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Insights Where does the new energy rise charging pile go?
Nov 19, 2018

Nowadays, green manufacturing is the upgrading theme of global manufacturing industry, and the utilization rate of new energy is gradually increasing. As the vanguard of new energy, the rise of new energy vehicles is the trend of the times.  The power supply of new energy vehicles - charging piles, is also promising.

In fact, the current domestic charging piles can not meet the growth demand of new energy vehicles, and the charging pile market demand gap is huge, which also brings new opportunities for the automation industry.

Policy drives the market to increase steadily

In recent years, the state has issued a series of favorable policies and standards to promote the construction of charging infrastructure.

Among them, the "Electric Vehicle Charging Infrastructure Development Guide (2015-2020)" clearly states that by 2020, more than 12,000 centralized charging and replacement stations will be added, and more than 4.8 million decentralized charging piles will be used to meet the national 5 million electric vehicles. At the same time, it is proposed to increase the subsidy for charging infrastructure, and give moderate support to the central infrastructure investment funds in the early stage of industrial development.

1.1

(Source: gongkong market research)

Second, market rigid demand continues to be strong.  With the promotion of policies and the improvement of market mechanisms, the growth of the charging pile market is even stronger.

According to the statistics of China Electric Vehicle Charging Facilities Promotion Alliance (referred to as "Charging Union"), as of the end of 2017, the number of charging piles nationwide reached 450,000.  The member units of the alliance reported a total of 213,900 public charging piles, and in 2017, 72,700 new public charging piles were added, an increase of 51%.

1.2

(Source: Charging Alliance)

In 2017, the monthly average monthly number of public charging stations was 6,054, which was a decrease of more than 1,000 compared with the average monthly growth in 2016. The growth rate slowed down slightly.

1.3

As of October 2018, the members of the alliance reported a total of 285,000 public charging piles, including 183,000 AC charging piles, 101,000 DC charging piles, and 0.05 million AC and DC charging piles.  In October 2018, compared with September 2018, the number of public charging piles was reduced by 14.  From November 2017 to October 2018, the monthly average of new public charging piles was about 7,504, and in October 2018, it increased by 46.3%.  (Source: Charging Alliance)

The automation industry welcomes new opportunities

The stable development of the charging pile market has brought new opportunities for automation of upstream and downstream enterprises.

On the one hand, some power companies are importing charging pile equipment to the market, such as ABB, Siemens, etc. On the other hand, the automation industry also acts as a equipment supplier for the charging pile industry, such as Delixi Electric, Fluke, etc.; It is a total solution for charging customers, such as Schneider Electric, Phoenix Contact, etc.

First of all, from the composition of the charging pile, the charging pile is mainly composed of a pile body, an electric module, a metering module, etc., and generally has functions of electric energy metering, billing, communication, control, and the like.

It involves electrical components such as contactors, circuit breakers, instruments and meters, as well as industrial interconnect solutions such as fieldbus, industrial communication, and Internet of Things. The charging station also includes modular electrical equipment such as switchgear, transformers, and monitoring equipment.

1.4

Second, it is the platform management aspect.  The integration of various systems of charging piles, monitoring of charging operations, etc. all require online management, which requires an industrial Internet platform.

1.5

Gongkong research shows that the current charging pile industry is in the stage of revitalizing the platform, the market holdings increase, but the product itself and the installation price are lower.

In the domestic market, the pattern has changed. Although the four major operators such as State Grid Corporation, special calls, star charging and China Putian still occupy 85% of the main market share, the market concentration has also declined. SAIC, BYD, Tesla, etc. Car companies followed closely, and continued to increase investment to seize the market, and there are also many power giants such as Siemens and ABB vying to share.  (Source: China Industrial Network Author: Chen Jiali)

 

Source: Charging pile horizon