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Car companies and real estate companies are entering the market one after another. Where is the road to smart charging?
The rapid development of new energy vehicles in China has also pushed charging services to an important position. We can see that in residential areas, at high-speed gas stations, and at charging stations in the city, various charging piles have sprung up like bamboo shoots after a rain.
Correspondingly, charging services have also attracted the attention of capital from all parties. Car companies, suppliers, "national teams" (such as State Grid and China Southern Power Grid), real estate companies, property management companies, etc. have all participated.
Different from previous refueling services, the complexity of the charging service scenario determines that the establishment of the system requires the cooperation of multiple parties, rather than relying mainly on the national level. At the same time, cutting-edge achievements in many aspects such as Internet of Vehicles, big data, and artificial intelligence will also be applied in technology.
“Complex” charging service system
For a gasoline vehicle, the energy supply method is very simple and straightforward—just find a gas station. There are many ways for an electric car to charge its electric car: you can install a home private charging pile in your own parking space, you can use a public charging pile in a community or company parking lot, and you can use a service area charging pile when traveling on the highway. Third-party charging piles, and some car owners can also take advantage of services such as battery swapping and vehicle supply provided by car companies.
On the one hand, this is to make up for the disadvantage of long charging time, but on the other hand, it also reflects the unique advantages of charging: it is flexible and can customize services according to usage scenarios.
The particularity of electric energy makes the charging service of new energy vehicles a large and complex system: the forms and scenarios are diverse, and it cannot be completed by building piles and stations at a high density; the participants and operating models are diverse, from many recent ones It can be seen in the news - Volkswagen has established a joint venture with FAW, JAC, and Xingxing Charge, WM Motor has joined hands with TELAC, Evergrande has cooperated with State Grid, and NIO intends to spin off NIO Power - a series of actions from all parties are foreshadowed. Therefore, the future charging service market has huge potential and will be more diversified.
Of course, the question ultimately comes back to the consumer side: Compared with gasoline vehicles, are pure electric vehicles more convenient or more troublesome in terms of energy supply? At present, it can be said that there are advantages and disadvantages, but with the development of technology and the improvement of charging system, car charging services will definitely become more efficient and convenient. The market will be brought about by this change of mode and lane change. It will also get bigger and bigger. In addition, in terms of intelligence, charging services also have huge potential that refueling services do not have.
Intelligence: technological development brings more “games”
New energy vehicle charging is both an infrastructure construction and a customized service. It can be a charging station established by the national team in a high-speed service area, or it can be a private charging pile built in one's own backyard. As technology develops and market competition becomes increasingly fierce, we must meet customers' demands for efficiency and experience.
1. Charging speed. Long charging time can be said to be the biggest disadvantage of electric vehicles. The charging time of one or two hours is prohibitive. With the development of technology, the charging power that vehicle batteries, charging piles and power grids can accept is getting higher and higher, and DC ultra-fast charging networks are expected to become popular. The increase in charging speed will also alleviate the problem of insufficient charging piles to a certain extent.
2. User experience. The charging gun is bulky and difficult to use, has a high damage rate, and has complicated operation and payment processes - these problems will also be improved with the support of technology and capital. For example, Tesla's automated charging arm may look a little "weird", but it is also an idea. It can sense the position of the car and automatically complete the action of inserting the charging gun. In addition, the development of automobile wireless charging technology also brings new imagination space. With the popularization of the Internet of Vehicles, the charging operation process will become smoother and simpler. The car will have a unique ID like a mobile phone, and all related devices can be connected to the car through induction.
With the support of data and equipment, cars can even choose their own charging time to coordinate the peaks and troughs of electricity consumption and save costs. Even charging piles (charging equipment) can be remotely upgraded through OTA in the future.
3. Sharing mode. In big cities, land and parking spaces in many communities are very tight. In this case, private parking spaces and charging piles can also be shared, which not only improves utilization but also allows individuals to gain certain benefits.
4. Changes in energy structure. There are various forms of power generation. With the further popularity of pure electric vehicles, how to use cleaner electricity - such as solar power generation, wind power generation, etc. - will also become one of the important technical routes.
The above only lists a few more intuitive technological developments. With the continuous expansion of the new four modernizations of automobiles, automobile charging services will have a lot of room for imagination. Of course, these are all wonderful imaginations. There are still many difficulties to overcome on the way forward.
Charging Dilemma: Cost and Ecology
The issue of profitability of charging piles will be a problem for all companies that have entered or want to enter this field for a long time. Some even call car charging a “bad business” that has to be done.
The expansion of charging services must also be based on quantity, and both early-stage equipment and later-stage operations require continuous and huge investment in capital and technology, which will undoubtedly cause huge pressure on enterprises.
At present, the technical requirements for charging piles are not high, but the profits are too low. When electricity prices are relatively transparent, what kind of value-added services can users be willing to accept? Or will all the cost of later services be passed on to the cost of car purchase?
For car companies, should they establish a charging service system only for their own brands like Tesla, or an open system for all brands? What benefits and services are provided to car owners of your own brand?
Recently, various companies have entered the charging service industry, which can be said to be a signal that indicates that charging services for new energy vehicles have finally taken a step forward. Although there are currently a large number of problems, the prospects for this industry will undoubtedly be very broad. I believe that with the development of technology and innovation of models, the road of "smart charging" will be as exciting as new energy vehicles in the future.
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