Every reporter: Li Shuo Every editor: Duan Lian, Pei Jianru
As the penetration rate of new energy vehicles continues to rise, the popularity of the charging supporting facilities industry also continues to rise.
Recently, the "Action Plan to Accelerate the Construction of Charging Infrastructure Along the Highways" jointly issued by the Ministry of Transport and the National Energy Administration, State Grid, and China Southern Power Grid proposed that by the end of 2023, qualified charging infrastructure Ordinary national and provincial trunk highway service areas (stations) can provide basic charging services. Data shows that so far, of the 6,618 highway service areas across the country, approximately 13,400 charging piles have been built in 3,102 service areas, which can basically meet the current charging requirements for new energy vehicles.
This is another favorable policy for the charging pile industry this year. On August 18, the State Council executive meeting decided to establish a coordination mechanism for the development of the new energy vehicle industry, proposing to use market-oriented methods to promote the survival of the fittest among vehicle companies and the development of supporting industries, vigorously build charging piles, and provide support with policy development financial instruments.
Not only that, many places have also introduced a series of policies to promote the construction of new energy charging facilities since this year. For example, Shanghai plans to have the vehicle-to-pile ratio in the city not higher than 2:1 by 2025; Beijing plans to strive to build 70 charging piles by 2025. Thousands of others. With favorable policies, a large amount of capital and players have poured into the charging pile industry. Relevant data shows that in the first seven months of this year, there were more than 50,000 "new players" in my country's charging pile-related market.
At the same time, the charging capacity of new energy vehicles has also increased significantly. Tered (SH600406, stock price 18.57 yuan, market value 19.3 billion yuan) showed that 's charging capacity exceeded 2.6 billion kilowatt-hours in the first half of this year, an increase of 40% over the same period last year; Energy Chain Smart Electric (NAAS, stock price 6.12 US dollars, market value 1.311 billion US dollars) released data show that in the first half of this year, the charging capacity of was 1.06 billion degrees, a year-on-year increase of 160% .
Picture source: Photo Network - 500868029
In the past year, an average of 52,000 public charging piles have been added every month.
The policy bonus of continuous increase has attracted various players to compete in the field of charging piles.
The current mainstream business models in the charging pile industry mainly include the operator-led model represented by Star Charging and Telecall , and the car company-led model represented by NIO , Avita , and Tesla . , as well as the dominant model of third-party charging service platforms represented by energy chain and cloud fast charging.
Among them, the vehicle company has different construction ideas from the other two. They mainly promote exclusive high-power charging piles suitable for their own models, while the latter two use standardized products to radiate more models. According to Liu Kai, director of the Technology and Certification Department of the China Electric Vehicle Charging Infrastructure Promotion Alliance, the current layout of high-power charging by car companies mainly wants to better serve their users, improve the market acceptance of new energy vehicles, and at the same time establish the corporate Brand image.
Public charging pile operators with a wider audience are more concerned with return on investment. Currently, 60kW or 120kW power piles are the main ones, which can usually replenish energy for 200 kilometers of driving range in 15 minutes to one hour.
"The standards of charging piles are constantly improving. Currently, the 120KW integrated dual-gun DC charging pile that is in great demand on the market is mostly used for buses, online ride-hailing and taxis. Operators can combine the rules of bus charging, Online ride-hailing and taxi operations will be fully open to the public during the day, and self-owned public transportation vehicles will be charged at night to maximize revenue," said Yu Shiying, chairman of Zhuhai Shen Technology Co., Ltd.
According to statistics from the China Electric Vehicle Charging Infrastructure Promotion Alliance, as of July 2022, member units within the alliance have reported a total of 1.575 million public charging piles, including 684,000 DC charging piles, 890,000 AC charging piles, and AC and DC integrated charging piles. 485 piles. From August 2021 to July 2022, about 52,000 new public charging piles were added in April.
