Which one is happy? 13 charging pile listed companies' 2017 performance ranking

In recent years, the market for new energy vehicles has been hot, and as the most important infrastructure for new energy vehicles, charging piles have benefited significantly. In the context of a “buzzing up” industry, how are the performances of listed companies in charging piles in 2017? Recently, the first electric network statistics Yi Shi Te, XJ Electric, Ke Lu Electronics, Kstar, Trek, Inventronics, Zhongye Da, Jiuzhou Electric, Zhongheng Electric, power source, Autotron, pass Hexun Technology, Heshun Electric 13 piles listed companies 2017 annual report.

As a whole, the concept of charging piles listed companies reported good results in 2017. Of the 13 charging pile companies, the net profits of the seven companies have increased to varying degrees, accounting for 54% of the total.

From the perspective of operating income, the operating income of XJ Electric, Zhongyeda and Yishite was 10.3 billion, 7.601 billion, and 7.318 billion respectively, ranking the top three. Heshun Electric, Aotexun, Tonghe Technology revenue was 543 million, 367 million, and 217 million, respectively, which ranked the last three.

From the point of view of revenue growth, the operating revenues of Inventronics, Kstar, and Easyst increased by 60.3% year-on-year, 55.94% and 39.51%, ranking the top three. The revenue of Terrell, Zhongheng Electric, Power Source and Tonghe Technology all declined in different degrees.

From the perspective of net profit, Yishi Te net profit of up to 714 million yuan. Heshun Electric has a net profit of at least RMB 0.06 billion. Tong He Technology, Aotexun, Power Source, and Zhongheng Electric have net profits of less than RMB 100 million.

From the point of view of net profit growth, Ying Wei Tang’s net profit increased by 231.81% year-on-year, ranking first. The net profits of Heshun Electric, Tonghe Science and Technology, Power Source, Zhongheng Electric, Jiuzhou Electric, and XJ Electric declined to different degrees.

Judging from the related business of charging piles, 7 charging pile companies mentioned the operating income of the charging pile business in the 2017 annual report. Teradyne's new energy electric vehicle business realized a total operating revenue of 1.011 billion yuan, a year-on-year decrease of 39.53%. XJ Electric's electric vehicle intelligent charging and replacing system revenue was 695 million yuan, a decrease of 22.51% year-on-year. Inventronics' new energy auto business achieved operating revenue of RMB 490 million, a year-on-year increase of 277.24%. Autosex electric vehicle rapid charging equipment operating income of 81,249,500 yuan, a decrease of 54.06%.

The Construction Scale and Increase of Public Charging Piles for Domestic Electric Vehicles in 2010-2017

According to statistics from the China Charging Federation, as of the end of 2017, the number of charging piles in China reached 450,000, public charging facilities have basically completed the upgrade of new national standards, and 220,000 public charging piles, a decrease of 51.7% year-on-year. There are 230,000 private charging stations, which is a year-on-year increase of 270.6%. The public-private ratio is close to 1:1, and the growth rate of public facilities is lower than that of private growth.

According to the plan of the National Energy Administration, in 2018, the state will actively promote the construction of charging piles, and plans to build 600,000 charging piles in the year, including 100,000 public charging piles and 500,000 private charging piles. In 2020, there will be 12,000 new charging stations and 4.8 million distributed charging stations. In the future, with the rapid growth of electric vehicle ownership, the charging infrastructure industry will usher in a golden period of development driven by the dual benefits of the market and policies. The charging pile business will continue to be a high growth point for profitability of pile enterprises.

Territre: Revenue from New Energy Electric Vehicles was RMB 1.011 billion, down 39.53% year-on-year

According to the latest 2017 annual report released on March 23, Terrell reported that its operating income was 5.01 billion yuan, a year-on-year decrease of 16.43%; net profit attributable to shareholders of listed companies was 278 million yuan, a year-on-year increase of 10.65%. Basic earnings per share of 0.28 yuan. During the reporting period, the company achieved a total operating revenue of RMB 1.011 billion in the new energy electric vehicle business, and gross profit of RMB 246 million, a year-on-year decrease of 39.53%. This was mainly due to factors such as the company’s sales model being more stable and the land compensation policies and other factors leading to sales of electric vehicles. Loss of income.

