“Mainly charging, supplemented by power exchange, which focuses on high-level applications in taxi and other fields. Charging is mainly self (special) charging, supplemented by social public power supplement, so as to promote the high-quality development of charging and power exchange infrastructure.” On February 24, the general office of the Shanghai Municipal People’s government issued the notice on the implementation opinions of the city on further promoting the construction of charging and replacing infrastructure (hereinafter referred to as the “opinions”), which defined the mode of energy supplement of new energy vehicles.
will meet the charging demand of more than 1.25 million electric vehicles
The opinion points out that its main goal is to form a moderately advanced urban charging network to meet the charging demand of more than 1.25 million electric vehicles by 2025, and the vehicle pile ratio of the whole city shall not be higher than 2:1 Establish a new charging and switching infrastructure system characterized by high-level information interconnection, perfect intelligent technology standard system, sound construction and operation management mechanism, unified and orderly benefit people’s livelihood.
In terms of promoting industry management, the opinions said that it would implement the responsibility of automobile manufacturers for the construction of charging facilities. Establish an evaluation system for the implementation of supporting responsibilities of intelligent charging facilities for electric vehicles, incorporate the implementation of charging facilities by automobile manufacturers for consumers into the evaluation system of special license policies for electric vehicles sold in Shanghai, and strengthen the supervision during and after the event by means of enterprise commitment, enterprise self inspection, regular report and third-party sampling inspection, so as to consolidate the responsibility of automobile manufacturers for the construction of charging facilities.
In addition, we will standardize the management requirements of charging facilities in public parking lots (garages), establish an inventory and management system of “zombie piles”, incorporate the number of “zombie piles” into the operation subsidy evaluation system of charging enterprises, strengthen the regulation and assessment of public parking lots (garages) and “Zombie piles” in all districts, optimize the construction and acceptance requirements of charging facilities, and reasonably allocate the proportion of fast and slow charging, Orderly promote the transformation and upgrading of qualified slow charging facilities into fast charging facilities, and strive to improve the emergency fast charging support capacity and enterprise service level.
The Opinions also made it clear that the sharing mode of power exchange service in advantageous areas will be explored. Speed up the formulation of local standards for the construction of electric vehicle replacement, power replacement equipment and power replacement station, break the barriers to the application of power replacement technology across brands and models, and promote the formation of unified power replacement standards in major application fields such as special vehicles and passenger vehicles. Strengthen technical research, and study and layout special vehicle sharing power station around short-distance and high utilization scenarios such as port, logistics and sanitation. Explore the sharing and power exchange mode of taxis, online car hailing and private cars in the city, and encourage the construction of integrated charging and power exchange shared stations.
In terms of specific implementation, it was mentioned in the policy Q & A of the opinions that the municipal platform should be used as the hub to connect with the enterprise platform, strengthen the bipolar control of facilities and improve connectivity. The above opinions shall go into effect as of March 1, 2022.
many places have issued policies related to charging and replacing infrastructure
With the rapid development of new energy vehicle industry, accelerating the construction of charging and replacing infrastructure has also been put on the agenda. According to the official website of the national development and Reform Commission on January 21, the national development and Reform Commission and other departments issued the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure, which mentioned that by the end of the 14th five year plan, China will form a moderately advanced, balanced, intelligent and efficient charging infrastructure system, which can meet the charging demand of more than 20 million electric vehicles.
The implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure proposes to speed up the completion of the short board of charging infrastructure construction in counties and towns, and accelerate the realization of “full coverage of counties and counties” for electric vehicle charging stations and “full coverage of villages and towns” for charging piles. Speed up the effective coverage of Expressway fast charging network, and strive to ensure that by 2025, the coverage rate of fast charging stations in expressway service areas of national ecological civilization pilot area and key areas of air pollution prevention and control will not be less than 80%, and that in other areas will not be less than 60%. In addition, strengthen the construction of public charging facilities in peripheral urban areas, fully consider the charging needs of special vehicles such as bus, taxi and logistics, and build special charging stations in combination with parking lots and stations. Encourage charging operation enterprises to gradually increase the proportion of fast charging piles through new construction, reconstruction, capacity expansion and migration.
In addition, in recent years, all localities have introduced new regulations to promote the construction of charging and replacing infrastructure. On September 29 last year, the Beijing Municipal Urban Management Committee issued the notice on strengthening the safety management of charging and changing facilities for new energy vehicles. Require all charging and replacement facilities construction and operation enterprises to carry out detailed and thorough self inspection and self correction; The committee will also entrust a third-party professional organization to carry out in-depth supervision and inspection by means of surprise inspection, open and secret investigation, random sampling, back inspection and so on. Shandong, Guangzhou, Shenzhen and other places have also successively introduced relevant measures to promote the construction of charging and switching infrastructure.
According to the analysis of Citic Securities Company Limited(600030) , in the next five years, the Shanxi Guoxin Energy Corporation Limited(600617) automobile energy supplement market will maintain the pattern of charging first and power exchange second. However, driven by capital, main engine plant and policies, the application and promotion of power exchange mode in some high-end passenger vehicles and operating vehicles will be significantly accelerated. From the perspective of operation market space, it is estimated that the total market space of China’s power exchange operation is expected to reach 60.5 billion yuan and the charging operation market is about 173 billion yuan in 2025.
