2 thoughts on “The development of domestic electric vehicle charging piles of charging piles”

  1. The domestic model is currently at the peak period of the construction of the infrastructure of charging stations. The government and enterprises are paying attention to whether the professional services of charging stations are direct charging or power replacement. The comprehensive services of domestic charging stations have not yet been developed.
    1) The successful operation of the charging station: The two largest and most mature electric car charging stations in China are the Beijing Olympic charging stations and Shanghai World Expo charging stations. These two charging stations are currently for urban electric bus bus cars. Provide fast replacement services for battery. Both charging stations are currently not formal business operations, but the pilot operation under government organization is. The common point of the two charging stations is that they are dominated by local bus groups. The charging station is established by major national special funds and local capital funds. The electricity used per month is paid to the battery manufacturer's lease fee (about 1 degree of electricity and 4 yuan), and the Shanghai World Expo charging station directly purchases the battery from the battery manufacturer. At the same time Training work, then the ownership of the battery belong to the charging station.
    2) At present, the State Grid is accelerating cooperation with local governments to accelerate the construction progress of charging stations. According to the plan proposed by Liu Zhenya, the general manager of the State Grid Corporation at the beginning of the year, the State Grid will establish 75 public charging stations in 27 provinces and cities (districts) during the year, 6209 communication charging piles, and some battery replacement stations. The project has been announced at present, including the establishment of 5 medium -sized electric vehicle charging stations after the year of the State Grid Shaanxi Provincial Electric Power Corporation and Xi'an; Chengdu Electric Power Company established 3 electric vehicle charging stations and 300 charging piles within the year of cooperation with local governments; Hubei Province During the year of cooperation between the power company and Yichang City, a large charging station was established and 16 charging piles were established. Chongqing Power Company established 50 charging piles of sea oil during the cooperation year of Chongqing: Operate electric vehicle energy supply network. The joint venture has cooperated with Zotye Motor to start the construction of pure electric vehicle charging stations in more than two provincial capital cities in China in the first half of this year. Sinopec: Sinopec announced that Beijing is a breakthrough and entered the charging station industry for the first time. Sinopec's Beijing Petroleum Branch has jointly invested in the establishment of Beijing Sinopec's Sinical Science and Technology Co., Ltd., and the main use of Sinopec's existing area with a large area of ​​Sinopec has been converted into a comprehensive refueling charging service station. Sinopec will take Beijing as a breakthrough in the charging station industry. The comprehensive refueling charging service station will eventually expand to the city, and then expand to Hebei, Tianjin, or even larger. PetroChina: It is said that there is a contact with local government departments and put forward the idea of ​​building electric vehicle charging stations.
    3), State Grid Corporation's charging station investment plan: State Grid will vigorously build charging stations and charging piles in three stages. The total investment scale of the main equipment of the charging station in the first stage (2010) will reach 300 million yuan. In 27 online provincial companies, 75 charging stations and 6209 charging piles will be built, and the network architecture of electric vehicle charging facilities is initially built. 2011-2015) Investment of 14 billion yuan, the size of the electric vehicle charging station reached 4,000, and promoted the construction of charging piles simultaneously, and initially formed an electric vehicle charging network; the third stage (2016-2020) invested 18 billion yuan, electric vehicle charging The station reaches 10,000 seats, and the charging pile support construction is carried out simultaneously, and a complete electric vehicle charging network is built. By 2020, the total investment in the charging station will reach 32 billion yuan. In 2010, the investment scale of charging machines, power monitoring systems, and active filtering devices in the charging station will reach 150 million yuan, 20 million yuan, and 63 million yuan, respectively. The average annual investment scale in the second stage will increase rapidly to 1.44 billion. Yuan, 160 million yuan, and 672 million yuan. In 2010, the investment scale of charging piles was 160 million yuan, and the investment scale of 2011-2015 charging piles was 4.5 billion yuan. The average annual investment was 900 million yuan, which was 5 times the annual investment scale of the first stage. By 2020, the total investment of the charging pile will reach 12.5 billion yuan.
    The development of foreign charging piles is relatively mature: the United States, Japan, Israel, France, the United Kingdom and other countries have begun to build their own electric vehicle charging facilities, mainly based on charging piles.
    (1) The United States is vast in the United States, and the independence of the states is strong. It is different from the states in electric vehicles and their charging facilities. California, Virginia and other places have carried out the construction of charging facilities. Among them, California's construction is the greatest. It is jointly constructed by the government of the "Beautiful Space Project" company and the government of San Francisco, Auckland, and San Jose in northern California. In 2012, it will be installed in all residential areas, commercial buildings, parking lots and government buildings in the above cities in 2012. Charging piles to facilitate electric vehicles to charge the car at any time. The company will also build a battery replacement station in the above areas to facilitate long -distance drivers to replace the battery at any time. The total investment of the project plan will reach $ 1 billion. In addition, SolarCity built 5 charging stations on the California 101 highway. Each charging station can provide 240V and 70A fast charging services, and can be fully charged for Tesla pure electric vehicles within 3.5h.
