Civil | Li Yiman of company of AI finance and economics
Make up | Zhang Shuo
Between one night, drop drop layout several years " picket couplet net " experience weighs defeat.
Rose at 0 o'clock from April 1, special incoming telegram, star charges, 10 thousand Ma Aichong fills n stage subordinately from drop drop at the same time " small orange charges " get offline, the user cannot charge through small orange App uses its equipment to reach relevant charge service. Small orange charges to also issue announcement ahead of schedule, say from March 31 late at 10 o'clock half " optimize to having a station to start upgrade, get offline of separate section fill electric field to stand " .
To this, response of drop drop respect says, small orange charges insist to open platform mode, be not competitive relation with operation business, build in all on the foundation of friendly collaboration however charge zoology, business of esteem part operation gets offline companionately behavior, but also express a regret at the same time.
"The industry still is in start development phase, small orange charges greeting more partner and we make a service together more high grade, experience is more perfect charge service. " drop drop alleges. But inside course of study the personage looks, the drop drop classics that lacks core resource this one battle, be afraid very difficult implementation originally ambition.
In former days companionate break off friendships
This is it seems that have early " plot beforehand " collective escapes.
Last year in December, special incoming telegram U.N. electric car serves the net limited company, 10 thousand sides charge (namely star charges) home waiting for number fills business of the operation that change report to establish Heibei hero to install Inc. of science and technology of couplet travel network, advocate business Wu is platform of service of base of business of integrated data service, join, charge with small orange similar.
When incoming telegram respect accepted media to interview on April 2, express especially, charge with small orange part company that day, special the incoming telegram fills n that day, charge the number did not decline, instead because of cancelling price difference profit adds somewhat. User of partial small orange converts platform of other operation business, client quantity promotes somewhat.
About as a child orange charges the reason that get offline, the explanation that 3 operation business gives out agrees basically. They think, the cooperative agreement that the basis accepts at the outset, small orange charges should provide platform service only, should not intervene a station charges to build below the line, compete with operation business, but drop drop violates an agreement, online go up to leave loot client with the line.
According to " electric car surveys the home " report, small orange charges operation after period of time, the basis charges demand, be built oneself in popular area or build new field station with collaboration of new operation business, guide a car advocate to these field the station charges. These field stations are asked to be able to receive small orange to charge only, be equivalent to binding decided small orange to charge. Star charges in-house personage still discloses, small orange charges to contend for optional location resource with its, the field station that still charges to star sticks advertisement, do the ground to push.
In addition, business of 3 big operation thinks, small orange charges the increase of business of discharge embezzlement operation with bigger and bigger support, draw-out of 20% charge service fee is become as cent, still have improve minute of proportionate climate, bring about its gain is meager with each passing day.
To afore-mentioned accusation, small orange charges say, because have operation business to cannot satisfy a drop car advocate charge demand, construction rate is too slow, just guide other side to build. Drop drop respect expresses, cent is become is according to both sides the agreement is carried out, never be changed or rise, cent is used at allowance car into much advocate.
The personage inside course of study tells AI finance and economics the company, drop of the drop before this and numerous charge the cooperative mode of operation business, core depends on " there is a car in drop drop hand, can to charge stake company brings an user " . To charging picket operation business, drop drop is discharge entrance not only, return those who mean resource to optimize configuration. To dripping, cut charge picket market can offer convenient and quick charging to serve for cars of tens of 10 thousand new energy resources on platform already, still can help its form industrial catenary closed circuit.
Nevertheless, although the collaboration with operation business let a drop avoid to weigh capital loss, but also mean small orange to charge to lose active power easily in cooperative process. Once operation business realizes small orange charges,try to contend for cake, as absolutely as its " part company " follow a rational line to do some work well.
"Drop drop leaves resource without direct line, be equivalent to weighing asset to be in others hand, oneself want to make the part of small capital fund only. By what does the picket look forward to of heavy asset want to serve for it? Resource is in him hand, oneself do platform or rise jointly it is OK to make the service on the line. " the personage inside afore-mentioned course of study tells AI finance and economics the company.
Operation trade measure glides apparently, short-term inside be sure to affect a vehicle of drop new energy resources advocate use experience. Drop drop expresses, besides the station of 6000 many picket that has business of many 100 operation, extending more operation trade actively at present, operation business is in much home to go up thick and fast in the line.
Cover the throughout the country " picket couplet net "
Drop drop to charging the ambition of picket market, early already revealed before 3 years without involuntary discharge of urine.
In August 2016, drop drop gives travel vice-president Yang Jun to ever expressed publicly, drop drop should become new energy resources car and charge the operation business of picket, platform of business of integrated and whole operation, through " picket couplet net " increase picket user stickiness, improve the operation efficiency of electric stake utilization rate and company of terrestrial electricity stake. Drop drop author holds CEO Cheng Wei concurrently to also express, drop drop wants construction to fill the network that change report, and the electric car that serves platform of Yu Di drop not only, still will open to whole society.
Same a month, drop drop charges to cooperate together with star, be in second year in October with special the incoming telegram signed strategic cooperation agreement, hui Di returns the Tianjin below drop drop banner with special the incoming telegram established joint-stock company " small orange is special incoming telegram " , develop a net to make an appointment with a car to charge jointly the market. Drop drop government expresses, will be before 2020, take the lead in popularizing car of more than 1 million new energy resources in platform, prepare at the same time build car of new energy resources to charge the system that change report, realize countrywide limits through opening collaboration " picket couplet net " .
