Domestic model At present, China is at the peak of the construction of charging station infrastructure. The government and enterprises pay attention to the choice of charging station professional service is direct charge or power change, the comprehensive service of domestic charging station has not been developed.

1) Successful operation of charging station: The two largest and most mature electric vehicle charging stations in China are the Beijing Olympic charging station and the Shanghai World Expo charging station. These two charging stations are currently providing fast battery for urban electric buses. Replacement service, the two charging stations are not currently part of the formal commercial operation, but the pilot operation under the government organization. The common point of the two charging stations is that they are operated by the local bus group. The charging station is established by the national major special funds and local capital. The electric bus belongs to the bus group. The power battery used in the Beijing Olympic charging station is leased from the battery manufacturer. The electricity used is paid to the battery manufacturer for a monthly rental fee (about 1 yuan for electricity), while the Shanghai World Expo charging station directly purchases the battery from the battery manufacturer. At the same time, the battery manufacturer is responsible for the maintenance of the initial battery and completes the relevant technical personnel. Training work, after which the battery is owned by the charging station.

2) At present, the State Grid is accelerating cooperation with local governments to speed up the construction of charging stations. According to the plan put forward by Liu Zhenya, the general manager of the State Grid Corporation's working conference at the beginning of the year, the State Grid will establish 75 public charging stations, 6,209 AC charging stations and some battery replacement stations in 27 provinces and cities (districts) during the year. Currently announced projects include: State Grid Shaanxi Electric Power Company and Xi'an have established five medium-sized electric vehicle charging stations in the future; Chengdu Electric Power Company and local government have established three electric vehicle charging stations and 300 charging piles during the year; Hubei Province Power company and Yichang City established a large charging station and 16 charging piles during the year; Chongqing Electric Power Company and Chongqing cooperated to establish 50 charging piles in the year. CNOOC: Established Putian Haiyou New Energy Power Co., Ltd. with China Putian. Operate the electric vehicle energy supply network. The joint venture company has cooperated with Zotye Motors and plans to start the construction of a network of pure electric vehicle charging stations in more than two provincial capital cities in China in the first half of this year. Sinopec: Sinopec announced that it will use Beijing as a breakthrough to enter the charging station industry for the first time. Sinopec's Beijing Petroleum Branch has jointly established Beijing Sinopec Shouke New Energy Technology Co., Ltd. with Beijing Shouke Group Co., Ltd., and will mainly use Sinopec's existing large-scale refueling and refueling stations to be converted into refueling and charging integrated service stations. Sinopec will use Beijing as a breakthrough in the charging station industry, and its fueling and charging integrated service station will eventually expand to the whole city, and then expand to Hebei, Tianjin and even more. PetroChina: It is said that it has contact with local government departments and proposed the idea of building an electric vehicle charging station.

3), State Grid Corporation's charging station investment plan: State Grid will vigorously build charging stations and charging piles in three phases. In the first phase (2010), the total investment scale of the main equipment of the charging station will reach 300 million yuan, and 75 charging stations and 6,209 charging piles will be built in 27 network provinces, and the network structure of the electric vehicle charging facility will be initially established; the second stage ( 2011-2015) Invested 14 billion yuan, the number of electric vehicle charging stations reached 4,000, and vigorously promoted the construction of charging piles, initially forming an electric vehicle charging network; the third stage (2016-2020) invested 18 billion yuan, electric vehicle charging The station reached 10,000 seats, and the charging piles were built in full synchronization to build a complete electric vehicle charging network. By 2020, the total investment in main equipment of charging stations will reach 32 billion yuan. In 2010, the investment scale of the charging device, power monitoring system and active filter device in the main equipment of the charging station will reach 150 million yuan, 20 million yuan and 63 million yuan respectively. The average annual investment scale of the second phase will rapidly increase to 1.44 billion. Yuan, 160 million yuan, 672 million yuan. In 2010, the investment scale of charging piles was 160 million yuan. The investment scale of charging piles in 2011-2015 was 4.5 billion yuan, with an average annual investment of 900 million yuan, which is five times the average annual investment scale of the first stage. By 2020, the total investment in charging piles will reach 12.5 billion yuan.

The development of charging piles abroad is relatively mature: the United States, Japan, Israel, France, the United Kingdom and other countries have begun to build their own electric vehicle charging facilities, mainly based on charging piles.

(1) United States The United States has a vast territory and strong independence. The states of electric vehicles and their charging facilities are different. California and Virginia have built charging facilities. California is the most heavily built, and the “Good Space Project” company is building with the governments of San Francisco, Oakland and San Jose in northern California. It will be installed in all residential areas, commercial buildings, parking lots and government buildings in these cities in 2012. Charge the pile to make it easier for electric car drivers to charge the car at any time. The company will also build a battery replacement station in the above areas to facilitate long-distance drivers to replace batteries at any time. The total planned investment is $1 billion. In addition, SolarCity built five charging stations on the California Highway 101. Each charging station can provide 240V, 70A fast charging service, and can fully charge Tesla pure electric vehicles within 3.5h.

(2) Japan As of 2009, Japan has more than 100 charging stations, 60% of which are concentrated in the Tokyo area. The Japanese government said that in order to popularize electric vehicles, more than a thousand charging stations will be built within three years. Tokyo Electric Power Company of Japan will take the lead in participating in the related infrastructure. In 2010, Tokyo will take the lead in building more than 200 charging stations. It is expected to increase to more than 1,000 seats in three years. The charging piles in Tokyo are more popular, and the roadsides of buildings are everywhere. Kanagawa Prefecture, which is close to Tokyo, plans to drive at least 3,000 electric vehicles on the road in five years. The county has promised to provide 150 fast charging stations. The Japanese central government expressed support for this technology and will choose cities to pilot electric vehicle charging projects. The project will involve installing power outlets in paid parking lots, supermarkets and restaurant chains for free use by drivers.

