In recent years, the development of the new energy industry has been in full swing, and various new energy electric vehicles can also be seen everywhere. In the future new energy industry, what about the development prospects of related supporting industries such as charging piles and charging sheds?
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As an important part of the new infrastructure, charging piles will be upgraded under the current main line of growth.
In from the end of 2021, the number of new energy vehicles in the country was 7.84 million, a year -on -year increase of 59.3%, and the national charging infrastructure had reached 2.617 million units, an increase of 55.7%year -on -year. The charging pile is the cornerstone of the development of new energy vehicles. The rapidly growing new energy vehicle market has increased the demand for charging piles. In 2021, my country's total charging power reached 11.15 billion KWH, a year -on -year increase of 58.0%; monthly level compared with 2020 compared with 2020 compared to 2020 Both have significantly improved, and the demand for electric vehicles is growing rapidly. As a result, a large number of new energy vehicle charging platforms have sprung up.
The upstream of the automotive charging pile industry chain is the charging pile component and equipment manufacturing link. The midstream is the charging operation link. Platforms usually face the following problems: ① There are many upstream and downstream accounts, and it is difficult to improve the platform's receipt efficiency. ② How to solve the problem of compliance with the collection of payment, caters to supervision, reduce the risk of the enterprise itself, and allow the security management of funds to win upstream and downstream trust. ③ The overall transaction of the platform is very large, but the profitability is limited. How to reasonably optimize the platform's own tax costs and effectively reduce tax pressure.
The charging platform is generally divided into two types: its own business system and no system. The following two pictures are used to explain the overall business logic of the access to the account.
. There is a system (interface docking mode)
Bying the API interface to realize the data interaction between the platform business trading system and the accounting system, the payment order and account division rules are sent to the regulatory agency's bookkeeping account system. You can realize the intelligent division of intelligent accounts with the equipment, the operator, and the property party. Generally, the T1 is automatically settled to the physical bank account.
. There is no system (management console mode)
The platform party first configures the division rules in the back office of the management console, automatically generates the two -dimensional code of the collection by the management console, and lay it to the charging pile. After the consumer scrape the code, the system realizes automated account division and automatically settled to the physical bank account of all parties. No interface docking is required to easily achieve multi -party sharing and real -time reconciliation.
In the figure shown in the figure, regardless of whether there is any business system or not, the charging platform can be automated by the ledger system through the background of the ledger system to automate the ledger system. Flowing into the central bank regulators, but the platform account, so the platform can avoid the risk of "two clearing", meet the policy regulatory requirements, and reasonably optimize tax costs, which greatly alleviates the platform tax pressure. In addition, the lending system can also meet the needs of business scenarios such as secret payment, recharge or balance payment, order subsidy, etc. of the charging platform.
New energy vehicles refer to all other energy vehicles other than gasoline and diesel engines, including fuel cell vehicles, hybrid vehicles, hydrogen energy vehicles and solar vehicles. Its exhaust emissions are relatively low. According to incomplete statistics, there are more than 4 million liquefied petroleum gas and more than 1 million natural gas cars in the world. At present, most of the new energy vehicles in the Chinese market are hybrid vehicles and pure electric vehicles. According to the announcement of the National Development and Reform Commission of the People's Republic of China, new energy vehicles refer to the use of unconventional vehicle fuel as a source of power (or using conventional vehicle fuels, using new vehicle power devices). Advanced technologies, advanced technical principles, cars with new technologies and new structures. On March 26, 2019, the Ministry of Finance and other four ministries and commissions issued the "Notice on Further Improve the Promotion and Application of New Energy Vehicle Promotion and Application of Fiscal Subsidy Policy", which will be implemented from March 26. New energy vehicles include pure electric vehicles, extended electric vehicles, hybrid vehicles, fuel cell electric vehicles, hydrogen engine cars, other new energy vehicles, etc. Folding pure electric vehicle pure electric vehicle (BEV) is a car that uses a single battery as a energy storage power source. It uses a battery as a energy