As the infrastructure of the new energy vehicle industry, the charging pile has attracted the national team, the third-party platform and automobile enterprises. However, due to the rapid development in the past five or six years, there is still no suitable way out, and the charging demand of users like refueling has not been solved. On the one hand, more and more new energy vehicles appear on the street, but the anxiety of charging seems to spread from mobile phones to the field of new energy vehicles. On the other hand, for most car owners, it is more and more difficult to find a convenient charging pile. Even if they are found, they have to wait in line. < / P > < p > as the infrastructure of the new energy vehicle industry, the charging pile has attracted the fate of the national team, the third-party platform and the automobile enterprises. However, with the rapid development in the past five or six years, there is still no suitable way out, and the charging demand of users like refueling has not been solved. The overall decline in the automotive market, and new energy vehicles led the decline. < p > < p > in the winter of 2019, Chang Lei, who works in Beijing, finally got a new energy license plate index. But before buying a car, he borrowed his friend’s Xiaopeng G3 to get along with new energy vehicles in advance. His father couldn’t believe in new energy vehicles. He thought that they would run out of electricity at any time, and there were few charging facilities. Unlike gas stations, they were everywhere, and they didn’t need to be charged for so long. < / P > < p > in a week, Chang Lei and the new energy vehicles are not getting along well. He often feels very anxious. For example, he drives the heating for 10 km, and the endurance drops by 60 km. < / P > < p > for example, he found a place to charge his car. He was told that the equipment was not available at the bottom of an office building. The second location was an industrial and commercial office in Chaoyang District. When he arrived, the industrial and commercial office was off work, so he couldn’t get in. The third location was the parking lot near the Fifth Ring Road, but all eight charging piles were broken and no one maintained it. Finally, he came to another office building and walked around several times Almost half of the parking lot, finally found a usable charging point. When he walked out of the underground parking lot of the office building, it was dark, and he was finally able to have dinner. < / P > < p > there are many people who have similar experience to Chang Lei. But for new energy vehicle companies, charging has become a part of determining service and even sales. Charging service has even become one of the driving forces for potential users to make purchase decisions. In this regard, Li Xiang, founder and CEO of ideal car, is not exaggerating. < p > < p > in August 2020, Li Xiang talked about this topic in a group conversation. He had a conclusion that both Tesla and Weilai continue to build their own charging stations and charging piles to improve the user experience. This is one of the reasons why their vehicles are not dominant in the range of service, but are selling well in the market segments. < p > < p > according to the three data charts he posted in the group chat, Tesla’s model 3 ranked first among auto companies in Beijing, Shanghai and Shenzhen in June. However, the sales volume of Weilai es 6, which has a price of nearly 400000 yuan, is not affected by the driving range of 420 km, which ranks first in the sales volume of pure electric SUV. < / P > < p > “before I made up my mind to buy Weilai, I found a replacement power station and talked with several car owners for a long time.” Li Jia told sina science and technology that Xiaopeng provided home charging for free, but he couldn’t install it at home because of his size. He gave up Tesla Model 3, and other brands could only choose to go to the state grid or a third-party charging platform. “I don’t want to install a few apps just because I buy a car. There may even be a charging point that can’t be found. ” Li Jia is worried that the third-party charging pile is too far away from home. In contrast, there is a Weilai power station within 3 minutes of driving in the place where he lives, and there are two Weilai power stations within 5 minutes driving from the work place. Although Li Jia seldom changes power stations, he has installed charging piles in the parking space of the community. “But in the end, it’s better to be at ease.” However, the service provided by Weilai is not satisfactory, especially when he drives far away. Before buying the ES 6, he once rented an ES 6 to Zhangjiakou, but later he found out that there was only one charging station of the State Grid in Zhangjiakou, and many equipment could not be used. Weilai’s one button power up is more like a gimmick. He called for one button power up in Zhangjiakou, but was told that “I can charge you a little in three days.” < / P > < p > but as the owner of Weilai 84 degree battery pack, he seldom changes the power station because there are only three 84 degree batteries in Beijing. Before the arrival of Weilai’s 100 degree battery pack, he can only accept this embarrassing situation and wait. 84 degree battery pack is the transition product of Weilai from 70 to 100 degrees, and it is also the economic plan for Weilai car owners to upgrade from 70 degrees to 100 degrees. According to the national energy administration, by the end of June this year, there were 1322000 charging piles in China, including 558000 public charging piles, ranking first in the world. With the charging pile listed as one of the seven new infrastructure fields (5g infrastructure, UHV, intercity high-speed railway and intercity rail transit, new energy vehicle charging pile, big data center, artificial intelligence and industrial Internet), the accelerated investment of charging pile will significantly increase the demand for charging equipment. < / P > < p > but this does not mean that the needs of users can be met. The experience of Li Jia and Chang Lei is not a case in point, and it will exist for a long time in the future. < / P > < p > according to the development plan of new energy vehicle industry (2021-2035) (Draft for comments), the sales volume of new energy vehicles will account for about 25% of vehicle sales by 2025, and the sales volume of new energy vehicles is conservatively estimated to be about 7 million. Based on 