By the end of the reporting period, the company has accumulatively established 84 joint ventures, 277 projects have landed in cities, built 190,000 charging piles, and had about 125,000 on-line operations, including over 100,000 public charging piles. The charging grid has basically taken shape and accumulated charging capacity. More than 570 million degrees. According to statistics from the China Electric Vehicle Charging Infrastructure Promotion Alliance, the number of companies in charge of electric vehicle charging pile construction and on-line operations ranks first in the country, with a market share of more than 40%.

Xu Ji Electric: Smart charging and replacing system operating income of 695 million yuan, a year-on-year decrease of 22.51%

XJ Electric's latest 2017 annual report on March 24 showed that its operating income was 10.3 billion yuan, an increase of 7.53% year-on-year; net profit attributable to shareholders of listed companies was 614 million yuan, a year-on-year decrease of 29.36%. Basic earnings per share of 0.61 yuan.

During the reporting period, the company launched various R&D projects around its core business. Developed a series of key products such as high-density power electric vehicle charging and replacing system. In 2017, the operating income of the intelligent electric vehicle replacement system for electric vehicles was 695 million yuan, accounting for 6.73% of the operating revenue, a decrease of 22.51% year-on-year.

Easy: The sales revenue of new energy vehicle charging piles is RMB 0.43 billion, an increase of 221.10% year-on-year

On March 14th, Yishite disclosed its 2017 annual report. The company achieved operating revenue of RMB 7.318 billion in 2017, an increase of 39.51% year-on-year; net profit attributable to shareholders of listed companies was RMB 714 million, a year-on-year increase of 51.40%; basic earnings per share 0.31 yuan/share.

With the steady rise of the market for new energy vehicles and charging piles, the company has taken full advantage of the marketing network resources of charging piles throughout the country, and has actively deployed and developed various markets. During the reporting period, the related sales revenue of new energy vehicle charging piles was RMB 428.481 million, an increase of 221.10% over the same period of the previous year. As the company strengthens the promotion of new energy vehicles and charging facilities and equipment businesses, and the new energy automotive industry enters a period of steady and high-speed growth, the company’s new energy vehicle charging piles and related product revenue will further increase rapidly, and promote the smart stereo garage charging. Station project market expansion.

Zhongyeda: Investment in pre-installed charging stations and e-commerce platform projects

Zhongye Da announced the 2017 annual report on the evening of April 19th. During the reporting period, the company realized operating income of 7.601 billion yuan, an increase of 11.77% over the same period of last year; realized a total profit of 275 million yuan, a year-on-year increase of 38.45%; and achieved net attributable to shareholders of the listed company. Profit of 2.01 yuan, 39.92% year-on-year.

The company will continue to maintain and expand its leading position in the field of industrial electrical distribution. At the same time, the company will invest in pre-installed charging stations and e-commerce platform projects based on actual conditions. The project construction will help expand the company's online distribution business and new energy electric vehicle charging business, further promote the company’s industrial electrical distribution and The development of system integration and complete manufacturing business brings new profit growth points to the company.

Ke Lu Electronics: access to charging piles in 2017 nearly ten million Taiwan

On March 6, Keyou Electronics released its 2017 report. In 2017, the company achieved operating income of 4.376 billion yuan, up 38.40% year-on-year; net profit attributable to the mother was 459 million yuan, up 68.75% year-on-year.

The company's independent R&D and production of core power modules and charging equipment, as well as the vertical integration of the industrial chain of the power battery and the core components of the vehicle, extends from the operation of the charging station to the operation of the new energy logistics vehicle, the operation of the new energy bus and the time sharing of passenger vehicles. Leasing horizontal layout has formed an ecological system for the operation of new energy vehicles with integrated vehicle pilings.

In 2017, the company's smart charging network cloud platform served the members of the new energy automobile ecosystem, including charging operators, new energy vehicle operators, new energy vehicle individual users, charging business sales, and new energy automobile dealers. Business, and completed dozens of interconnection, a total of access to hundreds of charging stations, access to nearly 10,000 sets of charging stations, serving ten thousand new energy vehicles, charging nearly 50 million degrees.

