What is the current development status of China's charging pile industry? What is the future development trend?


What is the current development status of China's charging pile industry? What is the future development trend?

  Policy introduction: the notice on further improving the financial subsidy policy for the promotion and application of new energy vehicles issued in March 2019 requires that the object of local financial subsidies be changed from vehicle purchase to charging infrastructure. Charging pile is expected to usher in a new round of construction climax.

  What is the status quo of the charging pile industry? What are the driving force and obstacles? What is the future direction?

  First, the charging pile is a charging device for electric vehicles to provide AC/DC power.

  The function of charging pile is similar to the petrol dispenser inside the petrol station, its input end is connected to the AC power grid, and the output end is charged by the charging plug for the electric vehicle battery. Charging piles are installed in public buildings (public buildings, shopping malls, public car parks, etc.) and residential car parks, and can be fixed to the ground or walls.

  AC pile through the vehicle charger charging, the output power is generally 7kw, single pile manufacturing cost is only 800-1200 yuan, but the charging time is 8-15 hours; DC pile directly for the battery charging, the power of 60kw or more, the full state of electricity only 20-150 minutes, but the manufacturing cost of a single pile of about 50,000 yuan, and will cause damage to the battery.

  Charging pile

  Second, China's charging pile industry development status analysis

  In November 2018, four ministries and commissions, including the Development and Reform Commission and the National Ministry of Energy, jointly issued the Action Plan to Enhance the Charging Security Capacity of New Energy Vehicles, which states that it strives to use three years to significantly improve the level of charging technology, improve the quality of charging facility products, accelerate the improvement of the charging standard system, comprehensively optimize the layout of charging facilities, significantly enhance the interconnection and interoperability capacity of the charging network, and rapidly upgrade the charging operation service quality, and further optimise the charging infrastructure development environment and industrial pattern.

  Data show that from 2012-2018, the number of electric vehicle charging piles in China is in the trend of year-on-year growth, in 2012 the number of electric vehicle charging piles in China reached only 18,000 units, and after 2016, it entered the explosive growth period, and the number of electric vehicle charging piles in China reached 141,000 units. By 2017 the number of electric vehicle charging piles in China grew over 200,000 units. As of 2018, the number of charging piles in China was 299,000 units, a year-on-year increase of 39.72%. Entering March 2019, member units within the Charging Pile Industry Alliance reported a total of 384,000 public class charging piles, including 219,000 AC charging piles, 164,000 DC charging piles, and 0.05 million AC and DC integrated charging piles. With the increase in popularity of new energy vehicles, electric vehicle charging piles will have a good development prospect in the future.

  Statistics on the number of electric vehicle charging piles in China from 2012 to March 2019

  Charging pile industry

  Data source: network

  Public piles are expected to exceed 500,000 at the end of 2020 - According to the Electric Vehicle Charging Infrastructure Development Guide (2015-2020), the number of electric business and passenger vehicles in the country will exceed 4.3 million units in 2020, and 500,000 decentralised public charging piles will be added in the planning for the period 2015-2020.2019 At the end of March, the national public pile capacity of 384,000, the average monthly new public pile of about 8,000, and the 2019 version of the promotion of electric vehicles, local financial subsidies will be from the purchase of vehicles to charging facilities construction and operation, which will help to speed up the construction of public piles, it is expected that at the end of 2020 the public pile capacity is expected to break through the 500,000 planning goals.

  Third, market demand, industry policy and standard unification together to help charging pile industry high growth

  1, from the market demand, the second half of 2018 to date, new energy vehicles against the trend of high growth, 2020 production and sales are expected to exceed 2 million, new energy vehicles strong growth for the charging pile industry growth to provide endogenous power.

  2, from the industry policy, in 2020, China plans to build 4.8 million charging piles, charging pile construction requirements and construction and operation subsidies to fully guarantee the implementation of charging pile planning, 2019 new energy vehicle promotion subsidy programme clearly requires local subsidies from the purchase of vehicles to charging facilities construction and operation. From the national standard, the 2015 version of the national standard has achieved charging pile compatibility, interconnection and consolidation of the foundation for growth.

  Fourth, charging operators: state-owned giants, private equipment manufacturers and vehicle manufacturers are the main players, the industry pattern is initially formed

  Public pile industry chain can be divided into hardware, operation, solution three links, operation is the core link. Upstream manufacturers are responsible for the manufacturing of charging and distribution equipment, midstream operators are responsible for the construction and operation of charging piles and charging stations, and downstream solution providers offer location services, payment and operation management solutions. Upstream hardware technology threshold is low, and full competition in the market lowers profit margins. The midstream construction and operation will generate a large amount of capital expenditure, requiring a certain degree of financial strength, and the location of parking spaces, wiring transformation and operation and management has a certain degree of difficulty, so it is the core link of the industry chain. At present, the roles of upstream, midstream and downstream of the charging pile industry chain overlap, and some hardware manufacturers are also involved in pile construction and operation business.

  The main players in the public pile operation field include state-owned giants, private power equipment manufacturers and vehicle manufacturers. State-owned giant operators have the state grid, Putian new energy, the southern grid, the state grid, the southern grid itself to grid infrastructure as the main business, Putian new energy is relying on China Putian's central enterprise resources for development; private electric power equipment business background of the operator has special call, still billion innovation, spruce wisdom, Wanma, etc., most of its parent company to charging pile manufacturing as the main business, and downstream charging pile operation In order to open up the whole industry chain; the operators under the vehicle enterprises include SAIC Anyue, BYD, Tesla, etc., which build public charging piles with the aim of enhancing the convenience of electric vehicles and brand image, and boosting vehicle sales.