Operator’s income source is more single, existing business models still need to be improved

Due to the late development of the charging pile industry, the business model is more single, and the service charge is still the main profit source. Since its core business needs to cooperate with the battery, vehicle manufacturers, etc., and simultaneously facing the owners and companies, the development and integration capability of various resources has become the key to the core business, and the operation of the heavy assets also makes the compression cost become key. At present, companies are exploring the model of charging pile + value-added services to improve profitability; due to the important entrance of the charging pile, large data, the value-added service can provide high commercial value for vehicle manufacturers, travel, etc., so The direction of focus on head enterprises.

Profitability needs to be improved, and the increase in utilization can significantly shorten the return on investment

The profitability of the charging pile operator has become a industry consensus. At present, only one call is in 2019 that declares that the profit and loss line began earnings. The profitability of public charging piles depends on two major factors of single pile utilization and charging service fees. At present, most operators’ income comes from the service charge, and the model is more single. The fierce competition and users are extremely sensitive to charging costs, which is difficult to rise in a short period of service, so single pile utilization has become the top priority of current operators’ earnings. According to estimates, in the case of a national average service fee of 0.6 yuan, the utilization rate increases by 1.9% to significantly shorten the development of a dynamic investment return period of two years, and more reasonable location layout and increased DC piles are enhanced utilization. The key is the key.

Service charges are gradually released, market competition is intensified or leading to the further decrease in service charges.

The “Notice on Improvisors on Electric Vehicle Electric Price Policies” in 2014 pointed out that enterprises charged service fees to make up for the cost of operation of the charging power, at which the charge service fee is expected to be 0.5 ~ 0.6 yuan / degrees. At present, most urban service charges are limited by local policy restrictions, and the overall ensuring that electric vehicles have significantly lower costs than fuel vehicles. In 2020, they can gradually release the market regulation. However, there are too many slow-filled pilings in the previous period, and the layout is ignored, and some operators can only stop the service fee. At present, operators’ profits have almost completely rely on service charges, so the innovation of “charging pile +” profit model will lead the new round of growth of charging pile operation enterprises.

Effective policy, use price leverage to promote peaks

The National Development and Reform Commission issued a policy in 2014, using price leverage accelerated electric vehicle promotion. Since a large amount of electricity demand will cause a certain pressure on the grid, the government encourages the use of peak valley electricity price peaks with smooth grid power supply curve. However, electricity bills are charged by the grid, the national pricing, the implementation of Fenggu electricity price is not profitable for operators, and the peak valley difference in some areas does not significantly lead to the low marginal utility of non-peak prices. Therefore, although some users have benefited from it, the overall advancement is not expected.

Operators are dominated as the main operational model in the current stage of the charging pile industry

Operator’s dominant model refers to the investment construction and operational maintenance of the operator to complete the charging pile business, providing users with the operation management model of charging services. At the same time, operators are also gradually establishing a SaaS platform, but also facing users and merchants. The service content of the operator’s dominant model is more marketized, and the industry competition can be effectively promoted. The State Grid has absolute voice in the charging pile industry due to its powerful background. Because each operator is self-owned assets, most private enterprises share the willingness of data is not strong, causing the interconnection of the piles. Due to more participants, operators with weaker operational capabilities gradually exited. In more than 300 operators, only 15 companies operated more than 1,000 charging piles, some small companies have stopped operation, and a small number of head operators are currently dominate the charging pile market.

Car enterprise self-construction pile and cooperation

In order to provide better service, the deployment of superior service, the charging service to create a closed-loop to form a closed loop, and provide charging piles to the owner’s better-quality charging experience; mainly for more mature electric vehicles, for funds and users There is a high number of requirements. The actual demand for charging piles is increasing, and the vehicle enterprises are relatively lack of operators in energy supply and technology, and the transformation of ideas seek cooperation with operators or more reasonable operational ideas in the future.

The development of third-party platform breaks information, promoting interconnection

The third-party charging platform generally does not directly participate in the investment construction of charging piles. Through its own resource integration capabilities, the charging pile of major operators will enter their own SAAS platform, and the intelligent management provides business value, and its unique traffic advantage makes others. Enterprises are difficult to copy in the short term. Take the platform-oriented operation mode to open the interconnection between the operators, provide users with a more convenient one-stop charging experience. The income of this model is derived from the operator’s service fees and the value-added services based on large data mining. Therefore, there will be some interests between the operators, once the head operator exits the value of the third party platform It is difficult to reflect. Therefore, it is necessary to make a clear relationship at the beginning of the establishment of cooperation, and after stabilizing the flow advantage, the value-added service is perfecting the operation mode.

Multi-party cooperation is gradually appearing, and the reasonable distribution of resources is promoted.

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