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【Chemical machinery and equipment network industry dynamics】To ask what industry is the hottest in the past two years, new energy vehicles must be counted as one
.
According to data from the Ministry of Industry and Information Technology, at the end of May 2022, the cumulative sales of new energy vehicles in China reached 11.
08 million units, an increase of 500 times from 20,000 units at the end of 2012, and this number continues to grow
.
.
According to data from the Ministry of Industry and Information Technology, at the end of May 2022, the cumulative sales of new energy vehicles in China reached 11.
08 million units, an increase of 500 times from 20,000 units at the end of 2012, and this number continues to grow
.
New energy vehicles are selling well, and as a charging supporting facility that is just needed, the tide is naturally
rising.
By the end of 2021, China has built a total of 2.
617 million charging piles and 1,298 exchange stations, forming the world's largest charging and swapping network
.
The data shows that the development is very rapid, but in real life, new energy vehicle owners still have widespread mileage anxiety
.
rising.
By the end of 2021, China has built a total of 2.
617 million charging piles and 1,298 exchange stations, forming the world's largest charging and swapping network
.
The data shows that the development is very rapid, but in real life, new energy vehicle owners still have widespread mileage anxiety
.
The future is promising, but the current situation is worrying
In the eyes of capital, the new energy vehicle charging industry is in the wind
.
According to institutional statistics, a total of 30 financings occurred in the charging pile industry in 2021, with a total amount of more than 18 billion yuan
.
With the support of various capitals, cloud fast charging, special calling, star charging, etc.
have risen
rapidly.
Among them, there are many industry bigwigs
such as State Power Investment, Three Gorges Group, CATL, and Hillhouse Group.
.
According to institutional statistics, a total of 30 financings occurred in the charging pile industry in 2021, with a total amount of more than 18 billion yuan
.
With the support of various capitals, cloud fast charging, special calling, star charging, etc.
have risen
rapidly.
Among them, there are many industry bigwigs
such as State Power Investment, Three Gorges Group, CATL, and Hillhouse Group.
In order to make "charging as fast as refueling", the seller is also promoting the iterative upgrade of charging modes, and the scale of fast charging and battery replacement continues to expand
.
.
The supercharger pile originally built by electric car giant Tesla out of "helplessness" is becoming a highlight
for it to attract consumers.
Tesla's recently released data shows that since 2014, it has opened more than 1,300 supercharger stations and more than 9,300 superchargers in Chinese mainland, covering more than 380 cities and regions, effectively alleviating the "mileage anxiety"
of car owners.
for it to attract consumers.
Tesla's recently released data shows that since 2014, it has opened more than 1,300 supercharger stations and more than 9,300 superchargers in Chinese mainland, covering more than 380 cities and regions, effectively alleviating the "mileage anxiety"
of car owners.
However, for the continuous rise in the number of new energy vehicles, the current number of charging configurations still looks like a "drop in the bucket", not to mention the problem
of adaptability between different brands.
Especially in high-speed scenarios, the disadvantages of slow energy replenishment of new energy vehicles are more obvious
.
This also directly affects consumers' choice
between new energy and fuel vehicles.
of adaptability between different brands.
Especially in high-speed scenarios, the disadvantages of slow energy replenishment of new energy vehicles are more obvious
.
This also directly affects consumers' choice
between new energy and fuel vehicles.
Can the "national team" enter the stadium and meet expectations?
In 2020, the central government proposed to develop "new infrastructure" in seven major areas to provide new impetus for economic growth, and charging piles are also one of
them.
In August this year, the four departments jointly issued the Action Plan for Accelerating the Construction of Charging Infrastructure along Highways, which clarified three phased goals and required that by the end of the year, all highway service areas except for high cold and high altitudes can provide basic charging services
.
them.
In August this year, the four departments jointly issued the Action Plan for Accelerating the Construction of Charging Infrastructure along Highways, which clarified three phased goals and required that by the end of the year, all highway service areas except for high cold and high altitudes can provide basic charging services
.
With the current strength of third-party operating companies, this goal is difficult to achieve
.
Therefore, the industry has also speculated whether the "national team" will enter the new energy charging industry
in a big way in the future.
At present, the power grid industry and the energy industry have shown strong interest
in this.
As of September 2021, there are 4 charging piles operated by charging operators in China with more than 100,000 units, and State Grid operates 196,000 units, which is also the only "national team"
.
.
Therefore, the industry has also speculated whether the "national team" will enter the new energy charging industry
in a big way in the future.
At present, the power grid industry and the energy industry have shown strong interest
in this.
As of September 2021, there are 4 charging piles operated by charging operators in China with more than 100,000 units, and State Grid operates 196,000 units, which is also the only "national team"
.
In the energy field, "three barrels of oil" has a natural advantage
in holding many gas stations along highways and highways.
Industry insiders also believe that under the wave of oil-to-electricity, the gas station that is most familiar with the road driving ecosystem is obviously one of the best candidates for the construction of
charging facilities.
As early as April 2021, Sinopec announced that it would cooperate with NIO to build 5,000 NIO swap stations
in Sinopec's national network by 2025.
in holding many gas stations along highways and highways.
Industry insiders also believe that under the wave of oil-to-electricity, the gas station that is most familiar with the road driving ecosystem is obviously one of the best candidates for the construction of
charging facilities.
As early as April 2021, Sinopec announced that it would cooperate with NIO to build 5,000 NIO swap stations
in Sinopec's national network by 2025.
In short, since the positioning of the "new infrastructure" of the charging pile has been clarified, the intervention of the "national team" is also expected
.
Will this effectively improve the "hard-to-find" dilemma, do you think?
.
Will this effectively improve the "hard-to-find" dilemma, do you think?
Original: Cure your "mileage anxiety" Tesla opened nearly 10,000 superchargers, but the industry is still calling for the "national team"
