With the increasing sales of electric vehicles in China, the demand for charging infrastructure is expanding rapidly. In March of this year, new energy vehicle charging piles became hot because they became part of the "new infrastructure".
ABB said that the acquisition will strengthen ABB's relationship with leading electric vehicle manufacturers in China, and expand the company's business scope in the field of electric transportation through hardware and software customized for local needs and services.
According to public information, Shanghai Lianzhuang, which was established in 2009, currently has automobile OEM customers including SAIC, BAIC, Geely, BYD and Dongfeng Nissan. It is also a supplier of State Grid and Shanghai SAIC Anyue Charging Technology Co., Ltd. (a subsidiary of SAIC). Shanghai Lianzhuang provides products and services such as AC and DC charging equipment and charging operation platform for these customers.
The current shareholding structure of Shanghai Lianzhuang is: ABB (China) Co., Ltd. holds 66.89%, SAIC Anyue holds 20%, and Shanghai Lirong Enterprise Management Consulting Partnership (Limited Partnership) holds 13. 1 1%. 20 19 10 year 10 On October 28th, ABB announced the acquisition of 67% equity of Shanghai Lianzhuang, and indicated that it may further increase its shareholding in the next three years.
The relevant person in charge of ABB's charging facilities in China told EV Century that after acquiring the majority stake in Shanghai Lianzhuang, the next step will be to integrate resources and develop together. In the China market, ABB can serve more car manufacturers. According to the new infrastructure policy of China government, ABB will continue to increase investment and develop more localized products and solutions. On a global scale, ABB can launch complete solutions for communication products and platforms, and use ABB's global resources to rapidly expand the market.
ABB is the world's leading power and automation technology company, and is building a comprehensive electric vehicle product portfolio around the world, including electric vehicle charging technology and energy distribution solutions. Its electric vehicle charging equipment and solutions are famous for their high reliability and high safety. ABB is the drafter of CCS and CHAdeMO in the world's four major charging standards, and the company also sponsored the world's first top all-electric vehicle race-ABB FIA Electric Formula Championship.
In addition, ABB also vigorously promotes its high-power fast charging technology in China and around the world. It is the first company in the world to mass-produce 350kW charging equipment. ABB has deployed more than 65,438+0,000 350kW DC fast-filling piles in Europe, and passed the electrification? The United States deployed this equipment to the North American market. Although few batteries of electric vehicles in the world can withstand such high charging power. However, ABB believes that high-power fast charging is the future trend. 350kW DC fast charging can charge the electric vehicle for 4 minutes, which can supplement the battery life of 100 km.
By February 2020, ABB has provided more than 13000 DC fast charging devices to more than 80 countries around the world, including more than 1000 150/350 kW high-power fast charging devices.
ABB entered the charging infrastructure market in China earlier. ABB has provided 50kW DC fast charging equipment for Tengshi electric vehicles since 20 16. According to public information, at present, its customers also include Weilai Automobile. ABB is also BP/ifuel? 66 and other charging network operators provide DC fast charging solutions and charging equipment for some real estate and property companies. But ABB is not a major player in China's charging infrastructure market.
Judging from the number of charging piles in operation, State Grid is currently the third largest charging operator in China, with 88,000 charging piles. SAIC Anyue is the sixth largest operator with 654.38+800,000 charging piles. According to the latest data released by China Electric Vehicle Charging Infrastructure Promotion Alliance on March 12, as of February this year, the number of charging piles of eight operators including TELD (operating152,000 units, ranking first), Star Charging (operating130,000 units, ranking second) and State Grid exceeded1. Among them, some operators also produce their own charging equipment.
However, the operation of toll network is still not a business that can make a lot of money, and many operators are still at a loss. Comparatively speaking, the risk of selling charging equipment and providing solutions to automobile OEMs and charging network operators is relatively small.
ABB's existing charging equipment products and services are of high quality, but there is no advantage in cost and price. Therefore, the acquisition of a local supplier of charging equipment and solutions in China will help to expand its market share in China, because it can develop localized products and services with more competitive cost and price, and provide them to more automobile OEMs and charging network operators in China.
The above-mentioned ABB people in China said that ABB will not build public charging stations, and its main business is still to provide equipment and solutions for automobile OEMs and charging network operators, so as to give full play to the synergistic effect of ABB in the electrical industry.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.