A trillion yuan rural market! What are the new trends in the future?, New Energy Vehicle Facilities | Charging | Market
The National Development and Reform Commission and other departments recently issued the Implementation Opinions on Accelerating the Construction of Charging Infrastructure and Better Supporting the Rural Revitalization of New Energy Vehicles, focusing on solving the problem of insufficient charging facilities in rural areas and creating a good environment for the promotion and use of new energy vehicles in rural areas. What is the current progress and new trends in the construction of charging infrastructure in rural areas of China?
In Zhejiang, rural public charging stations mainly serve the charging needs of urban new energy vehicles when they go to the countryside, while rural new energy vehicles mainly choose to charge at home. In the first quarter of this year, the electricity consumption of personal charging stations in rural areas of Zhejiang Province was 338 million kilowatt hours, a year-on-year increase of 139.2%.
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The Deputy Director of the Marketing Service Center of State Grid Jiangsu Electric Power Co., Ltd. solemnly stated that from January to May this year, the total number of new rural residential charging stations added in Jiangsu Province reached 70000, with a growth rate of over 100% compared to the same period last year.
From a national perspective, from January to May this year, the increase in charging infrastructure was 1.147 million units, with public charging stations increasing by 5.1% year-on-year and private charging stations increasing by 24.5% year-on-year. In counties, the number of charging stations in the Yangtze River Delta, Pearl River Delta, and Hainan has grown rapidly.
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Liu Li, the person in charge of Gaode Map Application Ecology: The growth rate of charging stations in some counties in South and East China provinces will be higher than expected, and some counties may even achieve a growth rate of over 100%.
Advance layout, meticulous planning, and accelerated construction of rural charging networks
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At present, the number of new energy vehicles in rural areas is not high, and we need to vigorously promote the development of new energy vehicles in rural areas. The construction of charging infrastructure is an important support.
In Jiashan County, Zhejiang Province, a demonstration area for the integration of the Yangtze River Delta, State Grid is constructing a "five minute charging circle". It is expected that by the end of September this year, the entire county will have "electricity piles in every village".
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In order to layout charging facilities more reasonably, staff will use mobile fast charging piles to conduct preliminary testing of charging needs to determine the location of charging facilities.
In Meidong Village, Xiaoshan District, Hangzhou, Zhejiang, intelligent and orderly charging equipment has just been built in the village's public parking lot, which can automatically charge vehicles during low electricity consumption periods without increasing investment in the power grid.
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Taking Zhejiang Province, which has a high proportion of new energy vehicles, as an example, as of the end of April 2023, a total of 99000 public charging facilities have been built in the province, including 29000 in rural areas, accounting for 29%, achieving full coverage in counties and counties; Covering 1983 rural areas, with a coverage rate of 10%.
Industry insiders say that currently, public charging facilities are prioritized in county and township enterprises and institutions, commercial buildings, transportation hubs, service areas along highways, and other places, and are extended to relocation and resettlement areas, key rural tourism villages, and other areas.
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Expanding production capacity to meet orders, charging equipment enterprises usher in a period of rapid growth
What changes will be brought to the upstream and downstream markets of charging equipment by accelerating the construction of rural charging networks and achieving full coverage of charging stations in counties and villages, as well as charging piles in rural areas?
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In Changzhou, Jiangsu, a charging equipment manufacturer, the production capacity of household charging pile production lines increased by nearly 30% in June compared to May, and the order volume in the second half of the year is also rapidly increasing.
In addition to household charging stations, orders for public charging devices are also rapidly increasing. In a charging equipment manufacturing enterprise in Hangzhou, Zhejiang, the incremental orders mainly come from the construction of charging stations in gas stations and highway service areas.
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It is understood that the service life of public charging facilities is generally around 8 to 10 years, and the charging equipment market will generate a huge increase with the increase of rural new energy vehicle ownership.
Taking the investment in rural charging piles as an example, considering ancillary equipment and construction installation, the investment amount for an AC slow charging pile is around 3000 to 6000 yuan, and the investment amount for a DC fast charging pile is around 50000 to 100000 yuan. The cost of household charging equipment is around 1000 yuan.
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Wang Yang, co-founder and CEO of Nenglian Zhidian: Calculated based on the installation of private charging piles, if each private charging pile costs around 1000 yuan, it is also a market size of hundreds of billions of yuan. From the sales, installation, daily maintenance of charging piles, combined with photovoltaics, some counties and rural areas may also need to be equipped with energy storage, which will drive a lot of related industries.