01Accurate diagnosis: gaining insight into the core contradictions of the industry

In the current industry situation where the large-scale construction of charging and swapping facilities faces imbalances in resource allocation such as "having charging piles without vehicles and having vehicles without electricity," Zhang Rongji pointed out sharply in the dialogue: "Ultimately, the real challenge we face is the deep integration problem between a highly market-oriented, stochastic, and distributed massive load (electric vehicles) and a vast system that requires constant stability, planning, and centralized management (traditional power grid). Based on in-depth analysis of the industry, Zhang Rongji proposed four major development trends: Firstly, as the scale of photovoltaic power generation continues to expand but the consumption capacity is insufficient, the industry focus will shift from power generation to consumption in the next decade, with charging and energy storage becoming the market leaders; secondly, charging stations will transition from being solely consumer-oriented to production-and-consumption-oriented and microgrid-oriented, with the integration of photovoltaic, storage, and charging becoming the standard; thirdly, under policy guidance, the microgridization of parks and the integration of photovoltaic, storage, and charging will be comprehensively promoted, and the proportion of new energy generation needs to be significantly increased; finally, the electricity price difference will continue to expand, and the power grid is expected to introduce special electricity pricing policies for charging infrastructure, creating new market opportunities for industry development.".

02Clear Path: Providing a Four-Dimensional Breakout Solution

Facing industry challenges, Zhang Rongji pointed out that "the solution is definitely not a single technological breakthrough, but a systematic revolution integrating 'vehicle-charging pile-grid-cloud'". He elaborated on the implementation path from four levels: at the technical level, vigorously develop key technologies such as V2G (Vehicle-to-Grid), intelligent and orderly charging, and AI load forecasting; at the policy level, improve peak and valley electricity pricing, especially establish a refined electricity pricing system for charging facilities, and encourage "charging during off-peak hours"; at the business model level, explore the "aggregator" model, package scattered charging loads into controllable resources, participate in grid peak shaving, and allow both vehicle owners and operators to profit from it; at the industrial collaboration level, break down data barriers, establish unified standards and communication protocols, and achieve efficient "dialogue" between vehicles, charging piles, and grids. Only through such comprehensive governance can electric vehicles be transformed from the "grid challenge" they once faced into "valuable assets" that support the new power system and facilitate the consumption of clean energy.

03Open Ecosystem: Inviting Co-creation for the Future of the Industry

Against the backdrop of charging operators generally facing the dilemma of "increasing volume without increasing revenue" and the traditional "going it alone" model in the industry becoming unsustainable, Zhang Rongji, as an advocate of the Zero Carbon Logistics Eco-Alliance, pointed out: "The era of going it alone is over. We must provide comprehensive services like a 'Man-Han-Quan-Xi' (a traditional Chinese feast) for others." The Zero Carbon Logistics Eco-Alliance was jointly initiated by Jinguan Corporation and more than 20 leading enterprises in the industry chain. Its members encompass diverse entities such as freight source and transportation platforms, logistics enterprises, heavy-duty truck manufacturers, financial institutions, charging and swapping operators, and integrated transportation and charging investors. The alliance is committed to building a new industrial ecosystem for collaborative development and creating a one-stop service closed loop covering the entire electric logistics chain.