[New energy car charging pile industry chain is the most complete summary, the 90 billion yuan market blue ocean may also be a chicken feather? In 2017, the cumulative sales volume of China's new energy vehicles has reached 1.8 million, accounting for 52.9% of the world's cumulative sales. From 2015 to 2017, it has been ranked first in the world for 3 consecutive years of production and sales. China's new energy automobile market can be described as a great one. . Coupled with the introduction of the double-integration policy, the auto industry has intensified its reshuffling and the fuel vehicle ban has been furthered. While policies and enterprises are frequently reporting for joy, we have to face up to the inadequacies of the infrastructure of new energy vehicles, and the charging pile coverage and management have repeatedly been trumpeted.
The government is also aware of this point. According to the “Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)†issued by the National Development and Reform Commission, it is pointed out that from 2015 to 2020, a total of 12,000 charging stations need to be built in China, including buses. There are 3848, 2462 and 2438 charging stations for taxis, special vehicles and special vehicles. For this reason, a large number of charging posts are needed. According to relevant statistics, in 2016-2020, China will build 500,000 DC charging piles and 4.3 million AC charging piles. So, is the enterprise ready?
By definition, the function of a charging post is similar to that of a fuel dispenser in a gas station, which can be fixed on the ground or a wall, installed in a public building and a residential area parking lot or charging station, and can be various types of electric motors according to different voltage levels. Car charging. According to the charging mode, the charging piles are mainly divided into AC charging piles, DC charging piles, and AC/DC integrated charging piles; according to the installation location, the charging piles are mainly divided into public charging piles, dedicated charging piles and self-use charging piles; The charging piles are mainly divided into floor charging piles and wall-mounted charging piles.
Charging pile industry chain can be divided into upstream, midstream and downstream. Upstream is the equipment manufacturer, mainly responsible for the production of the charging pile housing, base, sockets, cables and other components, as well as charging modules and chargers. Main participants:
Guodian NARI
Guodian Nanrui Technology Co., Ltd. was established on February 28, 2001 as a technology company. Nanjing Nari Group was the main sponsor and the assets of the three subsidiaries of Nanjing NARI Group were restructured and jointly initiated with seven other strategic investors. It was listed on the Shanghai Stock Exchange on September 24, 2003. , referred to as "National Power Nanrui".
State Power Nanrui mainly provides customers with professional solutions for power grid dispatch automation, substation automation, rail transportation and electrical protection automation, power market technical support, electricity energy metering and billing, distribution automation, agricultural power automation, thermal power plants and industrial control automation. . National Power Nan Rui recently stated that the chips used by the company's current products are both domestic and imported. State Power Nanrui is currently stepping up its investment in IGBT modules and chip design research and development, and related design plans are basically completed.
Power source
Power Source is a high-tech listed company dedicated to the R&D, manufacturing, sales, and service of power electronics and related products. The headquarters is located in Fengtai Industrial Park, Beijing's Zhongguancun Science Park.
Power source main products include UPS uninterruptible power supply, EPS emergency power supply, high voltage frequency converter, power operated power supply and DC power supply products.
Tracy
China Delixi Holding Group Co., Ltd. was founded in 1984. It is a large-scale group integrating capital operation, brand operation and industrial operation. Its registered capital is RMB 1.5 billion. The group has more than 21,000 employees and has been listed in the top 500 Chinese companies for 11 consecutive years, ranking among the top 500 private enterprises in China. Delixi Electric has more than 400 independent research and development patents and has successfully created a healthy and complete supply chain ecosystem.
The middle reaches are the charging pile operators and are mainly responsible for the erection and operation of charging piles and charging stations. This is a relatively difficult part of the charging pile industry chain, and the cost pressure is very high. According to relevant statistics, the average cost of an ordinary pile is between 5,000 and 20,000 yuan, and the cost of a fast pile is generally between 10 and 150,000. The investment cost for building a charging station is 2.5 million yuan, and the cost of distribution facilities is about 1.6 million yuan. From the perspective of the cost structure, the charger and the charging module are the charging core devices, which account for 45%-55% of the total cost of the charging facilities. This is the bulk of the investment in the midstream companies. Charging operators mainly include the following:
State Grid
The State Grid Corporation of China, referred to as the National Grid for short, was established on December 29, 2002, and is a pilot unit of the state-authorized investment agency and national holding company that the State Council has agreed to. As a leader in the operation of charging piles, the State Grid announced in the second half of last year that it will further accelerate the construction of charging facilities throughout the country. By 2020, the electric vehicle charging network will cover all suburban counties across the country! In the city, the suburbs of electric vehicles have basically achieved a radius of no more than 5 kilometers, 3 kilometers around the urban area, and 1 kilometer of urban areas.
