日前國內首個高(gao)速公路跨城(cheng)際快充(chong)(chong)網絡——京(jing)滬高(gao)速公路快充(chong)(chong)網絡全線貫(guan)通(tong)。這意味著(zhu)一個覆蓋長短途的完善的充(chong)(chong)電網絡建設的正式(shi)起步，阻礙(ai)我國電動汽車推廣的障礙(ai)開始被打破。充(chong)(chong)電樁產業鏈料將受到關注。

京滬高速公路快充(chong)網絡全線貫通(tong)

京(jing)滬(hu)高(gao)速全程(cheng)1262公(gong)里(li)，國(guo)家電(dian)(dian)(dian)(dian)(dian)網(wang)公(gong)司(si)在(zai)沿線建(jian)(jian)(jian)成(cheng)(cheng)50座(zuo)快(kuai)充(chong)(chong)(chong)站(zhan)，平均單向(xiang)每(mei)50公(gong)里(li)一座(zuo)快(kuai)充(chong)(chong)(chong)站(zhan)。每(mei)座(zuo)快(kuai)充(chong)(chong)(chong)站(zhan)規劃(hua)建(jian)(jian)(jian)設(she)4臺(tai)120千瓦直流充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)機、8個(ge)(ge)充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)樁(zhuang)，可同(tong)時為8輛電(dian)(dian)(dian)(dian)(dian)動(dong)(dong)汽(qi)(qi)車充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)，30分鐘內(nei)充(chong)(chong)(chong)滿(80%電(dian)(dian)(dian)(dian)(dian)量)，先期(qi)建(jian)(jian)(jian)設(she)2臺(tai)充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)機、4個(ge)(ge)充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)樁(zhuang)，支持(chi)所(suo)有符合中國(guo)標準(zhun)的(de)電(dian)(dian)(dian)(dian)(dian)動(dong)(dong)汽(qi)(qi)車充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)。按(an)照國(guo)家電(dian)(dian)(dian)(dian)(dian)網(wang)公(gong)司(si) “積極構(gou)建(jian)(jian)(jian)高(gao)速公(gong)路城際快(kuai)充(chong)(chong)(chong)網(wang)絡(luo)”的(de)要求，大(da)力(li)推(tui)進(jin)高(gao)速公(gong)路快(kuai)充(chong)(chong)(chong)網(wang)絡(luo)建(jian)(jian)(jian)設(she)，2014年(nian)，在(zai)京(jing)滬(hu)、京(jing)港澳(北京(jing)-咸寧)、青銀(青島-石家莊)共建(jian)(jian)(jian)設(she)快(kuai)充(chong)(chong)(chong)站(zhan) 133座(zuo)、快(kuai)充(chong)(chong)(chong)樁(zhuang)532個(ge)(ge)，基(ji)本(ben)形成(cheng)(cheng)“兩縱一橫”高(gao)速公(gong)路快(kuai)充(chong)(chong)(chong)網(wang)絡(luo)，續行里(li)程(cheng)達2900公(gong)里(li)。自2006年(nian)以(yi)來，國(guo)家電(dian)(dian)(dian)(dian)(dian)網(wang)公(gong)司(si)已(yi)累計建(jian)(jian)(jian)成(cheng)(cheng)618座(zuo)充(chong)(chong)(chong)換電(dian)(dian)(dian)(dian)(dian)站(zhan)，2.4萬個(ge)(ge)充(chong)(chong)(chong)電(dian)(dian)(dian)(dian)(dian)樁(zhuang)，有力(li)地(di)推(tui)動(dong)(dong)了我國(guo)電(dian)(dian)(dian)(dian)(dian)動(dong)(dong)汽(qi)(qi)車產業發展，我國(guo)已(yi)建(jian)(jian)(jian)成(cheng)(cheng)世界上最大(da)的(de)充(chong)(chong)(chong)換電(dian)(dian)(dian)(dian)(dian)服務網(wang)絡(luo)，充(chong)(chong)(chong)換電(dian)(dian)(dian)(dian)(dian)設(she)施建(jian)(jian)(jian)設(she)運營走(zou)在(zai)世界前列。

