As of the end of the third quarter, the national new energy vehicle ownership reached 11.49 million, accounting for 3.65%. The sales of new energy vehicles in 2022 are expected to be 6.7 million, with increasing by 290.3% year-on-year. This number is expected to exceed 9 million next year.
With the surge in new energy vehicles, the charging pile industry has developed rapidly. According to data from the China Charging Alliance, public charging piles increased by 51,000 in November, an increase of 58.6% year-on-year, mainly concentrated in Guangdong, Jiangsu, Zhejiang, Shanghai, Beijing and other places. As of the end of November, the cumulative number of charging infrastructure in the country increased by 107.5% year-on-year to 4.949 million units.
TOP15 operators account for 93.6% of the total. Ranked 11-15th, Yiwei Energy (41,000 units), 0,000 Ma Aichuan (27,000 units), SAIC Anyue (24,000 units), China Putian (23,000 units), and Blue Fast Charging (18,000 units).
Yiwei Energy is a new energy vehicle charging brand established in Hong Kong in 2010. It entered the mainland in 2014 and carried out charging business with Beijing, Shanghai, Guangzhou and Shenzhen as the main markets. It adopts the charging operator model, that is, the operator establishes applications, SaaS platforms online, provides value-added services such as charging data detection and integrated operation and maintenance solutions, and at the same time, independently completes the investment, construction, operation and maintenance of charging piles offline, and provides users with the operation and management model of charging services.
Weijingyun (69,000 units), Shenzhen Car Power Grid (65,000 units), Southern Power Grid (61,000 units), 0,000 city ten thousand charging (47,000 units), and hui charging (44,000 units) ranked 6-10. Weijingyun, which has been established for six years, has integrated discrete charging stations/piles on the market, providing charging station management, charging transaction and other operation services, and also providing a unified traffic entrance for C-end consumers. In December last year, it received tens of millions of yuan in financing for the entrepreneurial factory. Up to now, its charging stations are located in 27 provinces, autonomous regions and municipalities including Guangdong, Hainan, Jiangxi, Hubei, Guangxi, Fujian, and Sichuan.
Xiaoju Charging ranked fifth with an operation volume of 91,000 units. This is a new energy charging brand under Didi Chuxing . It has covered more than 110 cities in China, with more than 1,800 cooperative merchants and 20 OEM factories, and has served more than 370 million times in total.
There are 4 companies operating more than 100,000 charging piles. National Grid ranked 4th, operating 196,000 units. Its smart vehicle networking platform is the world's most extensive, most numerous and most service capabilities. It has accessed more than 1,200 operators and more than 1.7 million charging piles, accounting for 90% of the public piles in the country.
ranked third in cloud fast charging (operated 244,000 units), was established in 2016 and is China's leading charging IoT and energy management solution service provider. Based on an open third-party platform cooperation ecosystem, it provides comprehensive charging services and energy management service solutions to all industries such as electric pile operators, fleets, and EV manufacturers. Its platform business has penetrated into more than 370 cities and serves more than 6,900 electric pile operators.
Star Charging ranked second, operating 334,000 units. Public information shows that the company has been established for eight years and is headquartered in Changzhou, Jiangsu. It is a strategic partner of 58 well-known car companies including Mercedes-Benz, Porsche , BMW , BYD , and BAIC.
parent company Wanbang Xingxing Charging Technology is affiliated to 0 Wanbang Jin Zhixing Car Industry Group . This is the largest automobile dealer in Jiangsu Province, ranking eighth in the "2022 Top 100 Auto Dealer Groups in China". Last year, it achieved operating income of 46.313 billion yuan and sales (including used cars) reached 120,058 vehicles.
China's "No. 1 charging pile": Te-tel , operating 335,000 units. This is a subsidiary of Truide . It was established in 2014. It is mainly engaged in the research and development, production, sales of charging equipment and the construction and operation of charging networks. It provides users with charging system solutions and charging network operation services. It is the first domestic operator with a cumulative charging capacity exceeding 10 billion degrees.
With the rapid growth of sales of new energy vehicles, industrial pain points such as slow charging, difficulty in charging, and unreasonable layout of charging piles are becoming increasingly apparent. At present, the figure of the vehicle-pile ratio is still around 1:3, and it is still a distance away from the target of 1:1. It is worth noting that companies entering the charging pile business are still facing difficulties in making profits. We will continue to observe what new changes will happen in the future industry development.
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