Comprehensive solutions for smart charging piles under the great opportunity of new energy

Master Daojia focuses on the real estate and property industry to make overall solutions. In the early days, he made plans for whole-house intelligence, smart communities, and smart parks. He has launched many well-known real estate projects across the country, including smart home and smart community projects. In the home and smart community projects, it is found that the charging pile is a very rigid demand for real estate developers or property companies. What stage does this rigid demand reach?

Just need charging pile

First of all, there is a rigid need for policy.

The release of the list of new infrastructure has clarified that as one of the seven major fields of new energy vehicle charging piles, it needs to focus on the infrastructure construction on the technology side. At the same time, in the government report of the two sessions in 2020, it is also clearly stated that China will support new infrastructure, build charging piles, and promote new energy vehicles.

Competent departments at all levels of the state clearly require new projects to be equipped with charging piles, and the construction of charging piles is included in planning and design, construction standards, and prerequisites for project acceptance. When real estate developers invest in construction, their residential and commercial/office buildings must include a certain percentage of charging pile configuration as required. Among them, Guangdong Province requires 100% reserved charging piles for newly built residential parking spaces, public parking lots and office buildings, commercial buildings, hotels, etc. must be equipped with charging piles at a certain proportion, Guangzhou and Shenzhen should not be less than 30%, and the Pearl River Delta region should not be less than 30%. Other cities are not less than 20%.

At present, when almost all new commercial complexes open, the underground parking lot will be equipped with charging piles, but the proportion of charging piles is different. From the perspective of the government’s engineering construction standards in residential and commercial areas, it has become a necessary option for acceptance. Therefore, when looking at the strong demand for real estate and property by charging piles, there is no need to educate and guide the market. According to customer needs, we provide products and solutions that meet customer needs, including hardware equipment AC or DC charging piles, SAAS-based operation management platform and daily offline maintenance and other services.

Pain point of charging pile

Charging piles have become a pain point for developers, property owners and owners. What is this pain point?

Pain points for developers

Does the charging pile use DC or AC, and what is the planning of the charging pile?

Are charging piles built in public areas or in sold-out parking spaces?

Acceptance conditions and procedures, and in some places, the acceptance of power grids and technical defense is required.

The choice of the scene, the AC configuration or the DC configuration, or the configuration of fast charging to 120KW.

Building houses is the main business of developers, plus the construction of some basic parking lots, but charging piles are an unfamiliar industry to them.

real estate pain points

In the future, developers will need property operation after completion of construction. The pain points of the property are as follows:

How to do a good job in on-site management: Which new energy vehicles are placed centrally? Which cars can even enter certain areas? This is what needs to be done on-site property management.

How to charge? Some real estate developers are not that large and do not want to invest in operations, so the manufacturers have taken over the operation platform, and the property has to continue to invest so much manpower and material resources. Is it possible to share the operation?

Liability accident: In case of a special disaster accident, such as a two-wheeled electric bicycle or a four-wheeled electric vehicle, the property earns such a little money and divides it into 10-20%. Why should you take such a risk?

These are the pain points of the property.

Pain points of community owners

As a community owner, if you buy a parking space, there are the following problems:

Does the parking space include this charging point?

Is it worthwhile to pay an extra service fee for using the charging pile?

Can I go to the power grid company to re-apply for a charging pile and come back to charge?

These are the pain points and demands of consumers.

Taken together, the core pain point of charging piles is that real estate and properties lack professional operators who can truly provide an overall solution and solve so many pain points.

Status of the charging pile market industry

Industry chain of charging pile industry:

There are nearly 100,000 equipment manufacturers in the supply chain, original equipment manufacturers, and charging equipment manufacturers, and the quality of the products varies.

2. Charging facility operators: including State Grid and China Southern Power Grid, which have their own corresponding operating capabilities; there are also some equipment manufacturers, such as Xingxing Charge and Tedian, which are also operating in the sector; Internet platforms such as Didi and Evergrande.

