The new energy industry has become a global outlet. In this field, the outstanding innovations that the world can see are basically focused on China and the United States. As an industry spawned by the global carbon neutral policy, new energy must rely on a super-large market to develop rapidly if it wants to rise rapidly. Only China and the United States in the world not only have a large enough market, but also have a large enough market. Support scientific and technological talents who innovate in the field of new energy.

In China, various subdivisions of new energy have good leaders, such as "Ning Wang" in the battery field, BYD, an integrated vehicle battery manufacturer, and high-end electric vehicle brand Weilai, etc. Recently, some are more subdivided There are also some dark horses on the track.

01 Entered the charging module market

The charging module is the core component of the charging pile, and it is also a key component that determines the charging efficiency, stability and profit of the charging operator.

Objectively speaking, life is not easy for current charging operators. Vicious price competition, low operating profit, high input cost, long operating cycle, and high equipment damage rate are the current status of the charging operation market.

Su Xin believes that the current chaos in the charging operation market is a short-term phenomenon. The most important reason is that the main customer group in the current charging operation market is operating vehicles, and the owners of operating electric vehicles are highly price-sensitive customers. Compared with convenience and high efficiency, They are more opting for low prices.

The number of home electric vehicles is not large enough, and there is no spillover effect. There are a large number of household vehicles in China that do not have fixed parking spaces at all. When the number of household electric vehicles gradually increases, choosing to charge at a charging station will become an inevitable choice, and this inflection point is about to come.

In the future, the main customer base of charging operators will change from commercial vehicles to household vehicles. At this time, how to provide high-efficiency and high-quality services for household electric vehicle owners is the next battlefield for charging operators.

From a global perspective, Tokyo, Japan and the United Kingdom have announced that they will ban the sales of fuel vehicles in 2030, and countries such as France, Israel, and Spain have announced plans to gradually phase out fuel vehicles between 2030 and 2040.

The global rise of electric vehicles, driven by the carbon neutrality goal, has become the general trend, and the sales of household electric vehicles will experience exponential growth in the next few years.

Charging is the most important infrastructure for the development of electric vehicles. If countries around the world want to achieve the time target of banning the sale of fuel vehicles, they must build charging infrastructure on a large scale.

I think now is the best time to enter this market.

Source: Zhenghedao