Charging Station Construction Speeds Up Again! In April, the addition of charging stations increased by 52% year-on-year, and the industry entered a fast lane of development

Tech 2023-05-22 19:15:45 Source: Network

On May 17th, the National Development and Reform Commission and the National Energy Administration jointly issued the "Implementation Opinions on Accelerating the Construction of Charging Infrastructure and Better Supporting the Rural Revitalization of New Energy Vehicles", emphasizing the strengthening of the layout and construction of public charging infrastructure and supporting the rural development of new energy vehicles. The issuance of this document is less than half a month away from the approval of relevant implementation opinions by the National People's Congress on May 5th

On May 17th, the National Development and Reform Commission and the National Energy Administration jointly issued the "Implementation Opinions on Accelerating the Construction of Charging Infrastructure and Better Supporting the Rural Revitalization of New Energy Vehicles", emphasizing the strengthening of the layout and construction of public charging infrastructure and supporting the rural development of new energy vehicles. The issuance of this document is less than half a month away from the approval of relevant implementation opinions by the National People's Congress on May 5th.

Under the surge in demand and policy support, the installation of charging stations in China has grown rapidly. According to Macquarie data, the number of public charging stations installed in China has sharply increased in the past five years, from 300000 in 2018 to 1.3 million in 2022. It is estimated that this may rise to 26.3 million by 2030, with a compound annual growth rate of 46%.

According to data from China Charging Alliance, from May 2022 to April 2023, approximately 58000 new public charging stations were added per month. In the first quarter of this year, China installed 632000 charging piles, a year-on-year increase of 29%. Among them, the number of public charging stations increased by 67000 in April compared to March, and the number of new charging stations added in April increased by 52% year-on-year.

market analysis

According to data at the end of 2021, the number of new energy vehicles in China has reached 6.3 million, of which 6.1 million are pure electric vehicles and plug-in hybrid vehicles. This is enough to prove the rapid growth of the scale of the new energy vehicle market.

However, compared to its ownership, there is still a lot of room for development in China's charging station construction. According to data released by the China Electric Power Consulting Center, as of the end of 2021, there are a total of 3.367 million new energy vehicle charging stations in China. By 2030, the total number of new energy vehicle charging stations needs to reach 200 million, which will require a nearly 100 fold increase in the number of charging stations.

It can be said that the connection between the construction of charging infrastructure and the ownership of new energy vehicles is close and interdependent. The construction of charging stations is a necessary condition for new energy vehicles. If the number of charging stations is insufficient, users of new energy vehicles will face problems such as charging difficulties and low efficiency, thereby limiting the development and popularity of the new energy vehicle market.

Policy guidance is the key to accelerating the construction of new energy vehicle charging stations. The Chinese government has introduced a series of policies to accelerate the construction of charging stations, including increasing financial subsidies for new energy vehicles and the charging station industry, implementing tax exemptions for charging facilities, etc., to stimulate the construction of charging stations, improve the convenience of use and market share of new energy vehicles.

In addition, at the same time, the charging pile industry is also constantly innovating and developing. With the continuous progress of technology, new charging station equipment is becoming increasingly intelligent and convenient, such as supporting the application of new technologies such as unmanned charging, real-time monitoring and control. The popularization of these technologies can greatly facilitate the charging of new energy vehicles and promote the development of the new energy vehicle application market.

The relationship between the ownership of new energy vehicles and the construction of charging stations is inseparable. With the continuous development and governance of the new energy vehicle market. The emphasis on the construction of charging stations will usher in faster development speed and more opportunities in the future. At the same time, the charging station industry needs to continue innovation and development to improve the efficiency and user experience of charging stations, making them gradually become an important infrastructure for the popularization of new energy vehicles.

Industrial chain analysis

From the perspective of the industrial chain, the upstream and downstream industrial chains of the charging pile manufacturing industry involve multiple fields, from the raw material end to the usage scenario, as follows:

1. Raw material supplier: The raw materials required for the manufacturing of charging piles include cables, electronic components, charging plugs, etc. Raw material suppliers mainly include domestic and foreign manufacturers of cables and electronic components.

2. Charging pile manufacturers: Charging pile manufacturers mainly include multiple domestic and foreign enterprises, which process and assemble raw materials to produce charging piles that can be put into the market.

3. Operator: The operator of the charging station is mainly responsible for the sales and maintenance of the charging station.

4. Users: Users include car owners and end users of charging services. Users can check the location of charging stations and pricing information of charging services through various charging service apps or offline service points, and make corresponding purchases and charging operations.

From the analysis in the above table, it can be seen that the market size of charging pile manufacturers is the largest, accounting for 35%, and has a 15% profit margin and the fastest market size growth rate. This means that charging pile manufacturers have huge market potential and considerable profits. Considering the continuous expansion of the new energy vehicle market and the growing demand for charging station construction, charging station manufacturers will have more business opportunities to develop and utilize in the future, especially with the continuous innovation and upgrading of technology. New charging stations have higher intelligence, reliability, and safety, which can improve user experience and usage efficiency.

In summary, the charging pile manufacturing industry involves various aspects of the industry chain, from raw material suppliers to end users. From the market perspective, the charging pile manufacturing industry is not perfect competition at present, but the whole industry is facing a situation of accelerated development, and will face more stringent market competition and supervision in the future. With the further development of the new energy vehicle market, the charging pile manufacturing industry will have broader development prospects and opportunities.

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