On January 5, 2018, small orange charges in drop drop car advocate carry App to go up formally line, take the lead in be in Shanghai pilot. Up to now, the business that small orange charges already enclothed north to go up wide wait for 20 many cities greatly. 2019, small orange charges to still plan to expand further charge sth resembling a net of electrified wire netting, or on the line is self-supporting charge picket.
With special network of incoming telegram, nation, star charges wait for online lower berth to set charge the operation business of picket is different, the part that small orange charges is the platform that compose builds to open, through with a few charge greatly operation business cooperates, the share that receives latter to already had been built charges picket, the data dominant position that uses a drop is operation business diversion.
To foster a batch of faithful users, drop drop is charging picket market continued the net makes an appointment with car domain " burn money " mode. Operation early days, the charge of electricity that small orange charges and service fee add up only every spend report 1 yuan, with every degrees of report 1.5 yuan of market price photographs to 2 yuan are compared apparently inferior. The pure report motor-car that registers on drop drop platform at present makes an appointment with 449, have additionally self-supporting make an appointment with 100 thousand with the electric car of jointly owned, will return henceforth will with annual the rate of 100 thousand class rises. Retain as car of new energy resources the quantity increases ceaselessly, this expenditure is not a small amount.
Small orange charges say, the drop drop car of more than 80% advocate first selection small orange charges as charge brand. This with drop drop " break off friendships " 3 operation business says, their fill a power station to nod Zhan Xiaojie to charge on 80% of station check the number, drop drop says its are occupied than be less than 3 into, occupy in and other places of Guangzhou, Shenzhen than be less than 5% , not big to user influence.
The figure that both sides announces each are abhorrent, difficult differentiate true and false, but OK and affirmatory is, current, communal charge concentration of height of infrastructure operation business, a few alone big trend is increasingly clear already.
Chinese electric car charges the newest data that infrastructure stimulative alliance published this year in March shows, charge picket retains the quantity changes operation enterprise to have 15 in the countrywide dimensions of 1000 above, special incoming telegram (one hundred and twenty-four thousand two hundred) , country network company (eighty-seven thousand eight hundred) , star charges (sixty-six thousand four hundred) respectively before the row 3, 10 thousand horses love to fill criterion with 6704 retain the quantity is on the 8th. This is meant, only special incoming telegram, star charges and love of 10 thousand horses fills look forward to of these 3 picket, have the throughout the country three hundred and forty-seven thousand six hundred communal charge 56.76% in picket.
Additional, special incoming telegram, star charges to fill a power station to retain with 6721 with eleven thousand seven hundred quantity, in the be far ahead in each big operation business, 10 thousand horses love to fill also with 963 fill a power station to retain the quantity is ranked the 5th.
Business of one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two markets
Drop drop is right charge of the market " covet " , do not make a person accident.
Retain as car of new energy resources the quantity increases quickly, infrastructure builds the issue that already became extremely urgent. China charges alliance is forecasted according to sales volume of car of new 2018 energy resources, will add private communicating newly to charge 2019 picket makes an appointment with 480 thousand, add newly communal charge picket one hundred and eighteen thousand two hundred. Predict this year the end of the year, communal charge infrastructure amount will achieve 415 thousand, private charge picket will achieve 945 thousand.
Be in of not long ago on March 28, drop drop small orange charges Zhao Jiankun of chief of China north section represents career department, charge infrastructure has very big vacant, beforehand appraise arrives market dimensions will achieve 550 billion yuan 2030.
Besides drop, look forward to of car of new energy resources also tries to be cut charge picket market, divide a cup of a thick soup from inside market of this each huge one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two level.
Last year the end of the year, BMW is in China layout of 100 many cities charges more than 80 thousand times immediately picket, offer for BMW user more efficient and quick communal charge service. Colourful comes car CEO Li Bin publishs commitment on ES8 news briefing, arrive to will build 1100 to exchange a power station in the whole nation 2020, put in more than 1200 shift to fill electric car, still planned to release NIO Power Charger this year in April super charge picket.
Small roc follow of car condition tesla, went up in north 2018 wide wait for more than 10 greatly one, autograph of second line city makes an appointment with 100 super fill a power station, the plan throws operation in nearly 30 cities this year nearly 200 exceed fill a station. Boreal steam new energy resources plans to invest 10 billion yuan, build 3000 light at be before 2022 inside countrywide limits store exchange a power station.
The personage inside course of study tells AI finance and economics the company, charge the industry is platform dominant industry, operation charges the property essential factor such as picket need land, report, equipment. The asset below the line has mainland to change, scattered characteristic, need standard of etiquette of ability of platform enterprise dominant, and grasp wired the platform of next resource can use effect of industrial catenary extension, competition ability is relatively outstanding.
Under photograph comparing, internet enterprise mastered entrance of user, discharge and App, put in the possibility of integrated resource really, but because lack most the resource below the line of core, realize difficulty of this one target very big.
And car company laid charges the user group that the capital of picket depends on mastering a car. But afore-mentioned personages think, besides tesla this kind is given priority to with higher-priced car, the company that takes route of blame mainstream market, other vehicle look forward to is impossible almost quality, "Resemble make gas station without car look forward to, basic problem depends on having factor of production " .
From at present the current situation looks, car look forward to is built oneself charge picket amount is opposite less, short-term inside do not be a purpose with gain, mix to perfect however optimize system of car after service, promotion serves quality. This also is meant, be in at least short-term inside, charge the market structure of picket industry won't be mixed because of car look forward to of Internet platform enter and arise too about-face.
