The key to steady economic growth is to promote consumption, and one of the keys to promote consumption is to promote the consumption of new energy vehicles. The solution of battery life and charging is very important to promote the development of new energy vehicles, and it is also called the last mile of "new energy vehicles" by the market. The following is the share of charging pile faucet brought by Bian Xiao! I hope it will help everyone!
So what is a charging pile?
Charging stations, like gas stations, play a very important role in new energy vehicles. Therefore, driven by the upsurge of new energy vehicles, the charging pile industry, as the downstream market of new energy vehicles, has a very broad prospect, and the future development of charging pile enterprises is by going up one flight of stairs. It is worth waiting for the market to see who can lead the industry on the new track.
The good news about the development of new energy vehicles continues, and "charging anxiety" has gradually become a new obstacle to the consumption of electric vehicles. However, the recent multiple news is expected to solve the charging problem, and the charging pile plate continues to rise.
Since 17, the concept plate of charging piles has been rising continuously, with an increase of 3.23% on 22nd and an increase of nearly 7% on 17 -22. On the 23rd, the charging pile plate continued to exert its strength, hitting a new high in the past six years.
In terms of news, at 19 Guangzhou Auto Show, Xpeng Auto officially launched a brand-new intelligent flagship SUV-Tucki G9. The biggest highlight of this car is 800V high-voltage silicon carbide +480kW overcharge technology. It is the first production car based on 800V high-voltage silicon carbide platform in China. The official claims that it can "charge for 5 minutes and last for 200 kilometers".
List of leading stocks of charging pile concept
1, Wanan Technology: A wireless charging project with American companies. The charging efficiency of the charging system currently developed is over 90%.
2. Fo-burning Energy: 65438+In August 2008, the company plans to acquire 46% equity of Zhongyan Energy, which is mainly engaged in research and development, production and sales of charging equipment products around the new energy automobile industry chain, and carries out charging operation services.
3. Guodian Nanrui: The company has done a lot of work in the design, equipment research and development, technical consulting services and project implementation of electric vehicle charging stations, and successfully developed the monitoring system, AC charging pile and charging system of electric vehicle charging stations.
4. Peng Hui Energy: March 2000 10, the company said on the interactive platform: the company started to operate the charging pile business from 18, and currently has hundreds of charging stations, including the optical storage and charging integrated charging station.
5. BYD: Compared with the existing energy storage technologies such as pumped storage and compressed air storage, the company's energy storage power station with lithium iron phosphate battery technology has obvious advantages in cost and operating life.
6. Nanjing Julong: The company's spray-free products have been applied in main engine plants such as BAIC and GAC; Flame retardant products have entered the field of electric vehicles and charging piles.
7. Terry: Leading stocks of charging piles. The business scope of Shenneng Aizhong Company is the development, construction and operation of distributed energy stations, ground source heat pumps, water source heat pumps, air source heat pumps, charging piles, energy storage, microgrids, zero-emission projects of urban sewage and industrial wastewater; Electricity sales business.
8. encore: charging pile leading stock. The company has established 67 joint ventures and 237 cities where the projects have landed. About1770,000 charging piles have been built nationwide, and more than1000,000 have been put into operation.
9. Guang 'an Aizhong: charging pile leading stock. Mainly engaged in intelligent high-frequency switching power supply core components suppliers, used for electric vehicle charging power supply modules and systems, electric operating power supply modules and systems and other power products; The main customers include equipment suppliers, listed companies and new energy enterprises with a certain scale under the State Grid. Proportion of charging pile products
In order to ensure the use of new energy vehicles, the construction of charging piles is essential. Judging from the national goal of 1: 1, the ratio of vehicles to piles in China will continue to increase year by year for a long time.
I. Status quo of charging pile industry
1, the charging pile business model is diversified.
There are three main business models of charging piles: charging operator-led model, car enterprise-led model and third-party charging service platform-led model.
1) billing operator dominant mode
Charging operators will complete the investment, construction, operation and maintenance of charging pile business, and provide users with the operation and management of charging services. At present, the overall profit level of this model is not high, so toll operators need to constantly improve the development and operation model, further tap other value and value-added services, and open a diversified business model.
2) The leading mode of automobile enterprises
The cooperative piling mode has various sources of income and is superior to the independent piling mode. In order to provide users with better charging service, car companies provide charging piles to car owners as after-sales service, only for all customers of car companies. Most of the charging piles that adopt the car enterprise-led mode are public charging piles and private charging piles.
3) Leading mode of third-party charging service platform
Through the ability of resource integration, the charging piles of different charging operators are connected to their respective platforms. Achieve low-cost operation and maintenance through one-stop background and online management. The third-party charging service platform provides all-round services for charging operators and provides users with a more convenient one-stop charging experience.
2. Construction of leading layout charging piles in developed areas
On the whole, Guangdong, Shanghai, Jiangsu, Beijing and Zhejiang have formed a huge charging service network. 2 1 year, the number of public charging piles is182,000,103,000, 97,000, 97,000 and 82,000 respectively, accounting for 48.9% of the total number of charging piles in China. 10 provinces and cities accounted for 7 1.6% of public charging infrastructure, and the concentration remained high.
