Today, we once again discuss the issue of charging piles for new energy vehicles. In the case of new energy vehicles, the charging speed has become the focus of attention. However, in the early program, we pointed out that in order to achieve fast charging, the voltage must not be too high, otherwise there is danger. When the voltage is too high, the charging speed is fast, but the potential danger also increases. At lower voltages, fast charging requires higher power, but at the same time, the current increases, creating a number of safety hazards and limitations.
In response to this problem, recent reports on the charging of new energy vehicles have been emerging. According to the Securities Times, the "supercharging era" is accelerating, and the industry is calling for seizing the commanding heights of the standard as soon as possible. The gradual maturity and commercialization of charging technology has provided great convenience for new energy vehicles. For example, Shenzhen plans to build a "supercharging city", Guangzhou will build a "supercharging capital", and Hainan aims to build a "supercharging island". In addition, Guangdong, Zhejiang, Hefei, Shandong and other places have also introduced encouraging policies to strengthen the development of charging infrastructure. In terms of industry, new energy vehicle companies and technology giants such as Xpeng, Huawei, and Tesla are actively developing super charging piles. Judging from the current market layout, it only takes half an hour to charge from 30% to 90%, and this market increment has reached the level of 100 billion.
With the popularization of new energy vehicles, the demand for charging is becoming more and more urgent, and the charging technology is also improving. Although the technology for fast charging has emerged, we emphasize that the increase in current is still irreversible. However, for society and some cities, the need for fast charging remains urgent. Therefore, the competition for fast charging piles has also entered a white-hot stage.
For cities, the construction of supercharging piles needs to be carefully considered to avoid construction in dangerous places such as residential areas. However, in some places, the construction of charging infrastructure has become an investment direction. For some ordinary people, the construction of small charging centers may become the future investment direction, similar to opening a commissary. However, the popularization of charging piles still needs the support of unified standards.
Since new energy vehicles are more applicable in southern cities, especially in Guangdong and other places, they are not susceptible to severe cold in winter, so new energy vehicles are more advantageous in these areas. This is also reflected in the phenomenon of large-scale construction of supercharging charging piles in southern cities mentioned in relevant reports. Overall, the EV market is already over 30% penetration and will be more influenced by charging infrastructure in the future.
Although the penetration rate of the electric vehicle market is already high, it is still necessary to fully consider the advantages of electric vehicles and traditional gasoline vehicles in order to increase the market share. While various policies are supporting the development of electric vehicles, their sustainability has yet to be verified. Under the current situation of charging pile construction, the layout of super charging piles will affect the turf competition of manufacturers. For ordinary investors, grabbing charging pile sites may be a small investment opportunity in the coming years. In this stage of exploration and running-in, the construction of supercharging charging piles will directly affect the future development of the new energy vehicle market.