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DONDUO ELECTRIC

China New energy consumption market and the construction of charging infrastructure

2023-11-30


From the trend point of view, under the dual driving role of policy guidance and consumption transformation, the construction of new energy consumption market and charging infrastructure will continue to maintain rapid development

Since the beginning of this year, news about the transformation and upgrading of the automobile industry have appeared frequently, giving automobile companies a major development opportunity in the wave of new energy.

In addition, the Ministry of Commerce's promotion of the "Hundred Cities Linkage" Automobile Festival and the "Thousands of Counties and Tens of Thousands of Towns" new energy vehicle consumption season have shown results, which undoubtedly make the automobile industry present a new energy vehicle market from both the production end and the consumer end. Rapid growth trend.

At present, the number of new energy vehicles has exceeded 18 million. From January to August this year, new energy passenger vehicles achieved sales of more than 4.2 million, a year-on-year increase of more than 30%. The market penetration rate continues to maintain a high level of over 30%. develop.

1. Overview of pure electric new energy market and charging facilities

The growth rate of the overall automobile market is slowing down, and the development trend of new energy sources is stable and improving.

This year, the economy is facing recession crisis, environmental instability and other unfavorable factors, which also pose considerable challenges to the economy. Under such a situation, although the economy has shown strong resilience to make steady progress, it is still facing huge downward pressure at all times, and this is still the case for the automobile market. After experiencing multiple rounds of "price wars" and promoting consumption in the automobile market, although the negative growth trend for several consecutive quarters was reversed and a substantial rebound occurred in the second quarter, in July and August, the growth rate of automobile consumption once again faced weakness, and growth Slowing down rapidly.

Looking back at the new energy market, although it is in the same environmental conditions, the market continues to be strong, consumers' willingness to buy cars and demand for cars have shifted, and the market penetration rate of new energy vehicles continues to rise. At present, the number of new energy vehicles has exceeded 18 million, continuously achieving a rapid jump of more than 50%.

In the pure electric new energy passenger car market from July to August this year, the share of car companies continued to rise, and their dominance was further consolidated and strengthened. As Tesla faces product upgrades and consumers are full of expectations for the new Model 3, there is a short-term vacuum in the market space of luxury car companies and their share has declined. The market performance of joint venture car companies continues to be tepid, and their once-powerful shares in the new energy market lag significantly behind.

The charging pile industry has accelerated its development, and the charging capacity of public piles has continuously exceeded the 3 billion kilowatt-hour mark.

As of August 2023, the cumulative number of charging infrastructure is 7.2 million units, a year-on-year increase of 67.0%, and the vehicle-to-pile ratio is 2.38, which continues to decline from 2.43 in the same period last year and in the second quarter of this year. From the construction of charging facilities, from January to August this year, nearly 2 million charging piles were newly installed, and the number of new installations exceeded the same period last year. From July to August, 560,000 charging piles were installed, a growth rate compared with the second quarter of this year. Look up again.

The development and distribution of public charging piles in various provinces is also uneven. As a province with the largest sales of new energy vehicles, Guangdong is also the province with the largest number of public piles and increases, and has an overwhelming advantage over other provinces.

2.Driving and charging behavior of pure electric new energy vehicles

In the summer of 23, the intensity of vehicle use continued to increase, and Shanghai became a city of operating vehicles

Compared with the same period last year, the mileage of pure electric vehicles continued to increase, and the number of travel days and driving time were roughly the same as last summer. From a comparison of the characteristics of different vehicles, the usage intensity of operating vehicles is far higher than that of non-operating vehicles. The difference between the two in terms of mileage is more than 6 times, and the difference in average daily duration is also nearly 5 times.

With the rapid development and maturity of battery technology in recent years, the energy consumption level of vehicles has been continuously optimized. We can see that this summer compared with the same period last year, the number of single-day driving and weekly charging times of pure electric operating vehicles has declined slightly, while the average mileage has increased. In terms of comparison between operating vehicles and non-operating vehicles, the difference between the two in terms of average mileage per trip is 3 times, and the difference in the number of charging times per week is 4 times, which also shows that the usage intensity of operating vehicles is much higher than that of non-operating vehicles.

There are obvious differences in the charging behavior of operating and non-operating vehicles, and the charging peaks and valleys of the two are distinct.

More than 60% of pure electric operating vehicles are charged more than 7 times a week, and among all energy replenishment activities, fast charging accounts for up to 80%. More than 40% of non-commercial vehicles are charged only once a week, and less than 30% choose quick charging methods to replenish energy.

From a trend perspective, driven by the dual drive of policy guidance and consumption transformation, the construction of the new energy consumption market and charging infrastructure will continue to develop rapidly. In this wave of electrification, car companies have firmly occupied a dominant position and accelerated R&D and product iteration to achieve the goal of entering the high-end market and improving their brands.

In terms of pure electric vehicle driving data, whether it is mileage, driving time or charging times, the usage intensity of pure electric new energy operating vehicles is much higher than that of non-commercial vehicles, especially in cities such as Shanghai, Xi'an, Zhengzhou, and Changsha. Especially obvious, this puts forward higher requirements and tests for both urban charging infrastructure construction and pure electric vehicles themselves. There is a huge difference in charging behavior between commercial vehicles and non-commercial vehicles. It is also of great significance for the reasonable layout of charging piles, guiding car owners to reasonably arrange charging time, and making the construction of charging piles more reasonable.

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