    (2) As of 2009, Japan had more than 100 charging stations, of which 60%were concentrated in Tokyo. The Japanese government said that in order to popularize electric vehicles, more than 1,000 charging stations will be built within three years. Tokyo Electric Power Corporation will take the lead in participating in the relevant infrastructure, and in 2010, Tokyo will be the first to build more than 200 charging stations. It is expected to increase to more than 1,000 blocks in three years, and charging piles in Tokyo are more popular, and can be seen everywhere by building roads. Kanagawa Prefecture, which is adjacent to Tokyo, plans to allow 3,000 electric vehicles to drive on the road within 5 years. The county has promised to provide 150 fast charging stations. The Japanese central government supports this technology and will select the city pilot to carry out electric vehicle charging projects. The project will involve installing power sockets in paid parking lots, supermarkets, and catering chain stores for drivers for free use.
    (3) In the UK, there are already 60 free car charging piles in the UK. People who drive the electric drive can easily find charging piles near the house, next to the office building or on the bustling streets. The secondary charging and parking services only need to pay the management fee of £ 75 a year.
    (4) France in France. Power companies have built a lot of charging stations in cities to supply electric vehicles. At the same time, electric vehicles can also charge at home. As of 2008, there were more than 10,000 electric vehicles and 200 public charging stations in France. Electric vehicle demonstration applications were concentrated in public business departments such as municipal, postal, bus, electric power, and sanitation.
    (5) On January 21, 2008, Israel, Renault -Nissan Motor Corporation and the US company and the Israeli government signed a memorandum of understanding to decide to cooperate in the next three years to jointly promote the market application of pure electric vehicles. According to the cooperation agreement, the Israeli government will be responsible for formulating preferential tax policies for consumers. Renault Motors will be responsible for the supply of electric vehicles, and has begun to build their own electric vehicle charging facilities, mainly charging piles.
    The barriers faced by the domestic charging pile industry
    (1), the charging current is ranging from 10 ampere-100 amp, etc., which requires higher requirements for the high-power charging module of the charging pile.
    (2) The lithium -ion battery used by electric vehicles is strictly charged. The charging device needs to be equipped with a high -precision monitoring system.
    (3) The current pattern of the two major power grid companies of the State Power Grid and Southern Power Grid has basically formed, and new entrants will face higher barriers.
    The domestic investment in the domestic charging pile industry is broad
    (1), electric vehicles have been regarded as the development trend of the next generation of cars. As an "gas station" of electric vehicles, the comprehensive development of charging pile construction will undoubtedly provide huge markets. In the three major cities of Beijing, Shanghai and Guangzhou, due to traffic congestion, car purchase restrictions are carried out through license plates. However, due to the environmental protection effect of electric vehicles, the government supports electric vehicles from the upper floor, so large cities such as Beishangguang have relevant policies. Electric vehicles entering its relevant list can directly obtain license plates. This stimulates the demand for electric vehicles from the policy aspect. At the same time, the price of domestic refined oil products increases higher than the decrease. In the end, the owner bear the higher and higher oil prices. Electric vehicles can replace the consumption of some gasoline diesel and reduce this part of the cost. There is no doubt that charging piles are the terminal market for the promotion of new energy strategies. If it can seize the opportunity now, it is greatly beneficial to the profit of capital.
    (2) The support and promotion of the government's great efforts has stimulated many companies' expectations for the charging pile industry. An industry person said that in addition to the energy giants such as the State Grid, Southern Power Grid, and Sinopec, automotive companies and electrical manufacturers are very enthusiastic. Electric vehicle companies such as BYD and BAIC have already begun to build universal charging piles, and companies in industries such as Xu Jiming and Siemens have also begun to develop or invest in the construction of charging stations. According to relevant estimates, the business scale of the charging station is expected to exceed 100 billion in the next 5 years. Judging from the various actions of the country this year, the charging infrastructure construction of electric vehicles will erupt this year.
    (3) Civilian capital to watch the charging pile market. Because electric vehicles need to supplement a large amount of electricity every day, they can get huge charging service benefits to operate charging stations. Compared to gas stations, electricity is relatively safe and convenient. You can install a large amount of charging stations in various places. According to the investment scale, the community is small to the community slow charging pile, large to highway fast charging stations, single -stal operations, and network operations. For the opening of the charging station market, the national power grid may be more biased towards service and power supply in the future, so that the construction of charging stations will be fully integrated with the market. Everyone will be competitors in the same market. Therefore, preparation and planning in advance are important for companies engaged in battery production. The charging market is inclined, the market has potential, and the investment is small, and it will face greater business opportunities.
