The new energy vehicle development plan will be released soon, and the charging pile link is expected to receive financial support

by:CTECHi     2021-08-31
On the 29th, at the 2020 Global Future Mobility Conference in Deqing, Zhejiang, Wu Wei, Director of the Machinery Division of the Industrial Development Department of the National Development and Reform Commission, revealed in a speech that the 'New Energy Vehicle Industry Development Plan' may be announced next week, which also indicates the electrification. , Intelligence has become an irreversible direction in the development of China's automobile industry. In addition, Que Shifeng, deputy general manager of State Grid Electric Vehicle Service Co., Ltd., said at the meeting that this plan was announced on Monday. The 'Plan' proposes to increase key technological research, encourage the development and innovation of vehicle operating systems, power batteries, etc.; to strengthen the construction of infrastructure such as charging and replacement, hydrogen refueling, and to provide financial support for the construction of charging piles as public facilities; Encourage the strengthening of international cooperation in the field of new energy vehicles; increase policy support for the use of new energy vehicles in the public service sector. Prior to this, the State Grid also stated that during the '14th Five-Year Plan' period, it will focus on UHV, charging piles, digital new infrastructure and other fields, and the related investment scale will exceed 6 trillion yuan. Driven by positive policy news, the charging pile sector has performed well recently. Today, the charging pile concept stocks Shenglan, Ankerui, Jiejie Microelectronics, and Aotexun once rose by the daily limit, and Shenghong, Heshun Electric, Terad, Yingjie Electric and so on have followed the rise. Judging from the current number of charging piles in my country, the number of new charging piles has remained at a relatively high level. According to statistics from the China Electric Charging Infrastructure Promotion Alliance, from October 2019 to September this year, about 12,000 public charging piles were added on average every month. As of September, the member units of the alliance have reported a total of 606,000 public charging piles, an increase of nearly 14,000 from the previous month, an increase of 30.0% year-on-year, and the cumulative number of charging infrastructures nationwide is only 1.418 million. According to data from the Passenger Association, from October 2019 to the end of September this year, the number of new energy vehicles in my country has increased by 803,000. As of the end of September this year, the cumulative sales of new energy vehicles in my country was 601,000. From the growth data of charging piles and electric vehicles, it can be seen that, compared with the huge number of electric vehicles in my country, the number of charging piles in China still needs to be rapidly increased. On the other hand, the geographical distribution of charging piles in my country is extremely uneven, and the charging infrastructure in the future also needs to gradually spread across the country. According to data from the Charging Alliance, as of September, the construction process of the eastern coastal areas is leading the country, and the top ten provinces (Guangdong, Shanghai, Jiangsu, Beijing, Zhejiang, Shandong, etc.) account for 72.4% of the charging piles. With favorable policies and strong market demand, the number of domestic charging piles may accelerate growth. Guoyuan Securities recently issued a research report stating that as an important part of new infrastructure and an important infrastructure for the new energy automobile industry, charging piles have broad room for growth and development momentum both in terms of policy and market. According to the research report of the Evergrande Research Institute, according to the International Energy Agency's calculations, the global private charging pile population is expected to reach 128-245 million units in 2030, with a total charging capacity of 480-820TWh; the global public charging pile population is expected to reach 1,000- 20 million units, with a total charging capacity of 70-124TWh. Assuming that the domestic market accounts for 40% of the global charging pile market, the domestic charging pile equipment and service market will exceed 500 billion yuan from 2020 to 2030, and it is expected to become one of the important starting points for new infrastructure. The charging pile industry chain includes upstream equipment vendors, midstream operators, and downstream overall solution providers. Guoyuan Securities said that the upstream technology threshold is not high, the overall profit is low, and the midstream concentration is relatively high. The top 8 operators account for 88.8% of the share, and the mid-to-long-term performance flexibility will be more obvious.
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