Every Spring Festival, the endurance anxiety of electric vehicles is a hot topic. Some people live broadcast the high-speed charging line, and some people have to call to move the car because the charging pile is occupied by gasoline vehicles. As an important infrastructure, charging pile bears the important task of improving the use experience of electric vehicles.
In order to promote the construction of charging piles, several national and local policies have been issued this year, such as the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure (hereinafter referred to as the Implementation Opinions) jointly issued by ten departments, which proposed to provide financial support for the construction of public charging piles; Several policies and measures of Wenzhou to support the development, promotion and application of new energy vehicle industry subsidize public charging facilities at 200 yuan per kilowatt of DC power and 80 yuan per kilowatt of AC power. With the increase of the scale of electric vehicles, the performance of charging pile enterprises has also maintained a steady improvement under the rigid demand, which has become an area of great concern to capital.
charging pile uses polarization
At the peak of travel around the Spring Festival, charging stations in high-speed service areas often queue up for charging, but if they go out early or drive later, the energy supplement anxiety is less obvious. Li Xin (pseudonym), who went to the outer suburbs of Beijing during the Spring Festival, told the Securities Daily that he specially went out on the third day of junior high school. He drove an electric car and charged it twice at the high speed, and did not encounter a serious queue. One of the charging stations is maintained by a specially assigned person. When a gasoline vehicle occupies a space or an electric vehicle is fully charged, the staff will take the initiative to coordinate. Therefore, his experience in this charging station is very good.
According to the data, by the end of 2021, the number of electric vehicles in China was 7.84 million, but there were only 2.61 million charging infrastructure, and the vehicle pile ratio was 3.2:1. Although the data was slightly higher than that in 2020, on the whole, the number of charging piles still couldn’t keep up with the growth rate of electric vehicles, and this contradiction was highlighted by the long-distance travel during the Spring Festival and the lack of charging outlets.
In addition to the difficulty of charging, the charging pile will always have a serious resource imbalance. For example, in the Huiju Central Business District of Daxing, Beijing, the reporter found that nearly 100 charging piles were installed in the underground parking lot, but the surge of visitors during the festival still led to the shortage of charging pile resources. However, a third-party charging pile network about one kilometer away from here is rare. On the one hand, the network is not connected to the charging pile app with high activity. On the other hand, the network has no supporting facilities, and the owner can only stand in the cold wind during charging.
Li Yimiao, a researcher at toubao Research Institute, told reporters that in recent years, problems such as unreasonable layout, damage, low utilization rate and inadequate service of charging piles have attracted more and more attention. In the face of the growing scale of new energy vehicles, on the one hand, it is necessary to improve the operation layout system of charging piles and transform a charging station into several charging piles for distributed construction; On the other hand, the construction of charging infrastructure needs to be closer to users, and the charging pile group should be built according to the use characteristics of users to improve the utilization rate.
Li Yimiao said: “For example, Tesla has adopted the mode of destination charging in the construction of charging infrastructure, which makes the layout of charging infrastructure closer to users and has achieved good results. Differentiated layout is carried out according to users’ residence, travel place and destination to solve the problem of users finding electric piles, and the differential management between fuel vehicles and new energy vehicles is realized by installing ground locks, intelligent identification devices and other means Manage and solve the problem of oil vehicles occupying parking spaces. Enterprises should also make rational use of data to improve the maintenance rate and utilization rate of charging piles, promote the communication efficiency between enterprises and power grid companies, and strengthen the supervision of charging piles by third parties, so as to guide the development of the industry in an orderly manner. “
the market has entered the leading competition stage
At present, A-Shares have entered the disclosure period of annual report forecast. In terms of performance, 76 of the 157 charging pile concept stocks have issued 2021 performance forecast, of which 49 are expected to increase performance and 27 are expected to decline performance. The enterprises with increased performance are concentrated in the downstream equipment production and R & D enterprises of charging piles, and the enterprises with declining performance are mostly upstream transmission and distribution enterprises.
Zhang Cuixia, chief investment adviser of Jufeng investment, told reporters that in 2021, due to the rise in the price of coal resources, the performance of the power industry was generally under pressure, which also affected the power supply enterprises upstream of the charging pile. In terms of performance growth, the median increase in net profit of Tbea Co.Ltd(600089) , Guodian Nanjing Automation Co.Ltd(600268) , Beijing Creative Distribution Automation Co.Ltd(002350) and other equipment services for charging piles is expected to exceed 100%, showing strong profitability.
The policy side also brought positive benefits to the charging pile industry. The implementation opinions proposed to encourage the promotion of intelligent and orderly charging, accelerate the construction of vehicle network interactive technology innovation, test and standardization system, actively promote pilot demonstration, and encourage the development of new technologies and new modes such as high-power charging, wireless charging and automatic unmanned charging. While promoting the construction and installation of charging facilities in residential communities and public charging facilities, it is also proposed to continue to increase the research and development of new technologies and continuously improve the standard system.
At present, there are star charging, special call, Putian, e charging and national home appliance network companies in the terminal market of charging piles, which have their own advantages. For example, the advantage of star charging lies in the large number of charging piles, abundant vacancies and perfect supporting facilities; The advantage of special call is that the charging speed is fast, which can effectively improve the land utilization rate; Putian’s advantage is its high penetration rate, especially in the South; E the advantage of charging lies in its fast charging speed; The advantage of the State Grid lies in its wide radiation range.
It is understood that this year, Tesla will launch charging piles on a large scale in China, which will not only help expand its electric vehicle sales scale and consolidate its leading position in the industry, but also have an impact on the market share of other leading competitors.
Li Yimiao pointed out that the charging pile market is entering the leading competition stage, and the industry threshold is further improved. First, the capital determines the market share in the short term, and the long-term comprehensive operation and maintenance will bring competitive advantages. If the charging pile enterprise wants to maintain the advantages of long-term development, the layout, product quality, professional barriers and fine operation of its charging pile network will become the core. Although the manufacturing threshold of charging pile is low, leading enterprises can create professional barriers to enhance their competitiveness, especially to create differentiated operation schemes for different user groups.
