In recent years, with the increasing concern about environmental issues, the electric vehicle industry has risen rapidly around the world and has gradually become the preferred means of travel for many people. As an emerging technology, high-voltage fast charging technology, one of the core components of electric vehicles, is also constantly updated and iterated.
Far ahead?This may be one of the hottest words of 2023.
Not long ago, Yu Chengdong (Huawei's executive director and chairman of the intelligent vehicle solution BU) revealed that their"Whales"The high-voltage battery platform has been applied to the Zhijie S7. With this model, a charging time of just five minutes can be used to fully charge a range of almost 215 kilometers, and the total range is up to 855 kilometers.
Not only that, Tesla also recently announced its upgrade measures to open up all charging networks in Chinese mainland, not limited to home charging equipment, destination charging stations and super charging stations. This will benefit more users of vehicles that are not of the brand. At present, the high-voltage electrical system of most new energy vehicles on the market is stable in the range of 230 to 450V, and can reach 550 to 930V in the case of fast charging, which is uniformly called 800V system.
With the progress of science and technology and the deepening of the market, 800V high-voltage fast charging technology has crossed the threshold of 500,000 yuan and entered the field of vision of millions of users, effectively driving the popularization of electric vehicles. For example, the Zhiji LS6 and Xpeng G6 have successfully introduced this cutting-edge technology, which was once only installed in high-end electric vehicles, into the price range of 200,000 yuan. For example, ARCFOX Alpha T5, Ideal MEGA, Xpeng X9 and many other automakers have joined the ranks.
Historically, global EV sales increased by 15 times from 2014 to 2018In the first half of this year, that figure has more than doubled the same period last year. In the above context, the construction of fast charging piles has gradually been put on the agenda.
Since November 2021, China has issued the "New Energy Vehicle Industry Development Plan (2021-2035)", which requires accelerating the formation and improvement of a moderately advanced charging network for expressways and urban and rural public areas, mainly based on fast charging, and supplemented by conventional charging. This provides clear guidance for investment and engineering construction.
However, there is still a demand gap in the charging pile market. As far as the current situation is concerned, the cumulative number of charging piles in China is 795400,000, and the number of public charging piles is 252500,000, all of which have reached a certain level. However, with the 2025 set by the Ministry of Industry and Information Technology, the vehicle-to-pile ratio is 2:1;There is still work to be done to achieve the 1:1 target by 2030.
Finally, I would like to emphasize that the charging pile market has great potential for growth in the coming years. Not long ago, industry insiders** said that the growth rate of the charging pile market during the 2022-2025 period will reach a staggering 711%, and it is expected that the market size of charging modules in 2023-2025 will reach a huge volume of 8.9 billion yuan, 14.8 billion yuan and 23.5 billion yuan respectively.
Looking ahead, as technology continues to improve and costs continue to fall, as well as car companies and third-party organizations build charging infrastructure on a large scale, charging speed will be as convenient as plug-in refueling, and at the same time, consumers' EV charging experience will be as fast as replacing batteries. It is believed that in the near future, high-voltage super fast charging will completely subvert the existing electric vehicle industry pattern and lead the trend of the future.
At present, the supercharging pile is gradually entering the era of liquid cooling, which will effectively solve the problem of overheating of charging, and at the same time, although the construction cost of a single site of the charging pile is high, the market potential is huge, and it is expected that the third-party supercharging pile will start to expand significantly.
According to Hongfa, benefiting from the increase in domestic new energy vehicle sales, high-voltage DC relays continue to maintain rapid growth, and the global market share continues to increase. In the energy storage and charging pile markets, Huawei has gradually implemented the supply of charging piles in batches. Huawei's main focus now is liquid-cooled charging piles, which can quickly replenish energy per second and one kilometer.
Although the new energy market is now fiercely competitive, the first war is frequent, but the follow-up development potential has not been fully realized, you must know that when the new energy vehicles are fully out of the sea, the fierce fight in the Chinese market will sweep all the way, bringing huge profits and feeding back the industrial chain.
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