    (4) It takes time to obtain considerable benefits. Today, in addition to Beijing, Tianjin, Shanghai, Hangzhou and other places, many local governments have also proposed new ideas of supporting charging piles in new communities, which can not only alleviate the "mileage anxiety" problem of electric vehicles users , Will even directly drive the sales of charging pile production enterprises. As an important downstream pillar industry in the new energy vehicle industry chain, charging piles seem to be quite optimistic. Although the industry prospects are unanimously optimistic, the current development of the electric vehicle market is not completely mature. The three major issues of standards, planning and land are stopped before the construction of charging pile construction, and the construction of the system of the system is not smooth.
    The operating strategy of the charging pile industry
    (1), roadside parking management units defined by large real estate companies, commercial chain institutions, traffic management bureaus, other parking space management units signed cooperative stations and operation management Agreement (investor is responsible for putting the charging stations and management, the agency is responsible for providing venue and guarantee security, and sharing the charging and value -added interests).
    (2), relevant departments with the government (Science and Technology Commission, Association of Science and Technology, Urban Construction, Urban Management, Electric Vehicle Leadership Group, Economic Commission, Development and Reform Commission, etc.) or jointly apply for funding (disguised policy support).
    (3), joint association with the local power grid local department
    (4), local branches of local branches with large power companies (PetroChina, Sinopec, Fund, etc.).

  2. 1. The construction of electric vehicle charging piles maintains high growth
    The data released by the China Electric Vehicle Charging Infrastructure Promotion Alliance. As of the end of December 2020, the cumulative number of national charging infrastructure was 1.681 million. As of July 2021, members of the alliance reported a total of 950,000 public charging piles, with a private charging pile of 1.065 million; the cumulative number of national charging infrastructure was 2015,000, an increase of 50.2%year -on -year.
    If the scale of the construction of public charging piles, since 2015, the number of electric vehicles in my country has grown explosive. As of the end of 2019, the number of public charging piles of electric vehicles was 516,400, a year -on -year increase of 33.27%. As of the end of 2020, a total of 807,200 public charging piles were reported, an increase of 56.31%compared to the same period in 2019.

    2. The exchange charging pile has occupied the main share in the market
    . According to the statistics of the China Electric Vehicle Charging Infrastructure Promotion Alliance (Charging Alliance), as of December 2020, the members of the alliance reported a total of publicly reported publicly publicly reported the public 807,000 charging piles. Among them, the exchange charging piles were 498,000 units, 309,000 DC charging piles, and 481 DC charging piles, accounting for 61.67%, 38.27%, and 0.06%, respectively.
    3, the accumulation of charging piles in 20126 may be demanded or will break the 10 million
    In in accordance with the "Guide to the Development of Electric Vehicle Charging Infrastructure (2015-2020)", the National Energy Administration is planned to be replaced by concentrated charging and replacing by 2020. The power station will reach 12,000, and the decentralized charging piles will reach 4.8 million. However, throughout the year in 2020, only 300,000 public charging piles and less than 400,000 private charging piles were built in my country. It can be seen that in order to achieve the national new energy vehicle planning goals, the construction of charging infrastructure will become the focus of future development. In the future, the growth space of the electric vehicle charging industry is huge.
    The accumulated amount of China's new energy vehicle ownership and charging piles, the national pile ratio from 2015 to 2020 decreased from 6.36: 1 to 2.93: 1, and the charging facilities improved. In the past four years, China's new energy vehicle pile ratio fluctuates at about 3: 1.
    The China Automotive Technology Research Center Co., Ltd. said on September 29, 2020 when participating in the third phase of the "Energy China" of the forum in Haikou that the electricization of automobiles will accelerate in the next 15 years, and the market share will be rapid. promote. It is estimated that by 2025, the number of new energy vehicles will exceed 25 million units, and the proportion of sales will be between 15%and 25%; in 2030, the amount of preservation will exceed 80 million units, and the sales proportion will be 30%to 40%; 2035 will be; 2035 The annual preservation will exceed 160 million, with sales of 50%to 60%, and pure electric vehicles account for more than 90%. The "New Energy Automotive Industry Development Plan (2021-2035) issued by the General Office of the State Council also mentioned that by 2025, the sales volume of new energy vehicles in China will reach about 20%of the total sales of new cars.
    According to the calculation, in 2026, the number of new energy vehicles in China will reach about 33.5 million units. The forward -looking conservative estimation is based on the proportion of the car pile ratio of 3: 1. 11.16 million, it is expected that the compound growth rate from 2020 to 2026 will reach about 37%.
    -The above data refer to the "Forecast and Investment Strategic Planning Analysis Report of China's Electric Vehicle Charging Pile Industry Development Prospects and Investment Strategic Planning Analysis Reports" above data

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