As of the first quarter of 2022, the cumulative promotion of new energy vehicles in my country has exceeded 10 million. The rapid increase in the number of new energy vehicles has also driven the rapid development of the charging pile industry. The power grid state-owned enterprises have taken the lead in the layout of the charging pile industry, built an operation platform, and introduced technological empowerment to form a joint force of the industrial system and promote the development of the industry. The third issue of the State-owned Assets Report Magazine in 2022 will issue "Two Power Grids Work Together to Promote the Development of the Charging Pile Industry", and the charging operation circle will select and share for you.
Different focus, layout new infrastructure
In terms of continuous investment in the construction of charging infrastructure, central SOEs have chosen different focuses and development directions based on their own role positioning and industrial development.
Among them, State Grid conscientiously fulfills its responsibility as a leading power grid enterprise and strives to be a promoter of the development of electric vehicles. Since 2006, in the early stage of development when the industry prospects were uncertain and the business model was immature, State Grid began to actively explore and act first. "Ring network" expressway fast charging network, covering 176 cities, promoting the extension of the public charging network to the countryside, and building a total of 128,000 public, high-speed, township and other security charging facilities.
The charging and swapping infrastructure services of China Southern Power Grid are mainly in the five southern provinces and regions, and the balanced layout of the charging service network is strengthened. On the one hand, it provides guaranteed charging services to solve the phased and local charging anxiety of the majority of car owners during the holidays, and on the other hand, it provides inclusive charging services for national strategies such as promoting rural revitalization and new energy vehicles going to the countryside. . At present, charging piles have spread all over the county-level and above cities in the five southern provinces, covering 2,700 towns and towns, with a coverage rate of 45%. 140 charging stations and 700 charging piles have been built in the expressway service area.
In addition, China Southern Power Grid has strengthened the construction of a complete charging service network, and strives to provide car owners with comprehensive and inclusive charging services. Facility layout. At the same time, high-quality flagship stations and demonstration stations will be deployed in the core areas of the city.
Similar path, build new platform
China Southern Power Grid has established a charging operation service platform for the purpose of promoting industry resource aggregation and smooth service supply. Up to now, the platform has connected to nearly 200 operators, 33,247 charging stations and 500,000 charging guns nationwide. At the same time, the platform has achieved interconnection with 49 domestic mainstream charging infrastructure operators and major Internet platforms such as Didi, WeChat, and Alipay.
State Grid actively builds a platform ecology, promotes the healthy and sustainable development of the industry, provides car owners with worry-free charging services such as accurate pile search and charging payment, and provides small and medium-sized operators with auxiliary site selection, intelligent operation and maintenance, and intelligent marketing. It provides digital industry supervision services for the government. The Internet of Vehicles platform has accumulated access to 1,200 social operators, connected to more than 1.5 million charging piles, served more than 10 million users, and provided government services to 36 cities in 17 provinces. Construction and operation services of charging and swap facility supervision platform. In addition, the State Grid has also launched a new online service of "purchasing cars and running electricity - installing piles and connecting electricity - charging services - value-added services", providing convenient power supply and charging services for private charging piles to connect to electricity, and the success rate of electricity handling has increased from 45% to 45% on average. 87%.
Agreeing on goals and forming new synergies
The upstream of the new energy vehicle charging pile industry chain is the component and equipment manufacturers required for the construction and operation of charging piles, the midstream is charging operators, and the downstream is various electric vehicle users, of which equipment manufacturers and charging operators are charging piles The most important link in the industrial chain.
The business model innovation of China Southern Power Grid aims to improve the quality and speed of business development, expand cooperation and promote integration as the direction, and focus on exploring the separation of vehicles and electricity, and the co-construction of stations and stations.
In terms of jointly promoting the construction of the charging network with the site resource party, China Southern Power Grid has reached a cooperation agreement with Sinopec on the construction of charging stations. This year, the construction of 138 charging stations will be completed, and it will cooperate with China Southern Airlines to build a charging station at Baiyun Airport.
Working with smart car companies and power battery companies to explore business models such as vehicle-electricity separation business and brand charging stations, China Southern Power Grid has cooperated with Ningde Times to build the Shenzhen Fuyong new and heavy-duty truck power exchange project. BYD has cooperated to launch 1,000 new energy online car-hailing vehicles, and cooperated with Yutong Bus to carry out a pilot program of driverless new energy buses in Panyu, Guangzhou. Currently, BYD is working with GAC Group to jointly build a "Southern Network + GAC" brand charging station project.
In the process of business promotion, China Southern Power Grid focuses on adapting measures to local conditions, combining the policies and market characteristics of different regions, to provide fast-response, coordinated and efficient charging services with differentiated and customized business models. During this process, a number of typical cases of Southern Network have been formed, such as the Guangdong model of the overall electrification of public transport, the Liuzhou model of government-enterprise linkage, and the Yunnan Diqing model of “cultural tourism + charging” integration, which has a high reference for the development of the industry. value.
Although the relevant person in charge of China Southern Power Grid believes that it is too early to play the role of "chain leader" in the charging and swapping industry chain with the existing volume, China Southern Power Grid can take advantage of the opportunity and professional advantages of building a new power system to create a vehicle The mode of operation of network interaction.
During the "14th Five-Year Plan" period, China Southern Power Grid expects a total investment of about 10 billion yuan in the construction of charging and swapping infrastructure, mainly from continuously strengthening the construction of a complete charging infrastructure service network, accelerating the construction of power swapping infrastructure, and actively exploring community intelligent shared charging The model promotes work in three aspects, serves the development of the national electric vehicle industry, meets the diversified charging needs of market users, builds a charging service ecosystem in the southern region, comprehensively improves the level of charging services, and realizes the value connection and efficient integration of upstream and downstream industrial chains.
In the future, State Grid Corporation of China will actively meet the power supply needs of all parties and provide high-quality power supply services for charging operators; relying on the Internet of Vehicles platform, it will link the upstream and downstream of "people-vehicles-pile-net-source" to serve the government, small and medium-sized operators and New energy vehicle owners, build a platform ecosystem; deepen cross-industry and cross-field cooperation, strengthen joint research on key technologies for charging and swapping, promote integrated innovation, accelerate the transformation of Chinese standards to international standards, and be the "source" of original technologies; explore vehicle piles Network efficient coordination of technical paths and business models, improve the utilization rate of distribution network equipment and the level of safe operation, promote new energy vehicles to charge low valley electricity and new energy electricity, and contribute to the realization of carbon peak and carbon neutrality in my country. (Information source: State-owned Assets Report)
