China Central Television News reported that on April 26, the Ministry of transport released data. At present, 3102 expressway service areas across the country have built charging and replacement infrastructure, and about 13374 charging piles have been built, mainly in the eastern regions such as Beijing Tianjin Hebei, Yangtze River Delta and Pearl River Delta, with relatively low coverage in the western and northeast regions. Recently, the Ministry of transport and the national energy administration and other departments have drafted an action plan to accelerate the construction of charging infrastructure along the highway. At present, the action plan is soliciting opinions from all localities.
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. It is considered that the “last kilometer” of the promotion of electric vehicles is crucial for the promotion of electric vehicles.
The agency believes that the market scale of charging pile will exceed 100 billion yuan. In recent years, the demand for electric vehicles has increased rapidly. 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) .
