Charging pile welcome speed up again! Electric vehicle releases huge charging demand
Novel coronavirus pneumonia was more than 7 thousand and 800 in July 2020, compared with the 26.8% increase in June, according to the statistics of China's electric vehicle charging infrastructure promotion alliance. The industry has been gradually alleviated by the new crown pneumonia epidemic situation. The number of new charging piles has been maintained at nearly 8 thousand levels in the past two months.
Recently, a number of market institutions released reports to review the trend of electric power in the global automobile industry. The report shows that the automobile industry is accelerating to meet the new energy reform from multiple dimensions, and the performance of Chinese enterprises is still in the forefront. In China, the number of charging piles per 100 km has increased from 1.6 in 2017 to 5.4 in 2020.
According to the data of the national development and Reform Commission, by the end of 2019, there are more than 1.2 million charging facilities in China, which is still a short board compared with the 3.8 million new energy vehicles. Construction will continue to accelerate in the future. It is estimated that more than 600000 new charging piles will be built in 2020 alone.
According to the charging mode, charging piles are mainly divided into AC slow charging piles and DC fast charging piles.
AC pile is commonly known as slow filling pile, most of which are built along with the vehicle. The electric vehicle needs to be charged by the vehicle charger, which has low power and slow charging speed, but low cost, which is mostly used for community charging pile. Currently, AC piles still account for about 40% of the newly added public charging piles.
DC pile, commonly known as fast charging pile, directly charges electric vehicles with high power, fast charging speed, but high cost. The power of DC fast charging pile ranges from 30kW to 360kw, which is mainly used in public charging pile. In the case of high-power charging such as buses, the split charging stack is generally used, and the configuration of one machine with four guns is adopted to facilitate the charging of multiple vehicles at the same time.
The internal part of the DC charging pile is relatively complex, so the input electric energy needs to be converted from AC to DC by power module. As the rectifier technology is relatively mature and there are many power module suppliers, it does not constitute a technical barrier.
The industrial chain of charging pile is complete. From construction to operation, it involves charging equipment manufacturers, power supply, site supply and third-party charging platform. The downstream of charging pile involves industrial support, mainly including navigation function support and payment function support.
From the manufacturing side, the charging module is the core equipment at the manufacturing end. After installing power distribution equipment, filters and other devices, the equipment manufacturer forms a charging pile to sell to downstream customers.
As the manufacturing technology of charging pile is less difficult, the main parts are mature standardized electrical products, the industry competition is fierce, and the gross profit rate of products is low.
Charging pile parts are mainly divided into power module, electrical accessories (including circuit breaker, plug, cable, contactor), touch screen and billing system, control board. At present, mainstream charging pile manufacturers, such as treid, star charging, Xuji Electric, etc., can produce power modules and control boards by themselves, and only purchase standardized electrical accessories such as circuit breakers, contactors, cables, etc.
From the manufacturing difficulty of main parts, the technology content of power module is relatively high, and some small and medium-sized manufacturers need to purchase power modules. Due to the large number of suppliers of power modules, the price continues to decline, and it is expected that the price will continue to decline by 5-10% every year in the next three years.
From the operation side, the State Grid and special call manufacturers are the main force in the construction of public charging piles. The "e-charging" project of State Grid encourages private charging piles to enter into the sharing operation field. The threshold for the operation end of charging piles is significantly reduced, which is expected to further promote the construction of charging piles.
At present, the main operators produce charging piles by themselves. Only the State Grid adopts public bidding and the bidding price is relatively high. Therefore, enterprises with stable Bidding Ability in the State Grid bidding will be able to survive in the market. At the same time, the attention to charging safety makes enterprises with better product quality have certain competitive advantages.
By the end of 2019, the total number of charging piles in China has reached 1.22 million, including 520000 public piles and 700000 private piles. Charging facilities have covered 404 cities in China and formed a charging network of "ten vertical, ten horizontal and two rings". The cumulative number of public charging piles built by China Power grid is about 88000, ranking only the third in the industry. The market share of public charging piles in China is mainly accounted for by special telephone (treid subsidiary) 29%, star charging 23%, and State Grid 17%, totaling 69%.
Among the A-share listed companies, the number of operating and charging capacity of treid charging piles ranks first in China, with more than 153000 charging piles in operation. HKUST intelligent has a wide distribution in the field of charging piles, and its main customers include state grid, China Southern Power Grid, major main engine plants, public transportation, real estate, etc. the charging pile for residential reconstruction is also one of the main types of charging pile products of the company. Zhongheng electric masters the core technology of high-power DC charging and maintains close cooperation with core customers such as state grid, Xiaoju charging and State Grid Hengda.
As the power guarantee of new energy vehicles, the construction of charging infrastructure is connected with people's livelihood and how far new energy vehicles can drive; the other end is connected with the industry, which is related to how well the new energy vehicle industry can go.
With the subsidy for new energy vehicles shifting from front-end purchase to back-end charging field, the construction of domestic charging facilities is expected to accelerate again, and the growth elasticity of equipment manufacturers is strong. In the medium and long term, the rapid growth of domestic electric vehicle ownership will release huge charging demand. Subject to the parking space, site and other resources, the construction scale gap of domestic electric vehicle private charging pile will exist for a long time, and the utilization rate of public charging facilities is expected to continue to improve, driving the charging operation to achieve profit improvement.