On March 5, the second session of the 14th National People's Congress opened in the Great Hall of the People in Beijing, and Premier Li Qiang made a work report. The reporter noted that when reviewing the work in 2023, the first work report pointed out that important progress has been made in the construction of a modern industrial system, mentioning that "the production and sales of new energy vehicles account for more than 60% of the world".
Recently, China's new energy vehicle market has continued to show strong growth momentum. In 2023, the production and sales of new energy vehicles in China will reach 95870,000 and 94950,000 units, an increase of 358% and 379%, and the market share also climbed to 316%。
With the vigorous development of the new energy vehicle market, the charging pile industry has also ushered in a period of rapid growth. According to the China Charging Alliance, in 2023, the number of new charging infrastructure will be 33860,000 units, which indicates that the construction of charging piles has kept pace with the growth of new energy vehicles. The ratio of charging facilities to new energy vehicles is 1:28. It shows that the construction of charging infrastructure can basically meet the rapid growth of new energy vehicles.
In addition, as a key facility to serve the travel of new energy vehicles, the charging pile industry continues to usher in good news on policies. **The work report proposes to further promote the rural reform and development strategy, vigorously improve the infrastructure and public services such as water, electricity, gas and information in rural areas, and strengthen the construction of charging piles, cold chain logistics, and mail and distribution facilities.
Looking ahead, it is expected that by 2030, the domestic sales of electric vehicles are expected to exceed 45 million, which will bring new development opportunities to the charging infrastructure industry.
Founder**'s research report pointed out that with the increasing attention to the new energy vehicle industry and the growth of electric vehicle penetration, the demand for charging piles will be further promoted. Considering the strong demand in the new energy vehicle market, the research report **, under the neutral assumption, the market penetration rate of new energy vehicles will reach 90% in 2030, and the sales volume may reach 38.11 million units; Under the optimistic assumption, if the market penetration rate of new energy vehicles reaches 99%, sales are expected to exceed 45 million units. The strong support of national policies and the growth of new energy vehicle sales will jointly promote the increase in demand for charging piles, and it is expected that the charging pile industry will usher in a major positive under the double stimulus.
The research report of Huaxi ** pointed out that the construction of vehicle production and charging facilities is a relationship of mutual promotion and common development. With the increasing number of new energy vehicles and the promotion of first-class policies, the domestic charging and swapping infrastructure is expected to continue to develop. The report also said that the high-quality construction of charging infrastructure in the future will pay more attention to the improvement of reasonable layout, efficient use and shorter charging time, which will stimulate the demand in key areas on the one hand, and promote the update and application of fast charging technology on the other hand.
Regarding the future market size of charging piles, Minsheng ** said that under the encouragement of policies, consumers' acceptance of electric vehicles is gradually improving, and the continuous optimization of vehicle performance, cost-effectiveness and the rapid launch of new models have further stimulated market vitality. Although the current battery technology and the range of electric vehicles still have range anxiety problems, the development of charging piles is imminent, and the demand is quite rigid. It is estimated that by 2025, the scale of the domestic charging pile market may exceed 300 billion yuan.
According to the guidance document issued by the General Office of the People's Republic of China on June 19, 2023, the "Guiding Opinions on Further Building a High-quality Charging Infrastructure System", China plans to establish a high-quality charging infrastructure network with a solid foundation, wide coverage, moderate scale, reasonable configuration and complete functions by 2030. This system aims to provide strong support for the sustainable development of the new energy vehicle industry and ensure that the charging needs of the public can be efficiently met when traveling.
In view of a series of new policies launched since the beginning of this year and the important instructions and positioning of national leaders for the development of the industry, the charging service industry is expected to enter a new stage of rapid expansion. In the face of such an opportunity, charging service operators and related enterprises in the industrial chain, while enjoying the new round of growth momentum brought by favorable policies, will continue to increase investment in product research and development and technological innovation, and are committed to continuously improving and expanding the basic layout of charging facilities, so as to accelerate the pace of construction of charging infrastructure network system, and support the vigorous leap forward of the new energy vehicle industry with a solid foundation.