Top 30 power battery charging pile companies in China in 2022

With the development of new energy vehicles, more and more attention is paid to lithium battery charging in electric vehicles.

In 2021, China’s charging infrastructure will increase by 936,000 units, of which 340,000 public charging piles will be added, a year-on-year increase of 89.9%.

From January to April 2022, the increase in China’s charging infrastructure will be 707,000 units, of which the increase in public charging piles will increase by 204.6% year-on-year. As of April 2022, the cumulative number of charging infrastructure nationwide was 3.324 million units, an increase of 81.9% year-on-year.

At present, China is at the forefront of the world in terms of the number of new energy vehicles and the construction of charging infrastructure. In addition, compared with 2021, the increase in China’s charging infrastructure has accelerated significantly since this year.

The increase in charging infrastructure from January to April is only 229,000 units behind the full year of 2021. The rapid development of the new energy vehicle market has driven the further expansion of the demand for charging piles, as the penetration rate of vehicle electrification continues to increase, the market demand for power battery charging pile will further expand.

At the same time, benefiting from the acceleration of battery charging pile infrastructure construction, the operating performance of listed companies related to the battery charging pile industry chain in 2021 and the first quarter of 2022 is gratifying.

Top 30 power battery charging pile companies in China

In terms of operating income, here are statistics on the performance of 30 power battery charging pile concept stocks in Shanghai and Shenzhen. The total operating income in 2021 will be 223.718 billion RMB, and the average operating income will be 7.457 billion RMB.

The charging guarantee capability is further improved

In March 2020, new energy battery charging pile were officially incorporated into the new infrastructure and became the focus of national infrastructure construction.

By the end of the “14th Five-Year Plan”, China’s electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient power battery charging pile infrastructure system will be formed, which can meet the charging needs of more than 20 million electric vehicles.

With the national policy, most provinces and cities in China have also launched development goals for the construction of electric vehicle power battery charging pile during the “14th Five-Year Plan” period.

Beijing proposes that by the end of the “14th Five-Year Plan” period, the average service radius of electric vehicle public power battery charging pile in the plain area is less than 3 kilometers, the core area is less than 0.9 kilometers, the average service radius of the battery swap stations in the plain area is less than 5 kilometers, and the cumulative number of electric vehicle power battery charging pile built in the city up to 700,000.

Shanghai proposed to speed up the construction of new terminals focusing on battery charging pile facilities during the “14th Five-Year Plan” period, build 200,000 new charging facilities, and build more than 45 taxi charging demonstration stations;

Sichuan has made it clear that it will fully optimize the layout of power battery charging pile and build a service platform for charging pile infrastructure in the province. By 2025, it will strive to build 120,000 power battery charging piles with a total charging power of 2.2 million kilowatts to meet the travel needs of electric vehicles;

Chongqing issued a draft for comments specifying that by the end of 2025, the city will have built 230,000 battery charging piles, including 30,000 public battery charging piles and 200 battery swapping stations, to meet the charging (energy replenishment) needs of more than 500,000 electric vehicles;

Yunnan Province has made it clear that it will speed up the deployment of new energy power battery charging pile and charging and swapping stations in the province. By 2025, 40,000 public charging facilities will be built to achieve full coverage of urban and rural power battery charging pile infrastructure;

Ningxia clearly aims to build a charging infrastructure service network covering the autonomous region and promote the development and application of various types of new energy vehicles.

By the end of 2025, the autonomous region plans to build a total of 6,000 power battery charging piles (5,000 DC piles and 1,000 AC piles), which can meet the charging needs of about 30,000 electric vehicles…

In addition, in response to the difficulty of high-speed charging during the holidays, as of that day, 3,102 expressway service areas across the country have built charging and swapping infrastructure, and a total of about 13,374 power battery charging piles have been built.

Mainly concentrated in the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta and other eastern regions, and the coverage rate in the western and northeastern regions is relatively low. Compared with the rapid development of new energy vehicles, there are indeed problems such as lagging development of power battery charging pile facilities along the highway, insufficient installation and insufficient coverage.

This year, the Ministry of Transport will accelerate the construction of charging infrastructure along the highway. At the same time, the Ministry of Transport, together with the National Energy Administration and other departments, has studied and drafted an action plan to accelerate the construction of charging infrastructure along the highway.

