Huawei layoutTen thousand600kwFully liquid-cooled supercharging, leading the new era of electric vehicle charging, China's charging station construction has entered the fast lane of development
Yu Chengdong, Executive Director of the Board of Directors of Huawei and Chairman of the Intelligent Vehicle Solution BU, said at the launch of the Zhijie S7 and Huawei's all-scenario press conference: "The Zhijie S7 is equipped with the new Huawei "Giant Whale" 800V high-voltage battery platform, which can achieve a range of 215km in 5 minutes of charging, a comprehensive range of 855km for CLTC, and a dual 800 pure electric range. At the same time, in terms of Hongmeng Zhixing charging services, it has achieved nationwide coverage of more than 340 cities, 4,500 high-speed, and 700,000 public charging guns. It is estimated that by the end of 2024, more than 100,000 Huawei 600kW fully liquid-cooled super fast chargers will be deployed! This exciting news undoubtedly demonstrates Huawei's ambitions in the field of electric vehicle charging.
In-depth cooperation between car companies and charging facility companies to jointly promote the rapid development of the charging station industry
At the Shanghai Auto Show held in April 2023, Huawei unveiled its fully liquid-cooled super fast charging solution for the first time, which has now been rolled out nationwide. Huawei's fully liquid-cooled supercharging solution is a technological innovation that is expected to help Huawei seize the opportunity in the electric vehicle market. However, technological innovation is a continuous process, and Huawei needs to continue to invest in R&D to ensure that it remains at the forefront of technology.
However, the EV market is not an easy piece of the pie, especially in the area of charging infrastructure. At present, domestic electric vehicle manufacturers are actively deploying their own charging stations, which may lead to unnecessary waste, occupy scarce land in the city, and even push up charging costs. Faced with this dilemma, Huawei may want to consider working with other EV companies to open up more cross-brand shared charging systems. This will not only improve the utilization rate of charging facilities and reduce waste, but also reduce charging costs and improve consumer experience through economies of scale. At the same time, it is also a more efficient and rational use of urban resources.
From the perspective of the industry, the involvement of electric vehicle companies in the construction of charging systems will undoubtedly bring pressure to third-party charging companies. However, this could also lead to more opportunities for innovation and collaboration. For example, electric vehicle companies and charging facility companies have in-depth cooperation to jointly develop more efficient and convenient charging solutions.
Driven by industry giants, the construction of charging stations in China has entered the fast lane of development
In terms of the industrial chain, Yonggui Electric Appliances and Lihexing are expected to benefit from the rapid expansion of Huawei's supercharging. Yonggui Electric's on-board and energy information sector products include high-voltage connectors and wiring harness components, high-voltage junction boxes (PDU) BDU, charging interfaces and wiring harnesses, AC and DC charging guns, high-power liquid-cooled DC charging guns, communication power signal connectors, energy storage connectors, high-speed connectors, etc., among which on-board products provide high-voltage and high-current interconnection system overall solutions for new energy vehicles, and have entered BYD, Huawei, Geely, Great Wall, Chery, Changan, SAIC, FAW, GAC, BAIC, Honda and other domestic first-line brands and joint venture brand first-line brand first-chain system.
On the same day as the release of the Zhijie S7, Tesla announced that Tesla's full-scene charging network in Chinese mainland will be open and upgraded, and more non-Tesla vehicles will be supported by home charging product series, destination charging stations and super charging stations.
In addition, as 2023 comes to an end, China's unique electric vehicle market has had a strong impact on the management of Volkswagen, Mercedes-Benz and BMW in Germany. A few days ago, Volkswagen has just announced that it will launch an electric vehicle platform based on the habits of users in the Chinese market, Mercedes-Benz (China) Investment *** and BMW Brilliance Automotive *** announced the signing of a cooperation agreement, the two sides will establish a joint venture in China with a 50:50 share ratio, operate a super charging network in the Chinese market, and work together to meet the growing demand of Chinese customers for luxury charging services. By the end of 2026, the joint venture plans to build at least 1,000 state-of-the-art supercharging stations and about 7,000 supercharging piles in China. The first batch of charging stations is planned to start operation in China's key new energy vehicle cities from 2024, and the subsequent construction of charging stations will also cover other cities and regions across the country.
In China, Mercedes-Benz's charging products include branded charging networks (Supercharger and Fast Charging), home smart charging wallboxes, one-stop interconnected public charging services, emergency roadside assistance and one-touch power-up services. In October this year, its first batch of Mercedes-Benz super charging stations in China and the first batch of Mercedes-Benz super charging stations in Chengdu and Foshan were completed and put into use. At the same time, as of the end of November 2023, its public charging services have been connected to more than 500,000 public charging piles across the country, covering more than 340 cities and the "ten vertical, ten horizontal and two ring" highway fast charging network. It can be seen that the construction of charging stations has entered the fast lane of development driven by industry giants, and the sector is expected to usher in sustained high growth in the future.
China's public charging pile market space is large
In recent years, catalyzed by multiple factors such as the implementation of the dual carbon strategy, the continuation of new energy preferential policies, the progress of three-electric technology, and the improvement of consumer recognition, the penetration rate and sales of new energy vehicles in China have increased rapidly. In the first three quarters of 2023, the production and sales of new energy vehicles in China will complete 63130,000 and 62780,000 units, up 337% and 375%, with a market share of 298%。As of the end of September, the number of new energy vehicles in the country reached 18.21 million, accounting for 55%。Among them, the number of pure electric vehicles is 14.01 million, accounting for 76% of the total number of new energy vehicles9%。
As of the end of September, the number of charging piles was more than 7.5 million, and the ratio of domestic vehicle piles was about 24：1。According to the plan of the Ministry of Industry and Information Technology, China will achieve a vehicle-to-pile ratio of 2:1 in 2025 and a vehicle-to-pile ratio of 1:1 in 2030. It can be seen that charging piles, as an important way to supplement energy for new energy vehicles, are expected to gradually match the development speed of new energy vehicles.
From January to October 2023, a total of 274 new charging infrastructure has been added in China40,000 units, an increase of 29 year-on-year4%。Among them, a total of 72 new public charging piles have been added80,000 units, an increase of 36 year-on-year5%；A total of 201 new private charging piles have been added70,000 units, an increase of 29 year-on-year4%。The public charging pile market has more room and potential for development.