Event: on January 21, 2022, the national development and Reform Commission and other ten departments issued the implementation opinions on further improving the service support capacity of electric vehicle charging infrastructure
Ten departments jointly issued a document to ensure the construction of charging for electricity infrastructure system from the aspects of infrastructure supporting, finance and finance. The policy, jointly issued by the national development and Reform Commission, the Energy Bureau, the Ministry of industry and information technology, the Ministry of Finance and other ten departments, is carried out in an all-round way from the aspects of community charging facility installation, urban and rural charging and power exchange guarantee, power grid supporting, financial support and so on. It is of great significance to guide the development of charging infrastructure during the 14th Five Year Plan period. We will comprehensively promote infrastructure support for urban and rural areas and expressways, and accelerate the completion of construction shortcomings. At present, there are 810000 public charging piles in China, of which the scale of public charging piles in the top ten regions such as Guangdong and Shanghai accounts for more than 70%, while the charging infrastructure construction in counties and towns is insufficient. China has 13800 Expressway charging piles, mainly concentrated in Beijing Tianjin Hebei Shandong, Yangtze River Delta, Pearl River Delta and other regions, which have not yet achieved full coverage. This document comprehensively covers the planning of urban, township and expressway network construction, and is expected to accelerate the completion of the short board of construction and provide all-round guarantee for the market of new energy vehicles.
At the end of the 14th five year plan, the charging demand of more than 20 million electric vehicles will be met, and the rapid development of the new energy vehicle market will be assisted. By the end of December 2021, the number of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 7.84 million, the total number of charging infrastructure was 2.617 million, and the loading ratio was 1:3. At present, the Shanxi Guoxin Energy Corporation Limited(600617) car market has entered a stage of rapid development. In 2021, the annual sales volume was 3.521 million, a year-on-year increase of 158%. With the explosive growth of the new energy vehicle market, the demand for charging and replacing electricity is further highlighted. In 2021, the total number of new charging infrastructure is 937000, and the new loading ratio in 2021 is 1:3.7, increasing the contradiction between supply and demand. The introduction of this policy will comprehensively implement and promote the construction of charging and replacing infrastructure. The document clearly mentions that it can meet the charging demand of more than 20 million electric vehicles by the end of the 14th five year plan, which is expected to help the rapid development of the Shanxi Guoxin Energy Corporation Limited(600617) vehicle market.
Promote the unification of power exchange standards, and the power exchange mode is expected to drive into the fast lane of development. This document clearly mentioned that we should promote the unification of power exchange standards, support the exploration of power exchange station layout and shared power exchange mode, and the power exchange mode is expected to enter the fast lane of development. The power change mode has the advantages of short charging time, prolonging battery life, reducing the impact on the power grid and reducing the user’s initial purchase cost. From the perspective of user experience, it is closest to the traditional fuel vehicle refueling mode, which can effectively solve the problems of long charging time and power anxiety, and is a good supplement to the energy supplement form. With the continuous promotion of policies, industry leaders such as main engine manufacturers, battery manufacturers and traditional energy giants take the lead in entering the Bureau. In the medium and long term, the scale of power exchange market is at the level of 100 billion, and there is a large growth space.
Risk warning: the construction progress of charging and replacing infrastructure is less than expected; The sales volume of new energy vehicles is lower than expected;
