The current positive value “New Infrastructure” started the first anniversary, and the start of “New Infrastructure” also injected a new energy vehicle charging market into a needle. With the accumulation of new energy vehicles, new energy vehicles have increased the increase in charging demand, and all local governments have introduced various new infrastructure construction plans, and the charging pile industry also has a variety of plans and policies, is in full swing. among. As of January 2021, the total number of charging infrastructure in the country was 171.6 million, an increase of 38.1% year-on-year, in front of this rapidly growing data, let Xiaobian take you to review the development of the charging pile industry, see the charging pile construction The road to the rise!
From 2006 to 2021, the development of China’s charging infrastructure market has experienced the following stages:
I. From the unsuccessful bud phase (2006-2014):
In 2006, BYD built Shenzhen’s first electric vehicle charging station in Shenzhen Headquarters. This is the completion of the first charging station in my country, and it is not a Nan electric or national electricity, but BYD, so I have to say that this “battery factory” is out of the competitive new energy car market. Out, it is not unreasonable, it is the long-term gaze and opportunity to grasp.
In 2008, the first centralized charging station in China was built during the Beijing Olympic Games, which can meet the power battery of 50 pure electric bus.
In October 2009, Shanghai Electric Power Company invests in the Shanghai Tunxi Electric Automobile Charging Station, which is an electric vehicle charging station with commercial operation function in China. At the end of 2009, Beijing Institute of Society completed the first Beijing pure electric passenger car demonstration charging station including complete smart micrograms in Jianxiang Bridge.
On March 31, 2010, the State Grid Corporation Tangshan Nanhu Charger Station was built into a typical design and charging station in my country, which can charge 10 electric vehicles in two ways of fast charge and slow charging.
It is not difficult to see from the above process, in this stage, mainly based on centralized charging station construction, mainly satisfied that the needs of large-scale electric vehicles and regional electric vehicles, this period is pure electric Car, don’t say province, you have to give you your own endless mileage (the general electric car is about 250km during that period).
In this start-up phase of this shift electrical industry, only sporadic core resources or state-owned companies have dare to enter the market. At that time, the exchange of electricity industry was also just started and could not find a suitable development mode for reference. Therefore, in 2012, the “battery alternative” proposed by the State Grid and Southern Power Grid will come to the city. It is determined that “the main, plugging is a supplementary, centralized charging, unified distribution” operation mode.
However, in this initial development stage, the face of development model is like eating. On June 28, 2012, the “Energy Saving and New Energy Automobile Industry Development Plan (2012-2020)” issued by the State Council, it is mentioned that the construction of slow recharge and public fast power transmission facilities in the construction of the earthquake, which affects the national electricity from the side. Views on the development of the electric exchange industry. Subsequently, the national power grid has begun to slow down, in January 2014, the National Grid Corporation Work Conference made, according to the principle of leading fast charge, he cares into a slow charity, guiding power exchange, economic practical principles, and optimizes the battery network Planning and layout. This has established the development direction of the charging mode to a certain extent. It is also a good pavement for the next stage of the charging pile industry!
Second. From the development phase of management (2014-2019)
In 2014-2019, it is not only an important stage of the development of electricity development. It is also a development core stage of my country’s new energy vehicle. In 2014, the sales of new energy vehicles were 74,800, which achieved 324.79% growth, 2015, new energy car sales exceeded 100,000 mark, sold 331 million yuan, and continued to achieve more than 300% year-on-year growth in two consecutive years.
The development direction of charging mode is determined, and the sales of new energy vehicles have risen, and there is a new energy incentive policy. It has been far from the core resource construction and charging station. The market needs to meet the market needs. A large amount of funds and technologies. The overall use scenario is also made from the original centralized, regional charging station, which becomes a key area and the regional long-distance connection as the main scene.
