Tesla, the world's largest charging station, unveiled the charging pile industry to meet the explosion period. These manufacturers have taken the lead in layout.

SMM: according to media reports, Tesla recently opened the world's largest super charging station in California, USA. There are 56 super charging piles in the charging station, which is currently the largest number of charging piles in a single charging station. Earlier, Tesla China said it expected to build nearly 650 supercharging stations and more than 2000 destination charging piles, covering more than 2000 cities, by the end of 2020.

At the same time, the German government announced after closed-door talks with Chancellor Angela Merkel with several federal state governors and aviation industry representatives that 25% of Germany's gas stations may achieve the goal of fast charging electric vehicles by 2022. It is planned to increase this proportion to at least 50% by the end of 2024 and at least 75% by the end of 2026.

With the popularity of new energy vehicles, charging piles are ushering in an explosive period.

Domestically, charging piles, together with 5G, data centers and industrial Internet, are included in the category of "new infrastructure". The state has given financial support to encourage the application of power exchange mode, and operating subsidies in Shanghai and other places have increased significantly.

The agency estimates that in the next 10 years, the increment of charging piles will exceed 50 million, the investment space will be nearly trillion, and the annual compound growth rate of service fee income will be 51.3%. The scale growth rate of charging piles will reach a peak around 2025, and then start a period of stable and rapid growth of service fees.

According to the research and analysis of Chuancai Securities Industry, the charging pile can be divided into two modules: hardware and operation.

From the perspective of the hardware industry, short-term performance is flexible. The National Electroweb has established a charging alliance to unify the specifications of charging piles and purchase hardware equipment in the form of bidding, which will gradually standardize the development of the hardware industry and enhance the concentration of the industry. At present, Xu Ji Electric, Colin Electric, Tonghe Electronics, Costa, Shenghong shares and other listed companies related to charging pile manufacturing have obtained the test pass certificate issued by State Grid Electric, and all the charging piles sold can be directly connected to the national network platform.

Operation industry, after several years of substantial reshuffle, only a small number of enterprises stand out, with the improvement of the number of electric vehicles in the future, profitability will continue to improve. According to the Chuancai Securities Research report, the top eight enterprises in the retention of charging piles are Special call (parent company is Tracy), Star charging, National Electroweb, Cloud Fast charge, Yiwei Energy, SAIC Anyue, China Putian, and Shenzhen car Electroweb. Chuancai Securities said that operators are expected to enjoy the dividend of industry-wide accelerated construction of piles, focusing on the related target: Trent.