1, new energy vehicle charging and replacing equipment and facilities industry chain
The upstream industry chain of new energy vehicle charging and replacement equipment and facilities is equipment parts, mainly including charging modules, relays, contactors, monitoring and metering equipment, charging guns, charging cables, main controllers, communication modules and other parts. Market participants mainly include Huawei, ZTE, Inkerui, Shenghong Shares, Tonghe Technology, Youyou Green Energy, Yingfei Source, Yonglian Technology and other enterprises.
The midstream enterprises are manufacturers of charging piles and other charging equipment, including DC charging equipment manufacturers and AC charging equipment manufacturers, and the main participants include ABB, BTC POWER, Daeyoung, Wanbang Digital, Sheng Hong Shares, Jiuhang Energy, Kelu Electronics, Zhongheng Electric, Costar, Wanma Shares and other enterprises.
Downstream enterprises are operation service providers and end customers, including changing stations, charging stations, new energy vehicle manufacturers and supporting operation service providers. The downstream participants of the new energy vehicle charging and replacement equipment and facilities industry chain include Wanbang Digital, Triede, State Grid, Southern Power Grid, Aodou New Energy, Hangzhou Botan, NIO, Tesla, BYD, SAIC, Jinlong Bus and other enterprises.