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Text | Wang Fangyu

Editor | Su Jianxun

36Kr learned that recently "Lingchong New Energy" completed a strategic financing of nearly 100 million yuan, exclusively invested by China National Petroleum Corporation Kunlun Capital. The funds raised will be used for R&D investment, market expansion and capacity improvement. It is reported that this is the first investment layout of China National Petroleum Corporation in the field of charging equipment and new power equipment.

Under the general trend of oil-electric transformation, carbon neutrality has become a global consensus, and the policy is warming up. In 2023, the state issued policy documents such as the "Guiding Opinions on Further Building a High-Quality Charging Infrastructure System" to guide the high-quality development of the new energy vehicle and charging infrastructure industries, and provide policy guarantees for the construction of China's new energy charging infrastructure.

According to CIC’s estimates, by 2030, the number of public charging piles in China will reach 26.3 million, the number of charging stations in China will reach 1.32 million to 2.6 million, and the cumulative investment in charging piles will be close to 3 trillion yuan. The new energy service market has huge room for development.

With the continuous advancement of the construction of new power systems, the integration and interaction of energy storage, charging piles and power grids will be the general trend in the future. The "Implementation Opinions on Strengthening the Integration and Interaction of New Energy Vehicles and Power Grids" jointly issued by four ministries in December last year clearly pointed out that by 2030, my country's vehicle-grid interaction technology standard system will be basically established, the market mechanism will be more perfect, and vehicle-grid interaction will be applied on a large scale.

Founded in June 2020, Lingchong New Energy Team is a national high-tech enterprise focusing on product research and development, manufacturing and sales in the fields of new energy electric vehicle charging and replacement and new power systems. Headquartered in Xi'an, Shaanxi, it has established three major production bases in Mianyang, Sichuan, Xixian New District, Shaanxi and Haiyan, Zhejiang.

Specifically, Lingchong focuses on two areas of business: one is the research, development, production and sales of smart charging and battery replacement, on-board charging and smart detection products for the entire life cycle of new energy vehicles; the other is the research, development, production and sales of smart microgrids and energy storage related products under new power systems. At the same time, relying on technologies such as charging networks and smart microgrids, it provides customers with energy services for all scenarios and the entire life cycle.

From charging piles to energy storage, Lingchong's business covers two new energy tracks with a value of hundreds of billions of yuan, and both markets have been in a stage of rapid growth in the past two years. In addition, new energy vehicles themselves can be used as mobile electrochemical energy storage resources. Charging piles and energy storage facilities are facing a trend of integrated and interactive development under the new power system.

It is understood that Lingchong New Energy has a long history of accumulation in the field of power electronics. The company has applied for more than 300 domestic patents, 20 international patents, and 51 software copyrights. It has presided over and formulated more than 10 industry-related standards, covering new energy vehicle technology development routes, used car assessment specifications, and super charging.

At present, Lingchong’s energy storage business mainly focuses on microgrid scenarios, and focuses on five major sub-scenarios: comprehensive management of low-voltage substations, new energy distribution and storage, industrial and commercial energy storage and distribution, integrated photovoltaic storage and charging, and wind, photovoltaic storage and microgrids.

In the field of charging piles, Lingchong New Energy's current products include a full range of 3.5kW-22kW AC products, 20kW-360kW medium- and high-power DC products, and 480kW-960kW super charging products, which can provide customers with full-scenario, full-ecosystem charging solutions. It is reported that Lingchong's AC charging product market share is as high as 10%, ranking among the top three in the industry.

In line with the trend of new energy transformation, traditional gas stations are undergoing tremendous changes. In March this year, at the 2023 performance briefing held by PetroChina, Dai Houliang, chairman of PetroChina, said that in 2024, the company will accelerate the layout of the network, build a national network as soon as possible, accelerate the construction of "internationally renowned and domestically first-class oil, gas, hydrogen and electricity non-integrated service providers", promote the transformation and upgrading of sales business, plan to build more than 1,000 charging and swapping stations, and will optimize and adjust them in time according to market demand.

With the investment from Kunlun Capital, Lingchong New Energy will rely on the location advantage of Sinopec gas stations to build additional charging infrastructure in or around its gas stations, achieve a coordinated layout of gas stations and charging piles, improve the comprehensive service capabilities of gas stations and charging stations, and help Sinopec continue to promote the construction of charging and swapping networks.