3. Social operators, leasing sites, investing in construction equipment, and doing corresponding operations at the same time. This part just mentioned that there are corresponding service fees and government subsidies to support the normal operation of the operation team. This part of the operators is generally smaller in scale and more regional.

Difficulties in the operation of charging piles:

1. There are great difficulties in the introduction of electricity. Most of them need to build transformers or do power expansion. Especially, the commercial operation stations of high-power DC almost have to be expanded, and the investment cost of this part will fall on the operator.

2. It also depends on the owner of the land, or the property company designated by the owner will charge corresponding access fees, such as a one-time entry fee and long-term assistance and management fees. In an area, the negotiated price is basically on the property side or the owner of the land. Few operators can communicate and communicate with the property side on a relatively equal basis.

The Internet platform is burning money. In the new energy charging pile industry, some Internet platforms have started to burn a lot of money. The cost of one-time electric charging has dropped to 2-3 cents. In addition to the free service fee, there are also a lot of electricity subsidies, so that you can get so much It is said that there are 1-2 million daily active users in the first quarter. However, once the user has registered and used it several times, the user’s usage habits have been cultivated, and the system will no longer subsidize or compete at low prices.

Master home overall solution

Master Daojia focuses on the real estate and property industry for product solutions and operations. Provide overall solutions for products and operations in the charging pile industry.

The first part: open up the industrial chain. Real estate developers need to operate by themselves and can provide hardware, SaaS software services and equipment access to the PaaS platform. At the same time, we can make customized APP and a series of turnkey TK solutions such as trusteeship, construction, installation, maintenance and so on according to the needs of customers.

The second part: Forming a service ecosystem based on user usage. It includes intelligent charging and parking management, parking space operation, advertising and marketing, training, hosting, sales and insurance services.

Part 3: Business models for the overall property and real estate industry.

This part is divided into four quadrants. Real estate and property are almost two. It is a real estate company. The real estate company has its own properties. These are also two companies. There is also a big difference between two-wheeled and four-wheeled charging piles. Real estate developers must build four-wheeled charging piles, and only a certain ratio of charging piles can be accepted. This part is the relationship between buying and selling. Bidding or centralized procurement to purchase equipment does not involve operations.

The second quadrant, the four-wheel charging pile, for the property operator, he accepts the product selected by the developer. At the same time, he negotiates the ownership of the property with the owner. It is possible that the property right parking space sold by the developer includes this charging pile. Or not included, the property also hopes that the charging pile can be used by you. The property hopes to have a share of the operation of new energy charging piles, because he is the property manager. In this process, a certain proportion of public parking spaces can be matched with charging piles. For example, if the commercial part is not privately owned, a certain proportion of public charging piles will be allocated. Real estate developers are willing to purchase equipment by themselves, why? Acceptance needs! This cost is very small in real estate construction. Property operators are almost reluctant to buy equipment, because the property is a service, and they are unwilling to make assets so heavy. With so many equipment ownership, civil engineering services, after-sales maintenance services, etc., they are unwilling to buy these charging piles and installation. The service part, so we are willing to provide site resources to do the operation share, which is in the four-wheel charging pile part.

For the part of the two-wheeled charging pile, the real estate company will reserve the charging place for the two-wheeled charging pile, which may be the negative first floor, the overhead floor on the first floor, or the outdoor parking lot on the first floor, or there may be a refuge floor in the middle of the super high-rise building. The chamber of commerce has planned the location of some two-wheel charging piles. For real estate developers, they almost only do planning and do not do any construction, including the choice of physical location, equipment selection, cable introduction, etc. He basically does not make any investment, because it has nothing to do with building acceptance.