According to the characteristics of the diverse requirements of the charging piles, the company proposes new solutions for separate management of charging control, centralized management of operations, and hierarchical layering. A new generation of group charging and control DC charging products adopts a new power control matrix design, which greatly improves the utilization of the charging module and the economical charging. The company has introduced a four-gun fast-slow charging charging solution that is suitable for use in public transportation systems and public charging facilities, and has conducted in-depth research on high-power charging technologies with output power of 360 KW or more. The company's research and development of the exchange of piles using low-power design, through the analysis of internal devices, intelligent control of the power switch, so that the standby power consumption of the machine is less than 3W, reached the industry leading level. In addition, the company's charging pile products achieve remote upgrade and remote diagnostic functions, can quickly respond to customer needs, improve the debugging and maintenance efficiency.

KSTAR: Electric vehicle charging pile achieves revenue of 148 million yuan, an increase of 108.55% over the same period of last year

Kstar’s newly released 2017 annual report on April 4 showed that its operating income was 2.73 billion yuan, a year-on-year increase of 55.94%; net profit attributable to shareholders of listed companies was 371 million yuan, a year-on-year increase of 25.55%. Basic earnings per share of 0.64 yuan.

During the reporting period, the company’s electric vehicle charging piles achieved revenue of RMB 147,478,200, an increase of 108.55% over the same period of the previous year. Relying on its overall advantages in R&D, production, procurement, and channels, the company’s charging pile business was explosive during the reporting period. growth of.

Inventronics: New Energy Automotive Business Achieves Revenue of RMB 490 Million, an Increase of 277.24% from the Same Period of the Previous Year

The latest 2017 annual report of Inventronics on March 30 showed that its operating income was 2.12 billion yuan, an increase of 60.3% year-on-year; net profit attributable to shareholders of listed companies was 226 million yuan, a year-on-year increase of 231.81%. Basic earnings per share of 0.3 yuan.

The company's new energy automotive business has covered motor controllers, motors, automotive power supplies and charging piles. In 2017, the company's new energy automotive business realized an operating revenue of 490 million yuan, accounting for 23.2% of its operating income, an increase of 277.24% year-on-year. The market demand for new energy vehicles has grown rapidly. The company has actively entered the charging business market, purchased the Billion billions, improved the layout of the new energy automobile industry, enhanced market competitiveness, and achieved rapid growth in the new energy automotive business.

Jiuzhou Electric: Completed the research and development of DC terminal charging smart terminal development project

Jiuzhou Electric's newly announced 2017 annual report on April 23 showed that its operating income was 1.43 billion yuan, an increase of 8.24% year-on-year; net profit attributable to shareholders of listed companies was 100 million yuan, a year-on-year drop of 23.3%. Basic earnings per share of 0.29 yuan.

During the reporting period, the power equipment manufacturing business income was 440 million yuan. During the reporting period, the company completed nine research and development projects as planned, including the development of AC charging piles in the charging direction of electric vehicles and the development of intelligent terminal development projects for DC charging piles.

Power source: Charging pile products completed four models of 14 product development

On April 27, Power Source released its 2017 report. The company's operating income was 1.222 billion yuan, a year-on-year decrease of 4.38%; the net profit attributable to the parent company's owner was 1,992,600 yuan, a year-on-year decrease of 26.40%.

The charging pile product has completed the development and third-party certification of 4 models of 14 models. In terms of new product development, the company launched a series of new products such as non-vehicle charging products and on-vehicle powertrain assemblies, photovoltaic inverters, and power optimizers around the development and utilization of new energy sources. The company launched a hydrogen-powered DC in 2017. Once DC power was introduced, it quickly became an industry star product.

Zhongheng Electric: operating income of electric power system is 195 million yuan, a year-on-year decrease of 35.37%

Zhongheng Electric's newly released 2017 annual report on April 10 showed that its operating income was 866 million yuan, a year-on-year decrease of 2.81%; net profit attributable to shareholders of listed companies was 63.77 million yuan, a year-on-year decrease of 59.71%. Basic earnings per share of 0.11 yuan. The operating income of the power operation power system was 195 million yuan, accounting for 22.45% of the revenue, a decrease of 35.37% year-on-year. In 2017, affected by the adjustment of new energy industry policies and fluctuations in the charging pile industry, the company's charge pile product revenue growth rate decreased year-on-year, which affected its performance.

