The charging operation industry is an emerging industry, and according to the China Enterprise Database Enterprise ChaCat, there are currently 7,642 major enterprises in the electric vehicle charging pile industry in China, with 2017 as the main registration boom, with 1,285 registered enterprises in 2017, and 579 in 2021. Most of them are private companies. Among these enterprises, there are both strong and numerous smaller micro and small enterprises, which together constitute the market body of China's charging facilities industry. In this paper, from the perspective of investors, combined with the research situation of some domestic private enterprises, how to open a charging operation company? How to open a charging station? How to invest in joining a charging operator? Talk about a few rough understanding and ideas.
First, the need to open
The industry ushered in a policy favorable superimposed on the demand explosion. China Association of Automobile Manufacturers data show that in the first half of 2022, China's new energy vehicle production and sales were completed 2.661 million units and 2.6 million units, an increase of 1.2 times year-on-year, production and sales scale record high, the market share reached 21.6%. "According to the calculation of 80 million new energy vehicles in 2030, at least 20 million public charging piles and 30 million private charging piles will be needed by then. This means that in the next 8 years, the charging piles will have about 10 times the growth space."
The change in the number of related enterprises can feel the hot degree of the industry. SkyEye data show that as of July, there are about 552,000 new energy vehicle-related enterprises in the country, of which 118,000 new enterprises were registered in the first half of 2022, and the average growth rate of new registered enterprises from January to June was 46.5%, maintaining a high growth rate. From the market data of all parties, both from the supply side and the demand side, all show good expectations for the future development of the industry.
In terms of policy, in recent years, the state has continued to introduce relevant policies to guide the healthy development of the industry. For example, in January 2022, the National Development and Reform Commission and other departments issued the "Implementation Opinions on Further Improving the Service Guarantee Capability of Electric Vehicle Charging Infrastructure", proposing that by the end of the "14th Five-Year Plan", China's electric vehicle charging guarantee capability will be further improved, and a moderately advanced, balanced layout, intelligent and efficient charging infrastructure will be formed. The system can meet the charging needs of more than 20 million electric vehicles.
Second, the basic conditions of the office
According to our survey, the vast majority of domestic private capital has chosen to set up a limited liability to operate and manage.
1, the establishment of the vast majority of the way to take the form of a limited partnership for registration or operation.
2, the composition of shareholders mostly adopt the way of natural person holding.
3, the majority of the shareholding structure to take the same share different rights model.
4, the registered capital is generally controlled at less than 50 million yuan.
5, the scope of business is mainly concentrated in the main business-related business areas and other major categories, and so on characteristics show the obvious characteristics of private capital. (Of course, we do not exclude the existence of some special circumstances)
Third, the basic ability of investors
We believe that as an investor should have the following resources and qualities.
1, with a certain amount of capital and stable land or site resources.
2, with a wealth of social resources and social relations.
3, with a keen business insight and business judgment.
4、Have strong risk control ability and financial strength.
5、Be able to carry out the preliminary work of the project and complete the feasibility and assessment of the project.
