Recall that during the National Day holiday last year, the new energy owners were trapped on the expressway because the charging piles on the expressway were not enough and charging was slow. The owners of fuel vehicles filled up the fuel in a few minutes and went home.

Anxiety is still spreading. Gas stations can be seen everywhere, but charging piles are a car, parking spaces are difficult to find, charging piles are difficult to find. In addition to the car owners of Weilai who can enjoy battery replacement and "power delivery", other new energy car owners have to become "pile chasers". Refuel for a few minutes and recharge for a few hours. Even if we are lucky enough to find a free charging post, fast charging is in the minority.

With the oil price rising to 8.5 yuan/liter, the oil truck can not afford to drive, and the tram is also hampered by charging.

Why is it so difficult to drive a car?

Let's look back to the charging supply side of new energy vehicles. In 2021, there will be 7.84 million new energy vehicles on the road, but there will only be 2.61 million charging piles, with a vehicle pile ratio of only 3:1, of which the proportion of fast charging piles and slow charging piles is half. However, according to the New Energy Vehicle Industry Development Plan 2021-2035, the domestic vehicle pile ratio should reach the goal of 1:1.

If there are tens of millions of new energy vehicles and tens of thousands of charging piles in 2025, the business is waiting for the enterprise layout.

Capital has bet on the "double carbon" track and the charging pile, the terminal interface of new energy. But back to the most essential question, does the charging business make money?

In the charging pile industry chain, the upstream is the charging pile manufacturer (components and equipment production), the midstream is the charging operator, and the downstream is the electric vehicle user. The whole industry chain is at a standstill - charging pile manufacturers do not make money, operators fight price wars, and car owners have difficulty charging.

New energy vehicle charging pile As the intersection of car owners, new energy vehicles and power grids, it is included in the "new infrastructure", and keeps pace with the construction of 5G base stations, intercity and urban rail transit, big data center, etc. As a link of urban infrastructure, charging piles have not yet established a foundation, and midstream operators have begun to fight a price war by means of Internet operations. The soil of the charging industry is not thick enough, so it began to blow heavily.

For new energy vehicles coming off the line in the future, the demand for the charging network is a massive market, and the new energy infrastructure track is still an incremental market. There is a strong demand for the technology iteration of new energy vehicle charging piles

Core of charging pile technology - charging module

The charging industry has the most technical content, which will determine the direction of some energy supplement enterprises in the future.

Even if mobile phone products are constantly updated and iterated, mobile phone manufacturers emerge one after another to seize the incremental market share, but chip manufacturers are still the leading players with the core chip technology. The same is true for the charging pile industry. Profit distribution is transmitted from the upstream to the downstream. The core electric vehicle charging pile is the continuous iteration of the upstream core technology.

By analyzing the profit cost of the charging post, it can be seen that the core of the equipment is the charging module.

The average cost of AC charging pile, commonly known as "slow charging pile", is between 5000 and 20000 yuan, while the cost of "fast charging pile" DC charging pile is about 100000 to 150000 yuan higher. Charging pile manufacturers assemble various devices, and charging modules are the most technologically advanced, accounting for 45% - 55% of the total cost. The charging module is used to convert the AC power in the power grid into DC power that can charge the battery.

Energy supplement is a business seeking long-term return. It charges for long time and electricity. In order to obtain long-term returns, it is necessary to ensure that fixed assets (charging modules) will not be damaged too quickly. Generally speaking, if one AC fast charging pile is 120KW and one charging module is 20KW, six charging modules must be placed to ensure power transmission. There are more than 30 switches in the charging module in series mode. Once damaged, the charging module will be scrapped. New energy vehicle maintenance

Therefore, the breakthrough in core technology of charging module needs to consider the key issues of large power loss and high maintenance cost.