Charging piles become the key direction of new infrastructure

On March 4, 2020, the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting. The meeting pointed out the need to speed up the construction of new infrastructure such as 5G networks and data centers. New infrastructure construction includes seven major areas, including UHV, new energy vehicle charging piles, 5G base station construction, big data centers, artificial intelligence, industrial Internet, intercity high-speed railways and urban rail transit. It is estimated that by 2020, the number of electric vehicles in the country will exceed 5 million, including more than 200,000 electric buses, more than 300,000 electric taxis, and more than 200,000 electric vehicles for sanitation and logistics. There are more than 4.3 million passenger cars. With the popularization of new energy vehicles, the construction of charging piles is still one of the shortcomings of the entire industry chain. With the strong support of new policies, the construction of charging piles will be accelerated in an all-round way. As of December 2019, the cumulative number of charging infrastructures nationwide was 1.219 million, of which 516,000 were public piles and 703,000 were private ones. The number of charging stations has reached 36,000. It is estimated that 12,000 new public charging stations will be added in 2020, and the number of public charging stations will reach 48,000. We believe that the 'new infrastructure' drives the construction of charging piles mainly in the following aspects: 1. Drive the construction of public piles to improve quality and regional development. The current exchange piles still account for more than half, and there is a large gap in the number of provinces. The proportion of DC piles will continue to increase, while the difference between provinces is expected to shrink. 2. Promote the construction of high-quality stations and improve the application flow of supporting facilities. Public charging needs to coordinate with the site, strong current, and charging operators. It is critical to promote operators to accelerate construction and promote strong current and supporting facilities. 3. Promote the construction of charging piles for parking spaces in communities and shopping malls. Calculated by the number of passenger cars, China's current private stake ratio is only 3.8:1, and the penetration rate of private supporting charging is limited. 4. Promote support for the construction and charging operation process of operators. Charging operation is a relatively asset-heavy industry. At the same time, the DC pile utilization rate is higher than 8% (calculated as 60kW pile) to make a profit. Therefore, operators have greater investment and operating pressure in the early stage of station operation. We believe that the investment and operation support for high-quality operators is expected to be improved, which will promote social capital to accelerate the construction of charging piles. In Beijing, Tianjin, Hebei, Liaoning, Shandong, Shanghai, Jiangsu, Zhejiang, Anhui, Fujian, Guangdong, Hainan and other areas of electric vehicle development, the development of electric vehicles is well established, the task of smog control is heavier, and the application conditions are better in accelerating development areas. In 2020, the scale of the promotion of electric vehicles will reach 2.66 million, requiring 7,400 new charging stations and 2.5 million charging piles. In Shanxi, Inner Mongolia, Jilin, Heilongjiang, Jiangxi, Henan, Hubei, Hunan, Chongqing, Sichuan, Guizhou, Yunnan, Shaanxi, Gansu and other demonstration promotion areas, it is estimated that by 2020, the scale of promotion of electric vehicles will reach 2.23 million, requiring new construction There are 4,300 charging stations and 2.2 million charging piles. In Guangxi, Tibet, Qinghai, Ningxia, Xinjiang and other areas that have not been included in the scope of the national new energy vehicle promotion and application, it is expected that by 2020, the scale of the promotion of electric vehicles will reach 110,000, and 400 new charging stations will be needed for charging. 100,000 piles. The “new infrastructure” policy will bring about accelerated investment in the charging pile sector, which will significantly increase the demand for charging equipment. The entire charging pile industry will benefit from this, and it will bring new opportunities to companies with leading technology and profound operational accumulation. It is worth noting that there are also several sectors in the 'new infrastructureIncreasing integration, creating a smart network for charging and swapping, scientifically managing charging operations, establishing a safety monitoring system, and improving user experience with cloud platform services are all to solve charging pain points, increase the utilization rate of charging piles, and achieve effective allocation of resources. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete.