1 thought on “2019 charging pile industry welcoming the machine? These three opportunities must be seized!”
Harold
At present, the promotion of new energy vehicles in my country is at a critical moment of market -oriented development. The improvement of charging infrastructure and services is an important part of opening the situation. Many people in the industry believe that after experiencing "horse race", "barbaric growth" and "market cold winter", the development environment of the charging pile industry in 2019 will be greatly improved, and the market will appear more. It is a constant year of "good". 1 The policy of improving the guarantee ability gradually tilted towards the "replenishment" In order to accelerate the planning and construction of charging infrastructure and comprehensively improve the capacity of new energy vehicle charging guarantee, early December last year, national development and reform The Commission, the National Energy Administration, the Ministry of Industry and Information Technology and the Ministry of Finance jointly issued a notice on the "Action Plan for improving the new energy vehicle charging guarantee capabilities", and put forward "guide local fiscal subsidies from replenishment to replenishment to supplement operations, and gradually gradually put local fiscal fiscal fiscal Purchase subsidy steering supports the construction and operation of charging infrastructure, the use and operation of new energy vehicles. "On January 29 this year, the" further optimization of supply to promote the smooth growth of consumption to promote the steady growth of consumption to promote the formation of a strong domestic market (2019 (2019 In the ")" "" "In the aspect of speeding up roads, parking lots, energy, telecommunications, logistics, new energy vehicle charging facilities, etc." again mentioned shortcomings. " As the subsidy of new energy vehicles continued to decline, in the process of promoting market development, the discussion of "replenishment" or "replenishing piles" entered the topic. At the 2019 Working Conference of China Electric Vehicle Charging Infrastructure Promotion Alliance (hereinafter referred to as the "Charging Alliance"), Dong Yang, executive vice president of the Automobile Industry Association, said that "the difficulty of charging has become the biggest short board for the development of new energy vehicles." At the same time, he further pointed out that all ministries and commissions have communicated and asked local governments to not subsidize the purchase of cars, but subsidize the charging infrastructure, and require local governments to introduce detailed implementation measures. The local government has actively act. On January 21, the Guangxi Autonomous Region Industry and Information Technology and the Autonomous Region Development and Reform Commission, the Housing and Construction Department of the Autonomous Region, and the Public Security Department of the Autonomous Region jointly issued the "Notice of Accelerating the Promotion of New Energy Vehicle in Guangxi" (hereinafter referred to as the "Notice") to promote Guangxi to promote Guangxi The accelerated development of the new energy vehicle industry, in addition to accelerating basic actions such as charging facilities, eligible new energy vehicle owners can enjoy a number of preferential policies. Among them, the preferential price of charging and enjoying it is also among them. The "Notice" proposes that new energy vehicle charging facilities perform classified directory electricity prices according to their field. Among them: the charging facilities set up by the residential houses, residential residential areas, and the power of non -residential users who execute residents 'electricity prices to perform electricity prices in the electricity price of residents' electricity prices; The price, which has a separate measurement, performs 50 % of the price of large industrial electricity for electricity (23: 00 ～ 7: 00). In addition, the "Notice" clearly incorporates new energy vehicle charging sockets into the assessment indicators of charging facilities in the autonomous region and various districts and cities, and is included in the construction of the annual charging infrastructure of the autonomous region and the districts and cities according to a certain proportion. Promote. At the same time, the construction and installation of new energy vehicle charging sockets will be promoted throughout the district, and the housing, urban and rural construction departments at all levels will coordinate the charging sockets in the housing community to report, install, and accept the processing and acceptance process of the housing community. The not long ago, the "Special Implementation Plan for Promotion and Application of New Energy Vehicles (2019 ~ 2020)" (hereinafter referred to as the "Plan") was introduced. The "Plan" specifically proposed that the city will scientifically promote the construction of charging infrastructure scientifically, and strive to achieve full coverage of all areas and types of charging facilities in the central urban area by 2020. The wholesale market and other logistics distribution sites and bus, municipal, sanitation and other vehicles are parked in concentrated land to build centralized charging piles and fast charging piles to effectively solve the problem of electric vehicle charging. The favorable policies in the central and local governments are superimposed. In 2019, the charging pile industry will definitely usher in a new round of fast horse and whip. 2 The second- and third -tier cities in the new market will be valued data released by the charging alliance shows that in 2018, my country's new energy vehicle charging infrastructure has nearly 810,000, of which 330,000 public piles are There are 480,000 private piles. However, in terms of layout, charging infrastructure in the public domain is mainly concentrated in the eastern coastal areas. "In first -tier cities, the development of charging infrastructure of new energy vehicles is relatively complete. For second- and third -tier cities, the needs of supporting facilities are still in the process of gradually improving and continuous improvement." According to the market, the market for the market Judging, Qin Chuanjun, the chairman of the chairman, said that "the future of charging piles is in second- and third -tier cities." It is understood that it was established in 2017, and the current market positioning is mainly in second- and third -tier cities. Qin Chuanjun said: "The charging facilities in second- and third -tier cities will not have the condition of many public charging facilities on different platforms, so it can effectively propose a charging operation solution for this city." The corporate institutions of the house have established nearly 100 charging stations by joint ventures or joint ventures. Through the layout of highly dense charging facilities, the market charging operations are opened. Qin Chuanjun also mentioned: "The fundamental element of restricting the vast time -sharing leasing market in second- and third -tier cities is that there is no corresponding charging supporting system. Enterprises with timely leasing have a strong demand for launching vehicles. The effective combination of merchants can achieve a win -win situation. "Due to the charging layout of Jiujiang, Jiangxi, Huaxia Travel, a new energy time -sharing lease brand under BAIC Group, will conduct in -depth cooperation with him in 2019. With the continuous improvement of the market, the pile ratio of first -tier cities will continue to increase, and the construction of charging piles in second- and third -tier cities will be valued. Furthermore, as new energy vehicle subsidies continue to retreat, even in cities without local subsidies, companies are actively deploying the sales network. He Xiaojin, director of the Marketing Department of SAIC PICC Roewe, once said that consumers in the third and fourth -level markets are now willing to try new things, and the focus of new energy vehicles will spread to third- and fourth -tier cities. The noteworthy is that Cao Cao special cars under Geely, Euler travel under Great Wall Motors, SAIC Group's Xiangdao Travel, JAC Automobile's travel service and other travel services include new energy. car. On January 28th, Didi Chuxing's Xiao Orange Automobile uniform announced that it would establish a joint venture with BAIC New Energy to establish Jingmu New Energy Automobile Technology Co., Ltd., which will develop a customized network. Prior to this, Didi Chuxing had signed a strategic cooperation agreement with BAIC Group, and the two parties carried out business cooperation in the areas of new energy vehicle operations, big data applications, travel services, customized cars, and charging and replacement. At the beginning of February this year, GAC Group and Tencent also cooperated to carry out related cooperation businesses in the field of new energy vehicles. The intensive launch of new energy vehicle sharing business and the objective needs of the second- and third -level markets will promote the development of charging business in refined direction. 3 The new forces entering the catfish effect may bring positive incentives In information published by the China Charging Alliance, in 2019, new energy vehicle sales are expected to be about 1.6 million units. There are about 480,000 charging piles, and about 120,000 public DC charging piles. By the end of 2019, it is expected that public piles will reach 450,000, with 950,000 private piles, with a total preservation of about 1.4 million, and the car pile ratio will increase to about 3.2: 1. has always been in the public domain of charging piles in the public domain in the world, and its broad market prospects have attracted many competitors to enter the game. For example, the British Petroleum Corporation (BP) entered the field of charging piles and began to deploy advanced mobile travel in the Chinese market. "Evergrande Smart Charging Technology Co., Ltd." is intended to enter the design and operation service of charging facilities. In addition, new automotive car companies have also begun to join the charging pile industry. Xiaopeng Automobile, as the only domestic vehicle factory in China, was the only self -operated super -charging pile construction and operation. Last year, it has completed the signing of 100 super charging stations in more than ten first and second -tier cities including Beishangguang, Shenzhen, Hangzhou. It is expected that in 2019, Xiaopeng Automobile will invest in nearly 200 super charging stations in nearly 30 cities. In the next three years, the new forces of this car planning plan to lay out 1,000 super charging stations, basic access to major third -party charging operators in the country, and open up one -stop services for piles, charging, payment, and settlement. Weilai Motors also announced on January 30 that its NIO Power began to start the electricity power service for the first time, allowing more electric vehicle users to enjoy a more convenient replenishment experience. At the same time, the curtain of integration has been opened. On December 21, 2018, the four charging facilities operations of the National Power Grid Co., Ltd., China Southern Power Grid Co., Ltd., Qingdao Special Call New Energy Co., Ltd., Wanwang Charging Equipment Co., Ltd. (Star Charging) Signed in Xiong'an New District, Hebei The cooperation agreement, jointly funded the establishment of a joint venture, Hebei Xiong'an Bank Network Technology Co., Ltd. Last year, Yineng Technology, the first new energy innovation platform in Shanghai, integrated ten charging pile enterprises to set up a "shared charging consortium" to achieve the sharing of 60 % of Shanghai charging resources. It, whether the giant is joined forces or the new forces break, the dynamic changes in the charging industry means vitality and hope. The report hotline: 010-56002742; QCB010@163
At present, the promotion of new energy vehicles in my country is at a critical moment of market -oriented development. The improvement of charging infrastructure and services is an important part of opening the situation. Many people in the industry believe that after experiencing "horse race", "barbaric growth" and "market cold winter", the development environment of the charging pile industry in 2019 will be greatly improved, and the market will appear more. It is a constant year of "good".
