8月5日，《证券日报》记者从bp了解到，公司与阿维塔科技签署战略合作协议，加速超快充网络的发展。据了解，bp电动化及移动出行部门（bp pulse）和阿维塔科技将共同投资，在2023年底前在中国19座城市建设百余个合作超快充电站，bp pulse将负责充电站的建设和运营。电站配备充电功率高达240kW的充电枪，充电短短10分钟即可续航200公里。
Oil giants scramble to deploy
The trillion-yuan charging pile market will usher in the outbreak period, and oil giants are scrambling to deploy
Recently, Sinopec Fujian Petroleum and Ningde Times jointly built the first photovoltaic charging and inspection energy-enhancing station project in Fujian, which was completed and put into operation at the gas station on Mindong Road, Ningde, Fujian.
The station is a comprehensive energy service-type power station that integrates photovoltaic power generation, fast charging of new energy vehicles, battery testing and many other advanced technologies.
Junfeng Motor pays close attention to the changes in the charging pile market, actively responds to changes in the overseas charging pile business environment, and promotes the export of complete vehicles.
Not only Sinopec, British Petroleum (hereinafter referred to as bp) recently signed a strategic cooperation agreement with Avita Technology to accelerate the development of Chinas ultra-fast charging (hereinafter referred to as ultra-fast charging) network. It can be seen that the traditional oil giants are vigorously deploying the new energy vehicle charging business.
In this regard, Qi Haishen, president of Beijing Teyi Sunshine New Energy, told the Securities Daily reporter that if the manufacturing competition of lithium battery products is the first half of the new energy industry, then the second half will focus on new services. Come on The gradual transformation of services into charging services, battery swapping services, testing services, etc. is also the gradual switching and complementation of application scenarios, especially the ultra-fast charging service is a very urgent and rigid demand. This demand increases with the increase in the number of new energy vehicles. will be bigger too.
Oil giants intensively deploy charging business
It is not the first time that Sinopec has deployed a new energy vehicle charging and replacing business to build a photovoltaic charging and testing energy station with CATL.
In April 2021, Sinopec announced to cooperate with NIO to build 5,000 NIO power stations in Sinopecs national network by 2025.
Sinopec has 30,000 gas stations. With such a huge gas station building charging stations or swapping stations, it has advantages that other companies cannot match.
This year, Sinopec and NIO jointly built 175 charging and swapping stations, with an average of one Sinopec cooperation station going online every two days. By the end of 2021, Sinopec has built 1,212 charging stations, 83 swapping stations, and 1,048 distributed photovoltaic power generation stations.
According to the plan, Sinopec is making every effort to build the worlds leading clean energy chemical company, accelerating the construction of oil, gas and hydrogen power service comprehensive refueling stations. photovoltaic power generation site.
On August 1st, the first charging and replacement station jointly developed by NIO and Shell, Xiamen Tongan Shell Station, was officially launched. According to the agreement, NIO and Shell will jointly promote the construction and operation of charging and swapping facilities. In terms of swapping stations, in China, the two sides will build a total of 100 swapping stations by 2025; in Europe, the two sides plan to start pilot work on the construction and operation of swapping stations from 2022. In terms of charging facilities, the Shell European charging network will be open to NIO users.
On August 5, a reporter from Securities Daily learned from bp that the company signed a strategic cooperation agreement with Avita Technology to accelerate the development of ultra-fast charging networks. It is understood that the bp electrification and mobility department (bp pulse) and Avita Technology will jointly invest to build more than 100 cooperative ultra-fast charging stations in 19 cities in China by the end of 2023, and bp pulse will be responsible for the construction of charging stations and operation. The power station is equipped with a charging gun with a charging power of up to 240kW, which can last for 200 kilometers in just 10 minutes.
The deployment of new energy by oil companies is also a pragmatic move to actively transform and embrace new development trends. It is also a way of practicing low-carbon emission reduction, reflecting social responsibility and realizing the companys new low-carbon economic development path. Qi Haishen told reporters Said that oil companies including two barrels of oil have a first-mover advantage in the market for charging, battery swapping, and testing services, and they have a huge system of gas stations. Many, if you provide some diversified service content while providing charging services, it will increase customer stickiness.
Charging infrastructure needs to be improved
New energy vehicles are booming, and the huge market is giving birth to more and more capital. For oil giants, the development of new energy charging business can just make use of their gas stations that already have advantages.
Data show that in June, the production and sales of new energy vehicles were 590,000 and 596,000, an increase of 1.3 times year-on-year. In the first half of this year, the production and sales of new energy vehicles reached 2.661 million and 2.6 million respectively, a year-on-year increase of 1.2 times. The scale of production and sales reached a new high, and the market penetration rate was 21.6%.
With the increase in sales of new energy vehicles, the demand for charging is also increasing, 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 new charging piles were added nationwide, 3.8 times that of the same period last year.
However, in comparison, the construction of new energy vehicle charging infrastructure still needs to be improved, and problems such as difficult charging and slow charging still need to be further solved.
At the beginning of this year, ten departments including the National Development and Reform Commission jointly issued the Implementation Opinions on Further Improving the Service Support Capability of Electric Vehicle Charging Infrastructure, which made it clear that by the end of the 14th Five-Year Plan, my countrys electric vehicle charging support capability will be further improved, and it is necessary to form a moderate The advanced, well-balanced, intelligent and efficient charging infrastructure system can meet the charging needs of more than 20 million electric vehicles.
It is worth mentioning that for oil giants such as Sinopec, BP, Shell and other oil giants with gas stations, it can be said that they have natural advantages to build charging stations along the highway.
At the same time, companies such as Sinopec are also using new technologies such as energy storage to further explore new forms of charging.
The latest research report of Kaiyuan Securities pointed out that under the dual effects of policy support and market demand, the network construction of electric vehicle charging facilities in China has accelerated significantly. With the increase in sales of new energy vehicles and the superimposed 1:1 vehicle-to-pile ratio target, there will still be a gap of about 63 million yuan in the construction of charging piles in China in the next ten years, and it is expected to give birth to a trillion-yuan charging pile market.