The number of charging piles hits a new high, oil and electricity anxiety is alleviated, and the difference in urban and rural experience is obvious

Have you ever thought about what this concept is 17.348 million charging piles? What does this mean? When I first saw this number, I was a little confused to be honest. There are so many charging guns on the land of the motherland now. What is the speed? Our country is a bit too cruel!

Everyone knows how popular electric cars have been in recent years. Either there are too many cars on the road or if you see a new car in your circle of friends, the three sentences are inseparable from the mix of pure electric and oil-electricity. If electric cars had to plan their routes in advance a few years ago, I was afraid that there would be no electricity in the middle of the journey, now I rarely hear anyone worry about this. In the past, people used to talk about "mile anxiety", but now they are embarrassed to find that this "anxiety" seems to be blown away and gradually becoming stronger. There are 17.348 million charging piles. This matter is not only a technical problem, but has actually become a social phenomenon.

You said, is it that simple to install a charging pile? I really don't think so. Charging piles are not just planting a tree on the side of the road, just inserting them on the ground. Where does electricity come from? How to calculate the land occupation? It is not easy for property owners to agree, let alone grid-electric transformation. As a result, our country can increase by 50% every year. Behind this is the huge construction team and the efficient administrative cooperation, and everyone has to be willing to pay for the household piles. If you think about it carefully, it is not cheaper than building a building or worry-free than building a road. If you can achieve this scale today, just say that Chinese speed is not a brag at all.

There are 4.316 million public charging piles. What does this feel? Your community, workplace, snack street, service area, aren’t just a person, a car and a pile? Think about the past few years, when placing an order for a tram, at most one was charged with a car, and you had to save points and find a place to charge. Now the new community has just handed over the house and has not installed piles. People have to ask the property if they buy a car. There are also 13.032 million private charging piles, which really shows that electric cars have become a part of Volkswagen's life. The most important thing is that more and more private car owners directly put on their own walls and put piles on them. After the night shift, they plug in when they come home, and then set off with full power the next day. People who have driven a fuel truck may not really understand this comfort.

Actually, when it comes to this, I was wondering why China can make charging pile layout the world number one? What to rely on? There are only two points - one is policy support, and the other is that the market really has this demand. Needless to say, over the past few years, the people have wanted to install various subsidies and dividends, but manufacturers are willing to invest, and even local governments have taken direct action. In terms of demand, it is even more powerful. The tram is rising rapidly, from north to south, from east to west, from village entrance to CBD. Who has never seen an electric hoist plugging into the ground and returning after a circle of electricity.

But I also want to ask: Are tens of millions of charging piles enough? I'm sure it's not enough. The old problem of difficulty in parking in first-tier cities is that charging is becoming more and more obvious. What should you do if you have hundreds of people downstairs rushing to two charging ports? After filling, the car will not move, what if someone pried the plug? So what about rural areas and county towns? It is not uncommon for cities to have piles, and the vast urban-rural fringe areas and township areas are far from becoming a climate. The tram blossoms at many points and cannot be taken care of, so you have to ask questions if you experience it.

Let’s talk about power, the news said that each public charging pile has an average of 45.48 kilowatts. How is this speed? Ordinary fast charging, almost one car can be filled in one hour. But everyone is looking forward to recharge the electricity in ten minutes, as fast as refueling. What about reality? Fast charging equipment is still rare, and more people line up to use slow piles. Especially when I go to the highway during holidays, I look at the service area and look at it. It’s as spectacular as a temple fair. More than a dozen cars and long queues are there. I can’t wait for this matter. The total power of public piles is 196 million kilowatts, which is just a magnificent number. In fact, personal experience of using them is probably not that beautiful. So, on the surface, there are still many things in terms of experience, distribution and maintenance.

There is also an underestimated point, with a registered capacity of 115 million kilovoltam. Professionals understand that it is difficult for ordinary people to directly feel it. But what does it mean behind it? Can my country's power grid and supporting capabilities be upgraded with the rapid development of trams? It’s still the main thing to charge at night. One day, everyone will plug in guns during the day to grab electricity, voltage fluctuations, circuit aging, and power each other. Can they really withstand it? Don’t forget that energy security is a big deal. You must not conduct one-size-fits-all promotion. The scoring areas are regulated in different stages.

Moreover, it is one thing to build fast, but it is another thing to manage it well. There are many piles that are rotten there, and there are a bunch of piles that are not managed by anyone or broken or repaired. It is not new to companies that "run away" after installing the piles. If you want to use it, you have to use it easily. Only when you use it happily is considered improvement. Half of the broken piles are made into decorations, and no matter how good the numbers look, it is useless. The operation rate, maintenance rate, and even charging standards are all real details of people's livelihood, and "progress" cannot be made into superficial articles.

Speaking of this, have you ever wondered: Behind the crazy popularity of electric vehicles, is it squeezing other energy routes? Now pure electric is rising, hybrid is quietly climbing, and new ways to play hydrogen fuel, CNG, LPG, etc. have not yet been fully launched. BYD Ningde has more investment, so who are you pointing to buy it? What if the technical route turns sharply one day, what should I do if so many piles? Will it become a "stone axe" in the city, and no one wants it to eat ashes?

I think our country's current layout strategy is quite smart. It uses practical investment to drive usage habits and force the industrial chain to improve itself. The manufacturers, governments and users will put pressure on them, so that they can force real skills. But we also need to consider the long-term. If one day high-speed rail battery swap, mobile energy replenishment, and inductive charging become the mainstream, do these 17.348 million piles still have to judge the situation and flexibly upgrade, otherwise you will spend money and resources and waste it in the end.

And I can’t help but ask, who can be firmly in the long-lasting market leader? Several Internet pile companies that were the first to take the lead in the early days encountered a wave of bankruptcies within a few years. Can the charging platforms and payment apps be compatible and interoperable, or will they all act independently and become king? If the subsequent charging service wants to improve efficiency, while the state issues policies, it also forces private enterprises and state-owned enterprises to cooperate and cannot continue to "play their own games".

Besides, energy switching cannot be solved instantly by anyone shouting. Behind the green tram, is the electricity really green? Now thermal power still dominates, and no matter how many new energy installations are installed, you must slow down before you can make efforts. Don’t settle the accounts at that time, replace coal with electric charging vehicles, and emissions will be transferred in vain. The energy revolution will become a digital game without realizing it.

After saying so much, I will just say: These 17.348 million charging piles are a historical high and a test of the times. China's courage to do great things is unquestionable. The experience of popularizing electric piles must be continued. The balance between urban and rural areas, the coexistence of fast and slow piles, maintenance and upgrading and efficiency improvement, and technical route reserves must all be carried out in one bowl. After all, having numbers is not equivalent to progress, and having experience is really good. It is not so easy for us Chinese people to be fooled, do you think so?

You can be happy with this speed or question its local effect, but it cannot be denied that China is ahead of this path. Whether you can continue to lead in the future depends on how to maintain the user experience, open up the technical route, and make a prudent leap forward. Don’t let us use it for decades to add tens of millions of "lonely Hangzhou Wells" to become a historical relic of electric vehicles.

Finally, I would like to ask a question: Will you buy electric cars because there are too many charging piles? No matter how you answer, this is the real choice we cannot avoid in the next few years.

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