For the property, the owners of the old community will have a very strong demand. Now two-wheeled electric bicycles cannot be charged at home, and detachable lithium batteries cannot be charged at home. These measures have been announced in the form of rules and regulations. For property operators, because the owners have so many needs, they must invest in construction. This part can be understood as the infrastructure built by the property. This infrastructure is equivalent to garbage sorting fields, public facilities Garden maintenance is a must for the property. However, when the property is investing in the construction of two rounds of charging piles, they hope that the equipment manufacturers and operators will help with the construction, and even help with the requirements for canopies, fire extinguishers and safety alarms. The site is given to you, and the maximum one-time access will be charged. fee. Electric bicycles can be charged for 5 hours for 1 yuan. There is almost no profit in this part, so it is difficult to share with the property side. These are the four quadrants for two-wheel and four-wheel charging piles facing real estate and property. Manufacturer’s business model.

Role division

Where is the role division? Just talking about the platform for developers, property companies, solutions and operations, we package the property operation platform, including hardware, software, and delivery capabilities, into joint operations to meet the needs of owners. In the early stage of supply, real estate developers need to buy, so we supply developers, and they formulate rules for centralized procurement and bidding rules for projects. cycle management.

Typical business model

This is a real case, and all the above data can be seen in the annual financial report. Because the gross profit of almost all property companies is very low, the property company’s requirements for the proportion of new business and the KPI requirements passed to the front-line property managers will be very high. Recently, we have seen that some technology companies listed in Hong Kong stocks include the property part, PE value It is close to 30-50 times, which has far exceeded the PE value of traditional real estate developers.

In the process, they hope to superimpose the new business to the property company. This is an account. Let’s take a look. The residential area is 96 million square meters. The 1:1 parking space ratio is 960,000 parking spaces, corresponding to 10% of the charging pile ratio, which is 96,000. For the non-residential part, about 94,000 units are required for 20% new energy configuration. The net profit of 20 million is very impressive for every property company. You can look at the financial report. The gross profit in the financial report of the property company is not high. For them, 20 million is a relatively high profit for a single service. He has no investment. , just use the venue for operations.

It has increased the income of property innovation, and the proportion of innovation income to the total income. This is the most important. It is the KPI indicator that the property managers of almost every provincial company and prefecture-level company carry. The proportion of non-traditional business promotion is their largest at present. The indicators, including new business, innovative business, technology business, housekeeping, home, etc., have greatly increased the income flow, the turnover is about 2,500 yuan, and the net profit is more than 300 yuan per unit.

What are the latest measures? One parking space, one pile, don’t consider the cost of installation, as long as there is a space provided, you must install all the sites, one parking space and one pile, to prevent other big network operators or social operators from occupying your property. The place, this matter is very, very important at present, popularly speaking, it is a turf.

Look at the two rounds of new energy charging piles. The amount is not that large. It increases the property innovation income. The running water is 1,800 yuan, which is also OK for small and medium-sized property companies. The second part, the net profit is higher than the net profit of the four-wheeled vehicle charging pile, why? Because the demand is very strong, the utilization rate of many two-wheeled charging piles is almost close to 100%. What is the concept? That is, there is 1 charging behavior throughout the day and 4-5 hours of charging. In many small and medium-sized urban communities or within a short distance of 5 kilometers, electric bicycles are the main means of transportation to and from get off work every day. In the past two days, I have been watching the airport epidemic in Nanjing, and I saw that cleaning aunties ride electric bicycles to the airport to work every day. This is a very, very large crowd. At present, there are more than 200 million electric bicycles in the country.

Saas/PaaS operation platform

Master Daojia can also privatize and deploy PaaS device access and SaaS operation management platform to customers, so as to realize the value they want to operate. This part also has a more in-depth business model, such as hardware equipment investment for corresponding hedging, signing a sales contract, and finally hedging by pre-payment of 3-year fees and so on.

Epilogue

New energy vehicle charging piles are one of the seven major infrastructure projects that China will invest trillions in the next ten years. The Chinese market is getting bigger and bigger, and the integration of technology and demand is getting deeper and deeper, which may be different from the development trend of the gas station market. The charging piles of new energy electric vehicles may not tend to be nationalized, and the business model also needs to be constantly explored and run-in according to market changes, but the charging pile market will definitely move from decentralization to concentration, leaving the top few companies in the end. company.