Charging piles usher in the best layout opportunity

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The constant change of charging piles is obvious. Recently, new energy vehicles, lithium batteries and auto parts have changed significantly. Next, as an important part of new energy vehicles, the construction of charging piles is bound to increase.

Charging piles have similar functions to gas station tankers, and can be fixed on the ground or wall and installed in public buildings (public buildings, shopping malls, public parking lots, etc.). ) and parking lots or charging stations in residential areas, and can charge all kinds of electric vehicles according to different voltage levels. The input end of the charging pile is directly connected to the AC power grid, and the output end is equipped with a charging plug to charge the electric vehicle. Charging piles generally provide two charging methods: conventional charging and fast charging. People can use a specific charging card to swipe their cards on the man-machine interface provided by the charging pile and print the corresponding charging method, charging time and cost data. The charging pile display screen can display data such as charging amount, cost and charging time.

By the end of June 2020, China had a total of charging piles 1.322 million, including 558,000 public charging piles, ranking first in the world.

Concept stocks:

The function of HKUST 300222 intelligent charging pile is similar to that of a fuel dispenser in a gas station. Can be fixed on the ground or wall and installed in public buildings (public buildings, shopping malls, public parking lots, etc.). ) and residential parking lots or charging stations, and can charge all kinds of electric vehicles according to different voltage levels. The input end of the charging pile is directly connected to the AC power grid, and the output end is equipped with a charging plug to charge the electric vehicle. Charging piles generally provide two charging methods: conventional charging and fast charging. People can use a specific charging card to swipe their cards on the man-machine interface provided by the charging pile and print the corresponding charging method, charging time and cost data. The charging pile display screen can display data such as charging amount, cost and charging time.

300582 Infineon: For charging piles, the company introduced 45kW mobile charging piles, 60KW DC charging piles and 300KW rectifier cabinets.

002227 Autxun: Invest in the construction of "Autxun Industrial Park" with a construction period of 3 years. The construction content includes workshops and warehouses such as electric vehicle charging equipment, DCUPS and intelligent units. , will be mainly used to produce DC and AC integrated uninterruptible power supply equipment for power and matrix flexible charging reactors.

300933 charging pile: cables for energy vehicles are mainly used for high-voltage electrical systems in new energy vehicles such as pure electric vehicles, hybrid vehicles and fuel cells. Cables for charging piles are another type of special cable products of the company. The company's customers in the field of new energy vehicles are mainly new energy vehicle manufacturers and charging pile operators.

300 14 1 Heshun Electric: There is a complete solution for electric vehicle charging station, and the charging pile component (off-grid equipment, EPC) has a high reputation; Charging pile products have won the bid for State Grid and China Southern Power Grid, and the charging pile business accounts for 20%. 165438 in 2008 +65438 10 +05, Guangdong power grid related projects won the bid of about 56.86 million yuan.

300843 Shenglan Co., Ltd.: The products used in the company's charging piles are charging guns, with national standards and European standards, namely AC and DC.

002026 David, Shandong: The company has a series of products for the new energy automobile industry, such as fast automatic power exchange station for electric vehicles and super charging piles (DC).

300477 Zonghe Technology: The new energy vehicle charging pile equipment manufacturing project plans to build the production capacity of new energy vehicle charging piles through site renovation and introduction of advanced production and testing equipment. The construction period of the project is 2 years, with a total investment of 260,906,900 yuan. It is planned to use the funds raised by this non-public offering of 203,000 yuan. After the project is completed, the company will have a full range of production capacity of 7kW AC charging piles, 80kW DC charging piles, 160kW DC charging piles, 160kW split DC charging piles, 240kW DC charging piles and 480kW DC charging piles.

3007 12 Yongfu shares: At present, the company's charging pile and charging station business mainly focuses on the construction of infrastructure such as parking lots and stations, and gradually develops the construction planning of charging piles and charging stations supporting real estate and complex.

30000 1 trid: the main product of the company is the group filling system, and the single pile products are also developed accordingly. At present, the mainstream DC charging pile companies in the industry have production and shipment.

600268 Guodian Nanzi: A listed company under the State Grid, with charging system solutions such as DC charging pile, AC charging pile, charging monitoring platform and charging operation platform.

002249 Dayang Electric: The vehicle operation platform division of the company has a small amount of charging pile operation business in Zhongshan, mainly serving Zhongshan bus.

3007 13 Inkerui: The company's main products include DC power supply products, new energy vehicle DC charging power supply products, high voltage DC power supply products (HVDC), rail transit auxiliary converter products, etc. , mainly providing DC charging power module, monitoring products and charging pile system solutions for DC charging pile manufacturers.

300693 Hong Sheng Co., Ltd.: The company is a professional manufacturer of charging equipment, with a full range of charging products such as DC piles, AC piles and AC-DC mixed piles. The company provides charging piles for orange charging, and the prices of different types of charging piles vary with different configurations.

