Hebei charging pile concept stock introduction
Hebei charging pile concept stock today full line outbreak, Infinite harvest three consecutive boards, and Shun Electric, Shuangjie Electric, Ankrui, Zhongneng Electric, Tianmai Science and Technology and so on the collective stops, Tonghe Science and Technology, Yingjie Electric, Jiuzhou Group and so on have to follow up, is expected that the plate will still be higher after the market.
Hebei charging pile concept stocks
1, in the electrical charging pile 18 first half of the year to realize the first bidding national grid charging pile project; with "light storage charging" integration, "charging magic square "," one or two fusion "," charging group "," intelligent garage + intelligent charging "and other solutions; has been involved in Hebei Handan, Ningxia Yinchuan, Guiyang, Guizhou and other areas of bus station charging pile project construction and operation; charging station business revenue accounted for 0.7%. Subsidiary Shenzhen Zhongneng and Guizhou Qianneng, Yinlong shares in Guizhou *** together funded the establishment of "Guizhou Qianzhonglong New Energy Co. Mainly engaged in the construction and operation of "electric vehicles and charging facilities" and "new energy storage". The registered capital of the joint venture company is RMB 50 million, Shenzhen Zhongneng invested 28 million yuan, shareholding ratio of 56% on the evening of September 26, 2016 announcement, the company intends to issue no more than 50 million shares in a non-public offering, to raise funds of no more than 816 million yuan, to invest in new energy business. According to the program, the fund-raising, Beijing new energy pure electric logistics vehicle leasing and charging network project to use 596 million yuan, charging pile research and development and manufacturing project to use 100 million yuan, research and development center project to use 120 million yuan.
2, Heshun Electric has a complete solution for electric vehicle charging station, charging pile components (off-network equipment, EPC) has a high visibility; charging pile products have won the bidding of the State Grid and the South Grid, the charging pile business accounted for 20%. 15 November 18 won the bidding of about 56.86 million yuan of the Guangdong Power Grid-related projects
3, Shuangjie Electric Company can produce a variety of AC and DC charging piles, mainly SCDE10O series, SCDE10O series, SCDE10O series, SCDE10O series. Mainly SCDE10O series DC charging pile (suitable for the whole car fast or medium-speed charging) SCDE200 series AC charging pile (suitable for the whole car medium-speed and slow-speed charging), etc., suitable for charging station, enterprise special parking lot and other operating places
4, Huazhi-Tech on June 9, 2020, the interactive platform replied: the company's subsidiary, Huazhi-Energy, specializes in charging stations and other energy-related Business, has its own R & D and marketing team. 2019 Huazi energy gradually began the charging station investment, construction and operation of business, has completed the operation of the project has been completed in Hunan Hengnan County Xiangyang Bridge charging station, Guizhou Tongren City State Taxation Bureau charging pile project, Hunan Zhuzhou Putian fast charging station, etc., in the construction of the charging station of 3, and there are part of the project to be built. The related products have passed the market test, and the products are safe, reliable and stable.
5, Ankorui March 8, 2019 interactive platform response: the company in addition to charging pile to provide metering instrumentation, monitoring meters (current and voltage), collecting signals (DC and AC signals) sensors, but also to provide charging pile products, charging pile products have passed the type test qualified and electromagnetic compatibility test qualified.
6, Tianmai science and technology Tianmai new energy is not currently external business operations, in the issuer's system of positioning for the issuer to carry out the future of the new business of new energy electric vehicle charging devices, charging pile system integration project implementation of the main body of the future mainly to carry out the charging pile related business, and to expand the public **** other emerging businesses in the field of transportation.
7, Infinite existing 60W and 45KW charging pile products/charging pile.
8, Tonghe Technology 2019 annual report of the company disclosed: the company as the earliest involvement in the domestic charging power system of charging station (charging pile) and electric vehicle on-board power supply one of the field of enterprises, the main products include charging power system of charging station (charging pile) and its core charging module, on-board power supply and other products.
