What are the concept stocks of automobile charging piles?

What are the concept stocks of automobile charging piles?

Now, from the central government to many local governments, they have basically given active support, and new energy vehicles have achieved very good development momentum in recent years. So do you know the list of leading stocks of new energy vehicle charging piles? Let Auto Bian Xiao briefly introduce the concept stocks of auto charging piles to friends!

New energy exchange concept

1. What is power exchange? For new energy vehicles, there are two main ways to charge, one is to charge with a charging pile, and the other is to directly change the battery.

2. Five advantages of power exchange 1) Reduce the purchase cost: The separation of vehicles and electricity can greatly reduce the cost of car purchase for consumers. 2) Convenient charging: compared with the charging pile, the charging needs more than 1 hour, so it can be completed within 20 minutes by directly replacing the power battery. 3) Reducing the layout cost is relatively easy to solve compared with the layout of charging piles and the shortage of parking space resources. 4) High battery safety: centralized monitoring, maintenance and management of batteries by battery operating companies will help to prolong the life of power batteries and improve their safety. 5) Reduce the charging cost: reduce the charging cost by using the peak-valley electricity price difference.

3. The electricity trading market is vast. Judging from the charging layout of new energy vehicles in the early stage, charging piles are the main ones. According to the data, 38,000 charging stations, 449 power stations and 6,543.8+0.3 million charging piles have been built in China, including 5,565.438+0.000 public charging piles and 749,000 private piles. The small quantity means that once the state encourages the promotion policy, the power station will have a broader market space.

4. Difficulties in the development of charging mode and power exchange mode 1) At present, there are three main factors that restrict the development of power exchange mode, such as high initial investment cost, difficulty in vehicle standardization and large area. 2) At present, the construction of domestic charging piles has entered a bottleneck period. According to research, about 70% car users in China have no fixed parking spaces, and only 40%-50% new energy car users can install exclusive charging piles. Fast charging not only affects the life of power battery, but also increases the distribution load of urban power grid.

5. Policy Orientation From the perspective of the new energy vehicle policies that have been introduced one after another, the policy is inclined to the power exchange mode, which deserves special attention. 1) With regard to the content of new infrastructure in the government work report, after discussion and deliberation, local delegates and members decided to expand "building charging piles" to "adding charging piles, changing power stations and other facilities". This move was interpreted by the industry as a change in policy direction. 2) The Ministry of Industry and Information Technology convened local government departments, industry organizations and other related car companies to hold a symposium on the promotion and application of the new energy vehicle power exchange mode, listened to the policy suggestions of all parties to promote the development of the power exchange mode, and discussed the main problems and difficulties in the promotion and application of the power exchange mode. 3) Recently, Vice Minister of the Ministry of Industry and Information Technology Xin said at the press conference of the State Council Office that the Ministry of Industry and Information Technology will continue to vigorously promote the construction of charging and replacing infrastructure, encourage enterprises to develop power replacement models according to applicable scenarios, and support pilot promotion in Beijing and Shanghai.

To sum up, it can be seen that the development of national leading industries is developing to the electricity-for-electricity model, which means that the electricity-for-electricity model will usher in a big wave of industrial development.

Individual stock mining:

Tonghe Technology (30049 1): It has a new high-power density charging module and a complete system for charging and replacing the power supply system (charging pile) of the power station, with more than 600 customers. It is one of the earliest enterprises in China to set foot in the field of electric vehicle charging piles and on-board power supply.

At present, Shuang Jie Electric (300444) charging and replacing products have been distributed in many provinces and cities in China. The company was selected into the list of qualified enterprises approved by the State Grid 2 1 charging pile supplier qualification. The target customers of cooperation include State Grid, electric vehicle service companies, car companies, operators and construction machinery enterprises. This superimposed photovoltaic building is integrated and has cooperation with Huawei.

Shandong David (002026): a major supplier of power exchange equipment for Weilai automobile, with an increase of 50%-70% in the first three quarters, including an increase of140%-170% in the third quarter;

Zhan Peng Science and Technology (603488): Botan Technology to be acquired is a pioneer in adopting the mode of "splitting boxes for electricity" in China;

Xinwangda (300207): Selected as the synchronous development supplier of Dongfeng Liu Qi parts, providing power battery assembly products for its power exchange project.

