December 22, 2024

State Grid Launched 2016 Charging Pile Bidding Companies to Eat Hundreds of Million "Cakes"

The charging pile industry is ushering in a new round of outbreaks. Recently, as the main force for the construction of charging piles, the State Grid officially launched the second tender for the 2016 power supply category, including hydropower control devices and charging equipment. The former has only 5 sets and the latter has about 6600 sets. This is also the country. The tender for the first round of charging piles initiated by the power grid this year has been announced on April 12. The opening time for the tenders is expected to be mid-April.

Earlier, industry sources said that this year's State Grid charge for tendering piles of about 5 billion yuan, much higher than the same period in previous years, in addition to the tenders completed in April, there are two batches of charging piles in May and September this year Tender.

State Grid launches 2016 charging pile tender
State Grid launches 2016 charging pile tender

The first round of market size is expected to be between 600 and 700 million

The reporter sorted out in a number of provinces with relatively large amount of tenders. The specifications of the tendering project included 120A, 150A, and 250A, the output voltage was mostly DC500V, and the minority was DC680V. Shandong, Zhejiang, and other provinces were all focused on the local city. District electric car fast charging station construction.

"General slow charging is a 220V, 60A AC charging pile below," independent automotive consultants, Dr. Zhang Xiang analysis that this year's State Grid's bidding focused on high-power DC charging pile, that is, fast charge, which with the State Grid Currently, there is a direct relationship between the charging service market and the development strategies focused on fast-charged markets such as highways and city buses. In addition, the State Grid tendering equipment is strengthened regionally, the Beijing-Tianjin-Heluo Grid, and the Yangtze River Delta Grid are areas for continuous investment enhancement in the future, and have also been fully reflected in past tendering plans.

Wang Jiahong, an analyst at CCID Automotive Industry Research Center, also stated that this round of tendering for bidding for DC charging facilities took a dominant position. Of the more than 6,000 DC charging facilities, 412 DC charging facilities for highways were charged, compared to the State Grid of 2015. The bidding for equipment has been further strengthened. The overall size of the first round is expected to be around 600 million to 700 million yuan.

Zhang Xiang stated that the State Grid has a large amount of bidding procurement, accounting for about half of the total domestic demand. The investment cost of DC fast charging is 2.5 times that of slow exchange, and the profit level is relatively much higher. For charging pile enterprises, the State Grid Bidding is undoubtedly a "big cake."

As of the end of 2015, the State Grid has built a total of 1,537 charging and replacing stations, an increase of 148.7% year-on-year to 618 seats in 2014. Accumulatively, 29,600 charging piles have been built, an increase of 23.33% year-on-year to 24,000 in 2014, and 350,000 electric motors have been built. Car service capabilities. According to the State Grid’s previous plan, by the year 2020, there will be 6,100 public fast charging stations and 59,000 charging piles. This means that an average of 913 charging stations and 5,880 charging piles will be built each year for the next five years.

The State Grid also clarified the strategy for building a domestic fast-charged expressway network. By 2020, it will basically build a “seven vertical and two horizontal grid” fast-charged expressway network (seven vertical: Shen Hai, Beijing-Shanghai, Beijing-Taiwan, and Datong. Guangzhou, Hong Kong, Hong Kong, Macau, Guangdong and Guangxi, Baomao; Siheng: Qingyin, Lianhu, Hurong and Kunming; two grids: Beijing-Tianjin-Helu grid, Yangtze River Delta grid The fast-charged expressway network of all major cities in the triangle region and other regions covers a total of 202 cities and 36,000 kilometers of expressways. In Beijing, Tianjin, Shanghai, Nanjing, Hangzhou, Qingdao and other key cities, a public fast-charging network with a radius of no more than one kilometer has been built.

On April 1st, the National Energy Administration issued the “Notice on 2016 Energy Work Guidance Opinions”, which mentioned that in 2016, it plans to build more than 2,000 charging stations and 100,000 decentralized public charging stations. 860,000, and all kinds of charging facilities have a total investment of 30 billion yuan.

Private listed companies eager to try

For the charging of the charging piles initiated by the State Grid, the responsible persons of a number of listed companies told the “Daily Economic News” reporter that they have noticed the bidding plan of the State Grid and are making relevant preparations.

KSTAR (002518, SZ) disclosed that it is currently actively preparing the relevant information for bidding for the national grid charging facility. According to the annual report, Kstar reached 100 million yuan in orders for charging terminals last year, equipment revenue rose by more than 13 times year-on-year, and sales of new energy products (new energy charging equipment) increased by 678.54% over the same period of the previous year. Prior to this order, there was no national network project. . Earlier, Shenzhen Poly Power Network Technology Co., Ltd. CEO Jia Xuefeng said in an interview with reporters that this year plans to obtain State Grid, South Network charging piles orders.

However, according to industry analysts, private charging pile companies still face high administrative barriers in bidding. The reporter of the "Daily Economic News" noted that taking the 2015 bid as an example, the State Grid released a total of 48 charging piles and standard packages, and 89 enterprises participated in the bidding. In the end, only 16 companies won the bid and they were mostly companies within the State Grid System. Among them, Xu Ji Electric (000400, SZ) won 5 bids, Guodian Nanrui (600406, SH) 4, Zhongheng Electric (002364, SZ).

Zhongheng Electric disclosed in its 2015 annual report that last year's accumulative bid for Guoxin's charging piles exceeded 100 million yuan. In its annual report released on April 5, State Power Nanru said that last year, the company won the bid for 177 million yuan for charging equipment.

"Private enterprises have won less bids because companies in the non-state-owned network system are only one reason." Zhang Xiang told reporters that many private charging pile companies are mainly engaged in low-voltage electrical engineering, and high-voltage and high-power DC charging piles are Technical requirements are relatively high, and private enterprises are still relatively weak in terms of their technical strength.

Wang Jiahong pointed out that judging from the probability of winning the bid, it was indeed the successful bid of the relevant companies under the State Grid. However, in 2015, private companies such as Jin Hongwei, Titan Technology, and Wanma New Energy won the bid. With the expansion of the scale of bidding, the future will be private. Business opportunities will also increase.

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