It is planned to accelerate the formation of highways with “fixed charging pile as the main body and mobile charging facilities as supplements” in accordance with the principle of “power battery charging pile first, promoting demand by supply, adjusting measures to local conditions, advancing by classification, wide coverage, moderately advanced, universal and open, intelligent and efficient” The charging facility network, at present, the action plan is soliciting opinions from various places.

Parallel development of high-power fast charging and battery swapping technologies

It is worth noting that with the continuous acceleration of the penetration rate of new energy vehicles and the continuous advancement of technology, the cruising range anxiety that has been plaguing everyone has been gradually resolved with the upgrade of battery density. However, the increase in battery capacity represents an increase in the demand for charging. If the charging power remains unchanged, it will inevitably increase a large amount of charging time.

In order to meet the needs of the vigorous development of new energy vehicles, it is the general trend to strengthen the construction of power battery charging pile infrastructure and improve the charging experience, and high-power super charging is an important path to improve charging efficiency.

In line with the improvement of high-rate charging technology for power batteries, new technologies such as “high-power charging” continue to emerge. This revision of the standard will further increase the charging current and voltage, optimize and improve functions such as control and guiding circuits, communication protocols, etc. Meet the development of high-power charging technology and market demand.

As early as 2019, Porsche taycan launched 800V high-voltage fast charging technology for the first time in the world, supporting 350kW high-power fast charging, and charging 80% in 15 minutes; Tesla’s third-generation super power battery charging pile has a maximum charging power of 250kW. , Some models can get a cruising range of about 250km in 15 minutes under the state of peak power.

Since then, the high-power fast charging route has been favored by more and more OEMs. Multinational car companies such as BMW, Volkswagen, Hyundai, Kia, PSA, etc. have released their own supercharging platforms. BYD, Great Wall, GAC, Xiaopeng, Geely, Lantu and other OEMs have also launched;

Power battery charging pile companies such as Tedian and Xingxing in Top 30 power battery charging pile companies in China have also launched high-power charging piles, which can not only improve charging efficiency, but also reduce power consumption.

At the same time, power battery manufacturers such as CATL, SVOLT Energy, and BAK Battery have also successively launched new fast-charging batteries, which are used to cooperate with fast-charging technology and withstand the pressure brought by super-power charging to batteries.

In addition, with the gradual opening of the curtain of the accelerated transformation of the energy structure, power solutions represented by “optical storage and charging mode” and “storage and charging mode” will also become a new direction for future development.

It is expected that the penetration rate of “optical storage and charging” will increase from 5% to 30% from 2021 to 2025. Based on the average power of the configured energy storage system of 11 kilowatts, the corresponding energy storage battery demand will increase from 0.14 GWh to 3.62 GW. In the long run, by 2030, the penetration rate of “optical storage and charging” will reach 70%, corresponding to the installed capacity of 44.8 GWh of energy storage batteries.

At the same time, the layout of swap stations is also accelerating. According to data from the China Charging Alliance, as of April this year, the number of battery swap stations in China has reached 1,480. As of April 18, Weilai has built a total of 900 battery swap stations across the country, and users have accumulated more than 8 million battery swaps. This year, it plans to build 1,300+ battery swap stations. In addition, the CATL’s sub-brand EVOGO was officially launched in Xiamen in mid-April this year.

Compared with the charging mode, the battery swapping mode can reach the speed of refueling a fuel vehicle, which is a more efficient way of replenishing energy, and there is no need to consider fast charging and slow charging. It is estimated that by 2025, the number of new power exchange stations in China will reach more than 9,000, and the demand for new power exchange equipment in China will reach 12 billion RMB.

However, as an asset-heavy solution, the power exchange model has to face high equipment and operation and maintenance costs. If you want to deploy power exchange technology, it will place high demands on the operator’s own financial strength.

Not only is the layout of new energy vehicle swapping stations speeding up, but also the power exchange cabinet companies for two-wheeled electric motorcycles have surpassed the layout of Top 10 electric motorcycle battery swapping companies. The following is the introduction of TYCORUN ENERGY battery swapping station: