Let's talk about the changes brought by the growth of new energy vehicles to charging piles

Last year, China's new energy vehicle production reached 340,000 units, and sales were 330,000 units
.
From January to August, China's new energy vehicle production and sales continued to grow rapidly, from January to August, China's new energy vehicle production and sales of 245,000 units, an increase of 111% and 115.
6%
respectively over the same period of the previous year.
In recent years, the production and sales of new energy vehicles in China have grown rapidly, and the number of downstream charging piles is seriously insufficient
.
As of the first half of this year, the cumulative production of new energy vehicles in China has reached 750,000 units, while the number of charging piles in the same period is only 131,000, including 81,000 public charging piles and 50,000 private charging piles built with vehicles, with a vehicle pile ratio of about 6:1, and there is still more room for development in the future
.
With the continuous increase of policies, the construction of charging piles in China will enter an accelerated period
.

From the perspective of China's charging facilities consumer market, State Grid is currently China's largest charging pile equipment purchaser, last year State Grid carried out a total of 3 batches of charging facilities public bidding, a total of 11,338 charging piles, the total bidding amount of about 1.
5 billion yuan, it is expected that this year's bidding amount will reach 3 billion yuan, year-on-year growth is expected to exceed 200%.

Among them, the amount of the first two tenders this year has reached about 1.
4 billion yuan, and there will be a round of heavyweight bidding
in the fourth quarter.

In terms of policy, in April this year, the National Energy Administration issued the Notice on Soliciting and Accelerating the Construction of Electric Vehicle Charging Piles and Supporting Facilities in Residential Areas (Draft for Comments), actively promoting the construction and transformation of supporting power supply facilities for charging piles in existing residential areas, and the state will provide state-owned capital or subsidized interest loan support as appropriate; Unify the construction mode of supporting power supply facilities in new residential areas, and incorporate them into the planning and management of construction projects; Encourage third-party enterprises to participate in the operation of
charging piles in residential areas.
In addition, last year, the National Development and Reform Commission issued the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)", which clarifies the charging infrastructure construction goals
in accordance with the principle of moderate advance.
By 2020, China will add 12,000 centralized charging and swapping power stations and 4.
8 million decentralized charging piles, and divide the country into accelerated development areas, demonstration and promotion areas and active promotion areas, and three regions will propose charging facility planning, and propose construction goals
according to different application sites.

The agency expects that the demand for bidding outside the State Grid is about 1.
5 times that of the network, and the overall demand in the first half of this year is about 3.
5 billion to 4.
5 billion yuan, and it is expected that the demand will be even greater in the second half of this year, and the total amount for the whole year is expected to reach more than
10 billion yuan.
Enterprises with industrial chain advantages in the fields of charging module core technology, DC operation power supply manufacturing and high-frequency intelligent charging module will take the lead in benefiting from the rapid development
of the charging pile industry.