Redu.us took the initiative to transform, and the operation leader of China's charging pile emerged

A piece of paper “ Double subtraction ” Policy implementation , The education and training industry is no longer popular . American listed company Ritz Education decided to change the track , Aiming at the electric vehicle charging market on the air outlet .

2 month 8 Japan , Rex Education announces , It has cooperated with China's electric vehicle charging market operators and technical service providers Dada Auto Inc（“NaaS”） signed 《 Merger agreement 》.NaaS Shareholders will use NaaS All issued share capital in exchange for newly issued shares of Rex Education . In this transaction , The equity value of Ruisi education is about 4500 Thousands of dollars ,NaaS The equity value is about 5.87 Billion dollars . Upon completion of the transaction , Rex education and NaaS The merged companies will be held separately 7.1% and 92.9% Shares of .

According to Rath 2 month 10 The announcement of ,NaaS The company has occupied China's charging pile operation market 15-20% Share , But so far no Chinese enterprise has claimed the subject matter . Goods association 、“ Lei di ” Many media such as official account have sent articles to speculate through various channels ：NaaS It is the new energy sector of the energy chain of Internet companies in the domestic energy industry —— However, it seems that the official of energy chain has not made a clear response to this , But the shares of Ritz closed up for two consecutive trading days , Once the plate was high .

Online education was once a hot spot , And new energy is the wind outlet of the future , And it is more popular than online education , More sure . The electric vehicle charging market that Ritz is about to enter is undoubtedly a trillion level market . From the perspective of global trends ,“ Double carbon ” Become a global consensus , Major economies have also made it clear to achieve carbon peak 、 The time node of carbon neutralization , The transformation of the global energy structure from fossil energy to new energy has become an inevitable trend and theme in the next 20 to 30 years .

From the perspective of Chinese market , China is one of the fastest growing markets with the largest number of new energy vehicles and charging piles in the world . The charging point is also included “ New infrastructure ” Category , In the past two years, it has shown a trend of rapid growth . According to the data of China charging Alliance , By 2021 end of the year , The number of charging infrastructure in China has reached 261.7 Ten thousand units , Year-on-year increase 70.1%. among , Number of public charging points 114.7 Ten thousand units , Year-on-year growth 42.1%. A number of securities companies expect , In the next decade , The scale of China's charging market will reach trillion yuan .

Have to say , Ritz has foresight in choosing charging service as a new energy track . But its trading partner NaaS Is it really a unicorn in the field of domestic energy digitalization —— The new energy sector of the energy chain ？

Disclosure of information ,NaaS Is a leading Chinese electric vehicle charging market operation and technical service provider , Serve the most extensive public fast charging network in China .NaaS It also provides software for charging operators 、 Hardware and comprehensive technical services , It is also a high-quality partner of all parties in the electric vehicle charging industry chain .NaaS We are committed to making electric vehicle charging more convenient and fast 、 Better experience , Make all parties in the industrial chain more efficient . Let the efficient use of charging facilities become China's energy structure adjustment 、 Realization “ Carbon neutralization ” An important path .

Although rath's announcement , No disclosure NaaS The actual controller of 、 Chinese name of the company and other information , to NaaS And this merger is shrouded in a layer of mystery . But omnipotent we media still picked up some details .

According to the SEC Information disclosed , Energy chain technology will act as a shareholder , Will hold common stock of the merged company 、B class 、C The number of class a common shares respectively reaches 5000 ten thousand 、2.48 Eva 13.98 Million shares . In the signature page at the end of the document , The founder of energy chain 、CEO Dai Zhen （Zhen Dai） Name .

2021 year 4 month , Energy chain release NaaS（NewLink as a Service, Connect as a service ) service , Try to pass NaaS Connect the upstream and downstream of the energy industry chain including autonomous vehicle in a digital way .

From company name to executive signature , Comprehensive multi-party information , According to the American Stock Research Institute ,NaaS The possibility of energy chain is very high , It is likely to be a new energy business segment under the energy chain .

The follow-up announcement of Ritz disclosed NaaS The scale and growth rate of .NaaS The current coverage exceeds 24 Million charging infrastructures , among 70% For DC charging , service 187 Million electric vehicle owners .2021 year NaaS The total number of charging orders exceeds 5500 Thousands of single , Charging capacity exceeds 1233GWh, The size of the deal （GTV） exceed 1.84 Billion dollars , The current valuation is 5.87 Billion dollars . from 2019 - 2021 year ,NaaS The number of orders increased 740%, Charging capacity increases 820%, Transaction volume growth 770%.

Past public reports have shown that , The energy chain builds a “ Oil net ”、 a sheet “ Power grid ”. In the field of new energy , One end of the chain can be connected to the vehicle owner , One end is connected to the charging point operator , Promote the accuracy of both the supplier and the demander 、 Efficient connection . Besides , Energy chain can also provide front-end marketing for charging stations 、 Middle end station operation and maintenance 、 Back end green power procurement and other full link enabling , Help reduce costs and increase efficiency , Boost the healthy development of the charging pile industry . And these businesses , Also with the NaaS The descriptions of are highly coincident .

Integrated business structure and volume 、 In terms of growth rate , Among the third-party charging service providers in China , I'm afraid only Neng chain has such strength . Disclosure of information , Energy chain is established in 2016 year , Is an energy industry Internet of things company , Have a ball of oil 、 urgent cable 、 Energy chain cloud 、 Neng Cheng Technology ( Energy chain logistics )、 Energy chain integrated energy port 、 Six businesses of energy chain convenience . The energy chain is a double Unicorn at home and abroad , stay “ Global new energy 500 strong ” Rank in 366 position . Energy chain is the leading enterprise in the domestic digital field , It has repeatedly refreshed the financing record in the field of energy digitalization , only 2021 year , The financing amount of energy chain exceeds 40 RMB .

If it is really the new energy business of energy chain , that ,NaaS The future is still worth looking forward to .

at present , The global capital market has made great contributions to charging pile enterprises everywhere “ Vote with their feet ”： American electric vehicle charging network and charging solution provider ChargePoint It is the first charging pile company to land in the US stock market , Market value of more than 40 Billion dollars ; Australian charging point company Tritium This year 1 After it officially landed on NASDAQ in the middle of August , It has twice rushed up the circuit breaker transaction , A record of soaring for two consecutive days 100% The best .

In the epidemic and “ Double subtraction ” Under policy pressure , Online education enterprises have changed the track , Cross border transformation has become the new normal . New Oriental transformation live broadcast brings goods , go online “ Oriental selection ”, Chairman YuMinHong personally broadcast agricultural products ; Ape tutoring entered the clothing industry , Start selling down jackets . by comparison , Reiss Education （REDU.US） be “ Unusual way ”, Choose to enter the field of electric vehicle charging service , Can this emerging Chinese charging pile operation leader realize the Phoenix Nirvana of Ritz ？

Reference material ：

《 to “ Marry ” China Version “ChargePoint”, Ritz shares closed up nearly 3%》

《 Strength inventory of major charging pile manufacturers in U.S. stocks Reiss Education (REDU.US) And NaaS What is the combined value ?》

《 Rex education staged “ do a quick change ” Enter the field of energy supplement “ mysterious ” The trading party may be energy chain group 》

source ： American Stock Research Institute