① According to data released by the National Bureau of Statistics on April 16, production of charging piles, 3D printing equipment, and electronic component products increased by 41.7%, 40.6%, and 39.5%, respectively, year-on-year in the first quarter. ② Yang Rui's analysis of Huaxi Securities pointed out that since charging piles are the aftermarket for new energy vehicles, the charging market is expected to maintain rapid growth against the backdrop of continued expansion in vehicle ownership and insufficient charging and switching facilities.
According to data released by the National Bureau of Statistics on April 16, production of charging piles, 3D printing equipment, and electronic component products increased by 41.7%, 40.6%, and 39.5%, respectively, year-on-year in the first quarter.
Yang Rui's analysis of Huaxi Securities pointed out that since charging piles are the aftermarket for new energy vehicles, the charging market is expected to maintain rapid growth against the backdrop of continuous expansion of vehicle ownership and insufficient charging and switching facilities, and the expansion of electric vehicle ownership has created considerable room for development in the charging operation market. In terms of market space, Fangzheng Securities expects the global charging pile market space to exceed 100 billion dollars in 2025.
According to the Finance Federation's theme library, among the relevant listed companies:
The business scope of Pinggao Electric's subsidiary Henan Pinggao General Electric Co., Ltd. and Tianjin Pinggao Intelligent Electric Co., Ltd. covers the sale of charging piles and the operation of electric vehicle charging infrastructure.
Shenghong Co., Ltd. has liquid-cooled charging pile products. The company has launched an 800KW flexible shared charging stack, which supports a maximum output power of 600 kW per gun.