1
The policy of improving the guarantee ability gradually tilted towards the "replenishment"
In order to accelerate the planning and construction of charging infrastructure and comprehensively improve the capacity of new energy vehicle charging guarantee, early December last year, national development and reform The Commission, the National Energy Administration, the Ministry of Industry and Information Technology and the Ministry of Finance jointly issued a notice on the "Action Plan for improving the new energy vehicle charging guarantee capabilities", and put forward "guide local fiscal subsidies from replenishment to replenishment to supplement operations, and gradually gradually put local fiscal fiscal fiscal Purchase subsidy steering supports the construction and operation of charging infrastructure, the use and operation of new energy vehicles. "On January 29 this year, the" further optimization of supply to promote the smooth growth of consumption to promote the steady growth of consumption to promote the formation of a strong domestic market (2019 (2019 In the ")" "" "In the aspect of speeding up roads, parking lots, energy, telecommunications, logistics, new energy vehicle charging facilities, etc." again mentioned shortcomings. "
As the subsidy of new energy vehicles continued to decline, in the process of promoting market development, the discussion of "replenishment" or "replenishing piles" entered the topic. At the 2019 Working Conference of China Electric Vehicle Charging Infrastructure Promotion Alliance (hereinafter referred to as the "Charging Alliance"), Dong Yang, executive vice president of the Automobile Industry Association, said that "the difficulty of charging has become the biggest short board for the development of new energy vehicles." At the same time, he further pointed out that all ministries and commissions have communicated and asked local governments to not subsidize the purchase of cars, but subsidize the charging infrastructure, and require local governments to introduce detailed implementation measures.
The local government has actively act. On January 21, the Guangxi Autonomous Region Industry and Information Technology and the Autonomous Region Development and Reform Commission, the Housing and Construction Department of the Autonomous Region, and the Public Security Department of the Autonomous Region jointly issued the "Notice of Accelerating the Promotion of New Energy Vehicle in Guangxi" (hereinafter referred to as the "Notice") to promote Guangxi to promote Guangxi The accelerated development of the new energy vehicle industry, in addition to accelerating basic actions such as charging facilities, eligible new energy vehicle owners can enjoy a number of preferential policies. Among them, the preferential price of charging and enjoying it is also among them. The "Notice" proposes that new energy vehicle charging facilities perform classified directory electricity prices according to their field. Among them: the charging facilities set up by the residential houses, residential residential areas, and the power of non -residential users who execute residents 'electricity prices to perform electricity prices in the electricity price of residents' electricity prices; The price, which has a separate measurement, performs 50 % of the price of large industrial electricity for electricity (23: 00 ～ 7: 00).
In addition, the "Notice" clearly incorporates new energy vehicle charging sockets into the assessment indicators of charging facilities in the autonomous region and various districts and cities, and is included in the construction of the annual charging infrastructure of the autonomous region and the districts and cities according to a certain proportion. Promote. At the same time, the construction and installation of new energy vehicle charging sockets will be promoted throughout the district, and the housing, urban and rural construction departments at all levels will coordinate the charging sockets in the housing community to report, install, and accept the processing and acceptance process of the housing community.
The not long ago, the "Special Implementation Plan for Promotion and Application of New Energy Vehicles (2019 ~ 2020)" (hereinafter referred to as the "Plan") was introduced. The "Plan" specifically proposed that the city will scientifically promote the construction of charging infrastructure scientifically, and strive to achieve full coverage of all areas and types of charging facilities in the central urban area by 2020. The wholesale market and other logistics distribution sites and bus, municipal, sanitation and other vehicles are parked in concentrated land to build centralized charging piles and fast charging piles to effectively solve the problem of electric vehicle charging.
The favorable policies in the central and local governments are superimposed. In 2019, the charging pile industry will definitely usher in a new round of fast horse and whip.
2
The second- and third -tier cities in the new market will be valued
data released by the charging alliance shows that in 2018, my country's new energy vehicle charging infrastructure has nearly 810,000, of which 330,000 public piles are There are 480,000 private piles. However, in terms of layout, charging infrastructure in the public domain is mainly concentrated in the eastern coastal areas.
