The cost of charging piles began to rise, and new energy vehicles began to "cut leeks"?
Text/Tao Li
When many consumers are still worried about "high oil prices" and want to switch to the embrace of new energy vehicles, the electricity bill of new energy vehicles has risen unexpectedly.
According to a netizen's revelation, the cost of charging piles in a certain area of Shanghai has risen significantly. According to the netizen, in the same place and the same time period, the price of charging piles used to be 1.15 yuan, but now it has risen to 2.15 yuan, an increase of 87%. A similar situation not only appears in Shanghai, the cost of charging piles in many places across the country has recently ushered in a price increase, and from the charging costs in various places, it can also be found that the cost of the time period of 12:00-14:00 noon is the highest.
The cost of charging piles is rising, and new energy vehicles are cutting leeks?
Seeing this news, I believe that for many new energy vehicle owners, how happy they were when the charging cost was low before, and it is estimated how uncomfortable they are now, thinking that they are escaping the pit of "oil prices", and the result is jumping into another freshly dug pit.
In fact, although the matter is very sudden, but all this is actually a long time expected, after all, the base of new energy vehicles is small, still in the growth stage, naturally inseparable from all aspects of policy support, and with the increasing number of new energy vehicles, the price increase of charging piles is also a matter of course, so whether it is considered "cutting leeks" depends on how everyone understands.
In 2021, the average price of electricity for urban residents and industrial electricity prices were 0.596 yuan / kWh and 0.61 yuan / kWh respectively, and according to last year's electricity price data world ranking, in the statistics of 133 countries in the world, the mainland ranked only 93rd. The lower electricity cost than the fuel cost is also the biggest advantage of new energy vehicles, if this advantage is lost, the goal of "overtaking on a curve" obviously cannot be achieved.
There are actually many reasons behind the rising cost of charging piles
According to the Notice on Provincial Power Grid Transmission and Distribution Prices and Related Matters previously issued by the National Development and Reform Commission, from June 1 this year, a new electricity price scheme will be implemented in China.
The new electricity price scheme gradually classifies the electricity prices of users into three categories: residential life, agricultural production, and industrial and commercial electricity (except for electricity consumption other than the implementation of residential life and agricultural production electricity prices), and the three types of electricity prices increase sequentially. The public charging stations used for the charging of new energy vehicles are all industrial and commercial electricity, so the charging cost is bound to rise everywhere.
In addition, summer itself is also the peak period of electricity consumption, the highest power load of the recent Southern Power Grid reached 226 million kilowatts, a record high, an increase of 3 million kilowatts over last year's maximum load.
It is worth mentioning that most of the domestic charging piles are in a loss-making state, and many of them rely on state subsidies to "maintain their livelihood". Taking the industry's most well-known special call as an example, its net profit attributable to the parent from 2019 to 2022 was -165 million yuan, -269 million yuan, -135 million yuan and -26 million yuan, respectively. Although the loss is decreasing, it has never been profitable, and the construction of charging piles is difficult to advance, and it is not difficult to understand the increase in fees with the reduction of relevant subsidies.
Having a home charging pile may become the biggest advantage of new energy vehicle owners
The impact of rising prices is obvious, according to the 100 kilometers of power consumption 15kWh, electricity price 2.05 yuan / kWh calculation, the cost of new energy vehicles per kilometer is about 3 cents, and fuel vehicles per kilometer fuel consumption is generally more than 5 cents, the gap between the two is actually narrowing, considering charging speed, battery safety and other issues, I believe that many consumers may or reconsider the advantages and disadvantages of the two when choosing.
In the future, for most new energy vehicle owners, whether there is a home charging pile will become a key issue, although the efficiency of charging is low, but the price of a few cents a kilowatt-hour is much cheaper than that of public charging piles. By 2022, the number of new energy vehicles in the country will be 13.1 million, and the number of charging infrastructure will reach 5.2 million, of which the cumulative number of public charging piles will only be 1.8 million, which means that nearly eighty percent of car owners need to charge at public charging piles.
Although the construction of charging infrastructure is currently being accelerated in China, the number of charging piles has never kept up with new energy vehicles, so the load of public charging piles will naturally be greater in the future, and the price may continue to rise, and the advantages of household piles will become more obvious.
Written at the end:
From the rise of new energy vehicles to the present, new energy vehicles have enjoyed many policy dividends, but with the development of the entire market, the relevant policy tilt will naturally fade, and the rise in charging costs may be just the beginning. At present, the new energy vehicle purchase tax policy will also be completely withdrawn from the market in 2027, and there are also industry insiders who have suggested merging the current blue and green cards, which also means that our so-called "green card advantage" will gradually disappear, and consumers also need to make a decision between "buy early and enjoy early" and "buy late to enjoy discounts".