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[stock market change] charging pile concept plate rose again! Yongfu shares rose by the limit
May 14,2020 10:48CST
translation
Source:SMM
The content below was translated by Tencent automatically for reference.

SMM5 14: may 12, China Power Enterprises Federation led the "new infrastructure charging plate in action" press conference held in Beijing. Participants said that this round of charging pile boom is more focused on the cooperation of the main body, to the intelligent, network direction of development, this year will usher in the peak of charging pile construction.

Affected by the good news, the charging pile concept plate rose again today. This morning, the charging pile plate changed, Yongfu shares hit the limit, Zhongyeda, Aotxun, Magmidt, Heshun Electric pulled up one after another.

As of press time, the charging pile section had a strong rally.

With the promotion of state subsidies for new energy vehicles to promote the continuous strengthening of automobile consumption policy, the charging pile plate, which must be equipped in the post-market of electric vehicles, has also been paid more and more attention.

In February this year, the State Grid Corporation clearly put forward the plan of "vigorously expanding the charging market for special purpose vehicles, actively promoting intelligent and orderly charging, and connecting the car networking platform to 1 million charging piles, covering more than 80 percent of the market and users." Southern Power Grid recently laid out centralized charging stations in the Guangdong-Hong Kong-Australia Bay area, Hainan Free Trade area, and key cities of Guangxi, Yunnan and Guizhou. It is planned to invest 25.1 billion yuan in the next four years to build charging facilities, 150 large-scale centralized charging stations and 380000 charging piles.

It is worth noting that, as the core representative of domestic science and technology leaders, Huawei has been constantly moving in the field of charging piles recently. In addition to the speech at the meeting, Huawei has long had a layout in the core modules of charging infrastructure.

Huawei released a new HUAWEI Hi Charge DC quick charge module on April 23. As the core component of the charging pile, this kind of DC quick charge module can bring better charging service to electric vehicles. This is the first time that Huawei has publicly released the charging module product, which means that Huawei will officially enter the field of new energy charging.

In addition to Huawei, other leading listed companies in the charging pile industry are also worthy of attention.

Terry's special calls can not be ignored, according to the meeting, the next step of the special call plans to significantly speed up the investment in the charging power grid, it is estimated that by the end of 2020, the cumulative total investment of the special call and its partners will exceed 7 billion yuan, in order to speed up the expansion of the layout of bus stations and urban public charging stations, and expand orderly charging projects in residential areas and parks.

Heshun Electric: there is a complete electric vehicle charging station solution, charging pile components (off-network equipment, EPC) have a high reputation, the State Grid and Southern Power Grid are the company's main customers of charging pile products, at the same time, the company is also the main customer of power transmission and distribution equipment.

Easy: brand charging pile mainly for the State Grid, Southern Power Grid and other major operating platforms to provide software and hardware integrated charging equipment products.

Xu Ji Electric: state Grid recharging equipment vendor, the largest successful bidder for national grid charging piles; participated in the construction of charging piles in Xiongan New area; charging column products accounted for 7% of revenue.

Costa: charging pile business layout has been strengthened, from module sales to whole sales, and Putian, BYD, Suning, Shunfeng, local bus groups have established cooperation.

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