In the past two years, governments at all levels have continuously stepped up efforts to promote new energy vehicles, and preferential policies have been frequently introduced. The new energy vehicle market and related industries have developed rapidly, especially the charging pile industry. The government's support for the new energy industry is still very strong. As a part of the new energy industry, the charging pile industry will also have good development opportunities for a long time.
The huge industry cake has aroused the impetuous behavior of the capital market, and the competition in the field of charging piles has accelerated the pace of enclosure. However, the development of charging piles should not be superficial. No matter what kind of preferential policies are implemented, their starting point is to better serve new energy vehicles and better tourism.
Charging pile market competition
According to the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-)" issued by the National Development and Reform Commission, the phased development goal of my country's charging infrastructure construction is "to build 12,000 centralized charging and swapping stations and 4.8 million decentralized charging piles by the end of the year". Therefore, the industry previously agreed that the charging pile industry is still a blue ocean industry. From this perspective, when the charging pile business explodes in the future, whoever has more market share will have an advantage. The previous investment and strategy is to lay the foundation for winning the market and becoming an industry unicorn.
For charging pile companies, they are still in the investment stage, and the rapidly developing charging pile market is full of good guys and bad guys. In such an environment, it is really difficult to find the right direction. Therefore, many charging pile companies do not really serve users. Their operations are perfunctory and do not bring convenience to electric vehicle users. This makes many electric vehicle owners who have installed charging type APP on their hands dare not drive their electric vehicles far away.
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