中国新能源汽车基础设施发展现状及油气企业应对策略

Deployment of new energy vehicle infrastructure and strategies for oil and gas enterprises

中国新能源汽车市场发展速度超过预期,未来几年发展仍将处于快车道,中央和地方政府相继发布规划类文件推动产业加速升级。油气企业正在积极探索转型路径,加速进入新能源汽车基础设施市场,谋求新旧业务融合。考虑到新能源汽车配套基础设施需求潜力大、充换电业务可以与现有加油站实现协同发展等机遇,以及终端服务新的商业模式和布局方式出现、未来市场主体更加多元化、市场竞争加剧等挑战,油气企业需要适应新的市场竞争,逐步构建自身的核心竞争力。一是融合创新,抓住新能源汽车基础设施发展机遇,优化销售网络布局,开展多种模式的示范试点;二是因地制宜,充分利用现有资产,在不同区域实施差异化的销售终端发展策略;三是因势利导,关注换电业务,考虑与新能源汽车企业合作,通过优势互补共同推动新能源汽车基础设施的布局和建设,实现合作共赢。

China’s new energy vehicle market is growing faster than expected and will keep this fast development trend in the next few years,with central and local governments releasing planning documents to promote accelerated industrial upgrading.Oil and gas companies are actively exploring transformation paths,accelerating their access to the new energy vehicle infrastructure market,and seeking to integrate the traditional business and the new.Considering such opportunities as the large potential demand for supporting infrastructure for new energy vehicles,the synergistic development of battery charging and swapping business with existing gas stations,as well as challenges including the emergence of new business models and terminal service layout,more diversified market players in the future,and the intensification of competition in the market,oil and gas companies need to adapt to the new competition in the market and gradually build up their core competitiveness.Firstly,the companies should focus on integration and innovation,seize the opportunity for the development of new energy vehicle infrastructure,optimize the layout of sales networks,and carry out demonstration pilots in various modes.Secondly,they should make full use of its existing assets and implement differentiated terminal development strategies in different regions.Thirdly,they should focus on the battery swapping business and consider cooperation with new energy vehicle enterprises to promote the layout and construction of infrastructure for new energy vehicles by complementing each other’s advantages and realizing winwin cooperation.