20 million new energy vehicles and 1:1 vehicle pile ratio, 18.8 million charging piles are needed. < / P > < p > however, the early layout of charging piles (stations) is unreasonable due to the lack of accurate user data, and the update speed of charging equipment is not as fast as that of batteries. < p > < p > Yu Xiang, the co-founder of fast power, shared his own experience twice with Sina Technology. He used to drive to Fangshan in Beijing. Before he left, he opened the charging app and saw a charging station near the destination, which showed that the charging pile was in good condition. But when he went to recharge, he looked back and forth at the navigation destination, and could not find the charging point. After a few laps, he found eight charging posts in a pile of grass, but only two could be used. < / P > < p > he needed to charge his car, so he pulled out the weeds and took a lot of trouble to complete the charging. After that, a car owner who came to the site did not find the charging pile. Finally, Yu Xiang helped him pull out other weeds so that he could charge the battery smoothly. < / P > < p > it is obvious that this is an inaccurate collection of user data, resulting in a waste of resources. Another time, Yu Xiang visited the market and heard a car owner complain in the underground garage of a shopping mall. Because the charging speed of the charging pile is too slow, he needs to wait for a long time, which brings additional costs and pays more parking fees. < / P > < p > “the charging piles installed after the second half of 2018 basically do not need to be upgraded, which can meet the needs of vehicle owners for fast charging and battery capacity increase; however, it will take 3-5 years for those charging piles to be upgraded.” Yu Xiang, co-founder of fast power, told Sina technology that if the number of charging piles needs to keep pace with the growth of car ownership, it will take about 15 years. < / P > < p > when two barrels of oil (PetroChina and Sinopec) have spent 70 years to establish a nationwide oil and gas energy supplement network, the charging network, whether at the infrastructure level or ground operation, still has a long way to go. In this regard, no matter the State Grid, China Southern Power Grid and other central enterprises, or third-party service providers such as special call and star charging, or main engine manufacturers such as BAIC, BYD, Tesla, Weilai and Xiaopeng automobile have the opportunity to take a share in the market. From the perspective of common sense, there is no problem with Li Xiang’s conclusion. It is true that only when the charging network becomes more and more convenient can more and more potential owners be willing to buy new energy vehicles and even switch from fuel vehicles to new energy vehicles. In the current new energy vehicle owners, most of them are “forced” to buy, which has not been significantly improved in the past five years. < / P > < p > “in 2015, 80000 of the 330000 new energy sales were private cars, while Beijing, Shanghai, Guangshen, Tianjin and Hangzhou accounted for 70% of the 80000. The consumption was mainly due to policy pressure. There was no way, no license plate, not for use consideration.”. At the forum of 100 people’s meeting of electric vehicles on January 15, 2017, Xu Changming, deputy director of the National Information Center, announced the specific structure of domestic new energy sales, saying that new energy consumption is still completely driven by policies. < p > < p > in 2019, according to the National Information Center, among the 1 million new energy vehicle sales in that year, commercial vehicles and commercial passenger vehicles accounted for more than 50%, 464000 passenger cars were purchased by private individuals, 208000 vehicles came from restricted cities, accounting for 44.83%, and only 4.4% of them were from restricted cities Ten thousand vehicles are not affected by the policy of voluntary purchase, accounting for only 9.48% of the total sales of four passenger cars. It can be said that new energy vehicles are still a policy driven industry. “The same is true for public charging piles. The State Grid and China Southern Power Grid are expected to take on the corresponding social responsibility for charging networks. Since the first year of the charging pile in 2014, many charging service providers have emerged as a result of policies and subsidies. ” Yu Xiang told Sina Technology. < / P > < p > with the decline of policy, the automobile enterprises which take sales volume as the first priority are faced with the choice of two paths. Among them, some car companies choose to increase their investment in charging service and product technology research and development at the same time. Some car companies choose to go to battle with light equipment, and hand over more or even complete charging services to third-party service providers, focusing on product technology research and development. < / P > < p > Tesla and Weilai, named and praised by Li Xiang, will continue to increase their investment in the charging and switching network. In 2020, Tesla will accelerate the construction of charging network in China. Based on the existing 2500 super charging piles and 2400 destination charging piles, Tesla plans to lay out more than 4000 super charging piles in China throughout the year, double the total construction amount in the past five years. Qin Lihong, the co-founder and President of Weilai, revealed to Sina technology that Athena system is one of the four back-end systems specifically for the energy and resource distribution and planning of Weilai. It can simulate in real environment with the growth of the number of users, the change of user’s moving line and residence, and can match and dispatch Weilai’s cars, stations, piles, people and clouds. Secondly, Weilai can be used for sand table deduction to help optimize the layout of power stations. < p > < p > but Xiaopeng automobile is different. It has begun to pilot the free charging of self operated public charging stations in cities such as Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou. In other cities, it has been operated by a third party, providing charging service for owners by means of self operation and third-party combination. “Charging is a very important service. Although self support can provide better service experience, its power is limited after all.” An employee of Xiaopeng automobile told Sina Technology.

By ibmwl