Putian Group
Putian New Energy is the first company in China to engage in the construction and operation of a new energy vehicle charging network. Putian New Energy is based on the technological and resource advantages of China Putian and CNOOC in the information industry and energy sector. Putian New Energy entered the Beijing market in 2010 and is in charge of the demonstration and operation of electric vehicles for state organs. It has provided replenishment services for 28 ministries and commissions including the General Office of the CPC Central Committee, the General Office of the State Council, the National Development and Reform Commission, the Ministry of Science and Technology, and the Ministry of Industry and Information Technology. At the same time, Putian New Energy is paying more attention to the construction of charging facilities network in the public domain.
Putian began to operate charging piles in 2010. In 2015, it achieved the “three ones†breakthrough of “more than 10,000 public charging piles, more than 10,000 vehicles entering the network, and more than 100 million charging capacityâ€. In terms of volume or power, the average daily average has ranked first in the country, and its charging network has also radiated to 20 cities.
Star charging
Since its establishment in 2014, Star Charging has invested 1 billion and built more than 30,000 charging piles in 25 cities across the country. Among them, more than 20,000 have passed acceptance inspection and are on-line, mainly in Beijing, Shanghai and Suzhou.
Electric pile
Xinneng Electric Technology Co., Ltd. was formerly known as Beijing Dianzhuang Technology Co., Ltd. Its main business scope includes electric vehicle charging technology development and service, charging equipment R&D and production, government's new energy project overall solution, electric vehicle time-sharing leasing and sales, energy storage and energy dispatch system development, and energy transaction settlement. The company aims to use the Internet technology to open up the energy industry and the Internet industry chain, promote the accelerated upgrading of the energy Internet industry, and promote the transformation of energy and economic structure.
Electric pile - Gui'an Super Charging Station covers an area of ​​more than 2,500 square meters and has a total charging capacity of 2,500 kVA. It is equipped with 9 sets of dual-gun DC charging equipment (18 cars can be charged at the same time) to meet bus, commercial vehicle and small passenger car. The Super Intelligent Charging Station, which is charged with three kinds of new energy vehicles such as large, medium and small vehicles, was built and put into operation in the Gui'an New District. This is currently the most advanced super smart charging station in China.
Special call
Qingdao Special Call New Energy Co., Ltd. was established on September 4, 2014. It adopts Internet thinking, and relies on the world's leading car group intelligent charging technology and system to innovate the electric vehicle charging business model and is committed to building and operating the nation's largest car charging network. .
Compared with other enterprises of the same type, the advantages of “multiple sites and full coverage†are generally emphasized. The special callers pay more attention to their overall management technology for charging networks, and call it “the intelligent charging system for electric vehiclesâ€. Special calls are positioned high on the technical level, and they are determined to create an internationally leading charging technology system with distinct characteristics among many charging service providers.
Downstream of the charging pile industrial chain is a number of solution providers, most companies are taking the light asset route, such as only provide charging pile location services and booking payment functions, or provide charge pile operation management platform and solutions. They partnered with operators and car companies, and cooperated with the most upstream equipment manufacturers, and ultimately enabled charging piles and car companies to connect. There are mainly these companies:
Electricity sharing
Shanghai Powershare Information Technology Co., Ltd. has a number of patented technologies related to new energy vehicle charging networks. The company is committed to wireless intelligent hardware and Internet services in the field of new energy vehicles and charging, providing complete end-to-end mobile Internet software and smart hardware solutions; at the same time, through the self-developed "wireless intelligent control module + operating cloud platform custom built + Customized mobile phone APP" provides leading charging pile core technology and electric vehicle charging and replacement service network operation management system for charging pile manufacturers, new energy automobile manufacturers and operators.