9, Yingjie electric February 15, 2020 the company said on the interactive platform: the company's wholly owned subsidiary Sichuan Weiyu Electric Co., Ltd. production of AC and DC new energy vehicle charging piles, there have been market orders.
10, Jiuzhou Group March 25, 2020 the company said on the interactive platform: the company developed a fast charging pile using intelligent high-frequency switching charging power modules in parallel form, suitable for charging stations in the charging station for electric vehicles to carry out the whole vehicle DC fast charging. At present, the charging pile equipment revenue accounted for the company's total revenue is very small.
11, Kewa Hengsheng was selected as a qualified supplier of electric vehicle charging equipment for the State Grid, and owns a series of products and solutions, such as AC charging piles, DC charging piles, one-piece charging piles, wall-mounted charging piles, and intelligent networking and monitoring systems, etc.; and it was selected as a supplier of Vanke Group.
12, torch China technology February 17, 2020 the company said on the interactive platform: the company actively layout European market charging pile business, in November 2019 the company's wholly owned subsidiary ZhengHua electronic charging pile products through the European customers acceptance, the near future the company will be according to the agreed arrangements for delivery.
13, sunlight power March 23, 2016 evening announcement, the company and the people's government of jinzhai county, anhui province on March 23 signed the "investment cooperation agreement". The two sides will build a 1GW demonstration base for comprehensive utilization of new energy in Jinzhai County, and build 200MW PV power generation projects every year from 2016 onwards, adopting the mode of combining various forms of agriculture, forestry, fishery, and animal husbandry, actively developing mixed operation of various industries, and actively exploring the development mode of sustainable comprehensive utilization of new energy, with a total investment of about 10 billion yuan. The two sides intend to promote the construction of Jinzhai County high proportion of renewable energy demonstration county, in the new energy charging pile, power grid transformation and upgrading work, power system reform and explore pumped storage and new energy complementary power generation and other various areas, to develop comprehensive cooperation; June 15, 2016 midday announcement, the company and Shanghai SAIC An Yue Charging Technology Co. signed a "strategic cooperation agreement" today, on new energy vehicle charging pile, optical storage charging station, distributed photovoltaic and other areas of cooperation. The agreement is valid for five years. SAIC Anyue Charging is a professional one-stop integrated service provider engaged in the investment, construction and operation of charging facilities for new energy vehicles.
14, gold modern July 20, 2020 interactive platform reply: in the field of electric vehicle business, the company has participated in the charging pile intelligent monitoring, intelligent detection, integrated operation and maintenance projects.
15, shenghong shares mainly produces voltage level of 500 and 750V DC fast charging pile as well as small size, easy to install 7KW-40KW AC charging pile; charging pile business has its own brand and ODM, of which the ODM is mainly for the system integrators and operators to provide supporting products, and most of them are branded customers; charging pile products accounted for 32% of the revenue.
16, hanyu group charging pile products have been introduced to the market, in jiangmen city charging location; charging pile series products have been carried out market sales and operation to explore and a small amount of delivery, micro charging pile products, drive motors and automotive circulating pumps, and other products are being sent to the sample with part of the user, docking communication; there is a project with tesla china cooperation to establish a charging point
17, canaan intelligent company Actively involved in electric vehicle charging pile project research and development, has obtained a variety of industry-recognized third-party test report.
18, KU Intelligence September 14, 2020 interactive platform response: in the field of new energy vehicle charging and switching, the company after years of experience, accumulated AC charging piles, DC charging piles, charging modules, charging piles master control system, charging piles operation and management platforms and other aspects of the core technology advantage, a variety of ports of new energy vehicle charging piles (stations) have been widely used in large infrastructure projects The charging piles (stations) with various ports have been widely used in large infrastructure projects, new energy bus stations and other scenarios. The company's self-developed intelligent charging pile operation and management platform has the ability to realize the charging station, pile distribution query, real-time monitoring of equipment operating status, background remote start-stop control, charging process backtracking, order management and real-time data analysis and other functions.
19, Xiuqiang shares 2019 annual report disclosure: the company's charging pile glass has been mass production, realizing sales revenue of 1.01 million yuan.
