The number of new energy vehicles has increased dramatically

Charging infrastructure construction accelerates

There is a proverb that says that horses need to run fast and not to eat. This is the most realistic metaphor for the new energy vehicle industry. Along with the promotion and popularization of new energy vehicles, while the number of possessions has increased, infrastructure such as charging piles, as a necessary 'forage', is always in short supply. "Electric vehicle observer Qiu Kaijun told reporters in the Securities Daily that the lack of charging infrastructure is one of the major bottlenecks restricting the development of new energy vehicles. The new infrastructure's effort to charge new energy vehicles is to make up for this shortcoming.

Charging pile from isolation to interconnection

Judging from the current scale of the new energy vehicle market, Qiu Kaijun believes that there are at least 4 million gaps in charging piles, and it is not just a matter of additional layout. The public charging pile industry needs to be refined, mainly because charging pile companies are investing in construction. When charging piles, more and more follow-up utilization and operation issues must be taken into consideration. At the same time, customized services for new energy operating vehicles should also be provided to build a dedicated charging pile for a certain type of operating vehicles.

Qiu Kaijun said: "In the past, construction sites for charging piles focused more on resources, such as parking lots. However, in the future, investment decisions on public charging piles will rely more on data. Big data will improve the overall operating efficiency of charging piles. The low pile utilization rate is mainly due to unreasonable site selection, high prices, and no operational thinking. "

In order to speed up the development of charging facilities, since 2020, many charging infrastructure industry policies have been issued successively to guide the rationalization of the charging facilities industry, gradually shifting the focus of the policy from charging facilities to station operations, and accelerating the development of charging facilities. Shanghai issued the “Interim Measures for Promoting the Orderly Development of the Interconnection and Interconnection of Electric Vehicle Charging (Replacement) Facilities in Shanghai in early April. This will bring nearly 100,000 public or dedicated charging posts and nearly 200,000 private charging posts in Shanghai. It will develop towards interconnection and orderly charging. The Shanghai Municipal Government has collaborated with enterprises to collect data to help the government monitor, plan, and service enterprises to improve the utilization rate of charging piles, and realize the closed-loop management of the entire cycle of charging pile construction, operation, and feedback.

New energy vehicle

With the introduction of multiple local policies and the support of new infrastructure for intelligent transportation infrastructure and smart energy infrastructure, it is undoubtedly an important promotion for the development of the charging facilities industry, especially for the construction of local public charging facilities networks. Played a leading and overall planning role. Qiu Kaijun said that behind the charging piles are 5G, big data, industrial Internet and other new infrastructure areas. The intelligent charging network is also a part of the smart city. In the future, the construction and maintenance of cloud platforms and the analysis and management of big data are the key to investments in the field of charging piles.

State Grid leads private enterprises to follow up investment charging piles

According to data from the Transportation Bureau of the Ministry of Public Security, as of the end of 2019, the number of new energy vehicles reached 3.81 million, an increase of 2.61 million from the end of 2018, with a growth rate of 46%. The number of public charging piles for new energy vehicles in China is about 513,000, which is still a long way from the amount of domestic new energy vehicles.

In the "Automotive Industry Mid- and Long-Term Development Plan" jointly issued by the three ministries and commissions in 2017, a clear plan for the development speed of new energy vehicles was proposed, requiring that the production and sales of new energy vehicles account for 20% of the total production and sales of automobiles in 2025, about 7 million Cars. The increase in the number of new energy vehicles has further increased the demand for charging piles.

"At present, the deployment rate of new energy vehicle charging piles is very low. The number of private charging piles has exceeded 4 million, far exceeding public charging piles, and there is still a large gap from the requirements of the Ministry of Industry and Information Technology. The gap of new energy vehicle charging piles is huge. Therefore, this industry alone will drive trillion-dollar investment in the future. "Pan Xiangdong, chief economist of New Era Securities, told the reporter of" Securities Daily "that the new infrastructure focuses on intelligent transportation construction, including new energy vehicles. Charging piles will be an important outlet for investment.

Since the beginning of this year, there has been good news about new energy vehicles. The policy on new energy vehicle purchase subsidies and tax exemption purchase policies has been extended for 2 years. In the product field, driven by Tesla, ultra-long-range vehicles have been continuously introduced to the market. The important infrastructure of energy vehicles has also become a general trend.

State Grid launched a new round of charging pile construction on April 14th, planning to arrange for a 2.7 billion yuan investment in charging pile construction, 78,000 new charging piles, and the projects are distributed in 24 provinces (cities), covering public, special, logistics, and environmental sanitation , Communities and port shore power and other types.

China Southern Power Grid recently announced that it will invest 25.1 billion yuan to build charging facilities, build 150 large-scale centralized charging stations, and charge 380,000 charging piles. According to market estimates, this will effectively drive investment in related industries such as power grid construction, component and equipment manufacturing, operation and maintenance, vehicle sales and after-sales service and other related industries by about 200 billion yuan.

At the beginning of March this year, China Southern Power Grid launched four cooperation models of "site, fleet, charging station, and sales channel" to the society, and issued an invitation to the whole society to build a charging pile for cooperation. Regarding the construction of charging stations, China Southern Power Grid has established the “Substation + Charging Station” mode of the first charging station in the country, and adopted the operation mode of “spontaneous self-use and surplus electricity access” to promote the transformation of traditional substations to comprehensive energy stations.

EV CHARHER STATION

Jufeng Investment Research believes that charging infrastructure has the characteristics of large investment and long chain, which is an important guarantee for the development of the new energy automobile industry and an important part of the emerging digital economy such as smart transportation and smart energy. In the construction of public charging piles, the national team is the main force. Recently, Internet giant Alibaba has also made a high-profile entry into the operation of charging piles. With the "new infrastructure" accelerating the landing, the large-scale construction of charging piles in the next two years will bring overall investment in the industry.