The hottest charging pile incorporated into the ne

2022-07-29
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The inclusion of charging piles in the new infrastructure may usher in trillions of market opportunities.

from the repeated deployment of China's top management to the hot pursuit of funds in the capital market, one of the concepts most concerned by public opinion recently is "new infrastructure"

On March 4, the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China held a meeting to study the current key work of preventing and controlling the COVID-19 epidemic and stabilizing the economic and social operation. The meeting stressed the need to select investment projects, strengthen policy support for land, energy and capital, and accelerate the construction of major projects and infrastructure that have been defined in the national plan. We should increase investment in public health services and emergency material support, and speed up the construction of 5g networks, data centers and other new infrastructure

on March 20, the Ministry of industry and information technology issued a document regarding accelerating new infrastructure as the primary task. On March 21, the national development and Reform Commission also said that it was necessary to accelerate the high-quality development of new infrastructure

different from the traditional "infrastructure construction", the "new infrastructure" refers to the infrastructure construction based on science and technology, including seven industrial directions: 5g base station construction, new energy vehicle charging pile, big data center, artificial intelligence, industrial interconnection, UHV, intercity and urban rail transit

recently, tianyancha released the new energy vehicle charging pile in the new infrastructure series report, which provides insight into the development trends and changes of new energy vehicles and charging pile enterprises in recent years through multi-dimensional data analysis

there are more than 140000 new energy automobile enterprises in China. Guangdong has the largest number of related enterprises.

new energy automobile, as a strategic emerging industry, has achieved rapid development in recent years and attracted much attention. According to the data of China Automobile Industry Association, in 2018, the production and sales of new energy vehicles were 1.27 million and 1.256 million respectively, an increase of 59.9% and 61.7% over the same period of last year. In 2019, the production and sales of new energy vehicles were 1.242 million and 1.206 million respectively, a decrease of 2.3% and 4.0% over the same period of last year

according to the data of tianyancha professional edition, there are more than 140000 enterprises (hereinafter referred to as "new energy vehicle enterprises") whose business scope includes "new energy vehicles, electric vehicles, plug-in hybrid vehicles and fuel cell vehicles". New energy automobile enterprises have maintained steady growth since 2012. In 2016, the growth rate reached a peak of 50.43%, and then fluctuated slightly. In 2018, the growth rate climbed again to the second highest point. In 2018, more than 34000 new energy automobile enterprises were added throughout the year, which was the most new year in history. In 2019, the growth rate dropped to 31.76%

(picture source: tianyancha)

specifically, the development of China's new energy vehicle industry started late, but developed rapidly. According to the data of tianyancha professional edition, more than 83% of new energy vehicle enterprises were established within five years. Up to now, more than 16000 enterprises have been cancelled or revoked successively (accounting for about 12%)

in terms of geographical distribution, China's new energy vehicle enterprises are mostly distributed in coastal areas, and the top three provinces with the largest number of enterprises are Guangdong, Shandong and Jiangsu respectively

(picture source: tianyancha)

the charging pile is included in the new infrastructure or will usher in a trillion level market opportunity

as one of the key projects of the new infrastructure, the new energy vehicle charging pile industry has once again become the focus, bringing infinite imagination to the development of the new energy vehicle industry

sunhuifeng, President of CCID Consulting, said that compared with traditional infrastructure, charging pile is "new" in three aspects: "first, it uses new energy, which is different from traditional fossil energy. Second, the use of charging pile is actually a combination of vehicle and communication technology, digital technology, including intelligent connection technology, that is, an application of the combination of traditional industrial technology and information technology. Third, it is a new form of business."

however, the mileage anxiety caused by insufficient charging piles needs to be alleviated. According to the data of China charging alliance, in 2019, the increment of national charging infrastructure was 411000 units, with a year-on-year increase of 18.1%, and the ratio of new energy vehicles to charging piles reached 2.9:1. By december2019, the number of charging piles in China has reached 1219000, including 516000 public charging piles and 703000 private charging piles, with a vehicle pile ratio of about 3.4:1, which is far lower than the 1:1 index planned in the guidelines for the development of electric vehicle charging infrastructure ()

(picture source: tianyancha)

according to the data of tianyancha professional edition, there are nearly 82000 enterprises in China whose current business scope includes "charging piles, new energy intelligent charging, and electric vehicles we invite parents to design charging for us" (hereinafter referred to as the mechanism analysis of CFRP shows that the material removal mechanism of CFRP is more suitable for brittle fracture than plastic deformation "charging pile enterprises"). Charging pile enterprises have maintained steady growth since 2012. The growth rate reached a peak of 51.56% in 2018, and dropped to 36.82% in 2019. However, 3. 5% of charging piles were added throughout the year Requirements for fixture structure: there are more than 21000 enterprises, which is the most newly added in history

(picture source: tianyancha)

specifically, according to the data of tianyancha professional edition, nearly 82% of charging pile enterprises were established within 5 years, but 6708 enterprises have been cancelled or revoked successively (accounting for about 8%). In terms of geographical distribution, China's charging pile enterprises, like new energy vehicle enterprises, are mainly concentrated in Guangdong, Shandong and Jiangsu provinces. According to the statistics of China charging Union, Guangdong, Jiangsu and Shandong rank first, second and fifth in the distribution of public charging piles in China

it is worth noting that most charging pile enterprises have strong strength, and more than 40% of them have a registered capital of more than 10million. In terms of the nature of enterprises, limited companies account for about 93%, and there are about 2000 enterprises with investment from Hong Kong, Macao and Taiwan or foreign investors. There are two chucks installed, such as BYD Automotive Industry Co., Ltd

(picture source: tianyancha)

up to now, there have been about 460 financing events for charging pile enterprises, and the rounds are mostly concentrated in Angel round and round a, accounting for about 30% of the total financing times. Since 2014, the frequency of financing for charging pile enterprises has increased significantly. In 2017, the number of financing was the highest in the past years, with 95 times of financing generated in a single year. Since 2020, there have been 7 financing events, such as Shenzhen chedian Network Co., Ltd. (chedian)

(picture source: tianyancha)

in terms of intellectual property rights, there are about 3700 charging pile enterprises in China with patent data, and the cumulative number of patents applied for exceeds 100000, including more than 4000 related to "charging piles", accounting for about 4%

(picture source: tianyancha)

under the background of the new infrastructure, local governments have successively launched new measures to promote the development of new energy vehicle charging business. For example, on March 12, the Beijing Municipal Commission of urban management issued the guidelines for the application of subsidies for the construction of public charging facilities in Beijing in 2020 and the detailed rules for the implementation of the annual assessment and reward for the operation of public charging facilities for electric vehicles in Beijing, and solicited public opinions from the public, in which subsidies will be provided for the internal public charging facilities of units that have been put into operation before May 31, 2020 and have not received construction subsidies; For the daily subsidies for public charging facilities, a single charging station can get up to 200000 yuan per year

sun Huifeng added, "statistics show that by 2030, we will have more than 60million new energy vehicles. If we follow the 1:1 construction goal of vehicle piles, the construction scale of charging piles will be more than 60million in the future, which will create a trillion level charging pile infrastructure market."

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