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The new energy vehicle charging pile market has become a new 'blue ocean' for energy meter companies
From the early 19th century to today, electric meters have gone through three stages: inductive, electronic, and intelligent. Since 2009, my country has started the transformation of smart meters. Since then, the domestic smart meter industry has entered a period of rapid development. However, as the State Grid and China Southern Grid's electricity meter tenders continue to be carried out, and the smart grid renovation work is gradually approaching the end, the number of smart meters tendered by the two major power grid companies has decreased compared with previous years, and the industry has begun to enter a period of adjustment. The golden period of the last round of smart meter replacement has just passed, and a new wave of replacement is imminent. Smart meter companies are gearing up to prepare for the next wave of replacement. Today, the new standard for smart meters has not yet been announced, and smart meter companies are working hard to“Nuggets”Where will the direction be? At present, the demand for domestic smart meters, in addition to the increase in demand from new users, comes from the new energy market, especially the application demand growth potential in the field of new energy vehicle charging piles. In recent years, new energy vehicles have been more and more recognized by the society, and charging piles have also become an important infrastructure construction. In March 2020, new energy vehicle charging piles were included“new infrastructure”concept, the market scale of charging piles has been further expanded. According to the 'New Energy Vehicle Industry Development Plan (2021)—2035)” (Draft for Comments) planning, by 2025, the sales of new energy vehicles will account for about 25% of the sales of automobiles, and it is conservatively estimated that the sales of new energy vehicles will be about 7 million. Based on 20 million new energy vehicles and a 1:1 ratio of new energy vehicles, the number of charging piles required is about 18.8 million. According to data released by the China Association of Automobile Manufacturers, in 2020, driven by a series of policies to promote automobile consumption, the production and sales of new energy vehicles will be 1.366 million and 1.367 million respectively, an increase of 7.5% and 10.9% year-on-year respectively. According to the method of estimating the market size of charging piles in 2018, the annual production and sales of new energy vehicles in my country will reach 7 million by 2025, and the market for charging piles will exceed 240 billion yuan by then. As a key component of battery storage and management in new energy charging piles, smart meters account for 10% of the cost of charging piles. Based on this calculation, the market size of smart meters in the field of new energy can reach 24 billion yuan. With the shrinking of the domestic smart meter market and the increasingly serious overcapacity, the smart meter industry has entered a difficult period. At this time, the demand for new energy vehicle charging piles is increasing day by day, and the market scale is constantly expanding, becoming a new nugget for electric energy meter companies.“blue ocean”. In order to seize the opportunity in the new energy vehicle charging pile market in a timely manner, many electric energy meter companies have begun to actively participate in the research and development of electric vehicle charging pile projects, and have achieved gratifying results. For example, a company has launched a high-precision smart meter for charging piles, which can not only be applied to intelligent charging measurement and management of charging piles, but also has functions such as support for freezing, event recording, and measurement data storage. Industry insiders said that in the next 10 years, there will be more than 63 million charging pile construction gaps in my country.“new infrastructure”, is expected to drive a new round of rapid growth of new energy vehicles, promote the optimization and upgrading of the national energy network, and activate a trillion-dollar market. At the moment when the smart meter industry has entered a period of adjustment, only by increasing product research and development and actively responding to changes in market demand can energy meter companies be able to“blue ocean”harvest a piece“Gimhae”.
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