Recently, the office of the capital urban environmental construction management committee issued the “implementation plan on Further Strengthening the whole chain control of electric bicycles in the city”. The plan points out that by the end of 2022, we will strive to basically cover the construction of charging facilities in residential areas in the city. By the end of 2023, a standardized, safe and orderly electric bicycle and charging service market will be formed, the hidden dangers of charging electric bicycles and batteries upstairs will be basically eliminated, the sustainable and coordinated development of electric bicycle and charging facilities industry will be promoted, and the number of fire accidents and deaths of electric bicycles will be significantly reduced.
In addition, the scheme proposes that if the electric bicycle is parked and charged in the corridor and refuses to correct, it will be linked with personal credit investigation. On the other hand, electric bicycle and charging liability insurance will be carried out.
In terms of promoting the development of the industry, the plan also proposes to cultivate new business forms of electric bicycle and charging facilities industry, promote the large-scale development of enterprises and vigorously promote the construction of charging facilities.
In this regard, Moke, chief analyst of true lithium research, said in an interview with the reporter of the securities times · e company that the release of the scheme is good for the standardized development of the electric bicycle market and is conducive to the development of leading manufacturers of electric bicycles and related batteries. “Standardize the use of batteries, promote the upgrading and transformation of charging facilities, and strengthen the management of charging facilities. These measures can make people more comfortable to use electric bicycles.”
“Because the market has always been a mixture of good and bad, bad money will be phased out in the future, and the market development speed may be affected in a short time, but it is good for the development of electric bicycles for a long time. In addition, I think it is also good for the development of sharing of electric bicycles.” Mercer told reporters.
promote the construction of charging facilities
The scheme puts forward five basic principles: safety, standardization, marketization, scale and intelligence. In terms of scale. Form an open and mutually beneficial market development environment, cultivate new business forms of electric bicycle and charging facilities industry, and promote the large-scale development of enterprises; In terms of intelligence, build a municipal intelligent supervision platform for data sharing, safety monitoring and interconnection, promote the promotion and application of science and technology of electric bicycles, batteries and charging facilities, and promote the intelligent use and management of electric bicycles and charging facilities.
In addition, the scheme proposes to vigorously promote the construction of charging facilities. For the projects of new construction, reconstruction and expansion of residential areas, the parking places and charging facilities of electric bicycles will be included in the supporting construction indicators of public service facilities, and the proportion of charging facilities will be clarified.
For existing residential areas, all districts and regions are encouraged to adjust measures to local conditions, vigorously promote the full coverage of charging facilities in residential areas in accordance with the principle of “charging (replacement) cabinets as the main and charging piles as the auxiliary”, build charging interfaces according to the actual charging needs of citizens, and encourage the promotion of safer replacement cabinets, etc.
At present, the electric bicycle charging facilities constructed and used in Beijing include charging pile, charging cabinet and power exchange cabinet.
According to the scheme Q & A disclosure, through the comparison and analysis of the safety, convenience, economy and sustainability of three types of charging facilities: charging pile, charging cabinet and power exchange cabinet, first, business buildings and takeout express distribution centers should give priority to promoting power exchange cabinets. Second, charging cabinets should be built in areas with insufficient public space such as old residential areas and bungalow areas. Third, charging piles can be built in residential areas with spacious vehicle parking places and canopy and other facilities. If possible, gradually upgrade the existing charging pile into a more secure charging cabinet or power exchange cabinet.
In terms of carrying out electric bicycle and charging liability insurance, the plan proposes to promote electric bicycle sales stores to purchase property loss insurance, personal insurance and anti-theft insurance for electric bicycle users. Promote charging facility manufacturers to purchase product liability insurance for their products. Encourage charging facilities construction and operation enterprises to purchase charging safety liability insurance, fire insurance and public liability insurance for their own charging facilities in accordance with the principle of “who owns, who insures”.
there are many two wheeled car players
At present, there are many listed companies of electric bicycles in a shares, including Jiangsu Xinri E-Vehicle Co.Ltd(603787) , No. 9 company and Aima Technology Group Co.Ltd(603529) , but the operating performance of each player is obviously differentiated.
On January 29, Jiangsu Xinri E-Vehicle Co.Ltd(603787) released the performance forecast. It is estimated that the net profit in 2021 will be 6.13 million yuan to 16.34 million yuan, a decrease of 85.77 million yuan to 95.98 million yuan compared with the same period of last year, a year-on-year decrease of 84% to 94%.
Jiangsu Xinri E-Vehicle Co.Ltd(603787) frankly, due to the change in the rhythm of sharing travel, there is a large gap in the scale of the company’s direct sales business compared with the same period last year. In 2021, the market competition environment became more and more intense. In order to expand the sales volume of traditional distribution channels without significant changes in the company’s production capacity and supply capacity, the company increased resource investment in market publicity, new product launch, technology R & D and channel expansion, resulting in a year-on-year decrease in net profit.
The electric bicycle business of No. 9 company has become a new profit growth point. On January 28, the company issued a performance forecast on the 9th. It is estimated that the net profit in 2021 will be 370 million yuan to 480 million yuan, with a year-on-year increase of 403.59% to 553.30%. During the reporting period, the company’s main products such as intelligent electric scooters achieved year-on-year steady growth; At the same time, intelligent electric bicycles, intelligent electric motorcycles and all terrain vehicles have achieved good results in the market and expanded new profit growth points.
The sales volume of maverick electric, which is listed on US stocks, also increased significantly last year. On January 4, Beijing time, Mavericks electric released the fourth quarter sales data. The announcement showed that the sales volume of maverick electric increased strongly in the fourth quarter, with 238188 two wheeled electric vehicles sold, a year-on-year increase of 58.3%. In 2021, the company sold about 1037914 two wheeled electric vehicles, with a year-on-year increase of 72.5%. The goal of annual sales of one million vehicles was successfully achieved. Among them, the sales volume in China and overseas markets reached 988023 and 49891 respectively.
It is worth noting that in recent years, the number of two wheeled electric vehicles has been increasing. Hello travel, a local travel and life service platform, actively arranged the two wheeled electric vehicle business last year. At the end of last year, hello released four two wheeled electric vehicles in one breath. At the same time, hello travel announced the establishment of an industrial investment fund with a total scale of 3 billion yuan. The fund is especially focused on new materials and new ecological technology enterprises in the two rounds of upstream supply chain.
