Shulou(Shulou.com)11/24 Report--

The growth tuyere of the new energy car market is still there, but the privileges of new energy car owners are beginning to diminish.

Consumers choose new energy vehicles, on the one hand, to enjoy policies such as green cards, to respond to the national call, on the other hand, they also take into account the cost of car maintenance in the later stage, after all, the charging fee is indeed much lower than the gas charge.

What's more, many car park built-in charging piles, new energy car owners can enjoy time-limited free service, in some cases only need to pay charging fees, which can successfully save a sum of money.

Recently, however, netizens in Zhengzhou, Shanghai and Hangzhou have revealed that the charging fees of commercial charging stations in these areas have increased to varying degrees, some electricity prices have been raised by nearly 50%, and the electricity price after noon has increased from 1.15 yuan / kWh to 2.05 yuan / kWh.

(image source: star charging) if the charge is calculated on the basis of 30 kilowatt-hours per charge, the charging fee is 25.5 yuan higher than before. According to the current trend, will we not even be able to charge electricity in the future?

The charging fee is getting more and more expensive. Is the streetcar still fragrant? Owners of new energy vehicles should be well aware that the cost of commercial charging piles is actually composed of electricity price and service charge, in which electricity price is controlled by the state macroscopically. Pricing is based on different types of charging piles, power resources in different regions and power grid load.

So if you want to experience more affordable electricity prices, ID:dianchetong233 can only advise you to charge during off-peak hours as much as possible, or pay more attention to the discounts announced by third-party chargers.

With the gradual increase of electricity price, in the final analysis, more and more consumers choose new energy vehicles, but the scale of charging pile construction has not fully kept up.

(photo Source: Pixabay) according to the official website of the State Energy Administration, the number of charging infrastructure in China reached 5.2 million in 2022, an increase of nearly 100 percent over the same period last year, of which the public charging infrastructure increased by about 650000, and now the cumulative number has reached 1.8 million. The rest are private charging piles.

Consumers are shrewd. In first-tier cities, car owners charge only a few cents with a private charging pile at night, while charging on a third-party charging post costs 1.5-2 yuan per kilowatt-hour.

(photo Source: Pixabay) however, in fact, most owners of new energy vehicles still rely more on third-party charging piles. Data show that as of December 31, 2022, the number of new energy vehicles in the country has reached 13.1 million, an increase of 67.13% over the same period last year. Among them, the number of pure electric vehicles is 10.45 million, accounting for 79.78% of the total number of new energy vehicles.

Anyone with a discerning eye can see that if you subtract the 3.4 million users who already have private charging piles, that means that the remaining 1.8 million charging piles need to serve the remaining 9.7 million new energy vehicles.

It is equivalent to a charging pile to serve five new energy vehicles. The mismatch between supply and demand can only reduce users' demand for third-party charging piles as much as possible, and increasing electricity price is obviously one of the most direct ways.

With the gradual increase of charging costs, the discounts and benefits of enterprises in charging also begin to shrink gradually.

Weilai has reduced the starting price of all its products by 30,000 yuan and adjusted the lifetime free power exchange service to six times a month. For the first owner of new car buyers, Xiaopeng has adjusted its free charging quota from 3000kW h to 1000kW h, which is equivalent to about 3000 yuan more users need to spend every year.

(photo Source: Weilai official) from this point of view, in the face of high electricity charges, car companies are beginning to be unable to withstand it.

Service charges are rising, is the operator "unable to play"? The only thing that can be transferred by a third party is the charging service fee. Xiaotong noted that the service charge has long been raised from more than 1 Mao / degree at the beginning to 40 or 50 cents / degree now.

At present, the charging service fee only specifies the standard upper limit, and the third-party charging piles in each region can be dynamically adjusted according to the operating costs of charging facilities, and even the head office does not have the right to uniformly regulate and control the prices of subsidiaries.

Comparing the service prices of the same charging brand in different regions, Xiaotong can basically draw the following conclusions: for different regions, the service fee of first-tier cities is much higher than that of other regions; there is no special care, only charging piles are provided. the service charge will be lower than the charging pile set in the parking lot; in terms of time, the electricity price during peak hours is significantly higher, but the service charge will be slightly cheaper and lost.

(photo Source: Xiaogu charging Mini Program) with the passage of time, the equipment is likely to age and is more likely to appear in first-tier cities with more pure electric car owners. If the charging pile is not maintained in time, it may not be able to be charged, and even accidents such as spontaneous combustion during charging may occur. Therefore, in order to ensure the reliability and stability of the equipment, the maintenance cost and labor cost of the charging pile equipment will be increased.

In addition, private charging piles are becoming more and more popular, and the number of car owners using third-party charging piles begins to decrease gradually. Car owners who often use third-party charging piles to charge are more clear that they can enjoy parking fee-limited and free service when charging in some places, and this cost is fully borne by third-party charging piles.

In order to reduce this part of the loss, operators need to spread these costs equally to consumers, and operators in some areas even directly ban hybrid cars and extra-ride vehicles from charging.

(photo Source: new Telegraph Mini Program) therefore, it is not that the operators "cannot afford to play", but that the risk encountered by the charging pile industry is too great. What's more, there are not many operators that can make a profit at present.

At present, the top charging piles are special calls, star charging, cloud fast charging, State Grid and Xiaotu charging. For example, the special call, which ranks first in the charging industry, has a net profit of-26 million yuan in 2022, the scale has gone up, but it has lost money for four consecutive years.

Only by allowing enterprises to make money, the industry can continue to develop, which is an immutable market rule, and the rise in service charges can at least ease the current pressure on charging pile enterprises.

Between enterprises and consumers, there may be a balance between the two benefits, the ecosystem of electric vehicles tends to be improved, consumers' acceptance of new energy vehicles will increase. Charging pile as a very critical part of the system, its use experience and cost will be the factors that consumers pay close attention to.

Judging from the current situation, the proportion of new energy vehicles and public charging piles is still too large, ideally, of course, this ratio should be reduced to 1:1, but the operating costs brought to enterprises after the blind expansion of charging piles may be inestimable.

In Xiaotong's view, there is only one way to benefit both charging pile companies and consumers, and that is to improve the charging speed of pure electric vehicles.

In recent years, the charging power of DC fast charging pile is increasing, from less than 100kW in the past to the highest 480kW now. The improvement of charging speed can not only improve the car experience of consumers, and are more likely to be willing to pay service fees, but also increase their sales per unit time for charging pile enterprises.

(photo Source: Pixabay) of course, at present, it is possible that only Tesla, Ean and other enterprises that provide overfilled piles can achieve a "high overturning rate."

In the final analysis, the rise in electricity prices is just a means to balance supply and demand. When the scale of charging technology and charging facilities comes up, although the corresponding benefits are less, there is no need to worry about the rise in electricity prices.

Cover image source: Pixabay

This article comes from the official account of Wechat: ID:dianchetong233. The author: Eagle.

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