Market analysis of China's charging pile industry

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Market analysis of China's charging pile industry in 2019: all localities have accelerated the layout and development, and high-power charging has become a key supporting technology

recently, 172 fast charging piles have been officially put into operation at Minle charging station in Longhua District, Shenzhen. The world's largest electric vehicle charging station has 637 fast charging piles, covering an area of 20000 square meters, and can provide charging services for nearly 5000 electric vehicles every day

Shenzhen is one of the first batch of national pilot cities for demonstration and promotion of energy-saving and new energy vehicles and national pilot cities for low-carbon transportation. In 2017, Shenzhen became the first city in China and even in the world to realize all electric public transportation. In 2018, the proportion of pure electric taxis operating in Shenzhen was as high as 94.21%. Another 1350 taxis will be gradually put into operation, and taxis will basically be pure electric

electric vehicles represented by taxis have high requirements for charging time, which has led to the development of fast charging piles. Fast charging pile refers to the DC pile, which converts AC into DC and directly charges the electric vehicle battery through the charging socket. It has high power, fast charging and high cost

with the more diversified use scenarios of electric vehicles and the gradual maturity of relevant technologies, fast charging is becoming the general trend. Li Zhigang, chief engineer of otexun Power Equipment Co., Ltd., told that in the future, the charging time of electric vehicles is expected to be reduced to less than 10 minutes, close to the refueling time

charging pile Market ushers in the spring again

China's auto market experienced the first year-on-year decline in nearly 30 years in 2018, with total production and sales of 27.809 million and 28.081 million vehicles, down 4.2% and 2.8% respectively year-on-year

on May 21, the blue book of automobile industry: China automobile industry development report (2019), jointly released by China Automobile Industry Association and Social Science Literature Publishing House, pointed out that the automobile industry has experienced a turning year in 2018

The annual sales of <1.25 million new cars and <1.25 million new cars increased year-on-year, but both benefited from the annual sales of <1.27 million new cars and <1.25 million new cars, respectively. Among them, 986000 and 984000 pure electric vehicles were produced and sold respectively, accounting for about 78% of the production and sales of new energy vehicles

statistics on the production and sales of new energy vehicles in China

data source: the forward looking Industry Research Institute sorted out the strong development momentum of

electric vehicles and transmitted the incremental signal to the supporting charging pile that Jinan new era gold testing instrument Co., Ltd. pays close attention to every day. Evergrande think tank pointed out in a research report in April that from the perspective of market demand, since the second half of 2018, new energy vehicles have bucked the trend and increased rapidly. The annual sales volume in 2020 is expected to exceed 2 million. The strong growth of new energy vehicles provides endogenous driving force for the growth of charging pile industry

the development space of China's charging pile industry is huge

at present, there is still a large space for the development of charging piles. As the most important link and basic guarantee in the industrial chain of electric vehicle promotion and application, the construction of charging pile lags behind seriously. According to the statistical data of the analysis report on the development prospect prediction and investment strategic planning of China's electric vehicle charging pile industry released by the prospective industry research institute, in, the number of electric vehicle charging piles in China was increasing year by year. In 2012, the number of electric vehicle charging piles in China only reached 18000. After 2016, it entered a period of explosive growth, and the number of electric vehicle charging piles in China reached 141000. By 2017, the number of electric vehicle charging piles in China had increased by more than 200000. As of 2018, the number of national charging piles was 299000, with a year-on-year increase of 39.72%

in April 2019, the member units of the alliance reported a total of 391000 public charging piles, including 223000 AC charging piles, 168000 DC charging piles and 0500 AC/DC integrated charging piles. In April 2019, 7464 public charging piles were added compared with March 2019. From May 2018 to April 2019, about 10748 public charging piles were added every month, with a year-on-year increase of 49.2% in April 2019

2012 and the optimization and improvement of many instruments are based on these experiences and needs - the statistics of the number of electric vehicle charging piles in China in April 2019

data source: the prospective industry research institute sorted out

in January 2019, the Ministry of Public Security reported that the number of new energy vehicles in 2018 was 2.61 million, accounting for 1.09% of the total number of vehicles, an increase of 1.07 million compared with 2017, an increase of 70%. Among them, the number of pure electric vehicles is 2.11 million, accounting for 81.06% of the total number of new energy vehicles

rough calculation shows that the current vehicle pile ratio is about 2.74:1. The national energy administration proposed in the draft plan for the construction of electric vehicle charging infrastructure that by 2020, the number of domestic charging and replacement power stations will reach 12000 and the number of charging piles will reach 4.5 million; The ratio of electric vehicles to charging facilities is close to the standard 1:1

the latest policy is tilting towards charging infrastructure. In March 2019, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the development and Reform Commission issued the notice on further improving the financial subsidy policy for the promotion and application of new energy vehicles, proposing that the purchase subsidy for new energy vehicles will not be given after the transition period, but will be used to support the "short board" construction of charging (hydrogenation) infrastructure and supporting operation services

layout of acceleration and fast charging piles everywhere

for potential car buyers, before starting electric vehicles, we should consider not only the layout of charging stations in the area, but also the charging time. In the long run, faster charging speed is bound to be a major trend in the future

Li Zhigang, chief engineer of otexun Power Equipment Co., Ltd., told the 21st Century Business Herald that there are many studies. Although the component development method shows that the driving range of electric vehicles reaches 500 kilometers and the charging time is controlled within 15 minutes, most people can fully accept electric vehicles

in the above-mentioned Shenzhen fast charging station, the new 70 60 kW DC charging piles adopt a new constant power charging module, which can meet the charging current and voltage requirements of most vehicles on the market

Chen Haozhou, deputy director of Nanfang Electric Vehicle Service Co., Ltd., introduced that the charging speed of these 70 new DC charging piles is about 20% to 30% faster than that of ordinary fast charging piles

more than Shenzhen, many places have released plans for the construction of charging piles, and fast charging facilities have become an important aspect

recently, at the China (Chongqing) new energy vehicle industry international cooperation summit forum, Yang Liqiong, deputy director of Chongqing Economic and Information Technology Commission, said that by 2020, Chongqing will build 30000 charging piles, including 10000 fast charging piles

last November, Shaanxi Province issued the measures for the construction and operation management of electric vehicle charging infrastructure, which proposed that at least one fast charging station should be built for every 2000 electric vehicles

Shanghai proposed to build 115 urban fast charging stations in 2018

according to the development guide for electric vehicle charging infrastructure (year), relevant departments and local governments should incorporate intercity fast charging network into relevant expressway planning

the era of high-power charging pile is coming

Li Zhigang introduced to the 21st century economic report that at present, there are two directions for the charging hotspots of electric vehicles in the world, one is wireless charging and the other is high-power charging. The era of high-power fast charging will come soon

At present, the charging power of Tesla and other enterprises, including the peak charging power of <7KW, has also been put into the charging station of Tesla. Xiaopeng automobile, the new force of car making, has put into operation 30 overcharge stations this year. The owner can charge the vehicle power to 80% in 30 minutes at the shortest

even with the advent of the era of high-power charging pile, the future charging network must be a mixed layout of multiple powers to meet the needs of different models and scenarios. Liu Yongdong, deputy director of the standardization center of China Electricity Council, told that high-power charging and existing charging facilities will be a long-term parallel relationship, not a substitute relationship

Evergrande think tank also pointed out that AC pile is still the main charging mode of electric vehicles. DC fast charging station meets the temporary and emergency charging needs, and high-power charging is its key supporting technology. High power charging technology can realize "charging minutes and driving range of 300 kilometers", and the charging convenience is expected to be comparable to that of fuel vehicles


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