"In first -tier cities, the development of charging infrastructure of new energy vehicles is relatively complete. For second- and third -tier cities, the needs of supporting facilities are still in the process of gradually improving and continuous improvement." According to the market, the market for the market Judging, Qin Chuanjun, the chairman of the chairman, said that "the future of charging piles is in second- and third -tier cities." It is understood that it was established in 2017, and the current market positioning is mainly in second- and third -tier cities. Qin Chuanjun said: "The charging facilities in second- and third -tier cities will not have the condition of many public charging facilities on different platforms, so it can effectively propose a charging operation solution for this city." The corporate institutions of the house have established nearly 100 charging stations by joint ventures or joint ventures. Through the layout of highly dense charging facilities, the market charging operations are opened.
Qin Chuanjun also mentioned: "The fundamental element of restricting the vast time -sharing leasing market in second- and third -tier cities is that there is no corresponding charging supporting system. Enterprises with timely leasing have a strong demand for launching vehicles. The effective combination of merchants can achieve a win -win situation. "Due to the charging layout of Jiujiang, Jiangxi, Huaxia Travel, a new energy time -sharing lease brand under BAIC Group, will conduct in -depth cooperation with him in 2019.
With the continuous improvement of the market, the pile ratio of first -tier cities will continue to increase, and the construction of charging piles in second- and third -tier cities will be valued. Furthermore, as new energy vehicle subsidies continue to retreat, even in cities without local subsidies, companies are actively deploying the sales network. He Xiaojin, director of the Marketing Department of SAIC PICC Roewe, once said that consumers in the third and fourth -level markets are now willing to try new things, and the focus of new energy vehicles will spread to third- and fourth -tier cities.
The noteworthy is that Cao Cao special cars under Geely, Euler travel under Great Wall Motors, SAIC Group's Xiangdao Travel, JAC Automobile's travel service and other travel services include new energy. car. On January 28th, Didi Chuxing's Xiao Orange Automobile uniform announced that it would establish a joint venture with BAIC New Energy to establish Jingmu New Energy Automobile Technology Co., Ltd., which will develop a customized network. Prior to this, Didi Chuxing had signed a strategic cooperation agreement with BAIC Group, and the two parties carried out business cooperation in the areas of new energy vehicle operations, big data applications, travel services, customized cars, and charging and replacement. At the beginning of February this year, GAC Group and Tencent also cooperated to carry out related cooperation businesses in the field of new energy vehicles.
The intensive launch of new energy vehicle sharing business and the objective needs of the second- and third -level markets will promote the development of charging business in refined direction.
3
The new forces entering the catfish effect may bring positive incentives
In information published by the China Charging Alliance, in 2019, new energy vehicle sales are expected to be about 1.6 million units. There are about 480,000 charging piles, and about 120,000 public DC charging piles. By the end of 2019, it is expected that public piles will reach 450,000, with 950,000 private piles, with a total preservation of about 1.4 million, and the car pile ratio will increase to about 3.2: 1.
has always been in the public domain of charging piles in the public domain in the world, and its broad market prospects have attracted many competitors to enter the game. For example, the British Petroleum Corporation (BP) entered the field of charging piles and began to deploy advanced mobile travel in the Chinese market. "Evergrande Smart Charging Technology Co., Ltd." is intended to enter the design and operation service of charging facilities.
In addition, new automotive car companies have also begun to join the charging pile industry. Xiaopeng Automobile, as the only domestic vehicle factory in China, was the only self -operated super -charging pile construction and operation. Last year, it has completed the signing of 100 super charging stations in more than ten first and second -tier cities including Beishangguang, Shenzhen, Hangzhou. It is expected that in 2019, Xiaopeng Automobile will invest in nearly 200 super charging stations in nearly 30 cities. In the next three years, the new forces of this car planning plan to lay out 1,000 super charging stations, basic access to major third -party charging operators in the country, and open up one -stop services for piles, charging, payment, and settlement. Weilai Motors also announced on January 30 that its NIO Power began to start the electricity power service for the first time, allowing more electric vehicle users to enjoy a more convenient replenishment experience.
At the same time, the curtain of integration has been opened. On December 21, 2018, the four charging facilities operations of the National Power Grid Co., Ltd., China Southern Power Grid Co., Ltd., Qingdao Special Call New Energy Co., Ltd., Wanwang Charging Equipment Co., Ltd. (Star Charging) Signed in Xiong'an New District, Hebei The cooperation agreement, jointly funded the establishment of a joint venture, Hebei Xiong'an Bank Network Technology Co., Ltd. Last year, Yineng Technology, the first new energy innovation platform in Shanghai, integrated ten charging pile enterprises to set up a "shared charging consortium" to achieve the sharing of 60 % of Shanghai charging resources.
It, whether the giant is joined forces or the new forces break, the dynamic changes in the charging industry means vitality and hope.
The report hotline:
010-56002742; QCB010@163