The hottest State Grid actively enters the new inf

Guodian actively entered the "new infrastructure": accelerating the construction of charging piles

original title: Guodian actively entered the "new infrastructure": accelerating research and promoting the construction of charging piles

Author: Han Xu

capital will not lie. Several fund companies have declared or revised the "new infrastructure index", and many stocks related to "new infrastructure" have also been popular all the way. Some media have called the "new infrastructure" of Guodian: left hand UHV, right hand charging pile, digital blessing

the attention of State Grid to "new infrastructure" is traceable. In addition to the frequent promotion of various "new infrastructure" by the state media, which released the message of actively "entering the bureau", the more symbolic measure is that on March 16, Guodian established the "new infrastructure" work leading group and special working group, and made it clear at the meeting that in addition to paying attention to the construction of UHV projects under construction, it should also speed up the research and promotion of the construction of charging piles for new energy vehicles

compared with their own opportunities, we should ask: what pain points can the national power grid access solve in the industry? What opportunities will it bring

pain point

for a long time, the development of charging pile lags behind

in many surveys, observers of new energy vehicles admitted that the mileage and inconvenient charging are the obstacles they can't get over. A new energy owner once joked that he only dared to use it as a "vegetable cart" in first tier cities and get on the highway? That's a dare. There are also some community properties that have doubts about the safety of the charging pile. When the owner buys a car, the charging pile cannot enter the community. In the early days of charging piles swarming "horse racing enclosure", there were even jokes about "charging piles in the wheat field"

insufficient total amount, unreasonable planning, uneven distribution, inconsistent standards, and difficult access to the community. These recognized pain points are not only based on "feelings", but also supported by data

according to the data of China electric vehicle charging infrastructure promotion alliance, by the end of January 2020, 531000 public charging piles and 712000 private charging piles have been built in China, with a vehicle pile ratio of about 3.5:1, far lower than the 1:1 planned in the guidelines for the development of electric vehicle charging infrastructure (2015-2020). Relevant experts predict that if the 1:1 layout is followed, there will be a gap of 63million charging piles in China in the next decade

in terms of distribution, the annual report on the development of charging infrastructure in China shows that by the end of 2019, only Guangdong, Jiangsu, Beijing and Shanghai had more than 50000 public charging piles, accounting for 45.99% of the total in the country, and the northeast, northwest and southwest were few. In terms of charging and changing technology standards, achievements have been made in recent years. For example, there are 26 national standards in terms of power changing mode and 8 national standards in radio system. However, with the development of AC charging socket and high-power charging technology, the new standards are still in the research stage

among many problems, the most important one is the "gap". Food and clothing have not been solved, what about development? There are many reasons for the huge shortage in recent years. The first one is that the charging pile has high input cost but long recovery cycle, so the social capital is naturally not active

the soldiers and horses have moved, but the food and grass are not enough or can not be reached. Can the national electric acceleration layout charging pile alleviate the pain

action

the initial introduction of electric vehicle charging facilities by the State Grid dates back to 2006. Since then, Guodian has embarked on a multi pronged layout of charging piles, including facilities, standards and technology, and officially established the national electric vehicle company at the end of 2015

at present, 11600 charging and replacement power stations and 95800 charging piles have been built by the State Grid, covering 19 provinces and more than 170 cities. A "ten vertical, ten horizontal and two ring" network has been formed in terms of Expressway fast charging. The largest smart car service platform in China has been built and operated, with a total of 457000 charging piles, accounting for more than 85% of the national total

such a "family background" gives the "new infrastructure" of the national electric power charging pile confidence and the natural attraction of the "head platform". Judging from the recent measures taken by the national electric vehicle company, Guodian is committed to establishing a more open charging ecosystem

on March 3, China electric vehicle Corporation signed more than 40000 sales intention agreements with six partners, including BYD, SAIC passenger cars and Chery new energy. This charging package similar to the "contract machine" enables new energy vehicle owners to avoid scalding the electric charging pile in the country, plug and play, and automatically deduct fees, realizing the efficient interaction between the car, pile, and electricity. Some experts predict that this move can stimulate the production and consumption of more than 40000 new energy vehicles

