Charging pile, another unprofitable sunrise industry?

2023/06/25
Author: EVCOME-EV Chargers Manufacturers

Industrial transformation is coming, and there are still a lot of gaps. According to the data released by the China Charging Alliance, as of September 2020, the members of the alliance have reported a total of 1.418 million charging piles in China, 606,000 public charging piles, including 350,000 AC charging piles and 255,000 DC charging piles. , 488 AC and DC integrated charging piles. At present, the total number of gas stations in the country is 120,000. Simply put, the number of charging piles in China is ten times that of gas stations. Unfortunately, this figure does not stand up to scrutiny. Whether the charging pile can meet the charging demand of new energy vehicles, there is a key indicator called“Vehicle to pile ratio”. China mentioned in the plan that the planned vehicle-to-pile ratio will reach 1:1 in 2020. As of September 2020, about 4.7 million new energy vehicles have been promoted nationwide, and the current vehicle-to-pile ratio is about 3.3:1, which is far from the original plan. According to the classification of the installation position of the charging pile, it can be divided into private piles, public piles and special piles. The proportion of public piles is only 42%. When the number of charging piles cannot meet the market demand, the proportion of public piles is relatively small, resulting in many gaps in charging piles. From the point of view of the charging pile type, it can be divided into two types of charging piles: direct current and alternating current. The AC charging pile is characterized by simple structure and low price. The price of a single pile can be controlled at about 2,000 yuan, but the charging time is long, so it is widely used in residential areas with low charging time requirements. The characteristics of DC charging piles are high power and fast charging, and correspondingly high construction costs. The total price of a single pile is between 50,000 and 80,000 yuan, excluding corresponding expenses such as land occupation. At present, the proportion of DC fast charging is only 25%. With the increase in the mileage of new energy vehicles, time-sensitive special vehicles such as taxi online car-hailing, and the need for improved charging efficiency for long-distance travel across cities, DC piles have always been the market. Chasing hot spots. According to estimates given by research institutions, the cumulative number of public DC charging piles will reach 2.1 million in 2025 and 7.5 million in 2030. On the one hand, there are still a large number of gaps in charging piles, on the other hand, the proportion of high-efficiency DC charging piles is not high. Coupled with the continuous and active promotion of policies, the charging pile industry seems to have a huge market size and extremely high market expectations. But from the perspective of the fundamentals of the industry, whether it can match the market needs to be questioned. .

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