storage power source to provide electrical energy to the motor through the battery to drive the motor to promote it, thereby driving the motor to promote it, thereby promoting the operation of the motor to promote it, thereby promoting the motor to promote it, thereby promoting the motor to promote the operation. Car driving. Advantages: relatively simple and mature, as long as there are places where electricity is supplied. Disadvantages: The energy stored in the battery unit is too small, and because the battery of the electric vehicle is more expensive, and the economic scale is not formed, the purchase price is more expensive. As for the cost of use, some trial results are more expensive than the car. /7 ~ 1/3, which mainly depends on the life of the battery and the local oil and electricity prices. Folding hybrid vehicle hybrid vehicle (HEV) refers to a vehicle composed of two or more single drivers that can be operated at the same time. Provided by separate or multiple drivers. Due to the different components, layout methods, and control strategies, hybrid vehicles have many forms. Advantages: 1. After using hybrid power, the maximum power of the internal combustion engine can be determined according to the average power that needs to be used. The engine is relatively small (DOWNSIZE). Because the internal combustion engine is sustainable and the battery can be continuously charged, its itinerary is the same as ordinary cars. 2. Because of the battery, it can easily recover the kinetic energy when going downhill. 3. In the bustling urban area, internal combustion engines can be shut down, driven by batteries separately, and "zero" emissions can be achieved. 4. With internal combustion engines, it can easily solve the problems encountered by pure electric vehicles such as high -energy air conditioners, heating, and defrosting. 5. You can use existing gas stations to refuel without having to invest. 6. Keep the battery in a good working state, no over -charging, over -loading, extending its service life and reducing costs. 7. Due to multiple power sources, the vehicle can work at the same time, and the vehicle is excellent. Disadvantages: The system structure is relatively complicated; long -distance high -speed driving fuel efficiency is not obvious. Folding fuel cell electric vehicle fuel cell electric vehicle (FUEL CELL Electric Vehicle (FCEV) is under the action of hydrogen and oxygen in the air in the action of catalysts. Electric energy generated by electrical chemical reactions in fuel cells is used as the main power source car. The fuel cell electric vehicle is essentially a kind of pure electric vehicle. The main difference is that the working principle of power batteries is different. Generally speaking, fuel cells are transformed into electrical energy through electrochemical reactions. The reducing agent required for electrochemical reactions is generally hydrogen, and oxidants use oxygen. Therefore The storage of hydrogen can be stored in the form of liquefied hydrogen, hydrogen or metal hydrogen storage. Advantages: 1. Zero emissions or approximate zero emissions. 2. Reduce water pollution caused by oil leakage. 3. Reduce the emissions of greenhouse gases. 4. The transformation efficiency of fuel batteries is high (about 60%), and the vehicle fuel economy is good. 5, run smoothly, no noise. Disadvantages: The cost of fuel cells is high, and the cost (hydrogen) is also expensive at the same time. The hydrogen engine car of the folding hydrogen engine is a car with a hydrogen engine as the power source. The fuel used by the engine is diesel or gasoline, and the fuel used by the hydrogen engine is gas hydrogen. Hydrogen engine cars are a kind of transport that truly realizes zero emissions. It is discharged from pure water. It has the advantages of non -pollution, zero emissions, and rich reserves. Advantages: The discharge is pure water, and no pollutants are produced when driving. Disadvantages: Hydrogen fuel costs are too high, and the storage and transportation of hydrogen fuels is very difficult according to technical conditions, because the hydrogen molecules are very small, and it is easy to escape through the shell of the storage device. In addition, the most fatal problem is that the extraction of hydrogen needs to be used by electrolytic water or using natural gas. In this way, it also needs to consume a lot of energy. Unless the nuclear power is used to extract, the carbon dioxide emissions cannot be fundamentally reduced. The advantages of folding supercapacitrate vehicles: short charging time, high power density, large capacity, long service life, maintenance -free, economic and environmental protection, etc. Disadvantages: low energy density, difficult to meet the demand for vehicle, so it is generally used as auxiliary storage device; power power; power; The output is attenuated as the mileage is lengthened. Other new energy vehicles and other new energy vehicles include vehicles with high -efficiency energy storage vessels such as supercapacitors and flywheels. At present, new energy vehicles mainly refer to pure electric vehicles, extended electric vehicles, plug -in hybrid vehicles and fuel cell electric vehicles. Conventional hybrid vehicles are divided into energy -saving vehicles.