Among them, it is the most memorantd to Jinjin. The first person of “the road to Charging the North and South”. In March 2014, Zongyi learned that his Tesla had entered the customs, but he was in Guangzhou and can only pick up the car in Beijing. Zong Yi decided not only to take Tesla to go back, but also buy 20 Ttersla charging piles, self-built the road from Beijing to Guangzhou to Guangzhou. Finally, after the 20th, the rice fuel consumption worked in the north and south, and opened the car back to Guangzhou. All the way publicly donated charging piles for free, and the 16 cities along the way will successfully open the first North and South charging path.
In this event, Tesla China Headquarters was inspired by Zongyi, officially launched the destination charger. Just in May 2014, the State Grid Corporation held a new open distributed power source in Beijing, and the electric vehicle boosting power station facility market was released. Fully open distributed power generation grid projects, as well as slow charging, fast charge and other electric vehicles to charge the electricity facility market. State Grid Corporation will focus on the development of electric vehicles DC fast charge, further release the exchange of slow charging markets, introduce social funds and strength to participate in slow charging facilities. And in October 2015, my country released the “Electric Automotive Charging Infrastructure Development Guide (2015-2020)”, which also plans to develop the development goals in the next five years, more firmly of the determination of the recovery of electricity construction, so many investors I saw business opportunities. With more capital entered the changing electric industry, the industry is also like a spring bamboo shoot, rapid growth. For an emerging industry, the problem of changing the electricity industry is slowly revealed. Excessive development is the imperfection of corresponding policies and rules, resulting in a lot of aggressive companies, the actual effect after charging piles. Not good, there is often a zombie pile, there is a strange situation of the pile. More and more charging piles and demanders, the corresponding services of reasonable allocation piles and charging piles have also randomly have problems, not interoperable, difficult to dock, once the charging is difficult.
So in 2015 -2019, a series of standards such as “five new national standards for electric vehicles” and “electric vehicle boost service information exchange” have been issued accordingly. A more standardized management is carried out. For the charging pile industry in the development phase, these standards can guide the industry to go well, and we can see our importance to the industry.
3. From the management to a complete outbreak stage? (2020-2035?)
After 2014-2019 industry development, the current boost industry has initially formed a complete supply chain pattern, and the head company will slowly emerge. Although it has been affected by the epidemic, the situation of the industrial industry is still a good, and there is a trend of improving.
First of all, in 2020, the construction of charging infrastructure is attached importance to the state, and “charging pile construction” is included in the new infrastructure, and it is instant to ignite capital investment enthusiasm.
For new energy vehicles, in 2020, the new energy automotive production and sales have been advanced, 1366 million, 13.67,000, have a high historical high, an increase of 7.5% and 10.9%, respectively. From the expectations of the Ministry of Industry and Information Technology and authority, there will be a bigger surprise in 2021. my country’s new energy vehicle sales growth is likely to exceed 30%, reaching 1.8 million.
Then, in 2021, it was issued to implement 12 departments of the State Council’s executive meeting and 12 departments of the Ministry of Commerce, “Notice on Rural Consumption”, which improving the potential of rural consumption, “there is mentioned that the conditions for improvement of automobile usage are mentioned, and the parking lot, Construction of facilities such as charging piles, encourage the charging service charges and other information such as charging service charges. Further explanation of the determination of the charging pile under the countryside, and the scene is also progressing again, and the focus area covers Unicom in the region and the region to the current full coverage, let charging piles enter the county to enter the township, then I know, then The volume of the shift market is still large enough.
In the last 2021, the influence of the epidemic gradually faded, and the new energy automobile manufacturers also gained more models in the new year, the “New Energy Automotive Industry Development Plan” in the Recently issued by the Office of the State Council (2021-2035) Planning, aspects are speaking, this industry is being born up. In addition, in 2020, the relevant enterprises added more than 25,000 charging piles, the industry presents a homony, which is undoubtedly telling the hope of the industry!
Finally, whether or not this year’s charging replacement industry belongs to the outbreak period, Xiaobian is sincerely believes that as long as the entire industry really grasps technology, quality, quality, service, firmly follow national policies, and strives to build a new foundation, By 2035, we will definitely complete our goal, let more consumers use new energy vehicles, and new energy cars can charge electricity anytime, anywhere!