The entire upstream charging components mainly include charging modules, charging guns, insulation detection modules, relays, main controllers, electricity meters, card swiping modules, mold shells, etc. Among them, the total cost of charging module, charging gun, relay and mold shell accounts for about 70% of the cost of the entire charging pile. Today we will give a special introduction to the charging module manufacturer to talk about the health analysis of charging module manufacturers. The health of other component manufacturers in the charging industry is similar to that of charging modules.
We all know that the charging module is the "most technical" part of the entire charging pile, because the performance of several core indicators of the entire pile depends on the charging module, such as the energy efficiency conversion ratio of the pile, noise, high and low temperature, high pressure, salt spray, etc. This also shows in disguise that the failure rate of charging piles in the future will also depend mainly on this component. The failure rate statistics of actual operating piles also verifies this point, which generally accounts for 50% of the number of pile failures.
Let’s first look at what are the main players currently playing the charging module? Looking at the current status of these players, the status of these players basically represents the status of the industry.
Globally, the main players and heavyweights of the charging module are as follows: Emerson (the world's top), Delta, Taiwan (the world's first echelon); Huawei, Infeiyuan (the mainland's top); ZTE, Youyou Green Energy, Tonghe, McGmitt (others in mainland China). Others include Yonglian and Shenghong. Because they are also pile companies themselves, they are not placed at the heavyweight level.
Let’s first look at Huawei’s “Light of the Nation”. Huawei’s charging module is as competitive as ever in terms of product: energy efficiency conversion, noise, and high and low voltage platform compatibility, and is definitely ahead in China. If we look at it purely from a quality perspective, I think it is still the only choice. However, this guy currently has several congenital defects in the industry: First, the price is too high. At the level of 0.125-0.133 yuan/W in the domestic first and second-tier manufacturers in the industry, its price can reach 0.145 yuan/yuan. Most charging pile manufacturers basically cannot afford to use their homes under the current charging ecosystem. However, charging module manufacturers "mainly" hope that Huawei will support it, so as to support the price "ceiling" for the entire industry and not be reduced too low. Second, whether Huawei should make charging piles is said to have been debated within Huawei’s digital energy. From a strategic perspective, Huawei should not make piles, because the entire digital energy strategy is “Huawei Inside”, which is the core part of the value chain, which is also in line with Huawei’s “temperament”. Charging pile integration does not have that high value and cannot support Huawei's internal model. However, due to the pressure of sales performance, the following departments often try to break through the company's strategy through various efforts, which leads to frequent rumors about when and when Huawei's piles started to make piles again. Even the pile companies won’t choose Huawei. These two points determine that Huawei's business model of third-party modules in the domestic market is swaying, and sales cannot achieve better breakthroughs. It is said that Mr. Hou suggested that they reduce domestic sales. To sum up, life is very tiring.
After talking about Huawei, I will take a look at another "giant" Yingfeiyuan. I heard that Yingfeiyuan has been booming in the past two years, with revenue exceeding x billion last year. However, it is said that more than half of it was contributed by overseas, and most of the profits came from overseas. And according to unreliable sources, they also made stakes, mainly overseas. They are smarter and refuse to admit to making charging piles, which will affect the sales of domestic modules. Recently, it is said that I have to provide guidance and provide materials. I sincerely hope to succeed and establish a "flag" for the charging industry.
The survival status of domestic first-class charging module manufacturers is like this, then we can imagine the health status of other manufacturers. Today we will finish the various value chains of the ecology. To end tomorrow, let’s take a look at it with you. The current stage of the entire ecology in the "industrial cycle". Why are there quotes in the industry cycle? Because I think charging has not yet formed an "industry"
