report summary
The charging pile policy in Europe and the United States has been increased layer by layer, and the new energy charging infrastructure in Europe and the United States is in the stage of rapid construction. In November 2021, the U.S. Senate formally passed the bipartisan infrastructure bill proposed by Biden, which contains about $7.5 billion in investment in the construction of U.S. charging pile infrastructure, making it the most transformative electric vehicle charging network in U.S. history. Policy Support. The investment goal is to build about 500,000 public charging piles in the United States, and strive to equip each interstate highway with a new energy charging station every 50 miles (about 80 kilometers), and each charging station is guaranteed to have at least 4 fast charging stations. . The bipartisan infrastructure law includes $5 billion in grants for states to build charging piles; another $2.5 billion will be given to communities to incentivize innovation in charging pile technology. On September 14, 2022, at the Detroit Auto Show, Biden announced the approval of the first $900 million in Infrastructure Act funding for the construction of electric vehicle charging stations in 35 states. From June 30, 2022, the UK announced that all new houses in England, including new houses with associated parking spaces built due to change of use, must be equipped with at least one electric vehicle charging point.
The penetration rate of new energy vehicles in Europe and the United States is generally lower than 30%, and subsequent sales will continue to maintain rapid growth. However, the current proportion of public vehicle piles in Europe and the United States is relatively high, and the construction demand is urgent. As of 2021, there are a total of 334,000 public charging piles in the EU, a year-on-year increase of 15.15%; of which slow charging piles account for 86.83% and fast charging piles account for 13.17%. There are a total of 114,000 charging piles in the United States, a year-on-year increase of 20.14%; among them, slow charging piles account for 80.70% and fast charging piles account for 19.30%. As of 2021, the bus-to-pile ratio in Europe and the United States is still relatively high, reaching a level of about 17:1. At present, the ratio of vehicle piles in my country is about 3:1, and there is still a large gap between European and American countries. Taking Germany as an example, the speed of new charging piles in the past three years has not matched the growth rate of new electric vehicle sales. At the same time, there are still many problems with existing charging stations, such as the wide variety of charging standards and the uneven distribution of charging points. The driving cost of pure electric vehicles may be higher than that of internal combustion engines.
According to the calculation of the Guoxin computer team, the market size of charging piles in Europe and the United States may exceed 100 billion market space in 2030. We assume that the unit price of private charging piles is 3,000 yuan, the unit price of public slow charging piles is 5,000 yuan, and the unit price of public fast charging piles is 30,000 yuan. In 2025, the overall charging pile market space in Europe and the United States will total about 73.12 billion yuan, which will come from the private charging pile market space of about (3,000 yuan * 18.44 million) 55.32 billion yuan, and the public slow charging pile market space of about (5,000 yuan * 1.64 million) 8.2 billion yuan, and the market space of public fast charging piles is about (30,000*320,000) 9.6 billion yuan; in 2030, the overall market space of charging piles in Europe and the United States will be about 251.51 billion yuan, which comes from the private charging pile space of about (3,000 yuan*). 49.711 million) 149.13 billion yuan, the market space of public slow-charging piles is about (5,000 yuan * 3.43 million) 17.15 billion yuan, and the market space of public fast-charging piles is about (30,000 * 2.841 million) 85.23 billion yuan. (Please refer to the table on page P8-9 for the specific calculation of the number of charging piles)
Differences in competition patterns, business models, and product standards have led to better profitability in the European and American charging pile markets. The development of new energy infrastructure in Europe and the United States is later than that in China. At present, the European new energy charging pile market is dominated by old-fashioned electrical manufacturers ABB, Siemens and Schneider. By 2021, ABB will account for about 40% of the market share in Europe that year. In addition to the old-fashioned electrical manufacturers, there are also third-party independent charging pile manufacturers in Europe and the United States, mainly led by Chargepoint in North America and EVBox in Europe. By sorting out the business situations of European and American new energy charging pile manufacturers, we conclude that the main differences between the European and American charging pile markets and the domestic charging pile market lie in the competitive landscape, business models and product standards.
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