At the end of May, at the headquarters of TGOOD in Qingdao, Mr. Yu Dexiang accepted an exclusive interview with AutoNavi. From charging piles to charging network, from new infrastructure to industrial Internet, from corporate culture to ecological system, Mr. Yu Dexiang shared with us the future picture of the charging piles market that he could see, as well as the direction of TGOOD's most important work in the next stage.
◆ Policy to accelerate the development of the charging pile market rekindle the fire
Charging pile industry along with the development of new energy vehicles. 2009 China's implementation of the "ten cities, one thousand" plan, new energy vehicles for public **** transportation field of the trial water opened; 2013 new energy vehicles to the private sector formally promoted, large-scale charging pile demand, and the development of new energy vehicles to the private sector. In 2013, new energy vehicles were formally promoted to the private sector, and the demand for large-scale charging piles also came up. 2014 is considered the first year of the development of the charging pile market, and social capital has been pouring in, and TCC was also formally established in this year.
The company was founded by its parent company TGOOD, a power equipment company listed on the GEM board in 2009. The layout of the charging pile business for TGOOD, is the deep expansion in the power industry.
Although the prospect of new energy vehicles is good, but most of the players into this industry, only to find the bottomless, the construction of a charging pile to coordinate land, capacitance and other resources, and charging piles after the completion of the new energy car is faced with a small number of ownership, charging efficiency is low and other embarrassing issues. Yu Dexiang calculated that in the development of the charging pile business in six years, the special call has invested 6 billion yuan.
In the past few years, the charging pile market has experienced capital swarming in, experienced barbaric expansion, experienced calm reflection, today, 70% of the players have retired, and Tecloud is one of the companies that persisted, and has become the largest charging pile operator in the country. Up to now, TCC has invested in the construction of 270,000 charging piles, has built and operated 160,000, accounting for 41% of the national public **** charging market share.
Although after six years of experience, the players who are struggling to hold on have been few and far between, the recent favorable signals released by the policy are rekindling the confidence of the entire industry. In the first half of the year, the State Grid, the South Network has announced an increase in investment, the State Grid said clearly, the year will invest 2.7 billion yuan in the construction of charging piles, new charging piles 78,000; South Network plans to invest 25.1 billion yuan in the next four years to invest in the construction of charging facilities, the completion of a large-scale centralized charging station of 150, charging piles of 380,000; star charging, said the expected investment of 1 billion yuan this year to build the charging network; BMW Group Announced that by the end of the year will be built in the Chinese market more than 270,000 charging pile ...... charging pile market "second battle" seems to have started.
◆ The moat is wide enough Charging network is the core barrier
Although the "sound of gunfire" has been heard, Yu Dexiang believes that the moat of TCC is wide enough. On the surface, the advantage of the TCC is the layout of the largest base of charging piles in the country, but in fact the charging network is the core of its technical barriers. Special caller in 2016 has established the development of charging network technology route, to today has been basically molded.
What is the difference between charging pile and charging network? Yu Dexiang gave us a detailed introduction, charging pile is simply to charge electricity to the car's physical plug, while the charging network is dozens or hundreds of charging pile physical link and intelligent transformation, formed a microgrid in the region. The core difference between the two can be summarized as two points: first, the charging network has the ability of two-way flow of energy, and second, the charging network data and information interaction is deeper.
More specifically, the charging network can be divided into four layers: the bottom layer is the equipment network, that is, the charging piles distributed throughout the country; the second layer is the Internet of Things (IoT), the charging piles are connected to the smart microgrid, distribution grid, electric vehicles and other IoT devices; the third layer is the energy network, that is, charging piles are connected to the top of the energy supply, and the bottom of the transmission to the car and the user; the fourth layer is the data network, which includes the car, the battery, the car's machine data, wind, light, water, grid energy data, as well as the user's charging, consumption, payment and other user behavior data.
At present, the centralized management and operation of charging piles has become an industry **** knowledge, and other charging pile enterprises have begun to build a platform system. In comparison, Tecloud started earlier and formed a more mature charging network model and system, which not only has the largest charging pile network layout, but also independently researched and developed the top ten application clouds, and constructed an interconnected big data platform in the ecosystem. These first-mover advantages, it is difficult for other enterprises to catch up in a short period of time.
For the subsequent development of TGOOD, Yu Dexiang summarized as "one machine, two wings" strategy, charging network is only one of the two wings. As TGOOD started from the manufacturing of electric power equipment, in the short term, this part of the business will remain its main body, the other wing of the two wings is the "new energy micro-grid system", its core business is energy management, Yu Dexiang named the brand "special warmth". "
In this way, it is the most important thing that you can do for your business.
Under this overall strategy, TGOOD's future profit model will have three main parts: equipment manufacturing, charging operation and data value-added. Yu Dexiang introduced, the current financial structure, TGOOD gross profit at least 60% from equipment sales, 30% is from charging operation, only less than 10% from the data side of the income. And with the development of new energy vehicles scale, revenue structure is expected to have a 10% range of possible changes each year, for example, "next year, the proportion of equipment manufacturing revenue will be reduced by 10%, the second year by 20%, the third year by 30%, at the same time, the proportion of the latter two year by year".
From manufacturing to operation, to data value-added services, TGOOD is building a closed-loop business model, the next step to see, if the three businesses can be recycled, this business model will really take shape.
