According to media reports, on December 7, China Petroleum & Chemical Corporation(600028) Guangdong Petroleum Guangzhou Jinlong gas station appeared after revision and upgrading. This is the 1000th charging and replacement power station and the 1000th photovoltaic power station completed and put into operation. In terms of charging, the peak charging power of a single pile reaches 450 kW, which can realize the electric vehicle “charging for 5 minutes and endurance of 200 km”. In addition to charging business, there are power exchange devices in the gas station. Compared with charging, changing electricity can greatly reduce the cost of buying a car and is more efficient, which is favored by customers.
According to the 14th five year plan of China Petroleum & Chemical Corporation(600028) , an industrial pattern of “one base, two wings and three new” will be created. That is, consolidate the “one foundation”, lay a solid foundation for energy resources, and effectively improve oil and gas reserves and primary energy production capacity; Consolidate the “two wings” and improve the development quality of clean oil products and modern chemical industry; Expand the “three innovations”, explore new energy, new materials and new economy, and realize the transformation of old and new kinetic energy. Among them, in the field of new energy, we will consolidate the industry leading advantages in the field of hydrogen energy, accelerate the building of a “oil, gas, hydrogen, electricity and non” comprehensive energy service provider, and plan to reach 5000 charging and replacement power stations by 2025 to forge a strong and efficient industrial chain.
In terms of A-share investment, AVIC Securities pointed out that power exchange is expected to become the main form of energy supply for new energy vehicles. Changing electricity can save time, reduce cost and completely solve mileage anxiety – the time of changing electricity is equivalent to the refueling time of traditional fuel vehicles, but compared with the plug-in charging mode, it can save a lot of charging waiting time, solve a major pain point of the slow promotion of electric vehicles, and is more in line with the wishes of consumers; The cost of the power battery accounts for about 40% of the price of the whole vehicle. Under the separation of vehicle and electricity in the power exchange mode, consumers can choose not to buy the power battery and rent it, which greatly reduces the cost of purchasing the vehicle and is very conducive to the promotion of electric vehicles.
The agency believes that with the gradual recognition of the power exchange mode, many enterprises have indicated that they will carry out the R & D and layout of the power exchange mode. Dongfeng, Weilai, Aodong, BAIC, Chang’an, SAIC, Geely and other enterprises have cut into the power exchange track. It is conservatively estimated that the number of replacement power stations in China will be more than 20000 in 2025. Based on this, it is estimated that the total investment in new replacement power stations during the 14th Five Year Plan period will reach 127.6 billion yuan, and the CAGR from 2021 to 2025 will be 175%; During the “14th five year plan” period, the operation market space of the power exchange station reached 109.1 billion yuan, and the CAGR from 2021 to 2025 was 306.71%. It is recommended to pay attention to Gcl Energy Technology Co.Ltd(002015) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Bozhon Precision Industry Technology Co.Ltd(688097) , Shandong Weida Machinery Co.Ltd(002026) , Csg Smart Science&Technology Co.Ltd(300222) .
(Securities Times)
