Favorable policies have boosted the charging pile industry to meet the new opportunities
On January 11, the latest data from the China Electric Vehicle Charging Infrastructure Promotion Alliance showed that the increment of public charging piles in 2023 was 929,000 units, up 42.7% year-on-year; It is estimated that 1,084 million new public charging piles will be added by 2024.
In fact, the charging pile industry has recently frequently welcomed favorable policies.
On January 9, the official website of the National Energy Administration issued the Notice on organizing the application of “Charging Infrastructure Construction Demonstration Counties and demonstration Towns” (hereinafter referred to as the “Notice”), which is intended to promote the rapid development of new energy vehicle charging infrastructure to support new energy vehicles to the countryside and rural revitalization; On January 4, the National Development and Reform Commission and other four departments issued the “Implementation Opinions on Strengthening the Integration and interaction of New energy Vehicles and the power Grid” (hereinafter referred to as the “Implementation Opinions”), which plans to initially build the vehicle network interactive technical standard system by 2025, and basically complete the vehicle network interactive technical standard system by 2030.
Tong Zongqi, deputy secretary-general of the China Electric Vehicle Charging Infrastructure Promotion Alliance, believes that at least until 2025, the charging pile industry will still be in the stage of policy support; The future charging pile market will become more open and diversified, and the scene will continue to extend.
Policy re-force, charging pile industry how to leverage?
The “Notice” mentioned that to promote the construction of centralized public charging stations, actively promote the sharing of community charging infrastructure, and new residential parking Spaces should be 100% equipped with charging facilities; Increase support for the construction and operation of charging networks, encourage the application of new technologies such as vehicle network interaction, and improve the operation and maintenance system of charging facilities.
For charging piles to the countryside, Tong Zongqi believes that the population base in rural areas is large, the market space is very large, and it is still to be fully developed. As new energy vehicles go to the countryside, charging infrastructure will be gradually promoted and applied. The population base of rural areas is huge, and the market space is very large, which is still to be fully developed. As new energy vehicles go to the countryside, charging infrastructure will be gradually promoted and applied.
It is worth mentioning that the “Notice” once again mentioned to encourage the development of vehicle network interaction. Just a few days before the release of the “Notice”, the vehicle network interactive New Deal was issued, and it is planned to basically build the vehicle network interactive technical standard system. Liu Yongdong, deputy secretary-general of the China Electricity Council, believes that in order to achieve large-scale vehicle network interaction, it also needs the top-level design of the government, all parties to cooperate, and deepen the construction of the power market in order to make the decentralized mass electric vehicles truly become power “sponges”. He believes that the construction of charging infrastructure will experience three stages of development in the charging era, the electricity era and the network era, and the current is the electricity era, and the charging network + energy storage network + microgrid will achieve deep integration.
The key to Vehicle network interaction is bidirectional. Different from the traditional one-way charging of new energy vehicles, bidirectional charging and discharging is applied to V2G technology (Vehicle-to-grid) to realize bidirectional charging between vehicles and the power Grid. Simply put, new energy vehicles can either recharge electricity through the grid or supply power to the grid.
“The launch of the” Implementation Opinions “will be conducive to vigorously cultivating a new industrial ecology of vehicle network integration and interaction.” Wang Kunpeng, vice president of Special Call New Energy Co., LTD., said, “The essence of vehicle network interaction is energy interconnection and data interconnection; The intelligent and orderly charging and discharging charging network is the key infrastructure network to achieve vehicle network interaction, and it is also the technical direction that Special call has always adhered to.”
According to the analysis of Western Securities, orderly charging can effectively avoid the impact of disorderly charging of new energy vehicles on the power grid, in addition, the potential of new energy vehicles as mobile energy storage is valued by the state, and these need to be realized by charging operators; Vehicle network interaction is conducive to the new incremental space of charging module enterprises. In this regard, Wang Kunpeng said that the technical architecture of the special call charging network can realize that the charge and discharge power of any terminal can be accurately adjusted, the charging facilities of different ranges such as stations, regions, provinces and regions can be flexibly aggregated, the aggregated resources can be efficiently scheduled according to the price signal or market mechanism, and the information of various physical subjects or virtual aggregation subjects and the grid regulation system can interact in real time or on time.
Charging piles still have problems to solve, and differentiated development may be the key
From the current development of the charging pile industry, Liu Yongdong believes that the current charging infrastructure is imperfect, unreasonable, unbalanced, and non-standard, which greatly affects the charging experience of electric vehicle users and has become one of the main reasons for potential customers to buy new energy vehicles. He further said that many old communities are limited by power capacity, safety and other reasons, have been unable to install charging piles. Public charging piles are also facing technology upgrades such as high-power, intelligent operation and maintenance, and the original equipment and technology as well as extensive management mode are difficult to support the development needs of large-scale electric vehicles.
Liu Yongdong believes that vehicle network interaction can replace the original single, simple and disorderly single pile development model. He further said that the convergence trend will be a stage of gradual development; When promoting the development of vehicle network interaction, it is necessary to design a more suitable transaction variety for vehicle network interaction to reflect the discharge value, which is also the next step should focus on solving the problem.
In addition, Tong Zongqi believes that with the increase in the proportion of private cars, different owners will have different service needs, and different models of charging power and charging time are different, so the service provided by charging stations should also be differentiated, and the charging service fee should also be differentiated.
In addition, the development of charging piles is still facing the problem of unbalanced urban and rural development, and charging piles to the countryside have become an important topic for the development of the current industry. However, in Tong Zongqi’s view, the construction of charging infrastructure in rural areas should solve three major problems, namely, the problem of electricity, the problem of land, and the problem of offline operation and maintenance personnel.
Therefore, he believes that first of all, in the construction link, focus on public charging facilities and community charging facilities; In the operation link, focus on increasing the charging network construction and operation support; In the maintenance link, focus on improving the charging infrastructure operation and maintenance service experience. From the prospect point of view, the market prospect of charging piles in rural areas is clear, and it is expected that by 2030, the rural public charging pile market will have an increase of 15 million units.
From the perspective of the overall charging pile market, BOC Securities believes that the charging pile industry is ushering in positive changes, and the rapid growth of new energy vehicle sales has driven the high demand for charging piles, opening up long-term growth space; Minsheng Securities believes that the demand for charging piles is relatively rigid, and it is expected that the domestic charging pile stock market size will exceed 300 billion yuan in 2025.
