Breaking new energy: charging pile profit too early to talk about it?

Posted on 6/25/2015 5:48:28 PM

"In fact, this (new energy charging pile) is now not able to be formed as an industry, all currently doing it in my opinion can not simply call it business as companies are to have profitable." Market Speed While charging pile construction for new energy into the "ideas" of "funds" intensive period, but Poly Power Networks, Inc. (hereinafter referred to as "polyelectrolyte") CEO Gu Xuefeng there are different opinions. "Investors like to listen to stories, but plainly, construction and operation of the charging pile end up doing the service, so now the most important thing is to do the user experience."
In the new concept of surging energy of the moment, just one of many poly electric charging device plus operator service provider in one. However, when most of the industry will look further ahead to the future earnings, the 贾雪峰 but do not want too much involved in this issue.
. "Now far not enough to talk about profit when the" Shenzhen City, the Lutheran Electronic Technology Development Co., Ltd. (hereinafter referred to as "Lutheran"), Sun Hao, chairman of the "First Financial Daily" correspondent, said: "Although the industry talk most it is 'the wool in pigs, dogs to pay', but in fact, this argument more or stay at the conceptual level. "
"A few years ago we started the product development, but this year, began the layout of the market, because we now believe the time has finally arrived." Sun Hao told reporters. Before this year, the Lutheran more intelligent parking meters is a supplier of character to appear in public view, but now, that opportunity came charging pile Sun Hao tried to enter operational service industries.
"Now we must build charging pile change 'path dependence' of the inertia of thinking." Sun Hao said of his own views on this area. "Before the operation of the power grid is to build a charging station, and then think to build it as much as gas stations, but in fact, as much as possible how and gas stations charging stations?" In his view, since the motor vehicle is defined as "short-haul means of transport," so, in fact, as long as with the stop during use with the charge, to make electric vehicles, will be able to some extent to resolve consumer "range anxiety."
In this context, the Lutheran developed to provide both parking and charging unmetered service charge pile. "Now the charge pile construction is a very important issue is the venue could not implement alone." Sun Hao told reporters, and this has the dual function of charging pile can be landed in an area of the case is not alone. At the same time, the installation, since the meter itself also needs wiring, therefore, dispense a single charge pile needs wiring trouble.
However, this charge pile has a dual function applies only to new residential parking spaces or parking lots. For already installed meters or unsuitable for attaching the charging pile of parking spaces, Lutheran developed a new removable rechargeable cartridge match. The so-called mobile charging warehouse, from the point of view of electric vehicle power, which is similar to a "charging treasure", connect one end fixed power, while the other end is the electric car. "If the owners of the parking space, you can choose to charge service by APP, then we charge duty personnel will get in front of this charging warehouse owners and help connect, and so the owners left the warehouse and then charging back, the whole process is relatively easy can also be removed from the occupiers. "Sun Hao introduced to.
"The whole operation and the way we will stop operators to cooperate. In the meantime, we are metered and parking systems and 35 cities already have cooperation, to promote the product now has a solid foundation." Sun Hao told reporters. Since many cities are currently in the mention of the "smart city" concept, and the promotion of new energy vehicles is one subproject "smart city". In his view, if the United Way operators to the government to solve problems currently encountered in the construction of infrastructure, we should be able to get more support. "We are now talking with some partners, probably the second half of the sample will come out. Start with the second and third tier market began to start, then consider entering the first-line market."
Profit too early
In Sun Hao view, parking charging mode operation than simply charging pile more "reliable" business model clearer. "Because we own equipment suppliers, so we are cost inputs, but to seek cooperation with the market price, in the process, if the government then give us some subsidies, then our entire investment costs will be more than others much lower. "Sun Hao told reporters at the post-operational phase and, even if there is no car in the short term to be charged, but still there will be parking fees as support. "In the new energy vehicles in the market, parking might become an 'added value', on the contrary, if less new energy vehicles, then the charge is an 'added value'."
With the above background, Sun Hao believes Lutheran might run faster than the same type of business. "Even if it is staking", you can master the resource in advance, the consumers and the market clutched in his hand.
Although marketing has a great grasp, but, and Gu Xuefeng, as Sun Hao said that "the current time node count earnings far from mature."
First, the new energy vehicles also failed to spread a large area across the country, and second, even in bright background mode, the project ground to also take some time. "Too many departments involved, such as the NDRC, electric power, highways, etc., every place must be a one to communicate, there is no ready-made model, only step by step." Sun Hao told reporters.
However, even a reasonable model, charging pile landing, profit and from where you come from? From now, the direct source of that charge service fees, but even at a dollar price of electricity to calculate return on investment is very low.
"Now do charging pile operates several major categories, one storage business, charging pile business only a small branch of the company's business, they may choose to participate in local tenders, to do some public charging pile of business projects; the second is a listed company efficiency of access to financing through the concept of the operation is much higher than Industry;. Another type is actually doing private consumption market, "Jia Xuefeng told reporters. When it comes to earnings, the problem seems to be the third type of companies should consider.
"We are doing this before, certainly have their own estimates, but do not want to say too much." Sun Hao expressed.
Again, this is Jia Xuefeng reluctant reporters get to the bottom of the issue. "You ask me, and certainly want to hear the story of a wrap up, just like in the capital market, investors like to hear the same story." Gu Xuefeng said with a smile, now more willing to do their own user experience. Only owners are gathered one by one below to create their own platform, forming an ecosystem, even the next step is then the next step of "profit" before be more talk. "Do not worry, be patient for a year or two, give us some time."

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