[New energy automotive charging piles have broad market prospects, and high-end smart charging piles are the future development trend] As we all know, new energy vehicles are one of China's seven strategic emerging industries and have become an important driver in the transformation and upgrading of the automotive industry. Charging piles, as an important part of the downstream of China's new energy automotive industrial chain, have broad prospects under the strong support of national policies and market demand.
Sales of new energy vehicles have made great strides
According to the data from the China Association of Automobile Manufacturers, the sales of new energy vehicles in China in 2015 and 2016 were 331,000 and 507,000, respectively. In 2017, the sales of new energy vehicles in China reached 777,000 (the share in the world market reached 47%). In 2018, the sales volume of new energy vehicles in China is expected to exceed one million units. Guoxin Securities's research report in 2017 predicts that the output of new energy vehicles in China will exceed 2 million by 2020.
According to data from the China Electric Vehicle Charging Infrastructure Promotion Alliance, as of 2017, it is estimated that the number of new energy vehicles nationwide is approximately 1.729 million, and that of purely electric passenger cars is approximately 801,000. Regardless of whether it is incremental or stock, the new energy automotive industry has a promising future and has recently been favored by capital. According to the latest report of "International Finance News" on April 9, 2018, data shows that in the first quarter of this year, 19 private equity fund products have been filed with the China Securities Investment Fund Industry Association, of which nearly 10 are only "new energy vehicles". Thematic investment in private equity funds.
The charging pile market has a bright future
The blowout of new energy vehicle production will undoubtedly lay a solid growth foundation for the newly-discharged equipment such as charging piles in the downstream of the industrial chain. China's national policy also strongly supports the development of charging piles. From 2016 to 2020, the central government will continue to arrange funds to reward the charging infrastructure. The maximum capping is 120 million yuan, 140 million yuan, 160 million yuan, 180 million yuan and 200 million yuan. The “Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)†issued by the National Development and Reform Commission as early as 2015 suggest that by 2020, there will be more than 120,000 centralized charging and recharging stations and more than 4.8 million distributed charging stations. In order to meet the nation's 5 million electric vehicle charging requirements, the planned ratio of car piles should be close to 1:1.
Although the National Energy Administration promulgated the "Guidelines for Energy Work in 2018" and plans to build 600,000 charging piles in 2018, the State Grid Corporation of China recently released a total of 11,615 sets of charging piles for the second time in 2018 for power supply projects. However, in the current new energy sources Under the explosive growth environment of vehicles, the current higher ratio of vehicle piles still cannot fully meet market demand. At present, the ratio of new energy vehicle car piles is about 3.8:1, which is far from the 1:1 construction target. The construction of charging piles becomes a top priority. In the future, the market prospects for charging piles in our country are still broad.
High-end smart charging pile is the future development trend
However, although the mismatch between the number of charging piles and the development of new energy vehicles is an indisputable fact, due to the unreasonable layout of the charging piles and inadequate structural supply, maintenance is not in place, the charging interface of the car piles is not compatible, and the interconnection level is low. Leading to public
The utilization rate of the co-charged piles is less than 15%, which has also become a thorny problem for the charging pile industry.
At present, with the help of technologies such as Internet+, Big Data, etc., it promotes open and sharing of information and interconnection, and makes the network of vehicles and charging piles more compatible. Intelligent charging piles, especially high-end smart charging piles, will better enhance the user experience and meet new requirements. The urgent charging needs of energy owners. In the future, under the application of new technologies such as “Internet Plus†and intelligent charging and discharging, the vehicle piles can be shared after entering the network. The proportion of building piles, network construction, and station establishment can be reduced, and the efficiency can be improved. High-end smart charging piles are the future development trend.
The current securities institutions generally believe that the new energy charging pile market is vast. China Galaxy Securities pointed out that smart charging is the best subdivided segment in the charging pile segment. The market status is still blue ocean. High-power fast charging equipment, V2G and other smart charging equipments will achieve demonstration applications before and after 2020.
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