The direction of the country's vigorous development of new energy vehicles is certain and has not changed. Many support measures have been launched to encourage the development of the industry and achieve obvious results. From the perspective of development, the construction speed of charging piles is slower than the production and sales of new energy vehicles, which also has a certain impact. Therefore, the future construction of charging piles will be a problem that will be solved. In the development mode, new ways to explore the way out and change the state of simplicity in the past. The intensive development is definitely the general direction of future development, which can resolve the contradiction of low investment return.
-Original title: In September 2019, the current market status and development trend analysis of China's charging pile industry, grasping the three major nugget opportunities will usher in a profit inflection point
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The infrastructure of China Electric Electric Vehicle Infrastructure Promotion Alliance data. In September 2019, public charging infrastructure growth rate was stable. Specifically, according to data, as of September 2019, members of the alliance reported a total of 466,000 public charging piles, of which 271,000 units were exchanged and charging piles, 195,000 DC charging piles, and 549 traffic piles of DC integrated charging piles. Essence
The September 2019 increased by 10,000 units from public charging piles in August 2019. From October 2018 to September 2019, a monthly average public charging pile was added about 15,000 units, an increase of 63.7%year -on -year in September 2019.
2018-September 2019 China Public Charging Facilities Statistics
The data Source: Foresight Industry Research Institute compiled
Jiangsu, Beijing, Guangdong, Shanghai, Shandong, Zhejiang, Anhui, Hebei, Hubei, and Tianjin's public charging infrastructure accounted for 74.7%.
At the same time, the power concentration of public charging infrastructure is also high. The national charging power is mainly concentrated in Guangdong, Jiangsu, Shaanxi, Sichuan, Fujian, Hubei, Zhejiang, Beijing, Shandong, Shanghai, Hunan, Henan, Shanxi, Anhui, Chongqing and other provinces. There is also a large proportion, and other types of vehicles such as logistics vehicles and taxis are relatively small. In September 2019, the total power volume of the national charging was about 495 million kWh, an increase of 0.5 million kWh over the previous month.
In September 2019, the distribution of the construction area of public charging infrastructure in China
The data source: Foresight Industry Research Institute compiled
From the perspective of operators, the concentration is also high. As of September 2019, there were 8 total number of charging piles operated by charging operations enterprises in the country, including 138,000 units, 99,000 units of stars, 88,000 units of Star charging operations, 88,000 units in power grids, and clouds. 26,000 fast charge operations, 24,000 units of Yiwei Energy operation, 18,000 units of Shangqi Anyue operation, 14,000 units in Putian operating in China, and 12,000 units in Shenzhen Vehicle Power Grid. These eight operators account for 89.7%of the total, and the remaining operators account for 10.3%of the total.
In September 2019, the statistics of the number of charging piles operated by China's charging operations enterprise
In data sources: Foresight Industry Research Institute organized
2019 September September China charging infrastructure exceeds 1.11 million Although the number of charging piles is increasing, many users still face charging problems. Data show that as of September 2019, the piles of about 962,600 vehicles in the entire league's vehicle enterprises were sampled with information, of which 313,400 units were not equipped with charging facilities, and the overall construction rate was 32.56%. The three factors of the group users' own piles, the residential properties did not cooperate, and the residential place without fixed parking spaces were the main reasons for the facilities of not building charging facilities with the vehicle, accounting for 70.4%, and the remaining reasons accounted for 29.6%.
The accumulated perspective, in the first September 2019, the increase in charging infrastructure increased by 307,000 units, an increase of 38.2%year -on -year. Public charging infrastructure and the construction of charging facilities were steadily increased. As of September 2019, the cumulative number of national charging infrastructure was 1.15 million units, an increase of 67.0%year -on -year.
