Since the General Office of the State Council issued the guidance on the further Construction of High-quality charging Infrastructure system in 2023, China’s charging industry has begun a new chapter of upgrading, transformation and development.
The charging demand of new energy vehicles has been upgraded from “energy charging” to “charging”.
The latest data show that the scale of charging infrastructure in China continues to expand, and by the end of July, the number of charging piles has exceeded 10 million.
There is no doubt that more than 10 million charging piles have effectively supported the power supply of more than 24 million new energy vehicles across the country.
Today, on the watershed of the penetration of new energy vehicles exceeding 50% for the first time, the focus and focus of the development of the charging pile industry has quietly changed.
Not long before that, the 2024 China International Electric vehicle recharging operators Conference was held in Beijing Shougang Park.
Galaxy has learned that under the internal roll wave, the charging pile industry will go to the Starry Sea in the future, and the following three new trends deserve attention: first, to break through the shackles of the inner coil, the charging pile industry will upgrade from “volume price” to “volume service”.
Second, the outbreak of the private market of new energy vehicles is a general trend, and the layout around the C-end market will be one of the ways out in the future.
Third, the combination of electric power and energy, giving full play to the role of charging network in the construction of a new power system is the only way for the industry to be stable and far away in the future.
, photo source: special call, upgrading from “volume price” to “volume service”.
“this track has a good prospect and a low threshold.
Many enterprises are scrambling for resources at high prices.
At present, the competition for the construction and operation of charging stations is very fierce.
” Ding Anguo, director of North China region of Guangzhou Automobile Energy Technology Co., Ltd., pointed out.
However, in the atmosphere of internal volume and fierce competition, the attraction of the charging pile industry is still not to be underestimated.
“New entrants to this industry are springing up like bamboo shoots after a spring rain.
” The person in charge of Zhongke full Speed Intelligent Technology Co., Ltd. (referred to as “Zhongke full Speed”) told Galaxy that the “inner volume” of the industry is also the inevitable result of market competition and technological innovation.
As a new entrant, relying on the unique development advantages of the new energy vehicle industry in Hefei, Zhongke is laying out its layout in the market at full speed.
If everyone is not profitable in a price war, there will be no way for the industry to develop sustainably, not to mention a reasonable and scientific layout of the entire charging network.
” Tong Zongqi, deputy secretary-general of China Electric vehicle charging Infrastructure Promotion Alliance (hereinafter referred to as “charging Alliance”), believes that service is a break.
He pointed out that service is one of the key words in the development of the charging infrastructure industry this year.
Now the whole industry has changed from “price comparison” to “service comparison”.
Charging infrastructure the whole industry, including equipment enterprises, platform enterprises, service enterprises and car companies, all need to think deeply about how to provide better charging services to car owners.
In the “New Energy vehicle charging Industry Research report (2024 Edition)” released by Gaishi Automobile, it is also pointed out that the overall utilization rate of charging piles is low, and the average time utilization rate of public piles in 36 cities is only 11.3%. There are 15 cities with an average time utilization rate of less than 10%.
Tong Zongqi pointed out that if enterprises do a good job in fine service, the utilization rate of charging stations will come up, and it will also help enterprises to shorten the capital cycle.
With the increase in the proportion of private car owners, users’ demand for services is slowly differentiating, and the charging infrastructure industry is developing in the direction of high quality, including not only high-quality equipment, but also matching operation and maintenance and services.
In order to conduct differential ratings for public stations across the country, and guide car owners to choose different star stations according to different needs, after a year of exchanges and discussions between charging alliances and major charging operators, car companies, local governments, equipment enterprises and insurance companies, the “Electric vehicle charging facilities and Station Test and Evaluation Standard” has been formed and issued.
The content of the rating includes two major directions: site facilities and station service capacity, including safety compliance, operational efficiency, service convenience, green and low carbon, and so on.
At present, Shanghai, Zhejiang, Anhui and other places are also doing their own province / city star evaluation, some of which are also linked to operating subsidies.
For example, this year, Shanghai has issued the grading standard of new energy taxi charging demonstration stations (version 2023), and Hangzhou has also held the grade evaluation of new energy vehicle infrastructure construction and operation enterprises and the selection of demonstration stations.
It is reported that the charging Alliance is communicating with local governments in many places.
Next, the national star rating will be taken as the minimum standard, and local governments will raise their requirements on this basis.
In addition, the State Administration of Market Supervision and Administration will also launch the quality classification standard of charging piles, which will classify the quality of charging equipment across the country in the future and be linked to star evaluation.
Centering on the C-end market layout “repair board”, the charging industry is so voluminous, where is the development trend in the next decade? Zhang Rongji, vice president of Tencent, replied that the layout of the C-end market is one of the trends.
According to the latest data released by the joint branch of passenger car market information of the China Automobile Circulation Association, the domestic retail penetration rate of new energy passenger vehicles broke through the 50% mark for the first time in July.
At present, the industry’s forecast for the market penetration of new energy vehicles for the whole of 2024 is 40%.
