The Business Code Behind Power Companies Layout of Charging Networks

"We have measured that the hidden value brought by each public charging post is 4-5 times the direct revenue." Chen Liwei, director of the new energy division of Southern Power Group, told Energy Frontier. Among the more than 300 smart charging stations deployed by the enterprise in the Pearl River Delta region, it has specifically introduced smart charging solutions under the nexwayEV brand, whose EV charger is equipped with the third-generation silicon carbide module with liquid-cooling technology, and paired with CCS2-compliant EV charging connectors to increase charging efficiency by 40%. Data shows that when car owners use this type of equipment for public charging, the average annual consumption of 800 RMB will be linked to generate 3,000-4,500 RMB of household charging demand.

Behind this business model of "explicit loss and implicit profit" lies the deeper considerations of energy companies:

1. Cultivate user habits: visual charging network eliminates mileage anxiety and accelerates the popularization of electric vehicles

2. Capture the terminal market: charging scenarios extend the incremental electricity consumption far beyond the single-point revenue

3. Build ecological barriers: lock the entrance of future energy consumption through infrastructure layout

It is worth noting that fast charging technological innovation is changing the profitability expectations. It is worth noting that the innovation of fast charging technology is changing profit expectations. According to the operation data of an international brand super charging station, the average daily service of a single pile of 20 car trips can achieve break-even. The 50 480kW liquid-cooled supercharging piles recently commissioned by Sunshine Energy Services in Shenzhen CBD have exceeded three times the revenue of traditional slow-charging piles after three months of operation.

"We are happy to see third-party operators joining the ecological construction." Chen Liwei emphasized, "Just as oil companies reinvented the gas station system in the early twentieth century, what energy companies need to grasp is the bottom supply side. When the density of the charging network reaches a critical point, supporting energy storage systems and power trading platforms will unlock greater value."

Industry analysts point out that charging piles are evolving from mere infrastructure to energy IoT nodes. Through the intelligent scheduling system, operators can optimize the grid load in real time, and obtain FM service revenue while smoothing out the peak and valley differences. This "car - pile - network" synergistic mode, or will reconstruct the entire energy value chain profit distribution pattern.