HKUST Intelligent (300222): At present, the company has successfully delivered several sets of power exchange projects to Weilai Automobile Company according to the cooperation agreement. The company's power station changing technology is completely independently developed by the company, and the technology is mature. The latest comprehensive solution of the company's power station system shortens the whole process of automobile power exchange to less than 2 minutes, and the station can store up to 30 batteries, which can be charged according to different peaks of power grid load.

Heshun Electric (300 14 1): The charging and replacing equipment for electric vehicles has formed a series of products (photovoltaic building integration).

Zhongyuan Co., Ltd. (3000 18): The main products and services of subsidiary Huihe Technology include charging and replacing electric vehicles.

Youxunda 3005 14 Company's main business includes verification devices for electric vehicle charging and replacing equipment, electric vehicle charging and replacing power stations and charging and replacing equipment.

Yi 300376 19 provides power exchange cabinets and charging and replacing management cloud platforms for tower and platform companies and two-wheeled electric vehicle operating companies.

Aoxun (002227): Dongguan Aoxun New Energy Service, a subsidiary, is engaged in the construction and operation of charging and replacing facilities for new energy vehicles.

Nanjing Nengrei, a subsidiary of Jinguan 3005 10, mainly includes the replacement of AC charging piles, off-board chargers and electric bicycles for electric vehicles.

Beiqi Blue Valley (600733): It has completed the construction of power exchange technology, power exchange platform, power exchange products and power exchange station network, and constantly explored and laid out power exchange business models, which is in a leading position in the world.

Foton Motor (600 166): The delivery ceremony of the first batch of Foton Lan Zhi new energy battery-changing heavy truck vehicles was held in Miyun, Beijing recently, which became a benchmark demonstration project for the development of Beijing's new energy automobile industry.

Great Wall Motor (60 1633): Honeycomb Energy Technology Co., Ltd. indirectly holds 83.65% of the shares. Its main business includes the construction and operation of charging and replacing facilities for new energy vehicles.

Dongfeng Motor (600006): the main manufacturer of time-space network car, and also the main partner of Botan Technology, with six battery-changing models.

Jianghuai Automobile (600418): On July 22nd, the Ministry of Industry and Information Technology announced 335 batches of "Announcement of Road Motor Vehicle Manufacturers and Products", including two special vehicles for power exchange declared by Jianghuai Automobile.

Tianqi Film (0025 10): Space-time Energy. Spatio-temporal energy adopts lateral power exchange mode, which is mainly used for network car, taxi and logistics car. The company is a partner of Weilai Automobile.

Infineon (300582): It began to cooperate with Botan Technology for the first time in 20 years, and has related cooperation and application in the power system of battery-changing vehicles and the power output system of power-changing stations. At present, we have signed an order with Botan Technology and plan to start mass supply in the near future.

Hengtong Optoelectronics (600487): The business of the subsidiary includes the investment, design, installation, construction and operation of electric vehicle charging and replacing facilities.

Astar: Power exchange: A joint venture with Geely Technology to establish a power exchange company-Chen Jiang Intelligent Co., Ltd. Because of Geely's new energy concept, the share price of Hanma Technology has doubled in a short period of time! Ji Cheng Electronics: Dear investors, thank you for your attention to the company. The company invested in a new holding subsidiary to accelerate the operation of the company's electric vehicle charging and replacing system and the development of related businesses of intelligent charging and replacing equipment. At present, some achievements have been accumulated in supporting new energy vehicles, such as Rizhao green bus travel project, which provides the overall solution of "smart charging+time-sharing" system including intelligent charging equipment for electric vehicles, operation management platform and "new travel" mobile APP. Thank you.

Prospecting unit: authentic concept of charging and replacing electricity, holding a Guizhou Jiuxing energy technology and taking a stake in a Guizhou Jiuxing energy technology.

Tianqi Film: Zhejiang Space-time Energy under Tianqi Film adopts the horizontal power exchange mode, which is mainly used in network car, taxi and logistics vehicle. The company is a partner of Weilai Automobile. Kelu Electronics: Exchange University (attended by the chairman)+Huawei+charging pile+lithium battery (lithium ferrous phosphate)+cap removal+photovoltaic building integration+energy storage! 1. Shenzhen Chedian Network Co., Ltd. (hereinafter referred to as "Chedian Network") is a new energy vehicle integrated operation platform enterprise jointly funded by Shenzhen Kelu Electronic Technology Co., Ltd. and China Development Fund. Relying on the industrial advantages accumulated by Kelu Electronics in the fields of charging and replacing network and charging pile product research and development,

Kelu Electronics and CDB jointly invested 65.438+0.05 billion yuan to participate in the power supply for the operation and layout planning of charging piles in Shenzhen charging station.

