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| Development history, trend and prospect of charging industry |
| Release time:2022-12-28 16:22:06| Viewed： |
Development history, trend and prospect of charging industry
Up to now, the development history of charging pile infrastructure in China can be summarized as three stages: embryonic stage, expansion stage and development stage. At present, it is in the development period, and the specific stages and characteristics are as follows:
In January 2022, the National Development and Reform Commission and other departments jointly issued the Implementation Opinions of the National Development and Reform Commission and other departments on Further Improving the Service Guarantee Capacity of Electric Vehicle Charging Infrastructure, proposing that by the end of the "Fourteenth Five Year Plan", China's electric vehicle charging guarantee capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, It can meet the charging demand of more than 20 million electric vehicles.
In recent years, State Grid and China Southern Power Grid have issued policies to accelerate the construction of charging infrastructure. In April 2020, the State Grid held a video conference on the centralized linkage commencement of the comprehensive construction of new energy vehicle charging facilities project, and announced that in 2020, it planned to arrange an investment of 2.7 billion yuan in the construction of charging piles, with 78000 new charging piles, and the new construction scale increased more than 10 times year-on-year. China Southern Power Grid plans to invest 1.2 billion yuan in the construction of charging infrastructure in 2020. In the next four years, the total investment will be 25.1 billion yuan. It plans to build 150 large-scale centralized charging stations and 380000 charging piles, more than 10 times the existing number. Off network charging pile operators, public transport and other transport enterprises also have large scale charging station investment plans.
Driven by the growth of new energy vehicle ownership, insufficient vehicle pile ratio and other factors, the investment in the charging industry is expected to continue, and the market space for charging infrastructure is large.
First, the ownership of new energy vehicles continues to grow in the medium and long term, boosting the demand for charging facilities
Since the National Development and Reform Commission and the Ministry of Finance issued the Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020) in 2015, China's new energy vehicle industry has developed vigorously. According to the data from the Traffic Administration Bureau of the Ministry of Public Security and the China Automobile Association, by the end of 2021, the number of new energy vehicles in China is 7.84 million, including 6.4 million pure electric vehicles. By the end of September this year, the number of new energy vehicles in China had reached 11.49 million, accounting for 3.65% of the total number of vehicles.
According to the data of China Automobile Association, the number of new energy vehicles in China is expected to reach 25 million in 2025 and 160 million in 2035. As the infrastructure of new energy vehicles, charging piles will benefit from the growth of new energy vehicle ownership.
Second, the current situation of insufficient vehicle pile ratio contains space for future growth of charging infrastructure
By the end of 2021, the total number of public charging posts and private charging posts in the country is 2.617 million, with a year-on-year growth of 70.10%. At the same time, due to the rapid growth of new energy vehicle ownership, the car pile ratio at the end of 2021 is only 3:1. As of November 2022, member units in the Alliance have reported 1.731 million public charging posts in total. In the first 11 months of this year, the cumulative number of charging infrastructure nationwide was 4.949 million, up 107.5% year on year; The increment of charging infrastructure was 2.332 million, of which the increment of public charging piles increased by 105.4% year on year. If only public charging piles are considered, the vehicle pile ratio will be higher, the demand space for public charging piles will be larger, and the charging infrastructure will have a broader growth space in the future.
In January 2022, the National Development and Reform Commission and other ten departments jointly issued the Implementation Opinions of the National Development and Reform Commission and other departments on Further Improving the Service Guarantee Capacity of Electric Vehicle Charging Infrastructure, proposing that by the end of the "Fourteenth Five Year Plan", China's electric vehicle charging guarantee capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, It can meet the charging demand of more than 20 million electric vehicles. To sum up, with the further improvement of new energy vehicle ownership, the further promotion of new infrastructure, the policy support of the State Grid and China Southern Power Grid, and the influx of local state-owned and social capital, considering the current situation of insufficient charging infrastructure, the charging pile industry will have a stable growth in market demand in the future.
Industry development trend (1) Low carbon charging station integrating optical storage and charging is the general trend of charging stations, and the requirements for informatization construction of charging station operators are gradually improved
China is vigorously developing the construction of optical storage charging integrated charging station. Its advantages include: A. relatively independent operation with the public power grid to mitigate the impact of charging piles on the power grid; B. It is beneficial to shift the peak and valley of the power grid through distributed generation, energy storage, etc; C. Use peak and valley electricity prices to reduce costs.
The optical storage charging integrated charging station integrates power supply, load and energy storage, and is connected to the power grid, involving the dynamic balance between the load and storage of the source network. The operation of the optical storage and charging integrated charging station is inseparable from the support of high-level operation and maintenance management system, power environment monitoring system and other information platforms.
(2) The charging industry is still in the development stage, the survival space of regional small and medium-sized operators is large, and the demand for relevant aggregation platforms and "terminal+software+service" integrated solutions is large
At present, the charging industry is in a period of development, the car pile ratio is insufficient, and the number of new energy vehicles keeps growing, and the demand gap is expanding. In addition, the national and local policy dividends on new energy are relatively sufficient. Therefore, regional small and medium-sized operators still have a lot of room for development. Their investment scale is small, users are more concentrated, and they are highly sensitive to the local market. By strengthening their operations, they can achieve better profits.
Therefore, with the increasing popularity of new energy vehicles, small and medium-sized operators will get better growth in the sinking market in the future. However, regional small and medium-sized operators have a large demand for aggregation platforms, "terminal+software+service" integrated solutions, and the market space of relevant integrated service providers is large.
To sum up, with the further improvement of new energy vehicle ownership, the further promotion of new infrastructure and the policy support of the State Grid and China Southern Power Grid, the charging pile industry will have a stable growth in market demand in the future.
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