As the basic guarantee and key link of the new energy vehicle industry, charging piles directly affect the prospect and future of the development of new energy vehicles. Last year, charging piles were included in the new infrastructure and were included in the “Government Work Report” of the National People’s Congress. After more than a year of rapid development, how has my country’s charging infrastructure developed?
One year since the new energy vehicle charging pile was included in the “new infrastructure”, the development of charging infrastructure has continued to accelerate, especially since 2021, new progress has been made from policy to market and other perspectives.
1. Policy side: gradually improve the policy support system from the state to the local
The development of charging infrastructure is inseparable from policy support. After charging piles were included in the new infrastructure in 2020 and were written into the “Government Work Report”, the relevant policies and regulations on the construction of charging infrastructure in 2021 will continue.
Table 1 List of national policies related to charging infrastructure construction in 2021
In addition to policy support at the national level, local governments have also increased policy support and accelerated the construction of charging infrastructure. It is expected that the construction of charging pile infrastructure will continue to accelerate in 2021.
Table 2 List of local policies related to charging infrastructure construction in 2021
2. Market side: Enterprises are accelerating their deployment, and the number of public charging infrastructure has increased steadily
2.1 Multi-enterprise development of charging infrastructure market
In February 2021, NIO will cooperate with Red Star Macalline to build a charging and swapping station, and reach a cooperation in promoting the construction of charging and swapping stations across the country and practicing the concept of green environmental protection. In 2021, NIO will receive support from Red Star Macalline for site construction and online operation, and build 60 charging and swapping stations nationwide; Tesla’s third-generation super charging pile (V3) is officially off the assembly line, and Shanghai charging pile The factory was officially put into production, and the third-generation super charging pile (V3) can be charged for 15 minutes to supplement the battery life of up to 250 kilometers.
In March 2021, Hyundai Motor Group announced that it will enter the electric vehicle charging market, and launched a new brand E-pit to build an ultra-high-speed charging infrastructure. Hyundai is also aggressively shifting its business model from traditional gasoline-powered vehicles to electric vehicles.
In April 2021, NIO released the Power North plan at the 2021 Shanghai Auto Show Media Day, which is aimed at optimizing the layout of charging resources and charging preferential policies in the eight northern provinces. Within three years, NIO will deploy a total of 100 battery swap stations, 120 mobile charging vehicles, 500 supercharging stations, and more 2,000 supercharging piles and more than 10,000 destination charging piles; Xpeng Motors plans to deploy its own exclusive charging network and system in all prefecture-level cities and dozens of county-level cities in the country in 2021; ARCFOX poles The first exclusive supercharging station of the Fox brand has been put into trial operation. The first supercharging station is equipped with 12 supercharging piles. The maximum charging power of a single pile is 180kW. The Alpha S Huawei HI version can be charged for 10 minutes and has a maximum battery life of 197km.
2.2 Steady growth in the number of public charging infrastructure
As of the end of April 2021, the number of public charging piles in my country was 868,221 units, an increase of 17,631 units from the previous month, a month-on-month increase of 2.073%. Among them, 505,000 AC charging piles, 363,000 DC charging piles, and 426 AC-DC integrated charging piles. From May 2020 to April 2021, about 26,800 new public charging piles were added per month. The data shows that in April 2021, the number of new public charging piles in a single month was 17,600 units, a year-on-year increase of 58.8% in April.
The construction area of public charging infrastructure is relatively concentrated, and the public charging infrastructure constructed in the top 10 areas in Guangdong, Shanghai, Beijing, Zhejiang, Shandong, Anhui, Hubei, Henan and Hebei accounted for 72.1%.
In April 2021, the total charging capacity nationwide was about 837 million kWh, an increase of 100 million kWh from the previous month, an increase of 89.4% year-on-year, and a month-on-month increase of 13.5%. The national charging power is mainly concentrated in Guangdong, Jiangsu, Sichuan, Fujian, Shaanxi, Zhejiang, Shanxi, Henan, Shandong, Beijing and other provinces. The power flow is mainly for buses and passenger cars, and other types of vehicles such as sanitation logistics vehicles and taxis. The proportion is small.
Driven by both policies and the market, the development of new energy charging infrastructure has continued to accelerate. Statistics show that by the end of 2020, there were as many as 89,000 domestic and existing enterprises related to “charging piles”. In May 2021, a number of listed charging pile companies disclosed their performance: In 2020, the net profit of 6 companies including INVT, Yonggui Electric, Sungrow, *ST Kelu, Shuangjie Electric, and Jinguan Co., Ltd. doubled year-on-year. In the first quarter of 2021, The net profit of five companies including INVT, Jinbei Electric, Shanshan, KSTAR, and Siyuan Electric doubled year-on-year.
Charge and change the battery, walk on two legs
To achieve the construction goal of a 1:1 ratio of vehicle to pile in the future, the real driving force is national policy support.
In November last year, the General Office of the State Council issued the “New Energy Vehicle Industry Development Plan (2021-2035)”, which clarified the planning and layout of charging piles and coordination with multiple departments (urban and rural construction planning, power grid, Property management, parking, etc.); it is clarified that the slow charging at the residential end is the main and fast charging is supplemented, and the fast charging at the public charging end is the main and the slow charging is supplemented; and financial support is given to the construction of public charging piles.
In March this year, the National Development and Reform Commission and other departments issued the “Implementation Plan for Accelerating the Cultivation of New Consumption”. Among them, it is proposed to promote the layout and application of charging piles (stations), improve the configuration and layout of charging power sources, and increase the construction of charging piles (stations). Encourage charging pile operators to appropriately reduce charging service fees. On top of this, Beijing, Shanghai, Hainan, Jiangsu, Chengdu, Xi’an and other places have also recently issued relevant policy plans to accelerate the construction of charging infrastructure.
On May 13, according to CCTV.com, starting from the second half of this year, my country will launch a nationwide pilot application of the new energy vehicle battery swap mode, and each city will complete the application for the pilot work plan by the end of May. The specific contents include the promotion of battery-swap mode vehicles, encouraging pilot projects in public areas such as public transportation, taxis, urban logistics and distribution, ports, and mines, and promoting commercial operations in the private sector.
Thanks to the joint organization of the Ministry of Industry and Information Technology and the National Energy Administration, in the future, all competent departments will coordinate and promote the deep integration of automobiles and energy, transportation, information, communication and other industries.
Over the past year, the charging and replacement policy has been continuously improved. For a long time in the future, the technical battle between fast charging and battery swapping will not stop. In the end, which route can achieve a great victory, only time can give the answer, but perhaps the coexistence and complementarity of the two will be the best. the result of.