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板块异动 | 公共领域车辆全面电动化试点开启 充电桩概念股开盘活跃

Changes in the sector | Pilot full electrification of vehicles in the public sector begins, charging pile concept stocks are actively opening

Zhitong Finance ·  Feb 6, 2023 09:41

Zhitong Financial APP learned that on February 6, affected by the news of the pilot project of fully electrified vehicles in the public domain, the A-share charging pile concept stock opened actively. As of press time, 300713.SZ and 300360.SZ were up more than 10%, while 002339.SZ and 600212.SH were up by the daily limit. Stocks such as 300491.SZ, 002227.SZ, 300698.SZ and 002212.SZ rose higher.

Eight departments, including the Ministry of Industry and Information Technology, launched a nationwide pilot project on the comprehensive electrification of vehicles in the public domain on February 3, proposing to build a moderately advanced, balanced, intelligent and efficient charging infrastructure system. The ratio of new public charging piles (standard piles) to the number of new energy vehicles promoted in the public domain (standard vehicles) will strive to reach 1:1. The proportion of parking spaces in charging facilities in highway service areas is expected to be no less than 10% of small parking spaces.

GF Securities Co., LTD. commented that with the improvement of the infiltration rate and product power of new energy vehicles, the charging pile industry has passed the period of horse racing enclosure and pile fraud, and is expected to enter a long-term boom cycle with the demand for new energy vehicles. According to the data of the charging Alliance, by the end of 2022, the domestic stock vehicle-to-pile ratio is 1VR 2.5, and the incremental vehicle ratio is 1RV 2.7. The pilot proposed that the new vehicle-to-pile ratio in the public domain will reach 1:1, which will strongly boost the demand for charging piles, especially high-power DC piles, and be optimistic about modules and whole enterprises with complete overseas certification, stable structure of major customers, and stable ability to go to sea.

Open source securities review said that the charging pile industry is expected to usher in a period of both quantitative and profit growth. Quantity: the improvement of tram permeability in domestic third-and fourth-tier cities brings the demand for the construction of charging piles and operating stations, and the continuous development of overseas markets by charging pile enterprises leads to a substantial increase in industry shipments. Benefits: the economies of scale brought about by the increase in industry shipments and the increase in the proportion of high-margin overseas businesses are expected to significantly improve the profitability of the industry.

The translation is provided by third-party software.


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