3. High-voltage fast charging has become the mainstream solution.
After achieving a high cruising range, the charging problem has become a consumer anxiety that car companies should focus on next. At present, there are three main schemes: one is the power exchange scheme represented by Weilai Automobile, the other is the high-current fast charging scheme represented by Tesla, and the third is the high-voltage fast charging scheme represented by Porsche. From the perspective of cost and technical feasibility, high-voltage fast charging is expected to become the mainstream solution.
Starting from 2 1, BYD, Krypton, GAC, Tucki and many other car companies have successively launched 800-volt high-voltage platforms as a means to solve the charging problem. The landing of 2 1 super charging pile standard has also created objective conditions for the development of the industry. The high charging power of high-voltage fast charging is usually 20%-80% of the charging amount, and the power at both ends is relatively low, so fast charging is suitable as an important means of charging.
Industry outlook
1. Related support has been strengthened.
/kloc-The Guiding Opinions on Accelerating the Construction of Charging Infrastructure for Electric Vehicles issued in September, 2000/5, defined the policy direction of the charging pile industry for the first time. Subsequently, the state and relevant departments of various provinces and cities have issued relevant plans to promote the development and construction of the charging pile industry. On June+10, 2008, the relevant departments indicated that they would strengthen the supervision and implementation of the relevant action plans for charging infrastructure and solidly organize and promote the development of charging infrastructure in China.
2. The rapidly growing new energy vehicle market has increased the demand for charging piles.
According to the data of China Automobile Association and Charging Alliance, by the end of February1,the number of new energy vehicles in China was 7.84 million, a year-on-year increase of 59.3%. The number of charging infrastructure in China reached 26 1.7 million units, up 55.7% year-on-year. The fast-growing new energy vehicle market has increased the demand for charging piles. In the future, with the continuous improvement of automobile electrification penetration rate, the market demand for charging piles will be further expanded.
According to the data of the charging alliance, in 2 1 year, the total charging capacity in China reached110.50 billion kwh, up 58.0% year-on-year. The monthly level has been significantly improved compared with 20 years, and the demand for electric vehicle charging has continued to grow rapidly. From the distribution area of charging amount, it shows the same trend as the distribution of charging piles, with Guangdong, Jiangsu and Sichuan leading the country.
3. The trend of fast charging with high voltage brings new opportunities for the development of charging piles.
High-voltage fast charging can effectively solve the mileage anxiety and fast charging problems of electric vehicles, and become a new trend in the evolution of charging technology in the future. The corresponding 800V high-voltage platform models and high-voltage and high-power overcharge networks are in the accelerated layout stage.
At present, high-voltage fast charging has become the majority choice of automobile manufacturers. /kloc-in 0/9, Taycan, a subsidiary of Porsche, launched the 800V high-voltage electrical architecture for the first time in the world, equipped with 800V DC fast charging system, which supports 350kw high-power fast charging.
High-voltage fast-filling piles will take the lead in large-scale construction, bringing new demands such as high-voltage charging modules and relays. In addition, the increase in the proportion of fast charging can improve the profitability of operators, and will also accelerate the arrival of the profit turning point of operators.
A-share 5 charging pile faucet inventory
1, Tride (30000 1)
Industry leader, the number of charging piles ranks first in the country. 14 years, the company entered the field of charging, and established a wholly-owned subsidiary, Telecom, to engage in the construction and operation of new energy vehicle charging network and Internet value-added services. At present, the company's main business includes intelligent manufacturing business, new energy vehicle charging network and new energy microgrid.
2. Guodian Nanrui (600406)
Power equipment leader, State Grid is the whole pile equipment supplier. Guodian Nanrui is the mainstream equipment supplier of State Grid Department, which is controlled by State Grid. Business includes power grid automation and industrial control, power automation information communication, relay protection and flexible transmission, power generation and water conservancy and environmental protection.
3. Jixu Electric (000400)
China is a leader in the power equipment industry, and the market share of intelligent charging and replacing system for electric vehicles is in the forefront. The company is a leading enterprise in China's power equipment industry, and its main businesses include UHV, smart grid, new energy, charging and replacing electric vehicles, rail transit, industrial intelligence and so on. In the charging and replacing business of electric vehicles, the company is a manufacturer of intelligent charging and replacing systems for electric vehicles with large scale, high technical level and high market share in China.
4. Wanma shares (002276)
One of the pioneers in the domestic charging pile field, the charging pile product line is complete. The company is a "comprehensive cable supplier" with a mature cable industry chain in China, and its main business includes wires and cables, new materials and charging piles. In the charging pile business, the company is one of the earliest companies to enter the charging pile field in China, with a complete product line from 7kW to 360kW.
5. Co-performance (0025 18)
China is the leader of uninterruptible power supply industry, and the competitiveness of charging pile products is outstanding. The company is an intelligent network energy supply service provider in the field of data center and new energy, and a leader in the uninterruptible power supply industry in China. The main business includes data center key infrastructure products, new energy photovoltaic and energy storage system products, and charging pile products.