With the increase in the number of new energy vehicles, charging difficulties have troubled many new energy vehicle owners. Long queues, poor maintenance, few sites... Various problems have added a lot of concerns to new energy vehicle owners, and have also become a major obstacle in the popularization of new energy vehicles.
"There are a lot of new players and a lot of businesses dying fast. The charging pile industry has entered the second stage of development. ”
The charging pile welcomes the new policy, and the secondary market funds are highly enthusiastic about it. In mid-February, the charging pile index updated the highest point of the year, and another 3% increase will break through the all-time high.
Dumbo Charging Chairman Kang Yang said. In his opinion, "destination" charging stations will become mainstream in the future. Compared with blindly pursuing a vehicle pile ratio of 1:1, considering how to reasonably and effectively meet the charging demand is more in line with the development trend of the industry, and use limited capacitor resources to serve more new energy private car owners.
Driven by the government, demand is recovering, and on the lively charging pile track, investors and practitioners are crowded. On February 3, the Ministry of Industry and Information Technology and other eight departments issued the Notice on Organizing and Carrying out the Pilot Work of the Comprehensive Electrification Pilot Zone for Public Sector Vehicles, which indicates that the pilot work of the pilot zone for comprehensive electrification in the public sector will be launched nationwide, which shows the government's strong support for the new energy industry.
Charging piles have become the hottest track for new energy this year
As a "gas station" for new energy vehicles, in recent years, the construction of charging piles for new energy vehicles has attracted the attention of relevant departments.
In 2020, the charging pile was written into the Government Work Report for the first time. The "New Energy Vehicle Industry Development Plan (2021-2035)" issued by the General Office of the State Council pointed out that enterprises should be guided to jointly establish charging facility operation service platforms to achieve interconnection, information sharing and unified settlement. Combined with the renovation of old residential areas and urban renewal, guide multiple parties to jointly carry out the construction and operation of charging facilities, and support the development of cooperation models such as multiple vehicles in residential areas and sharing of adjacent parking spaces.
Industry growth is expected to be ahead, and the charging pile sector is higher.
Data show that the charging pile index hit a new high of 5123.66 points for the year on February 15, one step away from the all-time high (5271.82 points). As of the close of February 22, the annual increase of the charging pile index has reached 22.26%, significantly outperforming new energy vehicles, photovoltaics, wind power, etc.
In terms of sectors, 37 stocks rose an average of 22.3%, with only Crestec (002518. SZ) recorded a decline (-13%), with 18 stocks up more than 20% year-on-year. Among them, Tonghe Technology (300491. SZ) led the gains, rising 85.46%, and the stock price hit a new high since October 2017.
Shenghong Co., Ltd. (300693. SZ) rally was equally ferocious, with the company's share price starting from a low of 16.84 yuan on April 27 last year and rising for 10 consecutive months, hitting a record high of 76.66 yuan on February 15, a range increase of 313.78%.
With the sharp rise in stock prices, many charging pile companies have announced shareholder reduction plans. Shenghong announced on the 22nd that shareholder Xiao Xueli reduced his shareholding plan period expired, with a total of 5.8753 million shares. Tonghe Technology announced on the same day that shareholder Ren Xianwei has reduced his holdings by 1.2728 million shares and is no longer a shareholder holding more than 5% of the company's shares.
Investment opportunities on the cusp
In fact, it is not difficult to find that with the continuous improvement of the popularity of new energy vehicles, the problem of new energy vehicle charging is becoming increasingly prominent, in the foreseeable future, charging piles in the national policy encouragement and the blessing of various capitals, the next few years will usher in a new round of explosive growth cycle, charging pile market space will reach 10,000 yuan in the future, under this blueprint all new players have the opportunity to get their share of the dividend.
Because of this, Dumbo charging keenly have found that the charging pile industry are huge prospects, in the charging pile market industry has not yet finalized, through the early stage of intensive preparation, formally established charging pile investment and operation platform, the company currently landed more than 50 charging stations, radiation service to more than 20,000 new energy customers, it is planned that in the next 5 years the company will land 10,000+ communities nationwide, 300,000 AC charging piles.
Is the trillion market a false proposition?
In 2022, global sales of new energy vehicles will exceed 10 million, and charging piles will lag behind in construction progress as a basic energy replenishment facility. Public data shows that by the end of 2022, it will be about 2.6:1, that is, every 2.6 new energy vehicles can have 1 charging pile to provide services.
Although the ratio of car piles in mainland China has steadily declined in recent years, it is still difficult to eliminate the charging anxiety of car owners. What ratio should the vehicle pile ratio achieve? In Wang Jun's view, the lack of charging piles is an objective status quo, but it is difficult to give a fixed number of this data. "If you must compare a specific target value to the car pile, it may be a false proposition, and the investment in charging piles should also pay attention to the return on investment."
On March 3, Cui Dongshu, secretary general of the National Passenger Vehicle Information Association, said. "The core of the pain point in the charging field is the lack of private parking space charging piles."
In addition to the lack of charging piles, car owners also have anxiety about mileage. Major car owners say their cars can only run more than 100 kilometers on a full charge. Zhang Yue said that she lives in a third-tier city and only drives in the city most of the time, and considering multiple factors, she bought a pure tram with a low mileage, which also made her have an extra habit - calculate the distance before going out each time, and then decide whether to drive a tram.
Some owners' new energy vehicles only support slow charging, and if charging outside, you need to have a converter with fast rush to slow charging. In addition, she found that charging at a charging station costs more money than charging at a charging station.
To charge using an external charging pile, in addition to paying the charging fee, you also need to pay the parking fee to the parking lot.
"Because it can only run more than 100 kilometers on a full charge, it may take four or five hours to fully charge, and electricity and parking fees are actually more expensive than fuel costs." Therefore, most car owners think that their car charging is less cost-effective.
For new energy vehicle owners, the problem of charging difficulty is particularly prominent during the holiday period.
At present, some research reports in the market calculate the market space according to the construction target of 1:1 vehicle pile ratio, and point out that there is a gap of 63 million yuan in the construction of charging piles in the mainland, which is expected to form a trillion yuan charging pile infrastructure construction market.
As a result, latecomers to the charging pile have arrived. In 2016 or earlier, there were fewer participants in the charging pile industry, high gross profit margins were a common phenomenon, and even some companies made huge profits. At present, the number of domestic charging pile equipment manufacturers exceeds 300, and the market competition is more sufficient, such as Guodian Narui, Crestec, CLOU Electronics, Xuji Electric, Sieyuan Electric, Easter, Wanma Co., Ltd., etc.