With the instructions of the senior management, charging pile as a new energy automobile matching infrastructure, formally and 5G infrastructure, big data, AI and other popular sectors, **** with the inclusion of this round of "new infrastructure".

In February, the Ministry of Industry and Information Technology revised the "new energy vehicle manufacturers and product access regulations" to separate design and production, aiming to clear the obstacles for the new energy vehicle OEM model.

Currently, China's charging pile construction is facing a huge gap. According to the Electric Vehicle Charging Infrastructure Development Guide (2015-2020), by 2020, the number of new decentralized charging piles will be more than 4.8 million, and the planning ratio of piles (the ratio of new energy vehicles and charging piles) will basically reach 1:1, in order to meet the charging needs of 5 million electric vehicles across the country. However, as of the end of 2019, China's charging pile is only 1.2 million units, the car pile ratio is about 3.5:1, and there is still a significant gap with the planning.

In the context of the new energy vehicle subsidy regression, the policy support for the new energy vehicle industry has not disappeared, but the focus has shifted to the construction of infrastructure based on charging piles. And with the continued development of the new energy vehicle market, advances in charging technology and industry standardization and further expansion, the future of the new energy vehicle charging pile industry market space is huge.

According to the statistics of Caixin Securities, the new charging pile of 128,900 units in 2019, the national charging pile car-pile ratio reached 3.5:1, and is expected to stabilize at 3.4:1 in the future, and the new increment of charging pile in 2020 is expected to be 150,000 units.

At present, China's new energy vehicle ownership has reached a certain scale, but the related infrastructure such as charging piles still have not kept up, Shenangang Securities believes that new energy vehicles gradually out of the trough, charging demand for synchronized growth, charging piles will usher in rapid development.

According to the eye of the sky data show that on March 6, Shanghai fast divination new energy technology limited company was formally registered. Registered capital of 50 million yuan, the scope of business includes new energy technology, battery technology, parking lot (library) operation, new energy vehicle charging facilities construction and operation.

Through the shareholding structure of the query shows that the fast new energy has two shareholders, respectively, for the capital of 25.5 million yuan, the proportion of 51% of the shareholding of the Fujian Baicheng New Energy Technology Limited, as well as the capital of 24.5 million yuan, the proportion of 49% of the shareholding of the NINGDER TIME New Energy Technology Co.

According to WIND, the position of the relevant stocks in the industry chain is as follows, this information is for your reference.

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