As a new energy vehicle infrastructure, the charging pile industry has received policy assistance again.
4 On April 19, the National Development and Reform Commission stated that automobile consumption is the "big head" supporting consumption. We will accelerate the construction of charging piles and urban parking facilities, vigorously promote new energy vehicles to the countryside, and encourage automobile companies to develop A model that is more suitable for use in county and rural areas. At the same time, accelerate the implementation of the pilot zone for the comprehensive electrification of vehicles in the public domain.
In addition to the National Development and Reform Commission, in the past few months, many national ministries and commissions have frequently voiced their opinions on the new energy vehicle and charging pile industry.
For example, in February, eight departments including the Ministry of Industry and Information Technology organized a pilot project for the comprehensive electrification of vehicles in the public domain. The ratio of the number of new energy vehicles promoted in the public domain (standard vehicles) will strive to reach 1:1.
The rapid growth of the charging pile industry stems from the market drive of new energy vehicles. In 2022, China's new energy vehicle sales will be 6.887 million, a year-on-year increase of 93.4%, and the penetration rate will reach 25.6%, which is higher than the previous year 12.1pcts, continuous explosive growth.
The China Charging Alliance released the national electric vehicle charging and swapping infrastructure operation in 2022. It shows that from January to December 2022, the charging infrastructure will increase by 2.593 million units, and the pile-car incremental ratio will be 1:2.7. The charging infrastructure construction can Basically meet the rapid development of new energy vehicles, but there is still a big gap from the national 1:1 ratio target.
Many brokerages are also optimistic about the global speed-up effect of the charging pile market.
CITIC Securities estimates that the market size of public charging piles is expected to reach 48.7 billion yuan in the next three years. The agency believes that driven by the dual factors of the policy side and the demand side, it is expected to enter a period of accelerated construction in the future, and the long-term market space will exceed 100 billion yuan.
China Merchants Securities also stated that the current number of domestic charging piles is 1.636 million, and the sales of new energy vehicles are expected to continue to maintain a rapid growth trend in the next three years. There is room for further decline in the superimposed vehicle pile ratio, and the demand for charging piles may grow explosively. It is estimated that the demand for new charging piles in the country may exceed 7 million in 2025, and the corresponding charging pile market space is expected to exceed 160 billion yuan. In the view of Zhitong Finance APP, in the charging pile industry chain, equipment parts manufacturers (equipment side) and charging pile operators (operation side) are the most important links in the charging pile industry chain. Equipment manufacturers will benefit from the expansion of the construction scale of charging piles, and the leading operation piles will benefit from the advantages of scale and continue to expand, and will be profitable first.
With the rapid development of the new energy vehicle industry, the charging pile industry has maintained a high degree of prosperity. In the secondary market, listed companies related to charging piles have also attracted the attention of institutions and investors.
Taking Tesla (TSLA.US) as an example, some of its charging piles will be opened to all American electric vehicles for the first time before the end of next year; in China, Tesla has built more than 10,000 charging piles by 2022.
Take the operator Energy Chain Smart Electric (NAAS.US) as an example, which is the largest third-party charging network in China. As of December 31, 2022, more than 500,000 charging cables have been connected to the NaaS platform, and the annual charging capacity has reached 2.753 billion kWh, an increase of 123% year-on-year in 2021, accounting for 20% of the national public charging capacity.
Energy Chain Smart Electric is also expanding the sinking market and exporting its own full-link services. In the near future, Energy Chain Smart Electronics has cooperated with Diguantong, focusing on the charging station business first, and has carried out extensive nationwide cooperation in charging station operations, site resources and data, and account distribution systems; earlier, with the accommodation industry Internet platform "Order The latter has served more than 200 countries and regions around the world, with more than 85,000 cooperative customers. At present, the first batch of pilot new energy charging stations has been carried out in some homestays in Anji, Zhejiang.
As a supporting facility for electric vehicles, the charging pile market will usher in a ten-fold rapid growth in ten years. According to the estimates of the International Energy Agency, in order to support the growth of electric vehicles and meet the promised goals, the global charging infrastructure needs to increase by more than 12 times by 2030, and more than 22 million electric light vehicle charging piles need to be installed every year.
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