◆ The industrial internet scene behind the charging network
"The charging network will be one of the biggest application scenarios of the industrial internet", behind the creation of the charging network, Tricore's bigger dream is to build an industrial internet ecosystem with charging piles as the link. Industrial Internet which is not only the dream of TCC, but also the city dream of Qingdao.
In May 2020, Qingdao issued the Planning Program for Creating the World Capital of Industrial Internet as well as the Implementation Program for Qingdao's Three-Year Attack on Industrial Internet (2020-2022), hoping to make Qingdao the world capital of industrial internet through three years of attack.
Zhou Yunjie, President of Haier Group, has talked about how the consumer Internet is the first half of the Internet, which reshapes the shape of business, while the industrial Internet is the second half of the Internet, which will certainly reshape the shape of industry. Consumer Internet is based on consumption, socialization, payment, and e-commerce, and industrial Internet is based on big data, intelligent manufacturing, and the Internet of Things.
The Industrial Internet will be based on global industry, and through the high degree of integration of computing, analysis, sensing technology and the Internet in the global industrial system, it will link people, machines, and data, realize the leapfrog development of manufacturing and service industries, and achieve a high degree of integration between supply and consumption.
Based in Qingdao, Tecnon wants to build a nationwide industrial Internet scenario. The world's largest industrial manufacturing is the automobile, and the world's largest industrial consumption is also the automobile. Electrification makes the car from a mechanical product into an electronic product, which makes the link and interaction of vehicles possible.
The charging scenario has the most extensive connection and interaction process: automotive big data, battery motor electric control big data, user behavior big data, energy big data can be collected to the charging network, and analyzed, transferred, and applied in the cloud. Intelligent charging network will link up the car, energy and users, the formation of the "Internet, Internet of cars, energy network" three-network fusion, which may become the future of the largest "industrial Internet", and thus give rise to the fourth industrial revolution.
The host factory owns its own brand of vehicle data, and the charging network owns the data of all brands and models on the platform. After the vehicle comes off the line from the factory, the charging network becomes the biggest scene of connection and interaction with it every day. In other words, "whoever owns the largest charging network, who owns the largest entrance and data, who will be able to take the lead in building the largest industrial Internet".
At present, China's new energy vehicles accumulated less than 4 million, when according to the Ministry of Industry and Information Technology planning to reach 10 million, 50 million, big data and the value of the entrance will have a greater imagination. Teclink's charging network currently has access to 236 industry chain and ecological interconnection platforms, with an average daily data volume of 6TB, and its partners include automobile manufacturers, vehicle operation platforms, and government platforms.
◆ Corporate culture is the soil of ecology
The direction is right, the wind is coming, for Dexiang, the next most critical step is to lead the team to create a multi-party ****winning ecosystem, he said, the ability to integrate resources will be a major challenge, and the core of the challenge lies in the following: can you empower others, "If you only get benefits from others, the ecosystem will definitely not be done," he said. Getting benefits from others, the ecology certainly can not do, to fully consider how to create value for customers, create services, create demand."
"There are big trees in this industry, there are small trees, there are small grass, there are small flowers, to build such an ecology, to integrate all the relevant industries, people and resources to the special call platform, *** with the same empowerment for the platform, but also in the platform to get value and benefits".
Yu Dexiang believes that corporate culture is the endogenous power of an enterprise, and is the soil for the establishment of an ecosystem, which can constantly provide vitality for the ecology. In TGOOD's corporate culture, there is a bright keyword called "destiny***same body" culture, which emphasizes the concept of "platform***creation, responsibility***taking, value sharing, destiny in the same boat". In his view, only to create a mutually beneficial *** win destiny *** same body, nourish the whole ecological with corporate culture, in order to be able to cycle, endless.
Yu Dexiang graduated from North China Electric Power University, with more than 10 years of experience in the power industry. 2004, Yu Dexiang officially founded TGOOD, and spent five years, the enterprise will be cultivated into the first share of the GEM board, and the special caller is the business of TGOOD on the basis of the "second venture".
Looking back on his entire career, Yu Dexiang's career has not been detached from the keyword "power", "I have been engaged in technology and products since I graduated from the university, and these things come from liking, liking things are willing to think about, after thinking about it, it's easy to think about other people can't think of, it may be easy to find some new ideas, and it may be easy to find some new ideas.
This year's 3.5 million dollar project is the first of its kind in the United States.
In March of this year, Tecnon received about 1.35 billion yuan of A round of financing, which gave Tecnon the subsequent development of the preparation of ammunition. For the next step of development, Yu Dexiang is very confident, "there is no mountain, there is no water blocking you, and there is no haze", he believes that the core of this year's strategy of Tecloud, is to grasp the rhythm of development, integrate enough resources to achieve the goal, "the first stage is to look at the direction of the second stage is how to Rushing to the goal to make hard work, and to run good, fast and healthy."
Editor's summary:
Over the past few years, the charging pile market has been lukewarm, and now it is ushering in a major turnaround. In the eyes of Yu Dexiang, the favorable policy will accelerate the development of the charging pile industry, and the charging pile industry has come to a turning point. For Teclair, the next stage is to continue to improve the charging network construction, including the layout of the charging pile, the research and development of forward-looking technology, the construction of the ecological system and other aspects.
During the whole interview, Yu Dexiang answered the questions in an unhurried pace, as if all the future pictures were already in his mind. He said that after seeing the "construction of charging piles" included in the government's work report, he asked himself ten questions, which he laughingly called "ten souls". After reviewing the development in the past six years, he firmly believes that the dawn of the charging pile market has really come. (Wen/Automotive House Xiao Ying)