May 19, 2024

·Multi-party support policies will intensively introduce charging piles to the golden period

Recently, the National Development and Reform Commission held an exchange symposium, saying that the construction of charging facilities will be promoted in the later period. At the monthly regular meeting of the automobile industry, the Deputy Secretary-General of the China Automobile Association also said that the work of the Ministry of Industry and Information Technology, the National Development and Reform Commission and other parts of the charging pile construction In an orderly push. According to the data, as of the end of June 2016, 81,000 public charging piles have been built nationwide, an increase of 65% from the end of 2015. The insiders analyzed that the charging pile industry, as an auxiliary facility for the promotion of new energy vehicles, will benefit from the favorable policies, and the scale of the industry will be greatly increased in the short term, ushered in the golden period of development.

The charge pile industry space is huge, the ministries and commissions support the policy

At present, China's new energy vehicles are facing the status quo of "less vehicles and fewer piles". As of the first half of 2016, the sales volume of new energy vehicles in China reached about 170,000. However, with the increase of sales volume, there is a big gap in the number of charging piles, which affects the user's charging demand and becomes a bottleneck restricting the promotion of electric vehicles. In view of the fact that the ratio of the charging interface to the number of new energy vehicles is not less than 1:1, the number of charging piles is currently seriously insufficient, and there is a huge incremental space.

According to the State Council's “Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)”, by 2015, the cumulative production and sales of pure electric vehicles and plug-in hybrid vehicles will reach 500,000 units; by 2020, pure electric vehicles and The plug-in hybrid vehicle has a production capacity of 2 million units and a cumulative production and sales volume of over 5 million units. The configuration of charging facilities and vehicles is generally 1:3 for buses and 1:5 for passenger cars. If all charging poles are configured according to the standard 5:1 of passenger cars, the market size will reach 110-25 billion by 2015. Yuan, the market size in 2020 can reach 100 billion yuan.

In the future, new energy vehicles will accelerate the promotion of relevant policies (government subsidies, automobile purchase restrictions). The rigid demand for electric vehicles for charging piles will greatly increase the market size in the next few years. Charging pile manufacturers will take the lead in sharing this. Blocks are “big cakes” created by government and social investment. Recently, various ministries and commissions have also expressed their views on the construction of charging piles, and the later support will be further overweight.

>> China Automobile Association

Yao Jie, deputy secretary general of China Association of Automobile Manufacturers, said at the monthly regular meeting of the automotive industry on July 11, 2016 that the development of charging piles lags behind the development of new energy and pure electric vehicles. Therefore, it needs to be In terms of speeding up the construction of infrastructure represented by charging piles, including the formulation of policies and mechanisms, and the cross-industry efforts of the industry. For example, in 2015, the China Automobile Association has established a charging pile alliance and has already started work on infrastructure construction and statistics on related data. At the same time, the Ministry of Industry and Information Technology, the National Development and Reform Commission and other national departments are also promoting this work in an orderly manner.

>> Development and Reform Commission

In the next step, the NDRC will address the actual situation and existing problems of the integration of parking lots and charging infrastructure, especially the parking space resources in large cities and megacities, the large number of investment entities in social parking lots, and the relatively simple profit model of charging facilities enterprises. And other issues, further advance related work.

>> Energy Bureau

According to the introduction of the National Energy Administration, the next step will be to vigorously promote the construction of residential areas and workplaces, rationally optimize the layout of public charging piles, improve the utilization rate of public charging piles, promote the healthy and orderly development of charging facilities, and promote the application of new energy vehicles. Create a good environment.

First, speed up the introduction of detailed policies. At the national level, on the basis of the introduction of policies related to the construction of residential charging infrastructure, it is planned to speed up the construction of charging infrastructure for enterprises and institutions with the State Administration of Hong Kong and the State-owned Assets Supervision and Administration Commission. At the local level, we urged to further improve and refine local planning, and at the same time guide local governments to learn from the mature experience of developing fast-growing regions and study and refine local supporting policies. Secondly, in order to promote the smooth transition between the old and new standards, we will release the implementation roadmap for the implementation of the new standards as soon as possible, and properly link the old and new standards. Third, we should give full play to the role of special funds, coordinate bank simplification procedures, optimize procedures, and increase support for charging infrastructure construction on the basis of ensuring financial security and preventing fraudulent compensation. In addition, on the basis of doing a good safety inspection, all operators should increase safety investment, improve the sound safety system, and eliminate potential safety hazards. At the same time, relying on the charging infrastructure to promote the alliance, integrate all aspects of resources, form a big data management platform covering the nation's charging facilities network, and improve the platform service quality.

