Recently, some places, including Chengdu, have successively issued policies to support the development of new energy vehicles, in which charging facilities are planned. Industry insiders said that China has built the world's largest and most widely distributed charging infrastructure network, but the total amount is still insufficient. We should speed up the improvement of the new energy vehicle infrastructure construction plan, seize the policy and market opportunities, and accelerate the large-scale development of the charging pile industry.
Frequent policy support
The latest data released by the China Automobile Association shows that since this year, the production and sales of new energy vehicles in China have continued to maintain a rapid development trend. In the first two months of this year, China's production and sales of new energy vehicles were 977000 and 933000, up 18.1% and 20.8% year on year respectively. In February, 552000 and 525000 new energy vehicles were produced and sold, up 30% and 28.7% month on month, 48.8% and 55.9% year on year respectively.
In the context of the increasing penetration rate of new energy vehicles, the construction of supporting facilities such as charging piles directly affects the sustainable and healthy development of the new energy vehicle industry. "It should be noted that at present, China's public charging facilities are mainly concentrated in the central area of the first tier cities, while the layout of the second and third tier cities, county and township areas, as well as the peripheral areas of cities, highways and other areas is relatively inadequate." Cui Dongshu, Secretary General of the Passenger Transport Federation, said.
Recently, some places have introduced policies and measures to speed up the improvement of the layout of charging piles and complement the weak points.
Recently, the General Office of Chengdu Municipal People's Government issued the Implementation Opinions on Promoting the Development of New Energy Vehicle Industry in Chengdu. The opinions are clear. By 2025, Chengdu will have built 3000 charging and changing power stations and 160000 charging piles. The opinion has made a number of specific provisions on the construction of charging infrastructure. Among them, it is necessary to improve the charging service guarantee capacity of residential quarters and new buildings, and accelerate the construction of public and private charging facilities in public rental residential quarters and residential quarters with limited power transformation and distribution capacity in accordance with the mode of "unified construction, unified management and orderly charging".
In addition, all kinds of new buildings and new urban public parking lots must implement the requirements of 15% - 25% charging facilities, and 100% of new residential buildings must reserve charging pile installation conditions; When the competent department of the industry issues the construction conditions, it needs to clarify the relevant construction standards and specifications, and include the requirements for charging facilities in the scope of drawing review, and the completion situation in the scope of construction project acceptance.
Harbin recently issued the Implementation Rules for Supporting the Construction and Operation of Electric Vehicle Charging Infrastructure, which specifies that for the public and special charging facilities (excluding the new energy bus charging facility construction project subsidized by provincial funds) of charging stations (3 or more DC charging posts), a temporary subsidy of 0.1 yuan/kWh of annual operating energy will be given, The specific subsidy standard shall be determined based on the comprehensive balance between the total amount of subsidy funds and the total amount of charging facilities that have passed the review. The maximum subsidy hours for a single pile (single power exchange station) shall not exceed 1500 hours per year.
On March 13, Chongqing Finance Bureau issued the Notice on Chongqing 2023 Annual Charging and Replacing Infrastructure Financial Subsidy Policy (Draft for Comments). The draft adheres to the problem orientation and focuses on making up weak points.
According to the above draft, in order to strengthen the construction of charging infrastructure in Chongqing, support charging pile enterprises to build high-power and high utilization charging piles, and guide enterprises to increase construction efforts in areas outside the central city, highway service areas, 3A level (including) and above scenic spots and other charging pile layout "short board" areas through differentiated subsidies.
Among them, a one-time construction subsidy of 150 yuan/kW and 200 yuan/kW will be given to newly built and put into operation DC charging piles in the central urban area and outside the central urban area of Chongqing; A one-time construction subsidy of 300 yuan/kilowatt will be given to newly build and put into operation DC charging piles in urban expressway service areas and scenic spots above Grade 3A (inclusive); A one-time construction subsidy of 350 yuan/kilowatt will be given to high-power charging piles with a single pile power of no less than 350 kilowatts that are newly built and put into operation in the city.