300062 Zhongneng Electric: charging pile 65438+won the bid for the State Grid charging pile project in the first half of 2008; It has solutions such as "light storage and charging" integration, "charging Rubik's cube", "secondary integration", "charging group" and "intelligent garage+intelligent charging". He has participated in the construction and operation of charging pile projects in bus stations in Handan, Hebei, Yinchuan, Ningxia and Guiyang, Guizhou; Charging station business income accounted for 0.7%.

Shenzhen Zhongneng, Guizhou Qianneng and Yinlong Co., Ltd., a subsidiary of Shenzhen, jointly funded the establishment of Guizhou Qianzhonglong New Energy Co., Ltd. in Guizhou, mainly engaged in the construction and operation of "electric vehicles and charging facilities" and "new energy storage". The registered capital of the joint venture company is 50 million yuan, and Shenzhen Zhongneng contributes 28 million yuan, with a shareholding ratio of 56%.

On the evening of 2065438+September 26th, 2006, it was announced that the company planned to issue no more than 50 million shares privately and raise no more than 8160,000 yuan to invest in new energy business. According to the plan, among the funds raised this time, Beijing New Energy Pure Electric Logistics Vehicle Leasing and Charging Network Project plans to use 596 million yuan, charging pile R&D and manufacturing project plans to use 1 billion yuan, and R&D center project plans to use10.2 billion yuan.

300286 Ankerui: Besides providing measuring instruments, monitoring instruments (current and voltage) and sensors for collecting signals (DC and AC signals), we also provide charging pile products, which have passed the type inspection and electromagnetic compatibility inspection.

300648 Xingyun shares: the company's charging pile products are temporarily sold as energy storage products of supporting companies. The company's charging pile products have the characteristics of high power and fast charging, wide adjustment range of output voltage and current, and real-time monitoring of power battery status during charging.

3005 10 Jinguan shares: acquired Nengrei Automation, a supplier of charging stations, and entered the field of new energy vehicle charging facilities manufacturing and charging network operation. The advantage of the product lies in the high-power fast charging equipment, which supplies to the State Grid and related car companies, invests in the construction of large-scale charging stations in bus stations, provides charging services for new energy bus vehicles, and collects service fees; Revenue proportion of charging pile products 17%.

000400 Jixu Electric: the supplier of charging and replacing equipment of State Grid, and the largest bid winner of the bidding for charging piles of State Grid; Participated in the construction of charging piles in xiong'an new area; The revenue of charging column products accounts for 7%.

002364 Zhongheng Electric: Under the background of the great development of new energy vehicle charging piles, the company has joined hands with customers such as Didi and Evergrande to become the first echelon supplier of domestic AC /DC pile equipment manufacturing, and can provide corresponding integrated solutions according to needs and scenarios.

600405 Power Supply: The company's main business is the research and development, manufacturing, sales and related services of power electronic technology and related products. The main products and services include DC power supply, AC power supply, comprehensive energy-saving business with high-voltage inverter as the core, secondary battery, power environment monitoring system based on IT technology, etc. The company independently develops and produces electric vehicle charging station equipment and charging cabinet, charging piles and charging monitoring systems, power batteries and energy storage battery management systems.

0025 18 Costar: It is in the first echelon of domestic charging pile enterprises and owns 120KW and 300KW high-power integrated four-gun flexible charging piles; "Charge-Operation and Maintenance-Data Resources * * * Enjoy-Service" industrial chain; Signed a charging pile procurement project with Haima Automobile and Xpeng Automobile, and entered Country Garden, Vanke and other housing suppliers; The revenue of charging pile products accounts for 5.5%

002276 million shares: Wanma Ai, a subsidiary of our company, confiscated 10440 charging piles and 1239 charging stations, ranking first in the charging pile operation efficiency industry.

300444 Two-stage electric: The company can produce a variety of AC and DC charging piles, mainly including SCDE 10O series DC charging piles (suitable for fast or medium-speed vehicle charging) and SCDE200 series AC charging piles (suitable for medium and slow vehicle charging), which are suitable for charging stations, enterprise-specific parking lots and other operating places.

300820 Yingjie Electric: Sichuan Yu Wei Electric Co., Ltd., a wholly-owned subsidiary of the company, produces AC/DC charging piles for new energy vehicles, and there are already market orders.

68855 1 Kewell: The company is a comprehensive test equipment supplier focusing on the test power supply industry, providing customers with test power supply and test system solutions based on test power supply. At present, it has provided high-power test power supply and test system products for many industries, and actively developed low-power test power supply, which is one of the important manufacturers in the domestic test power supply equipment industry.

Before the scale of new energy vehicles reaches a certain level, the performance of charging piles will inevitably fail to meet expectations. However, with the gradual expansion of the scale of new energy vehicles, the corresponding market share is gradually opening up, which will be reflected in the performance of shareholding companies!

Then the cooperation of policy expectation is the key to accelerate development!