The market for electric vehicle charging piles ushered in a good year. At the end of February 2016, Premier Li Keqiang presided over the executive meeting of the State Council and issued five consecutive important measures to support the new energy automotive industry. The charging pile industry, which frequently received policy red envelopes, began to accelerate and erupt in 2015. A number of listed companies all stated that the number of charging pile orders has increased significantly in 2015 and it is expected that there will be a new round of growth in 2016. In the city, Shenzhen is undoubtedly the most prominent one in this regard. The data shows that in just over half a year, the slow charging piles in Shenzhen have increased from nearly 3,000 at the end of May 2015 to 15,134 at the end of the year. 4 times. “The current charging pile products are in full production, and will increase investment in 2016â€, “the sales revenue of new energy vehicle charging piles and other related sales last year increased by 4277% over the same period of last yearâ€, “the growth rate of each quarter is 20% to 30. The charging pile industry of the red envelope is frequently greeted with a new round of outbreaks. The number of listed companies all indicated that the charging pile orders have increased substantially in 2015. It is expected that there will be a new round of growth in 2016. space. It is understood that the charging pile industry has two sub-equipments and operations, and equipment companies have already taken the lead in benefiting. While operating companies are still in the stage of exploration for the profit model, they are unable to honor their achievements in the short term, but they have long-term imagination. Equipment company orders surge The new energy automobile integrated service provider, Shenzhen Jupower Network Technology Co., Ltd. CEO Jia Xuefeng told reporters that in 2015 the company's shipments in the million Taiwan level, and now each quarter of the growth rate of 20% to 30%, but there is a certain The periodicity may still break out by the end of the year. In early November 2015, Wohl Nuclear Material announced that it will invest 50 million yuan to increase its capital in Polyelectric Technology and hold 10% of its shares. In addition, Mosco Power also holds a 13.5% stake in Polyelectric Technology. As of now, Polyelectric Technology has built 2,655 charging posts throughout the country. On January 1, 2016, the newly revised five national standards for charging interfaces and communication protocols for electric vehicles began to be implemented. The charging interfaces and communication protocols were comprehensively and systematically standardized, especially with regard to charging compatibility. For the enterprise to create a new round of development opportunities. According to Kelu Electronics, the company's charging pile business is mainly to cooperate with bus groups and car companies to build charging stations. At present, the company's charging pile products are in full production. In 2016, it will increase investment. KSTAR's 2015 earnings report shows that revenue for 2015 was 1.526 billion yuan, a year-on-year increase of 9.99%, and net profit was 263 million yuan Yuan, a year-on-year increase of 55.95%, was one of the reasons for the rapid increase in orders and shipments of the company's charging pile business in 2015. According to a previous research report of CICC, Kstar itself is a leader in the UPS industry. Due to the homology of technology and the sharing of production lines, the company's charging pile products have advantages in conversion rate and cost. In 2015, orders exceeded 100 million yuan, with 2016 The annual charging facility market will start, and business orders will become more full. It is expected that in 2016, it will achieve an annual revenue of approximately RMB 300 million, and its performance contribution will increase to more than 15%. An industry analyst analyzed with reporters that according to the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)", the charging pile cake that social capital can pursue is - 500,000 scattered public charging piles + 2400 public cities Charging station + 1.5 million charging piles located in public parking lots, public institutions, enterprises, offices and industrial parks. The operating company is still burning money "Charging pile equipment sales have always been a performance, this is a very traditional business." Jia Xuefeng told reporters, "But the business model of operations and equipment sales model is not the same, belong to the service industry." Jia Xuefeng stressed that because the country has planning Therefore, equipment sales have a certain amount of purchases every year. Demand continues to increase in recent years, but whether or not the operation can be profitable depends on how much electric power is available. Car users, "Why run as a service industry will lose money because nobody pays." “Operating companies are more like the operating mode of Internet companies. They need to keep burning money. First is a set of security monitoring and operation systems, monitoring, operation and maintenance of charging piles, and data analysis. Second, in order to enhance the user experience, The development of a charging pile APP and the development of a charging service cloud-based management system platform will help owners find and navigate to the right charging point. The human and material resources that need to be spent are the most critical.†. The reporter sorted out several models currently being explored by operating companies. The first mode is to charge charging service fees. This is the most direct source of revenue for operating companies, and it is also a common mode of operation. In 2014, the National Development and Reform Commission promulgated rules that stipulated that the charging facility business unit can collect electric power and charging service fees from electric vehicle users. The charging power rate is implemented according to the national regulations, followed by more than ten provinces and cities such as Jiangxi, Hebei, Hefei and Nanjing. Charging service fee rates vary from 0.65 yuan/kWh to 1.7 yuan/kWh. The second model is crowdfunding, which involves the integration of multiple forces such as government, enterprises, and society to increase the utilization of social resources, adapt to the market, and focus on user needs. In 2015, Polyelectronics cooperated with Beijing Crowdfunding and Ping An Crowdfunding to launch two crowdfunding campaigns, but only tried twice. Jia Xuefeng believes that charging piles are not a crowd-funding product suitable for the public at large. If the participants are not owners of electric vehicles, they cannot enjoy the product discount provided by the company. In addition, the operating mode of charging piles is not yet clear, and it is impossible to promise to participants. Specific returns, as companies also bear too much risk. The third mode is "charging pile + advertising", charging piles become a new carrier for advertising. In February of this year, Polyelectric Technology officially put into use the smart advertising machine charging station in Foshan, with a total of 8 units in the first batch, and the subsequent plan will increase to more than 100 units. "We are not advertising, the main business is still a charging pile." Jia Xuefeng frankly, though the charging pile of ads can make the investment recovery cycle shortened, but did not fundamentally solve the industry's profitability problems. The fourth model is the wholesale sales of electricity. Previously, KSTAR has indicated that it will accelerate the charging operation from a simple charging service fee model to a “wholesale and sales power + charging service charge + operation and maintenance management†operating model. “The so-called wholesale and sale of electricity means that users use the price difference between the peaks and valleys to earn a certain amount of income. In general, the price of electricity during the period of the Valley is cheap, and the price of electricity during the peak period is relatively expensive. Users can be fully charged during the valley period and surplus electricity during the peak period. Sold to the charging station, the charging station is then sold to the power grid for wholesale.†Kstar directorial secretaries explained to reporters. However, she admitted that this model is not yet fully mature and is still in the discussion stage. Jia Xuefeng said that at present, the entire operating industry is still “staking their claimsâ€, and everyone has not found a mature model. All enterprises are still exploring the stage. “In terms of national policies, we encourage various model innovations and even encourage enterprises. To charge the business of charging piles with other businesses." 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Survey of domestic charging pile market situation