According to an official from the Energy Bureau, in 2016, the number of public charging piles nationwide increased from less than 50,000 to 150,000, and the proportion of private charging piles installed exceeded 80%. In 2017, China will strive to add 800,000 new charging piles; The subsidy will be tilted from the car subsidy. According to the plan, the annual output of new energy vehicles in China will reach 2 million in 2020. In 2025, the sales of new energy vehicles will account for more than 20% of automobile sales.
The proportion of domestic new energy vehicle market continues to increase, and the construction progress of charging piles is less than expected. With the intensive introduction of national and local support policies and the tilt of subsidies, the construction of charging piles is expected to usher in an accelerated period.
Related concept stocks:
Autodesk: V2G car charging platform: The company is the largest manufacturer of DC operating power, and the high-frequency intelligent charging module is a mature product for the company. The company's 400V*30A high-power high-frequency intelligent charging module has a significant number of modules when delivering the same power, and the high-power module has significant advantages in saving the charging station footprint and procurement cost. The company cooperated with China Southern Power Grid to complete the supply of equipment for Shenzhen Universiade Center, Harmony two electric vehicle charging stations and 134 charging piles, with outstanding first-mover advantage.
Power source: Shenzhen Power Energy Technology Co., Ltd., a wholly-owned subsidiary of the company, independently developed and produced electric vehicle charging station equipment and charging cabinets, charging piles and charging monitoring systems, power batteries and energy storage battery management systems.
Shanghai Putian: The company is mainly engaged in research and development, production and sales of charging equipment for charging stations such as new energy vehicles, slow charging terminal systems and quick-change charging terminal systems.
Guodian NARI: Guodian NARI Technology Co., Ltd. started the electric vehicle charging facility construction project, actively participated in the construction and supply of technical support for the national grid electric vehicle charging and discharging station. The project has a good promotion and application prospects and will become one of the most important applications of the smart grid in the future. It is understood that Guodian NARI has carried out a lot of work in the typical design of electric vehicle charging facilities, key equipment research and development, technical consulting services, pilot project implementation, etc., successfully developed electric vehicle charging station monitoring system, AC charging pile, billing system. The company is the main force for the construction of charging stations under the State Grid. It has participated in the construction of several “National Grid Typical Design Demonstration Charging Stationsâ€, such as the Tangshan Nanhu Charging Station, which was put into operation on March 31 and Yangzhou Wu on April 19. State Road Electric Vehicle Charging Station
Kelu Electronics: The company successfully won the bid for the first electric vehicle charging station project in Shenzhen, providing DC charging machine and AC charging pile products for the charging station. The products are put into operation in Shenzhen Universiade, Convention and Exhibition Center and airport. At the same time, the company's products won the bid in the overall project of Zhongshan Electric Vehicle Charging Station.
Jiuzhou Electric: Through the joint venture to establish Ningbo Jiuzhou Shengbao Power Supply, the company has extended its product line to electric vehicle power battery and charging device, high-power energy storage battery field; “Jiuzhou Shengbao†is currently developing high-efficiency battery charger. After successful development, the charging time will be greatly shortened, which can be used for short-term instantaneous charging of electric vehicles.
Shanghai Electric Power: Shanghai Electric Power will also build 9 electric vehicle charging and replacement stations and 1,100 AC charging piles this year, which will play a leading role in the Shanghai electric vehicle charging service market.
Guodian Nanzi: Another listed company of Guodian, some products are bound to be applied to the construction of charging stations and participate in the construction of multiple charging stations.
Zhongheng Electric: The company's participation in the construction of electric vehicle charging stations is mainly concentrated on the charger. The charger is a product similar to the power operation power supply products. The short-term profit contribution of the electric vehicle charger products is not significant. The current development situation is good, many Local governments are vigorously promoting.
Xu Ji Electric: The electric vehicle charging station business is carried out by Xu Ji Power Co., Ltd., a holding subsidiary of the company's controlling shareholder Xu Ji Group Co., Ltd., not a company business. It is reported that Xu Ji Electric previously announced that the proposed non-public issuance of shares to purchase assets includes 75% of the shares of Xu Ji Power Co., Ltd. held by Xu Ji Group Co., Ltd., and the non-public issuance of shares to purchase assets is currently under the approval of the CSRC. . Xu Ji Electric said that the electric vehicle charging station business is one of the newly expanded businesses of Xu Ji Power Co., Ltd. based on its original DC operating power supply business. Currently, the business is still in its infancy, and the products are: AC charging piles. , non-vehicle charger, non-vehicle charging and discharging device, car charger, EVC-8000 electric car charging and discharging station solution.
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