1月12日，中國電動汽車充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)促(cu)進聯盟發布(bu)2021年(nian)(nian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)動汽車(che)(che)充(chong)(chong)(chong)(chong)(chong)換電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)運(yun)(yun)(yun)行(xing)情況。(1)公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)運(yun)(yun)(yun)行(xing)情況：2021年(nian)(nian)12月比(bi)(bi)2021年(nian)(nian)11月公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)5.5萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，12月同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長42.1%。截(jie)至2021年(nian)(nian)12月，聯盟內成員單位總(zong)計上報公(gong)共(gong)(gong)(gong)類充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)114.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，其中(zhong)(zhong)直流(liu)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)47.0萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、交(jiao)流(liu)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)67.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、交(jiao)直流(liu)一體(ti)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)589臺(tai)(tai)(tai)(tai)(tai)。2021年(nian)(nian)，月均新增(zeng)(zeng)(zeng)(zeng)(zeng)公(gong)共(gong)(gong)(gong)類充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)約2.83萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)。(2)公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)省(sheng)、區(qu)、市運(yun)(yun)(yun)行(xing)情況：廣東、上海(hai)、江(jiang)蘇、北(bei)京、浙江(jiang)、山東、湖(hu)北(bei)、安(an)徽、河南、福建TOP10地區(qu)建設(she)(she)的公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)占比(bi)(bi)達(da)71.7%。2021年(nian)(nian)12月全國(guo)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)總(zong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)約11.71億kWh，比(bi)(bi)上月增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)0.89億kWh，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長42.0%，環比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長8.3%。(3)公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)商運(yun)(yun)(yun)行(xing)情況：截(jie)止到2021年(nian)(nian)底，全國(guo)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)企業(ye)所運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)數(shu)量(liang)超過1萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)的共(gong)(gong)(gong)有(you)13家，分(fen)別為：星星充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)25.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、特來電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)25.2萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、國(guo)家電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)網運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)19.6萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、云快(kuai)充(chong)(chong)(chong)(chong)(chong)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)14.5萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、南方電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)網運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)4.1萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、依威能源(yuan)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)3.5萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、匯充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)2.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、深圳車(che)(che)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)網運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)2.6萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、上汽安(an)悅運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)2.3萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、萬(wan)(wan)(wan)馬愛充(chong)(chong)(chong)(chong)(chong)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)2.0萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、中(zhong)(zhong)國(guo)普天運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)2.0萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、萬(wan)(wan)(wan)城萬(wan)(wan)(wan)充(chong)(chong)(chong)(chong)(chong)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)1.2萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)、亨通鼎充(chong)(chong)(chong)(chong)(chong)運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)1.1萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)。這(zhe)13家運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)商占總(zong)量(liang)92.9%，其余運(yun)(yun)(yun)營(ying)(ying)(ying)(ying)(ying)商占總(zong)量(liang)7.1%。(4)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)整體(ti)運(yun)(yun)(yun)行(xing)情況：2021年(nian)(nian)，我(wo)國(guo)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)增(zeng)(zeng)(zeng)(zeng)(zeng)量(liang)達(da)93.6萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，其中(zhong)(zhong)公(gong)共(gong)(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)增(zeng)(zeng)(zeng)(zeng)(zeng)量(liang)34.0萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，同(tong)(tong)(tong)比(bi)(bi)上漲89.9%;隨車(che)(che)配建充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)樁(zhuang)激增(zeng)(zeng)(zeng)(zeng)(zeng)，增(zeng)(zeng)(zeng)(zeng)(zeng)量(liang)達(da)59.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，同(tong)(tong)(tong)比(bi)(bi)上升323.9%。截(jie)止2021年(nian)(nian)底，全國(guo)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)基(ji)礎(chu)(chu)設(she)(she)施(shi)(shi)保有(you)量(liang)達(da)261.7萬(wan)(wan)(wan)臺(tai)(tai)(tai)(tai)(tai)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)70.1%。2021年(nian)(nian)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)總(zong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)量(liang)達(da)111.5億kWh，同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)58.0%，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)動汽車(che)(che)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)需(xu)求(qiu)持續快(kuai)速增(zeng)(zeng)(zeng)(zeng)(zeng)長。