20, eSmart June 3, 2020 research information disclosure: the company's charging pile products can be all vehicle manufacturers in the market for the production of electric vehicles to provide a variety of power, a variety of use scenarios of the charging equipment, including wall-mounted AC piles, floor-mounted AC piles, one-piece DC piles, split DC piles, as well as the light storage and charging integration of the relevant series of products.
21, Guanghui Automobile May 7, 2020 interactive platform shows: the company and the State Grid joint venture subsidiary, is currently the main charging pile business, to carry out pile construction, sales, service and other businesses.
22, Nanjing Jurong company no spray products in BAIC, GAC and other OEMs to achieve applications; flame retardant products into the field of electric vehicles and charging piles.
23, Hekang Xinneng 2019 annual report disclosure: Hekang Intelligence is a holding subsidiary of the company set up in 2015, the products from the research and development of charging piles, production, sales, to the construction and operation of power stations, and provides a variety of cooperation modes, including turnkey projects, customer self-built and customer co-built, etc..
24, nebula shares on March 13, 2020 the company said on the interactive platform: the company's charging pile products temporarily supporting the company's energy storage products for sale. The company's charging pile products have the ability to high-power rapid charging, output voltage and current adjustment range, real-time monitoring of the power battery status in the charging process and other characteristics.
25, victory shares on February 22, 2016 evening announcement that the company signed a strategic cooperation agreement with TGOOD on February 19, the two sides intend to *** with the promotion of strategic cooperation in the field of automotive charging. According to the agreement, the two sides through this strategic cooperation, *** together to promote the promotion and application of new energy. The cooperation between the two sides will first start from the terminal areas such as gas filling stations owned by Shengli, to promote the new energy vehicle charging business cooperation, with TGOOD providing vehicle charging equipment and technology, operation support, and Shengli providing charging sites and management.
26, Yang Jie science and technology May 9, 2020 interactive platform reply: the company has 5G and charging pile field orders, because the company in these two areas is still in the beginning stage, the market share is still small.
27, BYD's lithium iron phosphate battery technology as the core of the energy storage power plant, compared with pumped storage, compressed air energy storage and other existing energy storage technologies, has obvious cost and operating life advantages. The four 500kW energy storage sub-systems provided by the Group to the Southern Power Grid also successfully passed acceptance in December 2011. it was reported on August 1, 2014 that the Shazhou Parking Lot Charging Station, the world's largest AC charging station for buses constructed by the Company in Nanjing, was formally energized for operation.
28, Shandong Weida 2019 annual report disclosure: the company has for the new energy automobile industry to provide electric vehicle rapid automatic power exchange station, super charging pile (DC) and other series of products.
29, the main intelligent high-frequency switching power supply core component suppliers, for electric vehicle charging power modules and systems, power operation power modules and systems, and other power products; the main customers, including the State Grid subordinate equipment suppliers, listed companies, with a certain scale of the new energy enterprises; charging pile products accounted for 82% of the main.
30, Yongfu shares on January 6, 2020, the company said on the interactive platform: the company's current charging pile, charging station business is mainly concentrated in the parking lot, station and other infrastructure construction part, and gradually open up the real estate supporting facilities, complex supporting charging pile, charging station construction planning.
Extra-high voltage leading stocks
Southern Power Grid
Holding: South Grid Energy, Wenshan Electric Power
Southern Power Grid issued the "Southern Grid" 14th Five-Year "Grid Development Plan," which puts forward. During the "14th Five-Year Plan" period, the Southern Power Grid grid construction will plan to invest about 670 billion yuan, investment compared to the "Thirteenth Five-Year Plan" period to raise 36% year-on-year.
In 2021-2014, it will plan to invest 25.1 billion yuan in the field of charging piles, and build 150 large-scale centralized charging stations and 380,000 charging piles, which is more than 10 times of the existing number.
State Grid
Holdings: Guodian Nanrui, Xuji Electric, State Grid Yingda (Confidence Electric), Pinggao Electric, Guangyu Development, Star Electricity, Fuling Electricity, State Grid Information and Communications Technology (Minjiang Hydropower), Xichang Electricity
State Grid plans to invest $350 billion during the "14th Five-Year Plan" period (about 2.23 trillion yuan) to promote the transformation and upgrading of the power grid.