Three major logics support the development of the charging pile industry, the golden age is coming

Wind statistics show that in the first half of 2016, the performance of the charging pile industry was satisfactory. 11 performances were pre-history companies, 4 were pre-increased, 1 was renewed, 5 were slightly increased, and 1 was turned losses. Another one continued to lose, and one was uncertain. Among them, there are 6 companies with a net profit increase of more than 50%, namely Zhongheng Electric (80%), Senyuan Electric (60%), Galaxy Electronics (75%), Changyuan Group (90%), and KOSDA. (50%), Moso Power (154%). According to Xingye Securities Research Report, the three major logics support the development of the charging pile industry. The construction of charging piles has been included in the top-level design, and local policy support has accelerated; charging piles have become the main bottleneck for the development of electric vehicles, and short-boards have to be made up; Internet of Things + vehicles Networking helps the development of the charging pile industry.

Logic 1: National top design, local policy is good

For the first time in the “Twelfth Five-Year Plan” in 2012, planning for the construction of charging piles was made. After July 2014, relevant policies were intensively promoted. In the 2015 National Conference, Miao Wei, Minister of the Ministry of Industry and Information Technology, said in an interview that it will increase the support for the construction of new energy vehicle charging infrastructure in various pilot cities. The 2016 "Electric Vehicle Charging Infrastructure Construction Plan" and "Guiding Opinions on Charging Infrastructure Construction" are expected to be introduced at the same time. "Planning" and "Opinions" are programmatic documents for charging infrastructure in the medium and long-term future direction, target requirements, unified standards, and specific division of labor. The construction process of charging piles will be promoted from the top design.

Local governments have also incorporated charging pile construction into their plans. Beijing, Shanghai, Anhui and other places have introduced multiple policies. The charging pile infrastructure is expected to show more flowers in the country.

Logic 2: "The shortest board", huge space

“Difficulties in charging” has become a major bottleneck restricting the development of electric vehicles in China. Charging piles are the basic supporting facilities for new energy vehicles, but they are in an extreme "supply in short supply." The policy proposes the minimum lower limit for the construction of charging piles, that is, the “12th Five-Year Plan for Electric Vehicle Technology Development” is proposed to be completed around 2015, and 400,000 charging piles will be built in more than 20 demonstration cities and surrounding areas. A networked power supply system consisting of a charging and replacing station is expected to have a total investment of more than 60 billion yuan. Although there is no accurate official data to investigate the number of charging piles, the market estimates that there are less than 30,000 charging piles in China, which is less than half of the target value, far behind the planning requirements.

The demand for charging pile infrastructure is even greater in the market. In 2015, the basic industrialization of new energy vehicles will be at least 500,000 in the pure-powered and plug-in vehicles market. In 2020, the new energy vehicles will exceed 5 million, according to the charging interface. The ratio of new energy vehicles is not less than 1:1, one car corresponds to one slow charge and 0.2 fast charge calculations. In 2015, the market demand for slow charge and fast charge is at least 500,000 and 100,000. It can be foreseen that the charging piles will explode in a short period of time, and the new energy vehicles and charging piles will be positive feedback each other. The charging facilities and huge investment opportunities will come, and the charging facilities market is expected to reach 100 billion yuan.

Logic 3: Internet of Things Blue Ocean + Car Internet Portal

The charging pile intelligently collects data, data cache, remote management, and the Internet of Things Blue Ocean with "The Internet of things". The power management department needs to network the data of each charging station pile to provide effective data for the smart grid construction and realize the remote management of the charging station pile. The charging pile has the functions of data acquisition and data caching, and can upload the working status, current voltage, charging time and other data of the charging station pile to the cloud in real time, and support the remote control remote control of the charging station pile by the dispatching center platform software. The charging pile can also timely report fault information and safety alarms to the maintenance personnel. In addition, for hybrid car owners who are eager to get nearly 100% license plate winning rate and financial subsidies, but continue to use oil, charging piles connected to the Internet of Things system, can easily monitor the owner's energy use behavior, effectively avoiding moral hazard.

The charging pile is an important carrier for charging and realizing, expanding the virtual payment scene and becoming a new entrance for the Internet of Vehicles. The charging pile naturally has the nature of the payment terminal, which helps to cultivate the consumption habits of the owner, thereby directly or indirectly opening the space of the entertainment, application and the like of the Internet of Vehicles, and urging the virtual payment scene.

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