公(gong)共(gong)(gong)(gong)充(chong)電(dian)(dian)需(xu)求(qiu)空(kong)間廣闊。中(zhong)金研報預計(ji)，2025/2030E公(gong)共(gong)(gong)(gong)充(chong)電(dian)(dian)需(xu)求(qiu)量可達835/2465億度，帶來(lai)(lai)334/860億元服務費(fei)市場(chang)空(kong)間。公(gong)共(gong)(gong)(gong)類充(chong)電(dian)(dian)網絡當(dang)前90%以上需(xu)求(qiu)來(lai)(lai)源為營(ying)運類車輛和商(shang)用(yong)車，私人(ren)(ren)乘(cheng)用(yong)車當(dang)前占公(gong)共(gong)(gong)(gong)充(chong)電(dian)(dian)需(xu)求(qiu)的3-5%，一般而言私人(ren)(ren)充(chong)電(dian)(dian)可滿足(zu)補電(dian)(dian)需(xu)求(qiu);但隨著中(zhong)長期私人(ren)(ren)乘(cheng)用(yong)車保有量提升(sheng)及(ji)私人(ren)(ren)充(chong)電(dian)(dian)物(wu)理條件限制帶來(lai)(lai)公(gong)共(gong)(gong)(gong)充(chong)電(dian)(dian)需(xu)求(qiu)溢出(chu)，預計(ji)私人(ren)(ren)充(chong)電(dian)(dian)占比將(jiang)逐步提升(sheng)。

充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)設(she)(she)(she)備需求缺(que)口較(jiao)大，充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)設(she)(she)(she)備年(nian)市場空(kong)間(jian)(jian)綜合(he)可(ke)達(da)305億元(yuan)。中金研報認(ren)為，公共充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)設(she)(she)(she)備需求可(ke)從兩(liang)個角度切(qie)入(ru)：1)基于(yu)公共充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)需求量倒(dao)推。2)從用戶充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)便利性出發，類比于(yu)加油站來推算所需要(yao)的(de)充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)樁密度。基于(yu)兩(liang)個角度，可(ke)分別測算得2025/2030E公共領域充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)設(she)(she)(she)備242-348/338-466萬根，2021-2025E/2026-2030E累計市場空(kong)間(jian)(jian)分別約803億元(yuan)和1106億元(yuan)，當前保有量有較(jiao)大的(de)缺(que)口。私(si)人充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)樁將(jiang)伴隨私(si)人乘用車保有量的(de)提升而增長。按(an)私(si)人充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)樁按(an)2025/2030年(nian)60%/70%配(pei)裝率測算，至2025/2030年(nian)私(si)人充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)樁保有量將(jiang)達(da)到1105/3374萬根，對應2021-2025E/2026-2030E累計市場空(kong)間(jian)(jian)304/838億元(yuan)。整(zheng)體看，2021-2030年(nian)公共+私(si)人充(chong)(chong)(chong)(chong)電(dian)(dian)(dian)設(she)(she)(she)備年(nian)均市場空(kong)間(jian)(jian)達(da)到305億元(yuan)。

注：以(yi)上內容摘自中(zhong)國(guo)電動汽車充電基礎設施促進聯盟(meng)微(wei)信(xin)公眾號以(yi)及中(zhong)金(jin)研報

實際上(shang)充電(dian)(dian)樁(zhuang)(zhuang)頭(tou)部企(qi)業(ye)占有率很(hen)高(gao)，公共充電(dian)(dian)樁(zhuang)(zhuang)領域Top13運營(ying)商運營(ying)數量(liang)占總量(liang)92.9%。這(zhe)意味著能(neng)(neng)夠抓(zhua)住這(zhe)些(xie)頭(tou)部充電(dian)(dian)樁(zhuang)(zhuang)企(qi)業(ye)的相關(guan)企(qi)業(ye)將會收益頗豐。根據遠東股(gu)份披露，公司高(gao)壓汽(qi)車線已獲得德(de)凱、CQC、德(de)國(guo)交通部 EMARK 證書等(deng)，并(bing)穩定供貨比亞(ya)迪等(deng);直流充電(dian)(dian)樁(zhuang)(zhuang)電(dian)(dian)纜已獲得 CQC、德(de)凱、萊茵 TUV、KEMA、UL 等(deng)相關(guan)認證，并(bing)穩定供貨蔚來、小鵬、菲尼克斯(si)等(deng);并(bing)與(yu)星星充電(dian)(dian)、小鵬、菲尼克斯(si)、蔚來汽(qi)車和巴斯(si)巴等(deng)合作開發新型(xing)高(gao)性(xing)能(neng)(neng)充電(dian)(dian)樁(zhuang)(zhuang)電(dian)(dian)纜。毫無疑問，一旦市(shi)場焦點(dian)放(fang)到充電(dian)(dian)樁(zhuang)(zhuang)板(ban)塊，遠東股(gu)份必將受益。