Power sector
China's power generation capacity reached 7.42 trillion kilowatt-hours in 2020, up 2.7 percent year-on-year, according to information made public by the National Bureau of Statistics.
Thermal power generation amounted to 5.28 trillion kilowatt-hours, up 1.2 percent year-on-year, and still accounted for 71.16 percent of the country's power generation.
Hydroelectricity generation was 1.214 trillion kWh, accounting for 16.36 percent of the total, up 5.3 percent year-on-year,
Wind power generation was 414.6 billion kWh, accounting for 5.6 percent, up 10.5 percent year-on-year,
.
Nuclear power was 366.25 billion kWh, accounting for 4.9%, up 5.1%, year-on-year.
Solar power was 142.1 billion kWh, accounting for only 1.9 percent, up 8.5 percent, year-on-year.
Since July this year, there are provinces that allow the price of electricity to float; October 8, the National People's Congress will further market trading tariffs up and down by no more than 10%, 15%,
adjusted to the principle of no more than 20%. October 11, the Development and Reform Commission issued a "further deepening of coal-fired power generation feed-in tariffs on the market reform of the notice," which requires the orderly Release all coal-fired power generation capacity feed-in tariffs, power marketization process further accelerated.
In the context of carbon neutrality and power marketization, there are investment opportunities in the power sector in the future.
As of November 27, 2021, the communication of up to software power plate *** count 71 stocks, excluding a B shares, 15 broken net . , the market value of more than 100 billion 4, the largest Yangtze River Power 444.149 billion, the smallest market value is Chendian International, only 2.687 billion. Currently the power sector stocks thermal power, wind power, solar power has involved, the following classification is divided according to the proportion of the main.
1, green power
New energy generation: National Energy Group, China Huadian, China Huaneng, State Power Investment, Datang Group, China Resources Power, China Investment Power, China Guangdong Nuclear Power, Three Gorges Group. New energy installed capacity combined accounted for nearly 50%
Onshore wind power
Energy Saving Wind Power, Jiaze Xinneng, Jidian, New Day Green Energy, Three Gorges Energy, Longyuan Power, Sichuan Power, Bao New Energy, Silver Star Energy, Three Gorges Energy, Jiangsu Xinneng
Offshore wind power
FuNeng Stock, Zhongmin Energy
Hydro power
Chuantou Energy, Guotou Power, Changjiang Power, Guangdong Hydropower A, Shaoneng, Hunan Development, Gansu Power Investment, Hubei Energy, Min Dong Power, Qianyuan Power, Huaneng Hydropower, Three Gorges Water Conservancy, Gui Guan Electric Power, Gui Dong Power, Xichang Electric Power, Leshan Electric Power, Meiyan Jixiang, Guang'an Aizhong, Wenshan Electric Power, Shenzhen Energy
Biomass Power Generation
Shaoneng Stock
Solar power
Solar, JinkoSolar, Chint Electric, Lin Yang Energy, NAN Energy, Zhaosin shares, NengHui Technology, Zhejiang Xinneng, JinKai Xinneng, Inner Mongolia Huadian, Beijing Yuntong
Nuclear power
Guangdong Nuclear Power Corporation of China, China National Nuclear Corporation (CNNC)
2, Thermal Power
To the main thermal power, power sales
Shenzhen Energy, Deep South Electricity A, Sui Heng Yun A, Wan Energy Power, Jiantou Energy, Jin control power, Jidian shares, Ganneng shares, long source of power, Yu Energy Holdings, GCL Energy Science, Jiangsu Guoxin, Shanghai Electric Power, Huaneng International, Zhenneng Power, Huadian International, Star Power, Yongtai Energy, Jinshan Power, Fuling Power, Tianfu Energy, Jingneng Power, Shenneng shares, Huadian Energy, Huayin Power, Tongbao Energy, Guodian Power, Chendian International, Datang Power Generation