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充電樁概念逆勢大漲,產業建設今年將迎來高峯
格隆匯 05-13 10:37

5月12日,中國電力企業聯合會牽頭的“新基建 充電板塊在行動”新聞發佈會在京召開。根據會議介紹,來自國網電動汽車、南方電網電動汽車、華為、特來電、星星充電、深圳車電網絡、上海鼎充新能源技術等知名企業線上出席。

與會的各相關負責人表示,本輪充電樁熱潮更側重於各主體通力合作,向智能化、網絡化方向發展,今年充電樁建設將迎來高峯。

受消息利好影響,今日充電樁概念板塊再度逆勢上漲,截至發文時間,和順電器漲停、永福股份、平高電氣、漢纜股份、南京聚隆、特鋭德等均明顯上漲。

(來源:同花順)

根據報道,今年對充電樁行業來説無疑是個重磅的大年,隨着國家對新能源車的補貼推廣促進汽車消費政策持續加強,作為電動汽車後市場必須配備的充電樁板塊也受到了重點的關注。

在今年2月份,國家電網公司明確提出“大力拓展專用車充電市場,積極推廣智能有序充電,車聯網平台接入充電樁100萬個,覆蓋80%以上市場和用户”的規劃,南方電網公司也在近期在粵港澳大灣區、海南自貿區以及桂、滇、黔重點城市佈局集中式充電站。計劃未來4年投資251億元投建充電設施,建成大規模集中充電站150座,充電樁38萬個。

其中,尤其值得關注的是,作為國內科技龍頭的核心代表,華為也在近期對充電樁領域產生動作不斷,除了此次參會獻言,華為在充電基礎設施核心模塊方面早有佈局。

華為於4月23日發佈了一款HUAWEI Hi Charge直流快充模塊新品,作為充電樁的核心部件,這類直流快充模塊可以為電動汽車帶來更好的充電服務,這是華為首次公開發布充電模塊產品,意味着華為將正式進軍新能源充電領域。

據悉,華為發佈的HiCharger國內版本,不但可以通過OTA進行遠程維護,減少人工上門檢修次數,還在充電效率這個硬核指標上領先業界1.1%-2%,雖然提升幅度還不夠大,但隨着未來產品的迭代升級,充電效率有望進一步提升。

而除了華為入局外,其充電樁行業的龍頭上市公司也值得關注。

特鋭德旗下的特來電也不可忽視,根據會議介紹,特來電下一步計劃大幅加快充電網的投資,預計截至2020年底特來電及其合夥人累計總投入將超過70億元,以加快公交專用場站、城市公共快充場站擴大布局,並拓展住宅小區、園區有序充電項目。

和順電氣:有完整的電動汽車充電站解決方案,充電樁部件(網外設備、EPC)有較高知名度,國家電網和南方電網均是公司充電樁產品主要客户,同時還是公司輸配電設備主要客户。

易事特:品牌充電樁主要為國家電網、南方電網等幾大運營平台提供軟硬件一體化充電設備產品。

許繼電氣:國家電網充換電設備商,國網充電樁招標最大中標者;參與了雄安新區的充電樁建設;充電柱類產品佔營收7%。

科士達:的充電樁業務佈局不斷強化,從模塊銷售轉為整樁銷售,與普天、比亞迪、蘇寧、順豐、地方公交集團等均已建立合作。

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