what attracts the attention of the industry is the public recruitment of "partners" of charging piles by State Grid on March 12

whether it is a private pile owner, a charging pile merchant, or a charging pile manufacturer, it can "invest" in any way, such as pile, site, capital, etc. For example, the addition of idle charging piles can not only facilitate the charging of other car owners, but also benefit the pile owners. Another example is the sharing of idle sites, which can be invested by the state electricity and shared by the daily charging service fee

to put it bluntly, the "partner" system is the crowdfunding construction and sharing of charging piles by all parties in the society, which can fully mobilize the enthusiasm of charging pile manufacturers and service providers, community property, individuals and other parties. According to the relevant person in charge of the national electric vehicle company, as of March 2, the force value expanded: one equipment can calibrate multiple sensors at the same time. On the 6th, a total of 418 orders were accepted under the "partner" mode, including 254 site investment, 75 pile group merchants and 34 charging pile production enterprises

in addition, 19 provincial-level joint ventures of China electric vehicle corporation are accelerating the mechanism reform, and will achieve "equity parity" with provincial-level power companies to accelerate the expansion of the territorial market

these measures focusing on mobilizing enthusiasm and optimizing resource allocation, with the support of the "new infrastructure" policy, can alleviate the problems of the total amount, distribution, utilization rate and access to the community of charging piles

in the longer term, more and more open platforms and ecosystems can give full play to the advantages of all parties. Only when everyone is good can it be good for a long time. Through the scale effect, we can better meet the needs of consumers, stimulate the consumption of electric vehicles, and then help the development of the industry

future

epidemic at home, falling oil prices, shortage of parts, weak demand... New energy vehicles are difficult to survive in the consumption landscape shaped by the global industrial chain. According to the data released by the national passenger Federation a few days ago, in February this year, the total production and sales of new energy vehicles was only 11000, and the overall market of the industry was under pressure

the difficulties in the short term will not change the direction of vigorously developing new energy vehicles, nor will it change the long-term positive trend. There is a deeper driving force behind it

in the short term, the improvement of charging pile infrastructure will stimulate the consumption of new energy vehicles and expand domestic demand

this round of charging pile construction pays more attention to high quality, optimization in distribution, utilization rate, charging cost and other aspects, boosting the confidence of car owners to buy new energy vehicles. Similar to that year, you can basically choose a model of "home appliances to the countryside", and a larger range of charging piles also provide a "sinking market" for new energy vehicles, so as to tap the car purchasing potential of more third - and fourth tier cities and towns, thus promoting the construction of new urbanization in the country

in the long run, it is of great significance to green development, industrial upgrading and cultivating international competitiveness

the development of new energy vehicles is a major national strategic measure. Electric vehicles replace fuel vehicles, which is conducive to environmental protection and the prevention and control of air pollution. Moreover, new energy vehicles bear the heavy responsibility of "overtaking in corners" in China's automotive industry. In the context of "new infrastructure" that pays more attention to hard core technology, they will be further upgraded with the support of 5g, big data, artificial intelligence, industrial interconnection and other digital technologies, such as driverless technology, car coupling technology, etc., which can enhance international competitiveness

for energy and electricity, charging piles connect electric vehicles and electricity, which is the fusion application of many new technologies and one of the important entrances to energy interconnection. Wu Hao, a researcher at the Smart Energy Technology Research Institute of Guofa, said that the "new infrastructure" will help to explore the two-way interaction between charging piles and electricity, and play the role of peak shaving and valley filling. This model has been verified in North China. It is understood that at present, the loads of electric vehicles and bus charging and replacement power stations participating in the peak shaving market in North China have provided nearly 6million kwh of peak shaving electricity. With the large-scale increase of charging piles, it is conducive to the breakthrough of application mode, which is of great significance for seizing the commanding height of technology and upgrading traditional electricity

on March 29, BYD made its first show of "blade battery". The vehicle with blade battery has a range of 605 kilometers under comprehensive conditions. The development of new energy vehicles is at full speed

in the face of the current new challenges, the "new infrastructure" is at the right time. Those who enter the charging pile need to speed up their actions and invest more efficiently