Commercialization of state-driven electric vehicles: social capital flocking to invest in power stations

Absrtact: There are 20 super charging stations under construction, mainly in Beijing and Shanghai. Shanghai Dorset Group Chairman Penrey January 16 to the 21st century Economic report reporter said. Last November 13, Saitcon built smart photovoltaic charging station in Shanghai Songjiang Investment





"There are 20 super charging stations under construction, mainly in Beijing and Shanghai. "Shanghai Dorset Group Chairman Penrey January 16 to the 21st century Economic report reporter said.





last November 13, Saitcon built the smart photovoltaic charging station in Shanghai Songjiang into operation, known as the country's first to be built by social capital charging station. According to Penrey, January 19, Saitcon in Beijing built the first charging station will also start operation.





charging facilities are not perfect, which is the biggest problem that has plagued the electric vehicle marketing. State Grid in May last year announced the release of the power to build the charging station, the country formed two public charging station path: First, the State grid-oriented power supply company, responsible for the construction of Intercity highway charging station, the second is the construction of urban charging station social capital.





"2015, we plan to build 100 super charging stations in Beijing, Shanghai and Shenzhen." "Penrey said. The earlier the layout of the charging station, the more can seize the quality of urban areas, is to convince the social capital in the number of electric vehicles remain small, willing to invest in the core factors.





the profit model of service fee





charging station how to profit, is the new Energy vehicle promotion government departments and investors repeatedly accounting the core issue. Last July 30, the National Development and Reform Commission issued "on the electric vehicle electricity price policy related issues Notice", the electric vehicle charging electricity use electricity to carry out the support electricity price policy, carries on the price preferential treatment to the operating centralized electricity-charging electricity, executes the big industrial electricity price, and exempts the basic electricity tariff 2020 years ago. After the electricity price determines, the charging station's profit model starts to establish.




The
government department is the original designer of the model. According to the original idea of Shenzhen, charging station investors can be through the price difference to obtain profits: to power grid supply price as the benchmark, the operator of the replacement power station can float up to 0.45 yuan/degree, will be sold to new energy vehicle owners.





This model can be used for charging station operators to obtain sufficient market return mechanism, such as Shenzhen currently has 800 running BYD e6 pure electric taxi, every year to use 40 million degrees of electricity, to earn 0.45 yuan per degree of electricity, service these vehicles profit as high as 18 million yuan.





but later in the actual development process, the owner charged electricity price to the grid tariff, charging station operators to charge a certain amount of service charges, in many cities become mainstream. The difference between the two modes is that it is easy for consumers to understand the fees charged separately.





to Shanghai As an example, the current use of the way is that the owner to the public charging station charge in addition to pay a large industrial electricity price of 0.57 yuan/degree, and then pay 1.5 yuan/degree of service charges, a one-time electricity total cost of 2.7 yuan.





For example, a Tesla Model S P85, full of 85 degrees of electricity needs 229.5 yuan, its official mileage is 502 km, Tesla Model S P85 is equivalent to a hundred kilometers fuel consumption of about 7.65L of fuel vehicles.





charging station input, mainly including land, capital construction cost and charging equipment cost two, many cities in order to encourage social capital entry, take the land is often preferential; charging device with 5-10 charging piles for each charging station, for example, it takes about 600,000-1.5 million yuan.





State and local governments are also making subsidies for charging devices, and Shenzhen's previous idea was that 30% of subsidized charging facilities would be capped at 1 million yuan. In the future, the State may also introduce corresponding subsidies, two levels of government subsidies, charging facilities are not much invested.





According to Penrey calculates, when a charge pile charge utilization rate reaches 2.5 times/day, the charging station starts to be profitable. With the increase in the number of electric vehicles, charging station profit time will take 7 years. "This time is not long, nor short, we fully consider the various factors, this is a conservative algorithm." "Penrey said.





Charge Network main body is the social charging station





January, the national network in the Beijing-Shanghai high-speed 1262 kilometers along the entire line built 50 fast filling station, the average one-way 50 kilometers per one fast filling station. Each fast filling station plans to build 4 120-kilowatt DC chargers and 8 charging piles.





According to the "Building expressway Intercity Fast Network" program, last year, the national network of Companies in Beijing-Shanghai, Beijing-Macao (Beijing-Xianning), Tsing Yin (Qingdao-Shijiazhuang) A total of 133 fast-filling station, fast-filled pile 532, the basic formation of "two vertical and one horizontal" expressway fast-filling network. At the beginning of 2015, Beijing, Macao and Tsing Yin will also be transported at high speed.





but this is not the focus of the commercial promotion of electric vehicles. "The first step, the first is to solve the city commuting activities, so many car mileage set within 180 km." For quite a long time, the most used charge should still be the city. "says a researcher at a new energy vehicle.




The layout of the
City charge station may be similar to the current density of gas stations. "Charging station is a monopolistic resource-oriented disposition, and for social capital, long-term investment prospects are still very attractive." ”





Shanghai Dorset Group is an aluminum electrolytic capacitor and film capacitor development and manufacturing enterprises, products mainly supply industrial frequency conversion and new energy fields. "At present, there are 6 charging stations under construction in Shanghai and 14 in Beijing," he said. "Penrey said.





nationwide, many social capital is quietly laid out. Last December 15, Jiangsu Province, the first civil new energy vehicle charging station in Kunshan completed the investment, the investor is Kunshan Chase passenger Travel Service Co., Ltd. Chaohu Bus Company and Hefei State Xuan Gao Ke Company also jointly invested Chaohu built a charging station; Tianjin adopts the model of government and social capital Cooperation (PPP), Planned to 2016 the city to build a bus charging station 40, public charging pile 2000, the total investment of about 516 million yuan.





whether the State grid, or social capital construction of the charging station, generally solve the problem of the uniform charging standards. The National Grid engaged in the "Shanghai-Beijing Line" activities, the participation of the pure electric vehicle brand has Baic E200, BYD e6, Teng potential, Kai Chen Morning Breeze, including the independent brand, joint-venture brand and Japan's charging technology models.





Charger Production Enterprise technology has a greater breakthrough. The charge station of Dorset construction can not only charge the pure electric vehicle with the standard of charging for all countries that are currently listed, but also apply to European and North American standards. Volanda, BMW i3, E50 and BYD E6 Four models were charged at the charge display at the first charging station in Dorset Shanghai.





"Specific charging speed also depends on the model, battery and other performance parameters, brand different charging speed is not the same." Our charging stations can also charge Tesla, even faster than their own charging stations, and I don't know why they have to build their own recharging stations. "Penrey said.





However, on the other hand Penrey also face the dilemma of reality. According to data released by the China Automotive Industry Association, New Energy vehicles produced 78,500 vehicles and sold 74,800 vehicles in 2014. The current number of new energy vehicles is 100,000.





charging station construction and electric vehicle promotion, still faced with the "chicken first or the first egg" problem. How to attract social capital investment on a larger scale is a long-term test for the new Energy Vehicle Promotion Department on the desktop.