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Mobile WebSiteThe charging pile is moving towards the "air outlet".
At the press conference held by the Joint Defense and Joint Control Mechanism of the State Council on April 9, Cai Ronghua, Deputy Director of the Industrial Development Department of the National Development and Reform Commission, released a set of data: It is expected to complete an investment of 10 billion yuan this year and add about 200,000 new public charging piles. There are about 400,000 private piles and 48,000 new public charging stations.
In the past ten years, China has built 450,000 public charging piles.
At this speed, the construction of charging piles has entered a period of rapid policy promotion.
The spreading epidemic is causing the global economy to press the pause button. In China's auto industry, factory shutdowns, layoffs and wage cuts, and supply chain breaks have become shadows lingering under the epidemic. However, due to the emergence of "new infrastructure", the subdivision of new energy vehicle charging infrastructure has shown development vitality.
After being officially included in the "new infrastructure", there is constant good news in the charging pile industry. Under the policy spur, various capitals were injected. In March, when the epidemic was shrouded, the charging pile industry intensively harvested three financings, including the "outsiders" Ningde era and Ant Financial.
In the previous growth process, the charging and swapping industry has been troubled constantly. High investment, high return cycle, and low utilization rate have become the constraints of profitability. In terms of the growth cycle of an industry, E-Ou believes that the charging pile industry is divided into four stages: the budding period of exploration, the initial formation of the blindfold, the high-quality growth of the development period and the steady progress of the mature period.
With the confirmation of the status of "new infrastructure", China's charging infrastructure industry has obtained a pedal into the high-quality development stage, but there is still a certain distance from maturity.
However, the establishment of the status of "new infrastructure" does not mean that the future development of the charging pile will be smooth. The guidelines for the development of electric vehicle charging infrastructure (2015-2020) released during the 13th Five-Year Plan show that by the end of 2020, China will achieve the target of 1: 1 vehicle-to-pile ratio. As of February 2020, this figure was only 3.2: 1. To make matters worse, the new crown epidemic is still slowing down the development of the industry. Therefore, it may not be easy to achieve such a goal in 2020.
Although the current industry development is far from reaching the target level planned for 2015, Yiou Auto still has great confidence in the development of the charging infrastructure industry in the next five years. In recent years, global auto companies have begun to move towards electrification, CTP and other power battery technologies, and more efficient charging stations have been completed. The cost of new energy vehicles is gradually declining. V2G technology is getting closer to mass production ... Charging The vitality of the infrastructure industry will continue to increase.