However, as the market for replacing ride-hailing and taxis with new energy models in many cities has basically reached saturation, the next 90% of the increase in new energy vehicles will come from private cars.
According to the data shared by Yong Jie, deputy general manager of Guangzhou Xiaopeng Wisdom charging Technology Co., Ltd., at present, some car owners will install home charging piles, but more than 60% of the charging demand for private cars will still be generated in the public network.
And the demand of car owners for their own brand charging piles is also gradually increasing.
Zhang Rongji pointed out that what is more popular now is the public charging market, where the vehicle-to-pile ratio has reached 2:1.
Unlike gas stations, charging stations can be built in neighborhoods, parks, or even under office buildings, which means that the future outbreak of the private market will bring huge dividends to the industry.
According to data from the Beijing area shared by Tencent calls, a private car is charged an average of eight times a month for 2.
36h each time.
For private cars, more than 95% of the cars are parked for 21 hours a day.
If we can realize who stops and who charges, it will be really convenient.
Today, even in first-tier cities such as Beijing, Shanghai and Shenzhen, it is still not there.
Therefore, in the next 10 years, the charging of private cars will be a very big track, and the special call Beijing charging station has made a profit through the transformation to the C side.
It is worth noting that at the national level, local governments and enterprises are using “two districts” (residential areas, office areas) and “three centers” (commerce).
Centers, industrial centers, leisure centers), as well as highways, rural areas and other areas to improve the network of electric vehicle charging facilities, these scenarios are the key to solve the charging pain point of C-end users.
In addition, provincial trading groups and highway companies have begun to enter the field of recharging electricity, speeding up construction around highways and along highways.
Weilai, ideal, Xiaopeng, Volkswagen, Guangzhou Automobile and other mainframe factories are also actively building ultra-fast replenishment network to serve C-end car owners.
On August 20, the construction of the charging network of Xilai Automobile took a big step forward, releasing the plan of “electrified County access”.
The goal is to achieve charging County access by June 30, 2025.
However, at present, there are still some problems in charging in residential areas, such as insufficient parking spaces, many related parties, prominent hidden dangers, limited construction conditions, limited power capacity, and so on.
the main problems of expressways are profitability and tidal phenomena.
it is also necessary to standardize the operation order, scientific and rational layout and explore the price system.
Regarding the integration with electric energy as a “breakthrough”, the relationship between the development of new energy vehicle industry and recharging infrastructure has gone through two stages in the early stage: one is to argue that there is chicken or egg first, and the other is bottleneck theory.
it is considered that the charging infrastructure restricts the development of the new energy vehicle industry.
Jia Junguo, vice chairman of the Intelligent Transportation and Green Energy Professional Committee of the China Energy Research Association, pointed out that after breaking through these two arguments, the charging industry should pay attention to how electric energy can ensure the development of electric vehicles while supporting the construction of new power systems in the future.
Nowadays, as an evenly distributed flexible resource, new energy vehicles can not be ignored in the construction of new power system, and the development of new energy vehicles and charging infrastructure also puts forward higher requirements for power system.
Since the beginning of this year, the relevant state departments have issued a number of documents to support the integrated development of new energy vehicles and the power grid, in order to better build a new energy system and a new power system.
For example, on January 4, the implementation opinions on strengthening the Integration and interaction between New Energy vehicles and the Power Grid was released, which is also the top-level design document for vehicle-network interaction, which aims to give full play to the important role of new energy vehicles in electrochemical energy storage systems, consolidate and expand the development advantages of new energy vehicles, and support the construction of new energy systems and new power systems.
In August, the Action Plan for speeding up the Construction of a New Power system (2024-2027) and the implementation Plan for High-quality Development of Distribution Network (2024-2027) have been issued one after another.
In the construction of a new power system, the network expansion of electric vehicle charging facilities has been listed as one of the nine special actions to be carried out from 2024 to 2027.
The characteristics of the new power system have brought new service modes and new ideas for the development of new energy vehicles.
with the increase of the proportion of new energy power generation, electric vehicles need to be adjusted as flexible load.
Therefore, some people in the industry have pointed out that in addition to making electricity price differences and service charges, charging stations can also make money on electricity and energy for sustainable profits in the future.
Based on the support and guidance of the interaction between vehicle and network and the direction of virtual power plant at the level of national policy, some enterprises have made predictions and layout of the whole market in advance.
The person in charge of the full speed of Zhongke also mentioned that the large-scale landing of the integrated intelligent energy station of optical storage and charging is one of the development trends of the industry in the future.
Enabling new energy vehicles to use new energy electricity is an important measure to achieve carbon peak and carbon neutralization, and the integration of “optical storage and charging” is a green charging mode that integrates photovoltaic power generation, energy storage and charging, and is an important measure to promote the development from “low carbon” to “zero carbon”.
In addition, the relevant national departments have focused on the role of electric vehicles in the construction of new power systems in the future during the process of the 15th five-year Plan.
, return to the first electric network home page >.