During the reporting period, the company successfully won the bid for the bidding and acquisition project of the State Grid Group and the Bidding Project of the Guangzhou Power Supply Bureau several times in a row, and it was one of the mainstream suppliers of the State Grid Corporation of China for charging equipment for charging equipment. Leading the formulation of the “Zhejiang Manufacturing” group standard 0230-2017 “AC Charging Post for Electric Vehicles”, comprehensively carried out technical upgrades such as integration of optical storage and charging, flexible charging, V2G and V2H technologies, and through intelligent regulation and charging. The integrated working network of the discharge system creates a modular mobile supercharge station, develops ultra-high-power charging equipment based on peak load filling and comprehensive solutions, realizes overtaking of corners on key technologies, and creates greater industry development Ecological value.

Heshun Electric: charging pile business revenue 105 million yuan, with 8.97% reduction

Heshun Electric's newly released 2017 annual report on April 20 showed that its operating income was 543 million yuan, an increase of 33.44% year-on-year; net profit attributable to shareholders of listed companies was 6.10 million yuan, a year-on-year decrease of 79.48%. Basic earnings per share is 0.02 yuan.

The company's charging pile business adheres to the DC-based, exchange-based business ideas, and maintains a competitive advantage in the areas of DC and high-power fast charging. As the total amount of tenders for the State Grid charging piles in 2017 is relatively small, it has a certain impact on the performance of the company's charging piles, with a revenue of RMB 105 million, which is equivalent to a decrease of 8.97%. In 2018, the construction of charging piles accelerated, and the company has now obtained orders in many provinces and cities.

AOTUN: Revenue from rapid charging equipment was 81,249,500 yuan, a year-on-year decrease of 54.06%

Altstrom’s newly announced 2017 annual report on April 25 showed that its operating income was 367 million yuan, an increase of 1.54% year-on-year; net profit attributable to shareholders of listed companies was 14.84 million yuan, an increase of 62.8% year-on-year. Basic earnings per share of 0.0673 yuan. The operating income of electric vehicle rapid charging equipment was 81,224,500 yuan, accounting for 22.17% of the total revenue, down 54.06% year-on-year.

In respect of the charging business of electric vehicles, the company actively carried out sales of non-vehicle chargers for electric vehicles, charging stacks for electric vehicles, and monitoring systems for charging stations for electric vehicles on the one hand, and successfully won the second and fourth power supply projects of the State Grid in 2017. In the fifth material procurement project, the charging equipment tendering project and the bidding projects for charging equipment such as Guangzhou Second Automobile and Sanqi, etc.; on the other hand, the company actively promoted the construction and operation of an integrated flexible public charging station based on the charging technology of electric vehicles. At present, dozens of intensive and flexible public charging stations have been built in Shenzhen and other places to provide customers with a good charging experience.

Tonghe Technology: The operating income of the new energy automotive industry was 116 million yuan, a decrease of 2.31% over the same period last year

Tonghe Technology's newly released 2017 annual report on March 20 showed that its operating income was 217 million yuan, a year-on-year decrease of 2.59%; net profit attributable to shareholders of listed companies was 10.72 million yuan, a year-on-year decrease of 73.88%. Basic earnings per share of 0.07 yuan. The operating income of the new energy auto industry was RMB 116 million, accounting for 53.32% of the revenue, down by 2.31% year-on-year.

The company has maintained long-term, high R&D investment in the field of charging and recharging station charging power systems (charging piles), independently researching and developing the next-generation power conversion power supply module necessary for the charging and power station charging power supply system, and also for the next generation of high power. The voltage and voltage charging module products have technical reserves and corresponding pre-researches; the monitoring of the charging and switching station system has been upgraded; the charging and changing of power station system and the operation and management system of the charging and switching station have been optimized based on previous market experience, and a series of series have been developed to meet different types. The customer needs to replace the power plant overall solution. The company is one of the few companies in the industry that has all the hardware and software needed to independently develop a complete solution. It has strong advantages in application cases, system costs, and late-stage services, and has initially established a market advantage.