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And this also aligns with the argument of "intelligent relativity" in the above, that the current new energy vehicle industry is still mainly policy oriented. In the policy oriented industrial environment, due to the overall market demand increasing but not reaching a "critical point", investing in charging piles is not a big money making business, which may also be the key to the low attention of the charging pile industry.

But looking back at history, in fact, the charging pile industry has also experienced a "shining moment".

In 2014 and 2015, the issuance of the "Notice on Rewards for the Construction of New Energy Vehicle Charging Facilities" and the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)" attracted a large number of companies to rush in and seize the opportunity, fearing to miss this round of development opportunities. However, due to the considerable degree of blindness in investment, it has caused many practical problems.

At that time, many of the companies that flooded in invested in the construction of AC charging piles, which was the result of balancing electricity costs and site resources. Compared to DC charging, AC charging is slower. With the explosive increase in the number of new energy vehicles on the road, these early built AC charging piles are no longer able to meet market demand. In addition, the utilization rate of these charging piles is currently low.

Taking Shanghai, where the new energy vehicle industry is relatively developed, as an example, except for the utilization rate of public vehicle charging stations reaching about 14%, the utilization rate of other public charging stations is only about 2%, and the utilization rate of charging stations needs to be higher than 5% to achieve profitability.

In the view of "intelligent relativity", this forms a "paradox". New energy vehicle owners urgently need public charging stations outdoors, but the existing charging stations cannot meet their needs in terms of charging port compatibility and charging timeliness.

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