With the large-scale popularization of new energy vehicles and strong policy support, the scale of China’s charging pile industry has grown rapidly. In 2021, the number of public charging piles in China reached 2.617 million, up 224.3% year on year, serving nearly 8 million new energy vehicles. In order to meet the needs of electric vehicle charging safety, the National Development and Reform Commission and other 10 departments jointly issued on further improve electric vehicle charging infrastructure service guarantee ability implementation opinions, made it clear to the end of the “difference”, China will form a moderate advance, balanced layout, intelligent and efficient charging infrastructure system, can meet the demand of more than 20 million electric enterprise charging. The number of charging piles is expected to reach 6.543 million in 2025, with a compound annual growth rate of 25.7% from 2021 to 2025.
New energy vehicles are divided into three categories: pure electric vehicles, hybrid electric vehicles and fuel cell electric vehicles. The number of new energy vehicles in China has been growing rapidly since 2015; by 2021, the number of new energy vehicles in China reached 7.84 million, up 59.3% year on year, among which the number of pure electric vehicles reached 6.4 million, accounting for 81.6% of the total new energy vehicles. In October 2020, The General Office of the State Council issued the New Energy Vehicle Industry Development Plan (2021-2035), proposing to adhere to the strategic orientation of pure electric drive. In 2025, pure electric vehicles will become the mainstream products of new sales of vehicles, and the public sector vehicles will be fully electric. It is estimated that the number of new energy vehicles in China will reach 26.72 million, and the number of pure electric vehicles will reach 23.24 million by 2025.
At present, high-power fast charging has become the mainstream trend of consumer demand, which will promote the further development of fast charging technology and the scale construction of enterprises. At present, the revenue source of charging pile operators is still electricity price and charging service fee, which are basically flat in and out. With the further marketization of the charging pile industry, the charging profit model is expected to be more abundant. For example, the big data platform charging pile APP provides data and information services for automobile, travel services and other enterprises, and improves the travel service quality and operating income of users.
Development of charging pile industry in the United States: Overview of charging pile
In the United States, more public charging piles and private charging piles use AC Level 2 slow charging mode, accounting for 86.8%, while DC fast charging piles account for only 0.6% in the United States.
As of 2021, there are 50,054 charging piles and 128,474 charging ports, of which public charging piles account for 88.2%. In the United States, most electric car owners choose to charge on their own private charging piles, while the US federal government and the various state governments give certain supportive policies for the construction and installation of private charging piles. For example, the federal government provides for a tax credit of up to $2,000 for each home charging pile built, while California provides for $750 for every 240-volt wall-mounted charging pile mounted by private users.
Development of charging pile industry in Japan: operating network
In order to concentrate resources, unified management of charging pile construction and operation, Japan four head car companies-Toyota, nissan, Honda and mitsubishi joint policy investment bank in 2014 established a charging pile operating enterprise, Japan charging service company (NCS), mainly responsible for the construction and operation of charging facilities, and 100% construction costs and 8 years of warranty, the enterprise will Japan many charging facilities for network management, dominant in charging pile operation network in Japan, electric car owners use the enterprise charging card in any has joined the NCS network charging pile.
Development of charging pile industry in Japan: CHAdeMO fast charging standard
As of May 2022, Japan’s electric vehicle fast charging standard CHAdeMO has been applied to 49,100 charging piles in 98 countries, an increase of about 20 percent from April 2021, the data showed. Europe is the largest number of CHAdeMO charging stations installed in the world, Europe half of the CHAdeMO charging stations concentrated in Britain, Germany, France, Norway and Spain, means that nissan electric cars in other countries outside Japan can use CHAdeMO standard fast charging pile, this for nissan electric cars around the world is very good.
