Charging pile equipment market welcome |
发布日期:2016-4-2 新闻来源: |
Electric vehicle charging network as a basic part of a large-scale promotion, has been widely concerned. Changjiang Securities think, according to the given by the management department "45" guidelines for the development of a target to measure the charging equipment market, the digital compared to 2015, the market scale is nearly 4 times the left and right lifting. Three kinds of charging policy driven network expansion At present, the domestic car pile than about 8:1, far lower than the proportion of theory of 1:1-1.2, a serious shortage of charging facilities. In order to promote the management of network expansion, since 2014 has introduced a number of policies to effectively resolve the contradictions in some industries, these policies can be summarized into two categories. First, access policy. In May 2014 and January this year released the grid access parking charge accounted for the mandatory effective activation of the market; second, profit policy. Clear and service fee of local construction subsidies are finalized significantly improve operator profitability; third, unity policy: national standards from the introduction of long-term conducive to the development of charging business operators. Benefit from these three types of policy landing, the charge for electricity network construction is ushered in a wave of rapid outbreak. For this wave of investment, management departments are also given "13th Five-Year" during the construction of the target guidance. Nearly one hundred billion market to share equipment According to the given by the management department "45" guidelines for the development of a target to measure the charging equipment market space, we first need to understand the equipment price. From the tracking situation, can find the charging equipment price in recent years there has been great changes, and to maintain the overall downward trend. Categorical point of view, 2014 exchange pile prices can reach 0.6 yuan / watt, at about 0.3-0.4 yuan / watt DC; pile more than 1.5 yuan / watt in the original, at around 0.8-0.9 yuan / watt. With 5kW AC and 100kW DC pile as the mean value, the unit price is 2000 yuan and 90 thousand yuan respectively. According to the above price estimates, for the completion of the "guide" target, 480 million charging pile (temporary assumption 4.3 million and 50 million DC) and 1.2 million a charging station (temporarily assuming all of the charging station) a total of corresponding 640 billion charging equipment and 230 million matching equipment. The investment in the "13th Five-Year" during the construction, the corresponding annual charge and supporting investment 13 billion and 5 billion yuan (including tax). This figure compared to the national market in 2015 nearly 4 times the size of the upgrade. Investment advice. From the performance of landing or not and overall profit elasticity point of view, in the charging pile plate in the devaluation of the subject were constant electrical, KSTAR and rolls of electrical. The other benefit from the main target of Nari, Xu Ji electric, zhongyeda, EAST, Kazuma shares and TERUIDE etc.. |