The charging pile industry has broad market prospects and policy support in the future development, and is expected to achieve rapid growth.
With the enhancement of global awareness of environmental protection, new energy vehicles have become the development trend of the global automotive industry, which makes the demand for charging piles grow rapidly and drives the development of related industries. **Encourage and support the development of new energy vehicles, through the introduction of various policies and measures, such as purchase tax reduction, subsidies, charging pile construction, etc., to provide a good market environment for the charging pile industry.
In addition, the improvement of battery technology has increased the range of electric vehicles, greatly reducing the frequency of charging, but the construction of charging piles is still the key to the popularization of new energy vehicles in the future. Therefore, the development of the charging pile industry will benefit from the expansion of the new energy vehicle market. Innovations in the charging pile industry will also drive its development, such as the continuous improvement and application of fast charging technology, which will shorten charging times and improve user experience. At the same time, the intelligence of charging piles and the application of Internet technology will provide users with more convenient charging services.
What will be the development trend of the charging industry in 2024? There are industry analyses combined with policy, technology and industrial development, and five major trends are proposed.
As Huawei, Telai and other companies have successively released the layout dynamics of liquid-cooled supercharging, it has become an industry outlet as a supercharging equipment that meets the fast charging needs of car owners.
At present, a number of cities have proposed layout plans for high-power charging:
By the end of 2024, Shenzhen plans to build a supercharging facility service system with world-leading technology and diversified scenarios, and establish the brand image of "Shenzhen Supercharging". Guangzhou is also launching the "Super Charging Capital" plan, which clearly supports super high-power fast charging technology and focuses on building a multi-level, multi-category and multi-scenario charging system; Hainan launched the "Supercharging Island" construction plan, proposing to build more than 400 supercharging stations by 2025; Beijing has introduced subsidies for high-power charging equipment.
In 2024, with the layout of more new energy models in the mid-to-high-end ranks and the gradual implementation of the Chaoji standard, the popularity of supercharging will continue to increase.
As an in-depth partner of Juwan Technology Co., Ltd., Yidian Bonco previously built the "Juwan Charging Operation Platform" for the Juwan Jukuai Super Charging Station under Juwan Technology Co., Ltd., to solve the problems of various scenarios of supercharging operation, create an operation tool for supercharging stations, and assist Juwan in the field of supercharging to reduce costs and increase efficiency.
"Photovoltaic + energy storage + charging" is integrated with photovoltaic power generation, energy storage, intelligent charging pile, discharge and battery detection and other technologies, of which photovoltaic is responsible for power generation, charging piles are responsible for charging, and energy storage is the bridge between the two. As a new profit model, the development of integrated charging stations for optical storage and charging provides convenient charging services for new energy vehicles, and has been favored by many places and enterprises and institutions.
The charging station integrated with "photovoltaic storage and charging" provides energy reserve and charging services for new energy vehicles through photovoltaic and other new energy power generation and mains power, uses the energy storage system to absorb valley power, and supports the charging load during peak periods, realizes auxiliary service functions such as power peak shaving and valley filling, and effectively reduces the load peak-to-valley difference of the charging station. Energy storage during valley power and low-cost charging at peak power not only practice low-carbon, but also improve the economy of electricity consumption, which will become the direction of the development of charging stations in the future.
The "unified construction and unified service" of new energy vehicles in urban communities to the countryside is the main theme of policy guidance in the second half of 2023, and the state emphasizes the first step in charging infrastructure in towns and towns, promotes the development of new energy vehicles, and drives the sustainable growth of the national economy.
Judging from the development trend in the second half of 2023, local authorities have responded, and many provinces and cities have successively issued policy documents, requiring "to achieve full coverage of electric vehicle charging stations in counties and counties" and "full coverage of townships and townships" of electric vehicle charging piles. According to the National Energy Administration, by the end of 2023, 12 provinces, including Guangdong, Guangxi, Hainan, Jiangsu, and Hubei, have achieved "full coverage of counties and counties" of charging stations and "full coverage of townships and townships" of charging piles. It is believed that in 2024, the remaining provinces and cities will be further covered in most township communities.
In recent years, PetroChina, Sinopec and CNOOC in the "three barrels of oil" have been accelerating the layout of charging and swapping business.
Sinopec gas station has been upgraded from the original single gas station to a comprehensive gas station integrating refueling + charging + hydrogen refueling + battery swapping. As early as a few years ago, with the development of new energy vehicles, Sinopec has begun to lay out. According to Sinopec experts, as of December 15, 2023, Sinopec has more than 6,000 charging stations with a total power of more than 26 GW, all of which are mainly DC fast charging.
As early as the beginning of January, Sinopec announced that Xi'an Lingchong Chuangxiang New Energy Technology, which was invested by Sinopec Capital Company, completed the delivery, which is the first investment of Sinopec Capital in the field of charging piles. In less than a month, Sinopec recently laid out the charging field again, and on January 12, Sinopec and the charging pile giant Wanbang Digital joined forces to lay out the charging industry.
Trend 5: The exploration of energy storage and vehicle-network interaction applications of electric vehicles will increase.
Electric vehicles can realize the interaction between the vehicle and the power grid through the link of charging equipment, and give full play to the energy attributes of new energy vehicles, which is becoming the trend of future development. Enterprises represented by special calls and star charging can participate in the peak regulation of the power grid by aggregating mobile energy storage such as electric vehicles to form a virtual power plant. And such support policies have been introduced one after another.
The new energy charging industry has made significant progress in the past few years. As the popularity of electric vehicles continues to increase, the industry needs a higher quality and more comprehensive charging network to meet and support the charging demand. It is believed that through continuous technological innovation and investment cooperation, we will witness greater breakthroughs and progress in the charging industry.