Picture source: Photo by reporter Zhang Jian (data map)
"We judge that China's new energy vehicle market will have a guaranteed number of 80 million new energy vehicles by 2030, and at least 20 million public stakes will be needed.In this process, the total investment in building piles may require 2 trillion yuan. In addition to the operation and maintenance after the construction of each charging pile, one pile will require an operation and maintenance cost of more than 1,000 yuan to 3,000 yuan per year. So this is a multi-trillion market. "Wang Yang, founder and CEO of Nenglian Smart Electric, said.
China Charging Alliance data shows that my country's charging pile market size was only 7.2 billion yuan in 2017. Driven by both market and policy factors, it will reach 41.9 billion yuan in 2021. In 2017 ~The compound growth rate in 2021 is 55%, and the market size is expected to reach 2870 by the end of 2026 Zheshang Securities research report predicts that the number of new charging piles in the world is expected to reach 13.99 million units in 2025, with a corresponding market space of 196.3 billion yuan, and a compound growth rate of 65% from 2021 to 2025.
Industry chain enterprise performance. Differentiation
It is understood that the full The electric pile industry chain includes upstream charging pile component manufacturers, midstream charging pile operation service providers, and downstream service support links. Among them, equipment parts manufacturers and charging pile operators are the most important links in the charging pile industry chain. Among the companies, core charging pile equipment suppliers include Guodian Nari (SH600406, stock price 28.85 yuan, market value 193.1 billion yuan), Xu Ji Electric (SZ000400, stock price 21.62 yuan, market value 21.8 billion yuan), Aotexun (SZ002227, stock price 16.01 yuan, market value 4 billion yuan), etc.; Core component manufacturers include Tonghe Technology (SZ300491, stock price 14.74 yuan, market value 2.6 billion yuan), Inkerui (SZ300713, stock price 14.86 yuan, market value 2.3 billion yuan), Galaxy Electronics (SZ002519, stock price 5.01 yuan, market value 5.6 billion yuan), Wanma Shares (SZ002276, stock price 10. 17 yuan, market value of 10.5 billion yuan), etc.; leading charging pile operators include Xingxing Charging, Telaidian, State Grid, etc.; core players of the converged charging platform include Nenglian Smart Electric, Langxin Technology (SZ300682, stock price 28.47 yuan, with a market value of 29.9 billion yuan), cloud fast charging, etc.
according to wind. According to data, judging from the companies that have announced mid-term reports, the main revenue of listed companies related to the charging pile industry has generally increased, with an average increase of 18.31%. Among them, the revenue of companies such as Energy Chain Smart Electric and Tonghe Technology increased year-on-year. More than 40%; however, there are large differences among companies in terms of net profit. Companies such as Galaxy Electronics and Wanma Co., Ltd. achieved an increase of more than 200%, while Inke Companies such as Rui, Aotexun, and Tonghe Technology have experienced varying degrees of decline.
Image source: wind screenshot
At present, the mature business model of midstream charging operators is still in the exploratory stage. For example, currently ranks first in the country in terms of market share. Te Laidian has been at a loss for the past three years. Data from
shows that from 2019 to 2021, Telaidian’s net profits after non-profit deductions were -165 million yuan, -269 million yuan and -135 million yuan respectively, with a cumulative loss after non-profit deductions of 560 million yuan. However, the 2022 mid-term report of Teredian, the parent company of Te Laidian, shows that its "new energy vehicle charging business and others" gross profit in the first half of the year was approximately 245 million yuan, with gross profit margin increasing by 5.08% compared with the same period last year.
Energy Chain Smart Electric Wang Yang believes that it will still take two to three years for companies to achieve profitability , but there is still a lot of room for exploration of innovative products and solutions in the field of new energy services. "China's charging market is still growing rapidly. We will continue to invest in the market in the past two to three years, and profits are expected to be at least two to three years later. We believe that the charging speed of electric vehicles in the next two to three years may be It can be fully charged in 20 to 30 minutes, but car owners still have various service needs during charging," Wang Yang said.
Reporter | Li Shuo
Editor | Duan Lian, Pei Jianru, Du Hengfeng
Proofreading | Cheng Peng
| Daily Economic News nbdnews Original article |
Reprinting, excerpting, copying and mirroring are prohibited without permission
Daily Economic news
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-