(3) The United Kingdom has 60 free car charging piles in the city of London. People who drive electric vehicles can easily find charging piles near residential buildings, office buildings or busy streets, enjoying charging and parking. The service requires only a management fee of £75 a year.

(4) France In France, electric power companies have built a lot of charging stations in the city to supply electric cars, and electric cars can also be charged at home. As of 2008, there are more than 10,000 electric vehicles and 200 public charging stations in France. The demonstration applications of electric vehicles are concentrated in public utilities such as municipal, postal, public transportation, electric power and sanitation.

(5) Israel On January 21, 2008, Renault-Nissan Motor Co., Ltd. and US ProjectBetterPlace signed a memorandum of understanding with the Israeli government to decide to cooperate in the next three years to promote the market application of pure electric vehicles. According to the cooperation agreement, the Israeli government will be responsible for formulating tax incentives for consumers. Renault will be responsible for the supply of electric vehicles, and ProjectBetter has begun to build their own electric vehicle charging facilities, mainly based on charging piles.

The barriers currently faced by the domestic charging pile industry

(1), the charging current varies from 10 amps to 100 amps, and the charging pile high power charging module is required to be higher.

(2) The lithium-ion battery used in electric vehicles has strict requirements for overcharge and overdischarge, and the charging device needs to be equipped with a high-precision monitoring system.

(3) At present, the pattern of the main charging station market of the State Grid and China Southern Power Grid is basically formed, and new entrants will face higher barriers.

Domestic charging pile industry market has broad investment prospects

(1) Electric vehicles have always been regarded as the development trend of the next generation of automobiles. As a "gas station" for electric vehicles, the comprehensive development of charging piles will undoubtedly provide a huge market. In the three major cities of Beishangguang, due to traffic congestion, car license restrictions have been adopted through license plates. However, due to the environmental protection of electric vehicles, the government supports electric vehicles from the upper level. Therefore, major cities such as Beishangguang have relevant policies. Electric vehicles that enter their related lists can directly obtain license plates, which stimulates the demand for electric vehicles from the policy aspect. At the same time, the price of domestic refined oil products is rising faster than the rate of decline. In the end, the owners are suffering from higher and higher oil prices. Electric vehicles can replace the consumption of some gasoline and diesel, which reduces the cost. It is undoubted that the charging pile is the terminal market for the promotion of new energy strategy. If it can seize the opportunity now, it will greatly benefit the profit of capital.

(2) The government's strong support and promotion has stimulated many enterprises' expectations for the charging pile industry. An industry source said that in addition to the national power grid, China Southern Power Grid, Sinopec and other energy giants, automotive companies and electrical production companies are highly motivated. Electric vehicle companies such as BYD and BAIC have already begun to build universal charging piles, and companies such as Xuji Electric and Siemens have begun to develop or invest in the construction of charging stations. According to relevant estimates, the business scale of charging stations is expected to exceed 100 billion annually in the next five years. Judging from the actions of the country this year, the construction of charging infrastructure for electric vehicles will break out this year.

(3), the capital of the capital, the charging pile market. Since electric vehicles need to replenish a large amount of electric energy every day, operating a charging station can obtain huge charging service revenue. Compared with the gas station, the electric energy is safer and more convenient, and a large number of charging stations can be installed in various places. According to the scale of investment, it is small to slow charging piles in the community, to the fast charging station of the highway, to operate in a single station, and to operate in a network. For the opening of the charging station market, the national grid may be more biased towards service and power supply in the future, so that the construction of charging stations can be more fully integrated with the market, and everyone will be competitors in the same market. Therefore, preparation in advance and planning in advance are very important for companies engaged in battery production. In the charging and replacing market, the policy is tilted, the market has potential, and investment is small, and it will face greater business opportunities.

(4) It takes time to obtain a relatively good income. Nowadays, in addition to Beijing, Tianjin, Shanghai, Hangzhou and other places have successively introduced charging facilities construction plans, many local governments have also proposed new ideas for supporting charging piles in new communities, which can not only alleviate the problem of “mileage anxiety” for electric vehicle users. It will also greatly increase the sales volume of the charging pile production enterprises. As an important downstream pillar industry of the new energy automobile industry chain, the charging pile seems to be quite optimistic. Although the industry outlook is consistently optimistic, the current development of the electric vehicle market is not fully mature. The three major problems of standards, planning and land were stopped in front of the construction of charging piles. The construction of the charging piles in the system was not smooth.

Operation strategy of the charging pile industry

(1) Signing cooperation and construction management agreements with large real estate enterprises, commercial chain agencies, roadside parking management units designated by the Traffic Management Bureau, and other management units with parking spaces (investors are responsible for charging stations and management, and the agency is responsible for providing Venue and security, sharing and value-added benefits are shared.

(2), with the relevant government departments (Secretary, Science and Technology Association, urban construction, urban management, electric vehicle leading group, economic commission, development and reform commission, etc.) or joint venture or application for funding (disguised policy support).

(3) Joint venture with the local department of the State Grid

(4) Joint ventures with local branches of large-scale enterprises (PetroChina, Sinopec, and funds).