According to the reporter's understanding, the above plan will allow the company to increase the number of charging stations by a factor of five. The number of charging stations will increase by about 10 times. This will undoubtedly greatly stimulate the demand for equipment related to charging facilities.
Large-scale investment in exchange facilities
According to the information disclosed in the above report, at present, the State Grid has already charged 24 stations and charged 1,122 charging stations for electric vehicle charging and swapping facilities. This year, the number of charging stations will increase by a full 5 times, and charging piles will increase by about 10 times.
It is understood that the State Grid is strengthening its communication and cooperation with various levels of government and establishing normal communication and coordination mechanisms with 15 domestic and foreign companies involved in the electric vehicle industry. Has published the "State Grid Corporation of Energy Supply Operation Model Study", "Internet of Things-based Intelligent Vehicle Charging and Charging Service Network Operation Management System Technical Specifications", "State Grid Corporation of the "Twelfth Five-Year Plan" for the development of electric vehicle charging service network 》 To promote the development of electric vehicles.
State Grid revealed that it is speeding up the construction of charging facilities, carrying out demonstration operations in Hefei and Hangzhou, piloting electric vehicle battery leasing models, and providing high-quality charge and replacement services.
The development of electric vehicle charging facilities is one of the "12th Five-Year Plan" strategies of the State Grid. Liu Zhenya, general manager of the State Grid, has stated that after more than one year of work, the State Grid has identified the basic business model for charging and switching power stations for electric vehicles as follows: Mainly for power exchange, supplemented by plug-in power, centralized charging, and unified distribution. This kind of development strategy based on “replacement of batteries†as the main model is essentially a market-based operation of the power battery. The State Grid is equivalent to the role of “battery operator†and the largest power battery buyer.
China Southern Power Grid also released plans recently: By 2012, China Southern Power Grid will build 89 charging stations and 29,500 charging piles in Shenzhen. It is expected that the total investment will exceed RMB 1 billion, and will create major roads, residential areas and public parking lots in the city. The charging service network based on "mainly slow charging, supplemented by medium and fast charging," was built to meet the requirements of Shenzhen's new energy automotive industry demonstration and promotion and regional application requirements, and to harmonize the charging facilities with the overall work deployment of Shenzhen New Energy Automobile Development.
Localization of UHV equipment has exceeded 90%
According to the above report, State Grid will also actively promote the application of domestic silicon steel sheet in transformer production. At present, the localization rate of UHV equipment has exceeded 90%.
It is worth noting that this year, the State Grid will actively organize companies in the equipment manufacturing industry to open up overseas markets and promote the internationalization of advanced technical standards in the areas of UHV transmission technology, clean energy technologies and smart grids.
In terms of equipment tendering, the State Grid will continue to expand the scope of centralized bidding in recent years. The purchase of direct-owned units will be fully integrated into the company's centralized and unified tendering platform. It is expected that the amount of centralized bidding will exceed 200 billion yuan, and the proportion of first-level procurement will be over 87%. The company plans to complete a grid investment of 292.5 billion yuan this year (an increase of 28.1 billion yuan over the previous year); the operating income will be 1.6 trillion yuan. It is expected that at the end of the “Twelfth Five-Year Planâ€, the operating income will exceed RMB 2 trillion.
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