The China's charging pile industry has gradually moved towards profitability
The as of the third quarter of the company's special call (Tiddzi) charging piles reached 138,000 units, and the capital expenditure capacity increased by only 16,800 units this year. The market share fell from 36.6%at the end of last year to 29.6%, but the company's electricity still increased by 101%in the first half of this year, and the charging share remained 41.4%. The high charging utilization rate reflected the company's use of intelligent scheduling and large cloud platforms. Data and other technologies have reached higher refined operation capabilities. In addition, the company's charging equipment business continues to maintain a high growth rate, and the annual sales are expected to exceed 1 billion.
As the number of new energy vehicles increases, the charging pile industry has gradually moved to profit. More companies join this huge market. ABB announced on October 28 that it will acquire 67%of Shanghai Lianhe New Energy Technology Co., Ltd. The latter is China's leading electric vehicle charging solution supplier.
On October 29th, Beiba Media announced that the subsidiary Longrui Sanyou New Energy Automobile Technology Co., Ltd. intends to launch the investment and construction of the new energy station charging network project. It is planned to invest in Beijing in 2019-2021 Thousands of AC charging piles provide resident charging services for rapidly growing pure electric passenger cars. The total investment of the project plan is 600 million yuan, of which 180 million yuan of own funds and 420 million yuan of surplus funds are made in financing lease.
Chat investment recommendations in China charging pile industry
The increase in the preservation of new energy vehicles and the current high car pile ratio will further drive the needs of charging pile construction. Under the joint promotion of policy support and market demand, , Charging facilities will continue to improve, and equipment vendors and operators are expected to continue to benefit.
million horses: companies that establish urban centralized fast charging stations earlier, the annual performance has pre -increased by 80%to 100%.
Trad: Relying on its special calls to rapidly expand the market through self -building co -construction model nationwide, the number of charging piles ranks first in the industry.
The Heng Electric: The company is the foundry company of Tesla charging Eaton Electric. The two parties have a history of cooperation for many years.
-For more data sources and analysis, please refer to the "Analysis Report on the Planning and Investment Strategic Planning of China's Electric Vehicle Charging Pile Industry" released by the Institute of Foresight Industry Research Institute. At the same time Industrial planning, industrial declaration, industrial park planning, industrial investment promotion and other solutions.
The country has established the world's largest electric electric vehicle facility network capital to develop the development of the development of the development of the development of the "China Electric Vehicle Charging Infrastructure Promotion Alliance" recently released data showing that as of the first half of 2019 The amount of preservation exceeds 1 million units, of which public charging piles have more than 410,000 units, and private charging piles have more than 590,000 units. my country has built the world's largest electric vehicle charging facility network.
2018-June 2019 The statistics of the number of public charging piles in China
Data source: Foresight Industry Research Institute compiled
As the electric vehicle continues to increase, the demand for charging piles It is still growing, and more capital shows strong interest in the charging market, car companies, real estate companies, and communications operators have entered the bureau.
Is smart charging services may become the key to the survival of the enterprise
. According to the forecast of the China Automobile Industry Association, my country's new energy vehicle sales will reach 1.6 million units in 2019, an increase of 30%year -on -year. Behind this data is the basis of charging foundation. The "volume" of facilities broke out. The industry believes that in the future, more capital will enter the field of new energy vehicles. Whether it is to establish a charging ecology, or to build an energy operation platform, parking management platform or a living service platform, companies have many choices. How to join forces to use Internet thinking to capture users and do a good job of smart charging services, or it will be the key to the future survival of the enterprise, and it will also provide users with more convenient charging services and experiences.
In more data sources and analysis, please refer to the "Analysis Report on the Planning and Investment Strategic Planning of China's Electric Vehicle Charging Pile Industry" released by the Foresight Industry Research Institute. At the same time , Industrial declaration, industrial park planning, industrial investment promotion and other solutions.
The new energy is very promising. The industry potential is very large. You can learn
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How about the prospects of the charging pile industry in the next few years?
With the development of the times, how will the domestic charging pile industry develop in the future?