Increase layout
The above industry insiders said that with the large-scale development of the new energy vehicle market, the future charging pile market will continue to grow at a high speed, and the market space for charging pile related products is broad. Charging piles will also develop towards greater capacity and faster charging. The demand for super charging piles will rise rapidly. The "pile changing tide" of charging piles will bring sustained and strong development momentum to the charging pile market.
In this context, many listed companies have increased investment and strengthened business layout.
Daotong Technology recently disclosed its plan for fixed increase. The company plans to raise no more than 806 million yuan by issuing shares to specific objects. After deducting the issuance expenses, it plans to use it for new energy technology research and development projects, new energy product production base construction projects in the United States and supplement working capital. Among them, the new energy technology research and development project is based on the market development trend and strategic layout. The company will strengthen the research and development of cutting-edge technologies such as overcharging, V2G, liquid cooling modules, improve the charging efficiency of charging piles, enhance the reliability of charging piles, and reduce the charging safety risks.
Exploration&Design Co., Ltd. recently announced that the company plans to establish a joint venture with Guiyang Industrial Control and Guiyang Logistics to establish Guizhou Digital Energy Element Technology Service Co., Ltd. to accelerate the high-quality development of Guiyang's new energy vehicle industry and the construction of charging and replacing infrastructure, meet the growing demand for charging and replacing power for urban and rural residents, and promote the promotion and application of new energy vehicles. The joint venture will lay out battery life cycle management, link and open the whole industry chain of new energy batteries, such as charging and changing facilities, new energy storage, cascade utilization, recycling and recycling.
Oriental Silver Star recently signed the Framework Agreement on Cooperation and Development of New Energy Vehicle Charging and Replacing Business with Jinjiang International Hotel Management Co., Ltd. (hereinafter referred to as "Jinjiang Hotel Management") and Shenzhen Jinjiang Hotel Management Co., Ltd. Nanshan Branch (hereinafter referred to as "Shenzhen Jinjiang").
Oriental Silver Star said that all parties intend to carry out all-round cooperation on the installation, operation, management and car rental services of public charging and changing equipment for new energy vehicles in the ground and underground parking spaces of Jinjiang Hotel Management and hotels operated and managed by Shenzhen Jinjiang. This will help the company further cut into new energy fields such as charging piles, accelerate strategic transformation and cultivate new profit growth points.
Several companies were surveyed
With the rapid development of the new energy vehicle industry, the charging pile industry has maintained a high landscape. In the secondary market, listed companies related to charging piles are also concerned by institutions and investors. Since this year, many listed companies in the field of charging piles have been investigated.
During the survey, Jinguan said that its subsidiary Nanjing Nengrui is one of the few fully qualified enterprises in China that has integrated the design, manufacturing and power installation of charging facilities. Nanjing Nengrui has good market resources, participated in the formulation of technical standards for the national charging pile industry, and has a large number of key technologies in the charging and changing industry with independent intellectual property rights. With a complete product spectrum, it can provide customers with customized solutions for different business scenarios.
Wanma shares said that the company's new energy sector is based on the idea of "building stations to meet the demand", focusing on the station type pile layout, focusing on the layout of high-power DC charging piles, focusing on building stations in urban hubs, hot spots with high user use frequency, and has initially built an "intelligent urban fast charging network". In the future, in terms of operation, the company will continue to improve the charging efficiency of stations and increase the density of outlets; Vigorously expand pile selling business and improve profitability.
Nowadays, new energy vehicles have become a business card of Chinese manufacturing, and the export volume is growing. Along with independent new energy vehicles, charging piles and other supporting facilities are also going abroad. Relevant listed companies also expressed their attention to the overseas market.
Xiangshan said in the survey that at present, the company's European standard products have been sold in Europe, and American standard products are undergoing relevant certification, which has not generated revenue yet. The company has manufacturing bases in Europe and North America, and will consider all factors to decide whether to add new energy product lines in overseas manufacturing bases.
