The inclusion of charging piles in the new infrastructure will drive the rapid development of the charging pile manufacturers industry
"New infrastructure" means "new infrastructure construction", which refers to "5G commercial, artificial intelligence, industrial Internet, Internet of things other new infrastructure construction." According to CCTV news reports, the areas covered by the new infrastructure mainly include the following seven: 5G base stations, artificial intelligence, industrial Internet, big data centers, UHV, charging piles, intercity high-speed rail transit. In recent years, with the rapid development of new energy vehicles, charging piles, as an important link in the new energy vehicle industry chain, are expected to accelerate to make up for the previous development shortcomings under the force of "new infrastructure".
Charging piles are a key investment direction for new infrastructure, the State Grid local governments are making concerted efforts.
According to CCTV reports, charging piles are one of the seven key areas of new infrastructure. In 2020, the central government has repeatedly emphasized the deployment of "new infrastructure" related tasks. Under the new situation, my country's "new infrastructure" will play an important role in "filling shortcomings" "promoting innovation" is expected to become an important policy focus.
Recently, in order to implement the spirit of the central government, the support of many governments for the construction operation of charging piles is being strengthened. The Hunan Development Reform Commission stated that it will speed up the construction of charging infrastructure. Hainan plans to start construction operation of the province’s electric vehicle charging infrastructure in batches 2020. Subsidies etc. The State Grid has also increased its layout in the field of charging piles. The key tasks in 2020 emphasized "actively promoting intelligent orderly charging, the Internet of Vehicles platform is connected to 1 million charging piles, covering more than 80% of the market." Wang Guanghui recently released the first batch of tenders. It is expected that subsequent local governments are also expected to continue strengthen the subsidies for charging piles in the early stage, the charging piles sector is expected to welcome the inflection point of the economy.
The charging pile market is developing unevenly, but the prospects are promising. However, the mileage anxiety caused by insufficient charging piles other reasons needs to be alleviated urgently. According to data the China Charging Alliance, the national charging infrastructure increased by 411,000 units in 2019, an increase of 18.1% year-on-year, the ratio of new energy vehicles to charging piles reached 2.9:1. As of December 2019, the number of charging piles in my country has reached 1.219 million, of which 516,000 are public charging piles 703,000 are private charging piles. The vehicle-to-pile ratio is about 3.4:1, which is much lower than the "Electric Vehicle Charging Infrastructure Development Guide" (2015-2020)" plan 1:1 indicators. According to the "New Energy Automobile Industry Development Plan (2021-2035)" (draft for comments), by 2025, sales of new energy vehicles will account for about 25% of vehicle sales. A conservative estimate of sales of new energy vehicles is about 7 million.
However, my country's new energy automobile industry is developing rapidly, the supporting facilities of charging piles are still insufficient. The data shows that at the end of 2019, the vehicle to pile ratio is 3.5:1. The ideal vehicle to pile ratio of 1:1 still has a large gap. Based on the number of new energy vehicles at 20 million the vehicle to pile ratio of 1:1, the charging required The number of piles is at least about 18.8 million.
The charging pile equipment market essentially belongs to traditional power equipment, the industry competition pattern is relatively fragmented presents cyclical characteristics. Based on the background of "new infrastructure", it is expected that the construction of charging pile infrastructure is expected to accelerate, the overall charging pile equipment manufacturing market is expected to show an upward cycle. It is estimated that the total domestic charging pile equipment market in 2025 will be about 10 billion yuan. The operating market follows the expansion of the number of new energy vehicles has blue ocean potential. With the growth of the user scale, charging pile operators are expected to realize user value through more targeted diversified value-added services. The operating market is expected to reach 340 in 2021. 100 million yuan.