充(chong)電(dian)(dian)設(she)(she)施建(jian)(jian)(jian)設(she)(she)可粗略劃(hua)分為城(cheng)(cheng)(cheng)市(shi)和城(cheng)(cheng)(cheng)際兩類。城(cheng)(cheng)(cheng)市(shi)充(chong)電(dian)(dian)樁的(de)(de)(de)建(jian)(jian)(jian)設(she)(she)廣泛依賴小區、機(ji)關單位、商(shang)場、寫字樓及公(gong)共(gong)停車場，去年下半年出臺的(de)(de)(de)一(yi)系列(lie)政策(ce)在用地、城(cheng)(cheng)(cheng)市(shi)規劃(hua)、電(dian)(dian)網配(pei)套、電(dian)(dian)價(jia)等方面對充(chong)電(dian)(dian)樁建(jian)(jian)(jian)設(she)(she)做出規范和鼓勵，并對示范城(cheng)(cheng)(cheng)市(shi)提(ti)出指(zhi)標(biao)考核要求。城(cheng)(cheng)(cheng)市(shi)內(nei)的(de)(de)(de)充(chong)電(dian)(dian)樁建(jian)(jian)(jian)設(she)(she)解決日(ri)常續航需(xu)求，城(cheng)(cheng)(cheng)際高(gao)速充(chong)電(dian)(dian)系統(tong)解決長途旅行(xing)需(xu)求。京滬高(gao)速充(chong)電(dian)(dian)系統(tong)的(de)(de)(de)即將開通，意味著一(yi)個覆蓋長短(duan)途的(de)(de)(de)完善的(de)(de)(de)充(chong)電(dian)(dian)網絡建(jian)(jian)(jian)設(she)(she)的(de)(de)(de)正式起步。

業內人士指出，此次京滬高速充電(dian)(dian)系統開通的(de)(de)雖然只是一條線路，但這(zhe)是一個(ge)開始，它預(yu)示著(zhu)不(bu)遠的(de)(de)將(jiang)來國(guo)內電(dian)(dian)動(dong)汽車長(chang)途旅行將(jiang)不(bu)再是夢。解決了里程焦慮，阻礙國(guo)內電(dian)(dian)動(dong)汽車推廣的(de)(de)最(zui)后(hou)一座大(da)山即被推翻(fan)，這(zhe)將(jiang)極大(da)地釋放國(guo)內電(dian)(dian)動(dong)車購買(mai)需求(qiu)，長(chang)期利好整個(ge)電(dian)(dian)動(dong)車產業鏈。

充電樁產業鏈惹關注

自2013年開始，我國(guo)新(xin)(xin)(xin)能(neng)源(yuan)汽(qi)車(che)(che)進入(ru)產業化(hua)時代。今(jin)年以來，我國(guo)新(xin)(xin)(xin)能(neng)源(yuan)汽(qi)車(che)(che)銷量(liang)出(chu)現(xian)明顯增長，據相(xiang)關統計，截至今(jin)年上半年，新(xin)(xin)(xin)能(neng)源(yuan)汽(qi)車(che)(che)累計銷量(liang)在(zai)6萬(wan)輛左右。新(xin)(xin)(xin)能(neng)源(yuan)汽(qi)車(che)(che)銷量(liang)的明顯走(zou)高(gao)與政策(ce)的強力(li)支持密不可分。

不(bu)過，在電(dian)(dian)(dian)動新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)漸(jian)有購銷兩旺(wang)跡象(xiang)的(de)時候，新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)行(xing)業發展(zhan)的(de)瓶頸也逐漸(jian)顯露了出來(lai)，那就是充(chong)電(dian)(dian)(dian)樁數量(liang)嚴(yan)重不(bu)足。據(ju)媒體報道，雖然今年上(shang)半年新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)累計(ji)銷量(liang)在6萬輛左右，但作為(wei)其基(ji)礎配套設施(shi)(shi)，上(shang)半年累計(ji)建成充(chong)電(dian)(dian)(dian)樁僅為(wei)2.5萬個左右。按照日前頒(ban)布(bu)的(de)《政府(fu)機關和公共(gong)機構(gou)購買新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)實(shi)施(shi)(shi)方(fang)案》規定，充(chong)電(dian)(dian)(dian)接口(kou)與(yu)新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)數量(liang)比例(li)不(bu)低于1∶1。以這一標準來(lai)看，目前充(chong)電(dian)(dian)(dian)樁數量(liang)已經(jing)不(bu)能(neng)滿足新(xin)能(neng)源(yuan)汽(qi)(qi)車(che)的(de)需(xu)求。

分析(xi)人(ren)士指出(chu)，隨(sui)著(zhu)一系列政策的(de)密集出(chu)臺，充電(dian)樁行業(ye)(ye)發(fa)展(zhan)有望復(fu)制新能源汽車的(de)發(fa)展(zhan)路(lu)徑，逐漸進入產業(ye)(ye)化發(fa)展(zhan)階段。據(ju)華(hua)泰(tai)證券統計，2012年底我國充電(dian)樁行業(ye)(ye)市場(chang)(chang)規模僅(jin)為10億(yi)元(yuan)，市場(chang)(chang)剩(sheng)余規模達到70億(yi)元(yuan)-100億(yi)元(yuan)，未來兩年充電(dian)樁行業(ye)(ye)規模很可能以(yi)井噴的(de)態勢發(fa)展(zhan)，行業(ye)(ye)中的(de)龍頭企業(ye)(ye)有機會率先做大做強(qiang)。（中證報(bao)）