increase in the number of new energy vehicles and accelerate the construction of charging piles-凯发app

china energy storage network news: with the increase in the number of new energy vehicles in china, the ministry of industry and information technology, jointly with many departments, proposed to build a moderately advanced, balanced, intelligent and efficient charging and replacement infrastructure system. inner mongolia autonomous region, shaanxi province and other places have also issued policies to increase the construction of local charging piles and other facilities.
industry insiders said that the convenience of charging directly affects the user experience of new energy vehicles. vehicle enterprises and the government jointly strengthen the infrastructure construction such as charging piles, which will help further expand the new energy vehicle market.
vigorously promote new energy vehicles
recently, there have been frequent "red envelopes" for car purchases around the country to increase the promotion of new energy vehicles.
in 2023, the inner mongolia autonomous region will orderly eliminate the old diesel vehicles below the national level iii, guide and promote the use of new energy heavy trucks for new and updated vehicles, and the proportion of new energy vehicles for new and updated urban public transport vehicles will not be less than 85%, and the number of cruise taxis and online rental cars will not be less than 1600. the inner mongolia autonomous region will grant loan discount subsidies to key projects of new and rebuilt new energy vehicles and supporting parts.
the several policies and measures for focusing on high-quality development and promoting the overall improvement of economic operation issued by the people's government of sichuan province proposed to implement the policy of exemption of vehicle purchase tax for new energy vehicles, and carry out a series of consumption promotion activities such as new energy vehicles, green smart home appliances and home decoration.
the "several policies and measures on fighting the initiative for economic growth and realizing the overall improvement of economic operation" issued by hunan province pointed out that the replacement subsidy for new energy vehicles should continue to be implemented. individual consumers who scrap household cars registered in hunan before june 30, 2023 and purchase new energy passenger cars in the province will enjoy a financial subsidy of 5000 yuan.
the "policies and measures on stimulating the vitality of market subjects and promoting high-quality economic development" issued by the wuhan municipal people's government proposed to launch a new round of consumer coupons at the right time, seize the opportunity of the extension of the provincial special policies for promoting automobile consumption, and support the wuhan economic development zone and jiangxia district to jointly carry out automobile production enterprises and sales enterprises to carry out car purchase subsidy activities, which will continue until march 31, 2023.
since 2023, automobile enterprises have intensively launched a large number of new products to increase market supply. on february 8, ideal car released its first five-seat suv product, ideal l7, with a starting price of 319800 yuan. the zero-run c11 extended version will officially start pre-sale on february 9 and delivery in the first quarter. saic motor group's zhiji motor recently announced that the first smart electric medium and large suv, zhiji ls7, will be officially launched on february 10, and the blind order has exceeded 10000 vehicles.
the china automobile industry association predicts that the wholesale sales of passenger cars will reach 23.8 million in 2023, up 1.3% year on year, and the new energy vehicles will reach 9 million, up 35% year on year.
cicc believes that in the era of great change in 2023, when the demand for automobiles is expected to rise and fall ahead, and electric intelligence is accelerated, the growth rate of new energy vehicles will slow down, but there is no need to be overly pessimistic. policy optimization helps to restore purchasing power, terminal demand is expected to gradually return to positive growth under low base, and export market maintains high growth, boosting wholesale sales.
accelerated construction of charging piles
according to the statistics of the ministry of public security, by the end of 2022, the number of new energy vehicles in the country reached 13.1 million, accounting for 4.10% of the total number of vehicles. the number of scrapped and cancelled vehicles increased by 5.26 million, or 67.13%, compared with 2021.
with the growth of the number of new energy vehicles, the demand for infrastructure such as charging piles continues to increase. according to the data, during the spring festival, the platform charging capacity of state grid smart car networking technology co., ltd. increased by nearly 60% year on year, and the charging capacity of the high-speed road network increased by more than 1.5 times year on year. on january 27 alone, the daily charging capacity of the high-speed road network reached 3.91 million kilowatt-hours, a record high.
china securities news reporter learned from weilai that during the spring festival, weilai provided users with 1.2451 million power exchange services and more than 900000 charging services. among them, 76% of the electric power service of weilai public charging pile comes from non-weilai brand.
"this year's spring festival is the first day for people to travel in the country after the epidemic. it is a comprehensive test of the service system and security system of weilai." qin lihong, the co-founder and president of weilai, called in an interview a few days ago, "charging service has a great impact on user experience. the brand that makes electric vehicles must make charging facilities, and the brand that makes charging facilities should be open to the public as much as possible."
all parts of the country have recently increased investment in the construction of charging piles. the notice on organizing the pilot work of the comprehensive electrification pilot area for vehicles in the public sector issued by the ministry of industry and information technology and other eight departments pointed out that a moderately advanced, balanced, intelligent and efficient charging and replacement infrastructure system should be built, and the proportion of the new public charging piles (standard piles) to the promotion number of new energy vehicles in the public domain (standard cars) should strive to reach 1:1, the proportion of charging facilities in the expressway service area is expected to be no less than 10% of the small parking spaces.
at the special press conference of "promoting industrial adjustment, optimization and upgrading" held by the information office of the people's government of inner mongolia autonomous region, it was mentioned that by the end of 2022, the number of public charging piles completed and put into use in inner mongolia autonomous region was more than 8200. in 2023, the department of housing and urban-rural development of the inner mongolia autonomous region will promote the construction of 8000 new charging piles throughout the region.
shaanxi province pointed out in the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure in shaanxi province that during the "fourteenth five-year plan" period, shaanxi province will build 355400 new charging piles of various types. among them, 60900 public charging piles (including 12200 charging piles in villages and towns) and 294500 personal and special charging piles can meet the charging needs of 800000 to 1 million electric vehicles.
the strategic plan for the high-quality development of the new energy industry in jilin province (2022-2030) issued by jilin province clearly states that by 2025, 500 charging (replacement) power stations will be built and the number of charging piles will reach more than 10000, meeting the charging needs of more than 100000 electric vehicles.
zhongtai securities estimates that from 2022 to 2025, china's demand for charging piles will reach 1.91 million, 2.79 million, 3.8 million and 5.03 million respectively. by 2025, the market size of charging piles is expected to reach 69.3 billion yuan, with a compound annual growth rate of 43%.
author: jin yidan source: china securities news, china securities network, china energy storage network