Charging pile returns to the "horse race enclosure era"?

For the domestic charging pile industry, March 21, 2020 is a memorable day.

On this day, Zheng Jian, deputy director of the Basic Division of the National Development and Reform Commission, said that it is necessary to accelerate the high-quality development of new infrastructure including 5G, artificial intelligence, industrial Internet, and the Internet of Things. In the future, we will coordinate and promote the construction of more smart transportation, smart grid, and smart city projects, and build an infrastructure system that meets the needs of the development of a smart economy and society.

"Different from traditional infrastructure", new infrastructure refers to infrastructure construction based on technology, including 7 major industry directions: 5G base station construction, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet, UHV, intercity and urban Rail transit.

Insiders pointed out that as one of the seven major industrial directions of the new infrastructure, the charging pile industry will usher in new opportunities under the policy overweight.

Recently, the concept of new infrastructure has been mentioned many times.

On March 4, 2020, the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China held a meeting to study the current key tasks in the prevention and control of the new crown pneumonia epidemic and to stabilize economic and social operations. The meeting emphasized the need to combine the resumption of production and production with the expansion of domestic demand, and accelerate the construction of new infrastructure such as 5G networks and data centers.

On March 20, 2020, the Ministry of Industry and Information Technology issued a notice on accelerating the development of the Industrial Internet. The notice contains 20 measures in 6 aspects. Among them, accelerating the construction of new infrastructure is ranked first.

The new infrastructure air outlet has arrived. The charging pile industry standing on the air outlet has quietly changed the market structure