The development and Reform Commission of Hainan Province recently issued the letter on the planning and arrangement of charging infrastructure construction, operation and management tasks in Hainan Province in 2022, which pointed out that in 2022, Hainan Province will have an annual task of 20000 charging piles, requiring the construction of charging piles in cities, counties, townships and towns in the province to achieve 100% full coverage, and at least 30% of townships and towns in each city and county will build a charging station composed of five fast charging piles, Charging piles are built in 20% of villages in the province.
With the rapid development of electric vehicle market and the rapid growth of ownership in recent years, the demand for electric vehicle charging is increasing. By the end of 2021, there were 7.84 million Shanxi Guoxin Energy Corporation Limited(600617) cars and 2.617 million charging piles in the whole with a ratio of 3:1. There is still a big gap. Institutional analysis pointed out that after the large-scale market demand of charging piles, the value core of the industrial chain will gradually shift from hardware manufacturing to charging pile operation, and the charging piles will play the role of cash port and traffic inlet in the energy Internet architecture.
According to the theme database of financial Associated Press, among the relevant listed companies:
Suwen Electric Energy Technology Co.Ltd(300982) currently has the production qualification of transformer, high and low voltage cabinet and charging pile. In addition, the company has cases related to power design, integration and operation and maintenance in the construction of data centers such as financial institutions, enterprises and governments.
Shenzhen Jingquanhua Electronics Co.Ltd(002885) some magnetic devices and power supply products have been applied to the charging module of DC charging pile.
