(Caixin) May 20 - Today, the Development and Reform Commission (DRC) sought comments on the "Implementation Opinions on Further Enhancing the Service Guarantee Capability of Charging and Switching Infrastructure (Draft for Comments)". Agencies said that ev charging stations are included in the new infrastructure category, the national grid is also vigorously promoting the construction of charging piles, the establishment of open operating platform, effectively solving the industry pain points, charging pile companies are expected to usher in the revaluation of value.
The part on accelerating the construction and installation of charging facilities in residential communities is as follows: improving the mechanism for promoting the construction of charging piles in residential communities; promoting the construction of charging piles in existing residential communities; strictly implementing the requirements for the construction of charging piles in new residential communities (100% of fixed parking spaces are reserved for the installation of charging piles); and innovating the business model of charging services in residential communities ("sharing of adjacent parking spaces", "one pile for multiple cars", etc.).
In addition, the Implementation Opinions also mention that the layout of public charging network construction in urban and rural areas will be optimised, the effective coverage of motorway fast charging network will be accelerated, and the internal charging security of units and parks will be enhanced. It will also do a good job of supporting grid construction and power supply services, strengthen quality and safety supervision, and at the same time increase fiscal and financial support to strengthen the research and development application of new technologies such as vehicle network interaction.
After the news fermentation, charging pile plate quickly pull up, Aote Xun pull up to seal the board, as of press time, in the super holding, Infinit rose to a halt, Ke Da intelligence rose more than 12%, Nebula shares, gold crown shares, in can electrical, etc. also achieved a large increase.
The construction and promotion of charging piles is consistent with the "carbon neutral" main line since the year. In order to achieve the goal of carbon neutrality and carbon peaking, the upstream new energy vehicle industry of charging piles has also continued to grow at a high rate since the second half of last year. In April, China's new energy vehicles continued to grow at a high rate year-on-year, outperforming the industry. 2021 has also seen an acceleration in the application of Telematics and charging pile (station) layouts. In the first four months of this year, China's incremental public charging infrastructure rose by 100.3% year-on-year. In terms of charging power, the charging power of public charging piles nationwide reached 8.37 billion kWh in April 2021, up 13.6% YoY and up 89% YoY.
Anxin Securities electric power Deng Yongkang team said, charging pile in addition to providing basic protection for the development of electric vehicles, charging pile is also an important controllable load in the distribution network, has an important role in the marketization of electricity distribution, the future charging pile is expected to achieve the two-way flow of energy, play a role in peak shaving and fill the valley.
At present, the eastern coastal region is still the main construction area for public charging infrastructure, with the number of charging piles in the top ten provinces accounting for 72.07%. Institutions estimate that the number of charging piles nationwide is expected to reach 15.1 million by 2025 and 49.7 million by 2030, with a compound growth rate of 41% from 2018 to 2030, of which the proportion of DC charging piles will increase from 18% to 30%.
In front of a blue ocean in the charging pile market, a number of listed companies have successively indicated in the interactive platform that they have intervened in the related business. As of the first quarter, in the A-share charging pile concept stocks, the most year-on-year growth in net profit in the first quarter is Colin Electric, Golden Modern, KDDI, INVESCO, and Nebula shares. In addition to the above fast-growing enterprises, the industry view of Zhejiang Securities has also said that it can continue to focus on the leading operating enterprises with first-mover advantage, capital scale and brand effect, TGOOD and Wanma.
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-- Marcus Groll，A Charging Station Owner in UKRAINE
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