Beijing to build "5 km charger ring" equipment manufacturers "hitchhiking"

The news that Beijing will build 1000 new energy vehicle charging piles in the year has stopped a number of listed companies ' shares yesterday: The charge pile plate rose more than 6%, the related lithium batteries, rare earth permanent magnets and other plates also made a comeback, ushered in a wave of quotes. The Beijing Development and Reform Commission said 25th that this year will be the first large-scale construction of new energy vehicle charging pile, completed in the year 1000 public fast-filled pile layout, will be in the central city to create a service radius of 5 kilometers on the average charge ring. In addition, the February Beijing New Energy Vehicle application number of 1428, will be directly configured without a shake number. "These companies on the charge pile have a layout, it can be said to the critical point, the capital market is good." "One of the most direct beneficiaries of this policy will be the manufacturers of related charging devices," said a longtime analyst with the electric car industry. "In the electric vehicle charging equipment aspect, in Shenzhen, the power source in the Beijing all is doing well, but the national electricity Nari and the Xu relay electricity relatively still has the superiority in the traditional domain." "There has been no real progress in this area before," he said. In 2012, the operating income of the Austrian motor vehicle fast charging equipment was 7.55 million yuan, which accounted for only 3% of the total operating income. In the first half of 2013, this business plate revenue of 8.55 million yuan, accounted for 7.4%. An insider of the "First financial daily" reporter said that there is no way to predict the policy to bring business pull. "It's just that Beijing has a policy and it's not clear what it is." This person said that 2013 year compared to 2012 in the charging equipment business is not much growth. And another company in Beijing charging the market has a layout of the enterprise power source Dong's office, a staff member also said it is difficult to comment on this. Sadie Consultant Investment Department general manager Wu to "the first financial daily" reporter said that this policy on the enterprise performance pull is not big, but the significance is relatively large. "Before the National Grid has been pushed, but a lot of idle, but the government is used in public vehicles, so has been a loss, so the State grid in this regard to promote is not positive." And now from the policy level can be said to be a start, the whole industry will be pulling. "Wu said. Qing, founder of China's Battery network, told reporters that the development of the electric car industry was limited by battery endurance and safety, the distribution of power stations and charge piles, and the cost-performance of electric cars. "Tesla's charge pile layout in the United States is very shocking, but the layout of this model in China is subject to some restrictions, the approval needs of municipal, planning, electricity and other more than 10 departments of the seal, and the domestic car companies also difficult to layout in this piece." "According to the analysis of Sadie's study, the domestic charging station market is an oligopoly market, the State Grid, the southern grid of power supply and distribution advantages of the power grid enterprises to build a large charging station; the oil giants with network advantages use existing refueling and filling stations to build refueling charging integrated service station. And the large real estate developers, such as Poly, which hold land resources, also use their advantage to cooperate with power companies. Wu told reporters that thisThe former China Putian New Energy and BYD in Shenzhen to build most of the charging station, and want to extend this model to the whole country, in addition, dedicated to the operation of electric vehicles Putian or battery material manufacturers Tianjin power of God's shareholders, in Beijing and into the fly integration to do logistics vehicles. But Wu that the Shanghai Putian in yesterday's round of inflation is more like a concept hype. "Shanghai Putian is mainly to do information industry, really involved in charging facilities is its peer company Putian New Energy, but Putian new energy in the early days of operation, operating performance is not very good." According to the statistics of Sadie, 2011 China electric vehicle charging station industry market size reached 3.24 billion yuan, an increase of 190.6%. As of 2011, the eastern coastal area has completed 163 charging stations, 6 power stations, 91 power stations, charging piles of about 9,450, the cumulative total investment size of about 4.042 billion yuan. "According to the ratio of 5%, Beijing will have at least 300,000 new energy electric vehicles, and 1000 charge piles are far from enough, and now only in the new energy car 4S shop, power grid sales window, universities, science and technology parks, large car parks and high-speed road service areas such as the establishment of charging facilities, residential, business center, Office building, such as the transformation of more difficult places to be speeded up. Qing said.