Hangzhou Zhongheng
Hangzhou Zhongheng Electric Co., Ltd. was founded in 1996 and has been focusing on its main business. It is deeply involved in two major business segments. The first is the power informatization segment for power grid companies, power generation (including new energy) companies, and industrial companies. "Automation, Informatization, and Intelligence" provides total solutions for construction and operation. The second is the power electronics product manufacturing sector, providing customers with integrated power supply systems, high-voltage DC power systems (HVDC), power operation power systems, new energy electric vehicle charging and replacement systems, and integrated power supply solutions.
GCL Integrated Technology
GCL Integrated Technology Co., Ltd. is committed to becoming the world's leading one-stop smart integrated energy system integrator, and it is based on technology research and development, based on design optimization, system integration as a carrier, and financial service support as the link, intelligent operation and maintenance. The service-supported integrated "design + product + service" package provider builds a differentiated leading business model.
Xiamen Kehua Hengsheng
Founded in 1988, Xiamen Kehua Hengsheng Co., Ltd. has 29 years of experience in power electronic equipment R&D and manufacturing. It is a national torch plan project undertaker, a national key high-tech enterprise, a national accredited enterprise technology center and a national technology innovation demonstration enterprise, and a nationwide The first batch of two integrated management system companies have energy-based, cloud-based, and new energy three business systems, widely used in finance, industry, transportation, communications, government, defense, education, medical, electricity, new energy, electric vehicle charging , data center and other industries, serving more than 80 countries and regions in the world, more than 200,000 users, is committed to building an eco-friendly energy Internet.
Shenzhen Kstar Technology
Shenzhen Kstar Technology Co., Ltd. was established in 1993. It is a key high-tech enterprise of the National Torch Plan, a leader in the domestic UPS industry in mainland China, and an industry-leading provider of complete solutions for key infrastructure solutions and new energy solutions. Committed to the research and development, manufacture and application of integrated solutions for key infrastructure products, solar photovoltaic system products, electric vehicle charging systems, and energy storage products in the data center, providing quality for more than 90 countries and regions including China. Products and full-service.
XJ Group
XJ Group Co., Ltd. is a direct industrial unit of the State Grid Corporation of China. It is currently the largest manufacturer of intelligent electric charging and switching systems for electric vehicles in China with the largest scale, technological level and market share. It has a “National Energy Active Distribution Network Technology R&D Centerâ€. The “State Grid Corporation’s electric vehicle charging and replacing technology laboratory†has undertaken 13 national and provincial government science and technology projects and 47 national and industrial standards drafting and formulation, and has obtained 132 patent certificates and 1 international patent. And participated in the formulation of the international standard IEC62840, and achieved zero breakthrough in China's international standards in this field.
By the end of 2015, a total of 49,500 charging piles, 40,000 AC piles, and 95,500 DC piles had been built, with a market size of 1.686 billion yuan. From 2016 to 2020, the new DC and exchange market will be approximately RMB 90 billion, and the market size will increase by about 50 times. Such a market dividend will attract more companies to participate in the construction of charging piles.
However, such commercial blue oceans are more directed at component manufacturing and solution providers. For operators, the investment return of charging piles is a long process. The initial investment of new energy car charging pile construction is relatively large, and the charge of charging is only It is difficult to recover the cost of electricity in the short term. The market is still in the early stage of development and the profit model is not clear. In addition, urban land resources are strained. Regardless of whether it is building a public charging station or renovating an existing parking lot, it is faced with such issues as shortage of parking space, high cost of power grid renovation, failure to cooperate with residential properties and even obstruction. In addition, one problem that has to be solved in time for operators is that fuel vehicles occupy a place. Now that the city parking spaces are not sufficient, fuel vehicles will not occupy the parking spaces when they see the charging piles, making new energy owners miserable. Nothing can be done.
The troops and horses did not move, the forage and grass first, and the charging piles as the infrastructure of electric vehicles largely affected the purchase intention of the owners. To solve the problem of difficulty in charging, it is necessary for the government and enterprises to work together to formulate a standardized market system and provide a better charging experience, so as to avoid the worries of the development of electric vehicles.
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