When the power source responded to investors' questions on the interactive platform, it said that the company participated in the formulation of charging standards for 2.0 and 2-3 low-speed cars in the power exchange cabinets of Tieta Energy Co., Ltd. and was the main supplier of power exchange products of Tieta Energy Co., Ltd.; In the replacement of electric vehicles, the company's replacement equipment charger products have been sold.

Automobile charging pile concept stock

List of leading stocks of new energy charging piles: Kelu Company

Lu Company is a key high-tech enterprise of the National Torch Program recognized by the Ministry of Science and Technology. Founded in 1996, it specializes in the research, development, production and sales of power management systems, electronic energy meters, standardized instruments and software products. After ten years' efforts, the company has become one of the leading enterprises of high-tech power equipment in China. Casting the most stable quality with the most advanced technology and bringing the most valuable power equipment to the global power users is the unremitting pursuit of Kelu Electronics. In March 2007, the company was listed on Shenzhen Stock Exchange, with the A-share code of 002 12 1. The company successfully won the bid for the first batch of electric vehicle charging stations in Shenzhen, providing DC chargers and AC charging piles for the charging stations. This product has been put into operation in Shenzhen Universiade, exhibition center and airport. At the same time, the company's products won the bid in the overall project of Zhongshan electric vehicle charging station.

List of leading stocks of new energy charging piles: Heshun Electric

It is the only company in the same industry in China whose products cover from high voltage to low voltage, from harmonic control to reactive power compensation, and all realize dynamic control and compensation. The company is committed to becoming one of the manufacturers of power system with the highest performance of 1 1,000 MW units in China (check the transaction price | participate in | preferential policies). With the business philosophy of "serving customers, keeping promises and lasting integrity", the company focuses on the field of power electronics, improves and strengthens the high-frequency switching power supply system, and leads the development of the industry by relying on the company's market, technology and management platform, making Zhongheng Electric a famous supplier and service provider of power electronic products in China.

Taking a city as an example, the specific project costs involved are as follows:

1. Charging pile

It is very common in the market that the market price of 120kW double-gun charging pile is about 50,000 yuan. A charging pile has two charging guns. If you invest in 20 parking spaces, you need to buy 10 charging piles with a total price of about 500,000.

2. Site rental fee

The annual rent of a fixed commercial parking space is about 3000 yuan. Although 20 vehicles have been invested, 3 parking spaces need to be reserved to build box-type transformers and other equipment. Then there are 23 parking spaces as a whole, with an annual rent of 69,000.

Of course, if we can rent the whole block, the whole block will be cheaper, and we can rent about 800 square meters for about 30 thousand. However, these locations are usually remote. After all, the whole land will not be rented in the city center.

3. Electrical equipment

Including "transformers, cables, wires" and so on, in which the price of transformers is between tens of thousands and hundreds of thousands. Generally, the price of aluminum transformer in 20 years is about tens of thousands of yuan, while the price of copper transformer in 30 years is more than 6,543,800 yuan.

The investment of 10 charging pile requires the installation of 800 kV transformers, cables and wires and other complete power equipment, and the cost is about 250,000 yuan.

4. Support settings

To set up a charging station, you must also set up a lounge, mobile toilets, on-site automatic vehicle identification doors, and on-site monitoring. The total cost is about 30,000 yuan.

In addition, some funds should be reserved for construction, opening and later operation and maintenance.

Generally speaking, the investment cost is about 90,000 yuan. If the construction and opening expenses are not counted, the conservative cost is 6,543.8+0,000 yuan. As for the specific amount of investment, we have to talk about it according to local conditions. After all, the price difference between different regions is still obvious. Besides, if you own a property, you will save a sum of money.

How long will it take to make a profit?

Charging stations charge service fees, generally ranging from 0.4-0.8 yuan per kWh. Each charging pile is charged according to the service of 6 vehicles per day, and the utilization rate of charging piles is 50%, that is, about 60 vehicles per day. Each car charges about 80 degrees, and the 0.5 yuan service fee per kilowatt-hour is about 40 yuan. The net profit of each car is 40 _ _ _ 60 = 2, which is about 72,000 a month according to 400 yuan calculation. In addition, considering the damage of the equipment, it will take about 2 years to recover the cost.