Rapid development of electric vehicles, multi industry layout, charging pile field

Posted 2024-06-28 00:00:00 +0000 UTC

With the popularization of new energy vehicles in China and even in the world, sufficient and convenient supporting charging service facilities are essential. Some people in the industry once said: to solve the problem of charging is difficult, and to solve people's anxiety about electric vehicle mileage. Therefore, traditional vehicle enterprises, travel enterprises, energy companies and other parties have entered the field to fill the huge gap in demand. According to data released by China electric vehicle charging infrastructure promotion alliance, as of June this year, the number of domestic charging piles has reached 1.02 million. Among them, there are more than 410000 public charging piles, more than 590000 private charging piles, and the vehicle pile ratio is increased to 3.5:1. In October this year, the sales volume of new energy vehicles in China was 75000, down 5.9% year-on-year, and the growth rate has declined for four months in a row. However, the number of domestic charging piles still maintained a rapid development, reaching 1144000, up 66.7% year-on-year. The development of charging infrastructure can basically meet the existing pace of development of new energy vehicles. Even so, there is still a huge gap in the construction of charging piles. According to the guidelines for the development of electric vehicle charging infrastructure (2015-2020) jointly issued by the four ministries and commissions of the state, by 2020, there will be more than 12000 new centralized charging stations, more than 4.8 million decentralized charging piles, and the planned vehicle pile ratio will basically reach 1:1 to meet the charging demand of 5 million electric vehicles nationwide. The huge development potential of the "floor type charging pile" has attracted many enterprises to participate. In 2017, there were more than 1000 domestic charging pile enterprises. As of October 2019, there are only 8 enterprises operating more than 10000 charging piles nationwide, 8 operators accounting for 89.8% of the total, and the rest 10.2% of the total. Among them, special call and home appliance network of China rank in the top three. However, several companies are happy and worried. After the survival of the market, some charging pile enterprises like Rong Yi Electric Co., Ltd. have gone bankrupt. According to the research report released by Shenwan Hongyuan, the domestic charging network construction progress lags behind the planning. If the bid winning price of charging piles of national grid (about 80000 yuan / set for DC piles and 80000 yuan / set for AC piles) is taken as the standard calculation, the market space of charging pile equipment in China should be 116.5 billion yuan by 2020 and 23.78 billion yuan by 2025. In this context, many industries, multi business model enterprises have entered the field of charging pile layout. The vehicle enterprises are mainly divided into listed companies, traditional vehicle enterprises, upstream and downstream industry chain enterprises and representatives of sharing travel enterprises. Among them, representatives of listed companies take Guanghui automobile and state grid electric vehicle as an example to establish a joint venture company, State Grid Guanghui. The joint venture company will complete the layout of 430000 charging piles by 2020, and will cooperate with Evergrande, Vanke and other real estate developers to promote the construction of charging piles for new energy vehicles in communities. In the aspect of traditional vehicle enterprise representatives, kemes New Energy Technology Co., Ltd. was jointly funded and established by automobile, China, automobile and Jiangsu Dehe New Energy Technology Co., Ltd., with a total investment of 4 billion yuan, mainly engaged in the development, design, production, sales and operation of charging pile products. Let's look at the representatives of upstream and downstream companies. Guoen, a leading company of new materials, announced cooperation with telefax, the parent company of telefax. The two sides cooperated in the fields of box type substation and external management structure of charging pile, so as to jointly promote the construction and operation of charging equipment for new energy vehicles. In the field of shared travel, Didi travel and BP announced a joint venture to build a new energy vehicle network in China, the world's largest electric vehicle market.

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