Electric vehicle(EV) charging facilities

Electric vehicle(EV) charging facilities

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Electric vehicle(EV) charging facilities
SectorMost major industry classification systems use sources of revenue as their basis for classifying companies into specific sectors, subsectors and industries. In order to group like companies based on their sustainability-related risks and opportunities, SASB created the Sustainable Industry Classification System® (SICS®) and the classification of sectors, subsectors and industries in the SDG Investor Platform is based on SICS.
Infrastructure
Utilities
Business Model Description

Charging stations provide charging services for new energy vehicles. models: 1) Charging operator-led model: Revenue comes from service fees. 2)Third-party charging service platform model: The platform integrate charging piles of different operators. Revenue is generated from charging service fees shared with operators and value-added service fees.

Expected Impact

Investment in charging facilities can promote low-carbon transformation,power load adjustment,power quality improvement, renewable energy consumption.

Indicative ReturnDescribes the rate of growth an investment is expected to generate within the IOA. The indicative return is identified for the IOA by establishing its Internal Rate of Return (IRR), Return of Investment (ROI) or Gross Profit Margin (GPM).
20% - 25% (in GPM)
Investment TimeframeDescribes the time period in which the IOA will pay-back the invested resources. The estimate is based on asset expected lifetime as the IOA will start generating accumulated positive cash-flows.
Medium Term (5–10 years)
Market SizeDescribes the value of potential addressable market of the IOA. The market size is identified for the IOA by establishing the value in USD, identifying the Compound Annual Growth Rate (CAGR) or providing a numeric unit critical to the IOA.
> 25% (CAGR)
Average Ticket Size (USD)Describes the USD amount for a typical investment required in the IOA.
> USD 10 million
Direct ImpactDescribes the primary SDG(s) the IOA addresses.
Climate Action (SDG 13)
Indirect ImpactDescribes the secondary SDG(s) the IOA addresses.
Sustainable Cities and Communities (SDG 11)
Sector Sources
  • (1) National Development and Reform Commission, Ministry of Finance, Ministry of Housing and Urban-Rural Development, State Administration for Market Regulation, and National Energy Administration, 2020, Opinions on the High-Quality Development of Urban Water, Electricity, Gas and Heating Industry By Reviewing and Standardizing Charges, http://www.gov.cn/zhengce/content/2021-01/06/content_ 5577440.htm (2) National Development and Reform Commission, 2021, Fourteenth Five-Year Plan for the Development of Circular Economy, http://www.gov.cn/zhengce/zhengceku/2021-07/07/5623077/files/ 34f0a690e98643119774252f4f671720.pdf (3) Central Government, The Outline for the 14th Five-Year Plan for Economic and Social Development and Long-Range Objectives through the Year 2035, http://www.gov.cn/xinwen/2021-03/13/content_5592681.htm "(4) State Council, 2021, Action Plan for Carbon Dioxide Peaking Before 2030, http://www.gov.cn/zhengce/content/2021-10/26/content_5644984.htm (5) State Council, 2021, Opinions on Comprehensively Promoting Rural Revitalization and Accelerating the Modernization of Agriculture and Rural Areas, http://www.moa.gov.cn/ztzl/jj2021zyyhwj/zxgz_26476/202102/t20210221_6361865.htm (6) China Electricity Council, 2021, 2021 Electricity & Other Energy Statistics, https://www.cec.org.cn/upload/1/editor/1640595481946.pdf (7) Popular Utilization of Electricity, 2021, Current Situation and Problems of Rural Power Grid Development in China, http://www.chinaqking.com/yc/2021/3052106.html
IOA Sources
  • 8)China Institute with Professional Industry Research,2022,China Electric Vehicle Charging Pile Industry Development Prospect Forecast and Investment Strategic Planning Analysis Report,https://www.hemeirv.com/cars_1024527 (9) Shenzhen Kstar Science & Technology Co., Ltd., 2021, 2020 Annual Report https://data.eastmoney.com/notices/detail/002518/AN202103301478624913.html (10) Shenzhen Sinexcel Electric Co., Ltd., 2021, 2020 Annual Report, http://quotes.money.163.com/f10/ggmx_300693_7140470.html 11) ChinaIRN.COM, 2021, Charging Pile Construction Policy Planning in China and 2022 China Charging Pile Scale and Demand Outlook, https://www.chinairn.com/hyzx/20211130/125952394.shtml 12) NEWS CHINA, 2021, Queuing 4 hours for charging: How awkward are new energy vehicle owners on highways? https://mp.weixin.qq.com/s/JGvx5iG1MeaxO4bpuSqNjg (13) World Resources Institute, 2020, Quantifying the Grid Impacts from Large Adoption of Electric Vehicles in China, https://www.wri.org.cn/report/2020/06/Quantifying-the-Grid-Impacts-CN (14) State Council, 2020, Planning for the Development of the New Energy Automobile Industry (2021-2035), http://www.gov.cn/zhengce/content/2020-11/02/content_5556716.htm (15) State Council, 2021, Action Plan for Carbon Dioxide Peaking Before 2030, http://www.gov.cn/zhengce/content/2021-10/26/content_5644984.htm (16) State Council, 2021, Guiding Opinions of the State Council on Accelerating the Establishment of a Sound Economic System with Green, Low-carbon and Circular Development, http://www.gov.cn/zhengce/content/2021-02/22/content_5588274.htm 17) QQ.com, 2021, Future development trend of charging piles, https://new.qq.com/omn/20210809/20210809A03KKM00.html (18) Leadleo Research Institute, 2020, Overview of China's new energy vehicle charging pile industry, https://xueqiu.com/9316031167/149090615 (19) Shenzhen Auto Electric Power Plant Co., Ltd., 2021, 2020 Annual Report, http://static.cninfo.com.cn/finalpage/2020-07-25/1208075471.PDF (20) Qingdao TGood EVC Co., Ltd., 2021, 2020 Annual Report, https://aiqicha.baidu.com/annualreport?pid=20144708027057&year=2020 (21) The Beijing News, 2021, Interview with Wang Yao at CAA, https://chejiahao.autohome.com.cn/info/9741505 (22) National Business Daily, 2021, 6 Charging pile companies have received financing in 2 months, https://36kr.com/p/1299025372350848 (23) TGQingdao TGOOD Electric Co., Ltd., 2020, Plan for for the Offering of Stocks to Specific Offerees on GEM, http://static.cninfo.com.cn/finalpage/2020-09-04/1208389535.PDF (24) East Group Co., Ltd., 2020, Plan for the Non-public Offerings of A-shares on GEM, http://file.finance.sina.com.cn/211.154.219.97:9494/MRGG/CNSESZ_STOCK/2020/2020-3/2020-03-07/5925780. PDF (25) Shenzhen Clou Electronics Co., Ltd., 2015, 2015 Plan for the Non-public Offering of Stocks, http://static.cninfo.com.cn/finalpage/2015-10-29/1201736208.PDF (26) General Office of the State Administration for Market Regulation, 2021, Notice on Launching the Campaign of People's Livelihood Measurement, https://gkml.samr.gov.cn/nsjg/jls/202103/t20210329_327380.html (27) National Development and Reform Commission, 2022, Notice by the National Development and Reform Commission and Other Departments on Further Enhancing Electric Vehicle Charging Facilities and Ensuring Service Capacity, https://www.ndrc.gov.cn/xxgk/zcfb/ghxwj/202201/t20220121_1312634.html?code=&state=123