Talking about the important influence of charging facilities on the development of new energy vehicles

New energy vehicles refer to the use of unconventional vehicle fuels as a power source (or the use of conventional vehicle fuels, the use of new vehicle power units), integrated vehicle power control and drive technology, the formation of advanced technology, with New technology, new structure of the car. From the perspective of the development of new energy vehicles around the world, its power sources mainly include lithium-ion batteries, nickel-hydrogen batteries, fuel cells, lead-acid batteries, and supercapacitors. Supercapacitors are mostly in the form of auxiliary power sources. The main reason is that these battery technologies are not fully mature or have obvious shortcomings. Compared with traditional vehicles, there are many gaps in terms of cost, power and cruising range. This is also an important reason for restricting the development of new energy vehicles.

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Today China has become the world's largest new energy vehicle market. In 2016, China continued to maintain its position as the world's number one electric vehicle market. With regard to charging piles, China is also the fastest growing global charging infrastructure. Some people expect that China's charging pile market will exceed 100 billion yuan by 2020, but from the current status quo, compared with the rapid expansion of the new energy vehicle market, China's charging infrastructure construction speed is still relatively lagging behind, and this is also constraining new An important factor in the development of energy vehicles.

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In 2016, China's electric vehicle sales exceeded 500,000 units, with a growth rate of more than 50% year-on-year. The sales of electric vehicles accounted for 1.8% of vehicle sales, and the number of vehicles sold was close to 1 million units. China's annual sales of electric vehicles account for more than 50% of the world's total, and the total number of electric vehicles in China is also ahead of the world. At the same time, according to the statistics of the China Electric Vehicle Charging Infrastructure Promotion Alliance (Charging Union), as of December 2016, the number of public-type charging piles was constructed and operated close to 150,000, which is more than double the net increase of 49,000 in the end of 2015. China's charging infrastructure has the largest number of public charging facilities in the world.

In the past two years, China's charging pile market has developed rapidly. According to relevant statistics, there are 128,246 public charging piles and 13008 special charging piles in China, including 52,778 AC charging piles, 38,096 DC charging piles, and 50,380 AC and DC charging piles. The top ten public charging piles in the provincial administrative region are: 21,940 in Beijing, 21,108 in Guangdong, 16,444 in Shanghai, 15,869 in Jiangsu, 12,340 in Shandong, 7,307 in Hebei, 6,782 in Tianjin, and 6,756 in Anhui. 5,246 in Zhejiang and 4,266 in Hubei.

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Taking Beijing as an example, Beijing Municipality intends to stipulate that in the future, new residential areas should be 100% reserved for charging pile installation conditions, and there will be no less than 18% of residential parking spaces installed with charging piles and put into use conditions. It is estimated that there will be about 435,000 electric vehicle charging piles in Beijing from 2016 to 2020. Among them, in the social public domain, according to the requirement of the public charging pile and the electric vehicle not less than 1:7, 65,000 public charging piles need to be built; in the private use field, 360,000 charging piles need to be built; public special fields Adhere to the full exploitation of the space resources of its own station and the efficient use of social public charging network, public transport, logistics, official, rental and other fields to build public dedicated charging piles of about 10,000.

However, compared with the rapid expansion of the new energy vehicle market, the construction speed of charging infrastructure is still relatively lagging. Overall, after the first two years of development, in 2017, China's charging pile industry entered a new industry incubation period, including charging technology, investment operation mode, charging security and even with the whole vehicle, battery, Internet, investment and financing industries. The integration of sharing, etc., are worthy of in-depth discussion from different angles.

Rao Jianye, senior engineer of the Electric Power Planning and Design Institute, said that the policy focus of China's new energy vehicles was concentrated on electric vehicles. To some extent, it ignored the support for the development of charging facilities, which led to the development of most electric vehicles. The construction of the charging pile could not keep up with it in time, and there was a phenomenon of “there was no pile in the car”. On the other hand, in some areas, the “demonstration” and “pilot” were also used to build piles blindly, resulting in unreasonable layout of charging piles, low utilization rate, and the phenomenon of “with piles and no cars”. At the same time, these two problems exist, causing the public to worry about the maximum use of new energy vehicles is "difficult to charge."

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Rao Jianye believes that the fundamental reason for the relative lag in the development of charging facilities is due to the unclear choice of development technology routes. The government's technical route for charging facilities is not like the electric vehicles. In the early days, the "pure electric" technology route was clearly defined, which also made investors' investment expectations unclear, thus delaying the development of charging facilities.

The high cost, long investment cycle, low charging pile utilization rate, and more importantly, the lack of scale, these are the main reasons for the inability of the charging pile to be profitable, and the biggest difficulty.

According to the “Guidelines for the Development of Electric Vehicle Infrastructure (2015-2020)” issued by the National Development and Reform Commission, by 2020, China will add more than 12,000 centralized charging and replacement stations and more than 4.8 million decentralized charging piles to meet the whole country. The charging needs of 5 million electric vehicles. It is predicted that China's charging pile market is about to usher in the peak stage of development, and will exceed 100 billion yuan by 2020. In such a large market, the charging pile industry is only in the early stage of development, and the future road is still going to require the government and enterprises to continuously explore and research. In the future, the construction of new energy electric vehicle charging facilities still needs government policy support and capital investment, and enterprises need to undertake the construction and operation of charging infrastructure. The charging pile market prospect will be more expectant.

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