石油巨头争相布局

　　近日，中石化福建石油与宁德时代在福建合作建设的首个“光伏充检”加能站项目，于福建宁德闽东路加油站建成并投入运营。

　　该站是集光伏发电、新能源汽车快速充电、电池检测等多项先进技术为一体的综合能源服务型加能站。

　　不仅仅是中石化，英国石油公司（以下简称bp）于近日与阿维塔科技签署战略合作协议，加速中国超快速充电（下称“超快充”）网络的发展。由此可见，传统石油巨头都在大力布局新能源汽车充电业务。

       俊风汽车高度关注充电桩市场的变化，积极应对海外充电桩商业环境的变化，促进整车出口。

　　对此，北京特亿阳光新能源总裁祁海珅向《证券日报》记者表示，如果说锂电池产品的制造竞争是新能源行业的上半场，那么下半场一定会围绕“新型服务”展开，加油服务逐步转变为充电服务、换电服务、检测服务等也是应用场景的逐渐切换和互为补充，尤其是超快充服务是非常迫切和刚性的需求，这个需求随着新能源汽车保有量的提高也会更大。

　　石油巨头密集布局充电业务

　　与宁德时代共建“光伏充检”加能站，并不是中石化第一次布局新能源汽车充换电业务。

　　2021年4月份，中石化宣布与蔚来合作于2025年前在中石化全国网点中建成5000座蔚来换电站。

　　中石化拥有3万座加油站，凭借如此庞大的加油站建设充电站或是换电站都具备其他企业无法比拟的优势。

　　这一年，中石化与蔚来携手共建175座充换电站，平均每2天就有一座中石化合作站上线。截至2021年底，中石化已建成充电站1212座、换电站83座、分布式光伏发电站点1048座。

　　根据规划，中石化正全力打造世界领先洁净能源化工公司，加快打造“油气氢电服”综合加能站，“十四五”期间规划建设1000座加氢站、5000座充换电站、7000座分布式光伏发电站点。

　　8月1日，首座蔚来与壳牌合作的充换一体站——厦门同安壳牌站正式上线运营。根据协议，蔚来和壳牌将共同推进充换电设施的建设与运营。换电站方面，在中国，双方到2025年共建100座换电站；在欧洲，双方计划从2022年开始进行换电站的建设、运营试点工作。充电设施方面，壳牌欧洲充电网络将向蔚来用户开放。

　　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。

　　“石油企业布局新能源领域也是积极转型、拥抱新发展趋势的务实之举，也是在践行低碳减排责任、体现社会责任和实现企业的新低碳经济发展之路。”祁海珅向记者表示，包括“两桶油”在内的油企布局充电、换电、检测服务市场具有先发优势，拥有庞大的加油站体系，站点就是最好的升级转型场所，增加这些增值服务的便利条件很多，如果在提供充电服务的同时，再提供一些多元化经营的服务内容会增加客户黏性。

　　充电基础设施待完善

　　新能源汽车蓬勃发展，巨大的市场正在催生越来越多的资本进入。对于石油巨头来说，发力新能源充电业务，恰好可以利用其本就具备优势的加油站。

　　数据显示，6月份，新能源汽车的产销分别完成了59万辆和59.6万辆，同比均增长1.3倍。今年上半年，新能源汽车产销分别完成了266.1万辆和260万辆，同比均增长1.2倍，产销规模创新高，市场渗透率为21.6%。

　　随着新能源汽车销量的增加，充电需求也不断增大，充电市场规模也在不断提升。

　　8月5日，国家能源局公布的数据显示，1至6月份，全国新增130万台充电桩，是去年同期的3.8倍。

　　不过，相比而言，新能源汽车充电基础设施的建设还有待完善，充电难、充电慢等问题仍需要进一步解决。

　　今年年初，国家发展改革委等十部门联合印发《关于进一步提升电动汽车充电基础设施服务保障能力的实施意见》，明确到“十四五”末，我国电动汽车充电保障能力进一步提升，要形成适度超前、布局均衡、智能高效的充电基础设施体系，能够满足超过2000万辆电动汽车充电需求。

　　值得一提的是，这对于中石化、bp、壳牌等拥有加油站的石油巨头来说，在公路沿线建设充电站，可以说具备天然的优势。

　　同时，中石化等企业还利用储能等新技术进一步探索充电的新形式。

　　开源证券最新的研究报告指出，在政策支持和市场需求双重作用下，中国电动汽车充电设施网络建设显著提速。随着新能源汽车销量提升，叠加1：1车桩比目标，未来十年，中国充电桩建设仍然存在约6300万元的缺口，预计催生万亿元级充电桩市场。

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.