The interactive relationship between electric vehicles and charging piles from the perspective of the consumer market

In recent years, the scale of the new energy vehicle market has grown rapidly, and new energy vehicles have become an important part of the consumer market. According to data from the China Association of Automobile Manufacturers, in the first seven months of this year, the cumulative sales of new energy vehicles reached 5.914 million units, a year-on-year increase of 28.8%.

According to statistics from the Promotion Alliance, as of July 2024, the member units of the alliance have reported a total of 3.209 million public charging piles, including 1.431 million DC charging piles and 1.778 million AC charging piles. From August 2023 to July 2024, the average monthly increase in public charging piles was about 83,000. As of the end of July, the cumulative number of charging infrastructure in China was 10.604 million, a year-on-year increase of 53.1%. Among them, public charging piles built in Guangdong, Zhejiang, Jiangsu, Shanghai, Shandong, Hubei, Henan, Anhui, Beijing, Sichuan and other places accounted for nearly 70%.

It is worth mentioning that the national charging power is mainly concentrated in Guangdong, Jiangsu, Hebei, Sichuan, Zhejiang, Shanghai, Shandong, Fujian, Henan, Shaanxi and other provinces. The power flow is mainly to buses and passenger cars, while other types of vehicles such as sanitation logistics vehicles and taxis account for a small proportion. In addition, the total charging power in the country in July was about 5.3 billion kWh, an increase of 740 million kWh from the previous month, a year-on-year increase of 62.9%.

Tong Zongqi, deputy secretary-general of the Promotion Alliance, said that as of the end of July, the total number of public charging infrastructure exceeded 10 million units, of which public charging infrastructure accounted for more than one-third, exceeding 3 million units. Among public charging infrastructure, the number of DC piles accounts for more than 55%, a year-on-year increase of more than 45%.

As one of the important charging options for new energy car owners, "supercharging" equipment that can replenish energy faster has always been sought after by the consumer market. It is reported that "overcharging" refers to a high-power charging technology that provides electric energy for electric vehicles in a single-gun manner. Compared with ordinary fast charging and slow charging, "overcharging" charges faster and takes shorter charging time. It can Bring charging users an energy replenishment experience that is closer to refueling.

Affected by this, many places have accelerated the layout of charging infrastructure. Recently, the Beijing Municipal Development and Reform Commission and the Municipal Urban Management Committee issued and implemented the "Implementation Plan for Accelerating the Construction of New Energy Vehicle Supercharging Stations in the City". It is expected that by the end of this year, the city will have built 500 supercharging stations, and strive to double the number by the end of next year. Reaching 1,000 seats. In addition, Chongqing has about 500 supercharging stations and about 800 supercharging piles that have been built or under construction, ranking among the top in the country in terms of quantity and scale.

Tongzongqi believes that the number of new energy vehicles is expected to reach 40 million by the end of next year. In the process of rapid development of new energy vehicles, the consumer market's demand for "overcharging" and fast charging will continue to increase, which requires the entire industry to work together to create a good environment for the use of new energy vehicles.