The trillion yuan charging pile market will welcome the outbreak of the oil giant to enter the new energy vehicle charging track

Reporter Li Chunlian

Recently, Sinopec's first "Photovoltaic Charging" Cannestelling Project in cooperation between Fujian Petroleum and Ningde Times in Fujian was completed and put into operation at the gas station in Ningde, Fujian, Fujian, Fujian.

The station is a comprehensive energy service type integrated energy station that integrates photovoltaic power generation, new energy vehicle rapid charging, battery detection and other advanced technologies.

Not only Sinopec, the British Petroleum Corporation (hereinafter referred to as BP) recently signed a strategic cooperation agreement with Avita Technology to accelerate the development of China's super fast charging (hereinafter referred to as "super fast charging"). It can be seen that traditional oil giants are vigorously deploying new energy vehicle charging business.

In this regard, Qi Haizheng, the president of Beijing's Sunshine New Energy, told a reporter from the Securities Daily that if the manufacturing competition of lithium battery products is the first half of the new energy industry, then the second half will definitely focus on "new services" and come on. The gradual transformation of services into charging services, power replacement services, and detection services are also the gradual switching and mutual supplements of application scenarios. Especially the super fast charging service is a very urgent and rigid demand. It will also be bigger.

Petroleum giant dense layout charging business

The "photovoltaic charging" plus energy station with Ningde Times is not the first time that Sinopec has deployed new energy vehicle charging and replacement business.

In April 2021, Sinopec announced that it would cooperate with Weilai to build a 5,000 Weilai power station in Sinopec nationwide before 2025.

Sinopec has 30,000 gas stations. With such a huge gas station construction charging stations or power stations, it has the advantages that other companies cannot compare.

This year, Sinopec and Weilai worked together to build a 175 charging power station, with an average of one Sinopec Cooperation Station on average every 2 days. As of the end of 2021, Sinopec has built 1212 charging stations, 83 power stations, and 1048 distributed photovoltaic power plants.

According to the plan, Sinopec is trying to build the world's leading clean energy chemical company, accelerate the creation of "oil and gas and hydrogen electrical uniforms" comprehensive energy stations. During the "14th Five -Year Plan" period, 1,000 hydrogenation stations, 5,000 charging power stations, and 7,000 distribution are planned. Formation photovoltaic power station.

On August 1st, the first part of Weilai and Shell's cooperation and replacement station, Xiamen Tong'an Shell Station, was officially launched. According to the agreement, Weilai and Shell will jointly promote the construction and operation of charging and replacement facilities. In terms of power changes, in China, the two parties built a total of 100 power stations by 2025; in Europe, the two parties planned to start the construction and operation pilot work of power stations from 2022. In terms of charging facilities, shell European charging network will be open to Weilai users.

On August 5th, a reporter from the Securities Daily learned from BP that the company signed a strategic cooperation agreement with Avita Technology to accelerate the development of super fast charging networks. It is understood that BP Electricization and Mobile Travel Department (BP Pulse) and Avita Technology will jointly invest. Before the end of 2023, build more than 100 cooperative super fast charging stations in 19 cities in China. BP Pulse will be responsible for the construction of charging stations And operation. The power station is equipped with a charging power charging power up to 240kW, and the charging can last for 200 kilometers in 10 minutes.

"Petroleum companies' layout of new energy fields is also a pragmatic move to actively transform and embrace new development trends. It is also the road to implementing low -carbon emission reduction responsibilities, reflecting social responsibilities, and realizing the development of new low -carbon economy." It is said that the oil -enterprise, including "two barrels of oil", has the first advantage of charging, power replacement, and detection service market. It has a huge gas station system. The site is the best upgrade and transformation place to increase the convenient conditions of these value -added services. Many, if you provide charging services, provide some diversified service content to increase customer stickiness.

Charging infrastructure is to be improved

New energy vehicles are booming, and huge markets are spawning more and more capital to enter. For the petroleum giant, the new energy charging business can just take advantage of its gas station with its advantages.

Data show that in June, the production and sales of new energy vehicles completed 590,000 and 596,000, respectively, an average of 1.3 times year -on -year. In the first half of this year, the production and sales of new energy vehicles completed 2.661 million and 2.6 million, respectively, a average year -on -year increase of 1.2 times. The scale of production and sales was innovative, and the market penetration rate was 21.6%.

With the increase in sales of new energy vehicles, the demand for charging has also increased, and the size of the charging market is also increasing.

On August 5, data released by the National Energy Administration showed that from January to June, 1.3 million charging piles nationwide were 3.8 times the same period last year.

However, in comparison, the construction of new energy vehicle charging infrastructure needs to be improved, and problems such as difficult charging and slow charging still need to be resolved.

Earlier this year, ten departments and other departments of the National Development and Reform Commission jointly issued the "Implementation Opinions on Further Improve the Service Guarantee of Electric Vehicle Charging Infrastructure", which clarified to the end of the "14th Five -Year Plan". The pre -layout, balanced, intelligent and efficient charging infrastructure system can meet more than 20 million electric vehicles charging needs.

It is worth mentioning that this can be said to have natural advantages for Sinopec, BP, Shell, etc. to build charging stations along the highway.

At the same time, Sinopec and other enterprises also use new technologies such as energy storage to further explore new forms of charging.The latest research report of open source securities pointed out that under the dual action of policy support and market demand, the construction of China's electric vehicle charging facilities has been significantly accelerated.With the increase in sales of new energy vehicles, a stack of 1: 1 pile ratio is targeting, in the next ten years, there will still be a gap of about 63 million yuan in the construction of China's charging piles, which is expected to give birth to a trillion -dollar charging pile market.

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