According to the economic information daily, recently, Beijing officially issued the “Beijing urban management and development plan during the 14th five year plan” to further modernize the governance system and governance capacity of the capital’s mega cities. Among them, the supply of municipal public services will be strengthened to solve the livelihood issues highlighted by the masses, such as “charging difficulty”. Chai Wenzhong, a first-class inspector of the Beijing Municipal Urban Management Committee, introduced that during the 14th Five Year Plan period, Beijing will study and formulate opinions on the construction and management of electric vehicle charging facilities in residential areas, support and encourage the electrification of charging facilities into the reconstruction project of old residential areas, and promote the “full installation” of electric vehicle charging facilities in residential areas. By the end of the 14th five year plan, there will be 700000 electric vehicle charging piles in Beijing. The average service radius of public charging facilities in plain areas is less than 3km and the core area is less than 0.9km, so as to alleviate citizens’ charging anxiety.
Dongguan Securities pointed out that the penetration rate of new energy vehicles continued to rise, driving the development of charging pile industry. Since the second half of 2020, China Shanxi Guoxin Energy Corporation Limited(600617) automobile market has maintained rapid growth. It is estimated that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5 million by the middle of 2022 and close to 10 million by 2025. 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. Improving the construction of charging infrastructure will help alleviate consumers’ mileage anxiety about new energy vehicles and support the expansion of new energy vehicle consumption. Electric vehicle charging is considered to be the “last mile” of electric vehicle promotion, which is very important for the promotion and development of electric vehicles.
The agency believes that the market scale of charging pile will exceed 100 billion yuan. In terms of supporting demand, in recent years, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China has increased rapidly, and the charging demand of electric vehicles has increased significantly. The development momentum of new energy vehicles is fierce, and the penetration rate will continue to rise in the future. In order to better support the promotion of new energy vehicles, it is urgent to speed up the construction of supporting infrastructure such as charging piles and power stations. From the perspective of policy driven, the state will set the tone of “steady growth” in 2022. As a series of “new infrastructure”, the investment and construction of charging piles and replacement power stations is expected to become one of the key areas of infrastructure to promote growth in 2022. With policy support, the charging pile industry chain is expected to usher in a new outlet. Equipment manufacturers will benefit from the expansion of charging pile construction scale. It is recommended to pay attention to the core equipment suppliers of charging pile: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) ; Focus on the targets benefiting from the promotion of new energy vehicle power exchange mode: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; The rapid growth of new energy vehicle ownership releases huge charging demand. Charging operators will benefit from the profit improvement brought by the improvement of charging pile utilization, and pay attention to the operation leader Qingdao Tgood Electric Co.Ltd(300001) .