: As new energy vehicles gradually enter millions of households, more and more consumers feel more deeply feel the advantages and disadvantages of new energy vehicles. At the level of use of new energy vehicles, the most impact on users is the problem of charging. The speed of charging, the convenience of charging, the stability of the charging pile, etc., will affect the comprehensive popularization of experience in the charging process ...
Hw, how about the prospects of agents or investing in the charging pile of new energy vehicles?
The national favorable policy support the development of my country's charging pile industry is the basic guarantee for the development of new energy vehicles and electric vehicles. Since 2015, the State Council issued the "General Office of the State Council's Office on Accelerating the Construction of New Energy Vehicle Charging Infrastructure Construction "Since, the central ministries and commissions have actively implemented the implementation of the policy, and have successively introduced a series of policies to support and guide charging ...
Is there a prospect for the future development of charging piles?
The national favorable policy support the development of my country's charging pile industry is the basic guarantee for the development of new energy vehicles and electric vehicles. Since 2015, the State Council issued the "General Office of the State Council's Office on Accelerating the Construction of New Energy Vehicle Charging Infrastructure Construction "Since, the central ministries and commissions have actively implemented the implementation of the policy, and have successively introduced a series of policies to support and guide charging ...
How is the development prospect of charging piles?
: According to predictions, by 2020, my country's new energy vehicle ownership will reach more than 5 million vehicles. The charging pile is essential. The timetable for selling fuel vehicles, my country has also implemented a dual points policy in April 2018. The domestic like Changan Automobile has also announced that it will stop the production of production by 2020 ...
How about the development prospects of new energy vehicle charging piles?
: Very good, new energy is the direction of development.
What is the development direction of the new energy electric vehicle charging pile business?
: It should be good, because now we must pay attention to environmental protection, and there will be more and more electric cars in the future. There are many electric vehicles, and charging piles will be popularized throughout the country.
Hhat is the operational prospects of new energy vehicle charging piles?
: New energy is very promising, and the industry potential is very large. You can learn
How is the development of the charging pile industry of new energy vehicles in my country?
: According to the understanding of the electric king, the number of Chinese charging stations increased from 90.2%of the annual compound growth rate of 90.2%in 2010 to 3,600 in 2015. At the same time, the preservation of public charging piles increased from 1,122 compound growth rates of 87.7%to 49,000. In addition to public charging piles, in 2015, the ownership of private charging piles was close to 50,000, and commercial charging piles (for public ...
how can the development prospects of automobile charging piles be used as the development of the project
Answer: Now now The units of new energy charging piles include the State Grid, Putian New Energy, Zhida Technology, Setkang, Xundao New Energy, Emm, Chase Ri and many other companies. Among them Mainly in two major aspects, one is the geographical location bottleneck. There is no space in large cities to set up a special charging station. Now the processing method is ...
From the perspective of technological development, charging piles are only products that are currently developing electric vehicles. If they develop in the direction of fuel cells in the future, electric vehicle charging piles may be replaced with fuel cells. Look at the results of science and technology development.
The future development prospects of the new energy charging pile series are very extensive, and it is conducive to its own entrepreneurial business
At present, the country is vigorously supporting the development of the new energy industry, and vigorously cultivating a strategic emerging industry with the new energy industry as its core. From this point of view, the future development prospects of the new energy charging pile industry are naturally good. In recent years, the state has successively introduced policies such as new energy charging and increasing charging operation services, provided financial support to the construction of public charging piles, increased subsidies for new energy technology, and clearly proposed that charging pile operating enterprises need to strengthen operation management and information Sharing and convenient payment services to improve the utilization and fault processing capacity of charging equipment. Take special calls as an example. As the earliest batch of companies entering the charging pile market, since its establishment in 2014, it has continuously expanded the advantages of core technology innovation capabilities. Nowadays, it has a number of charging technology and intellectual property rights. Thousands of operating charging terminals and stations have gradually become a preferred brand for new energy car owners.
It above, the prospects for the development of the new energy industry are very broad, but the rapid development of the industry has also put forward higher requirements and challenges for third -party charging operators such as the outer call. How to break through the bottleneck of development may continue to innovate the industry Technology and services are the key to winning.
It specific can be Baidu.