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Electric vehicles from "charging difficulty" to "how to facilitate charging"
According to data from the Ministry of Public Security, there are currently 7.84 million new energy vehicles in the country, accounting for 2.6% of the total number of vehicles. Among them, there are 6.4 million pure electric vehicles, accounting for 81.6% of the total number of new energy vehicles.
At present, the pile ratio of new energy vehicles in 2021 is about 3.0. That is, 3 cars correspond to 1 charging pile (including fast and slow charging). Compared with the 3.4:1 vehicle-to-pile ratio in 2015, there is little change.
But there are two points worth noting,
One is that in recent years in 2018, fast charging technology has advanced rapidly, and Tesla super fast charging is 250kW, which is equivalent to 10 minutes full of 200 kilometers of cruising range. At the same time, Xiaopeng fast charging power reached 180kW, and Aeon reached the highest peak power of 480KW.
The second is that in 2018, public charging piles accounted for 74.7%, while now public charging piles account for only 43.8%, and show a downward trend. This shows that more and more new energy vehicles come from their own private charging piles, and public charging piles play a more important role in emergency response and support for long-distance distances between cities.
It can be seen that the main contradiction in the replenishment of electric vehicles has changed from the previous "charging difficulty" to "how to charge conveniently".
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In 2022, there will be a "fast charging construction, power exchange outbreak"
At present, Tesla, SAIC, Eian, Xiaopeng, Weilai and other major car companies are accelerating the update and iteration of their super fast charging technology, and are seizing the main markets and regions in the country, of which the layout of major highways such as the Beijing-Guangzhou Line, the Beijing-Harbin Line, and the Beijing-Shanghai Line is the main battlefield of the future fast charging station.
It is worth noting that 2022 or usher in the first year of power replacement!
According to CICC's estimates, the number of substations in the mainland will reach 22,000-26,000 by 2025, corresponding to a market size of about 33-52 billion yuan.
Founder Securities also predicts that by 2025, the sales volume of electric passenger cars will exceed 2.8 million, and the demand for supporting substations will be about 28,000 seats, corresponding to a market size of 76.5 billion yuan, of which the sales of replacement electric vehicles will exceed 500,000.
In addition, Founder also predicts that by 2025, the corresponding battery demand for power replacement will be about 55 GWh, corresponding to a market size of 38.8 billion yuan, corresponding to a power revenue of 216.8 billion yuan, and a total industrial chain of about 332.1 billion yuan.
The Ministry of Industry and Information Technology said that by the end of 2021, 1298 substations have been built nationwide, including 255 in Beijing, 178 in Guangdong Province, 118 in Zhejiang, 96 in Shanghai and 92 in Jiangsu.
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epilogue
Electric vehicles with a range of 1,000 km have also been listed (such as AION LX), the super fast charging station is 80% full in 8 minutes, and the replacement station 60s realizes automatic power change (far faster than refueling for 5 minutes)...
Friends, are you watching the oil truck in your hand no longer smell?
Do you want to try another tram?