangzhou are used on average every day for only 2 hours, according to the current charging standards, a pile to recover the cost of at least 4 to 5 years.
Almost all operators believe that the charging pile industry is still in the investment period, the short term can not be profitable, which means that the charging pile industry will have to carry out a long "war of attrition", and those small and medium-sized operators are likely to go out, the whole industry will be reshuffled. "Although the current profitability is still very difficult, but the layout of the charging pile plan will not change." Zeng Qingying analyzed.

Market size may exceed 100 billion by 2020
Since it is not profitable, why the enthusiasm of enterprises to lay piles will be so high? Many related enterprises said in interviews with reporters that they are optimistic about the future of this market.
This comes from the bullishness of all parties on the sales of new energy vehicles. The State Council's "13th Five-Year Plan" for the development of national strategic emerging industries proposes that by 2020, China will realize the production and sales of new energy vehicles of 2 million units, and the cumulative production and sales of more than 5 million units. According to the "13th Five-Year Plan for Energy Development", by 2020, China will add more than 12,000 centralized charging stations and more than 4.8 million decentralized charging piles. It is expected that China's charging facilities market size will exceed 100 billion yuan.
With the rapid development of the Internet, the commercial value of the charging pile is not only embodied in the charging business, but also contains the charging pile as the entrance to the advertising, insurance, finance, car sales and automotive industry big data, based on these, charging equipment market has become the "meat and potatoes".

(From Yangcheng Evening News)

[___Zhongshun Xinneng Administration Department November 7, 2017 Responsibility: Xiao Zhang]