【Haichuan Teahouse】The new energy vehicle market is enormous

The construction of charging stations hinders the development of new energy vehicles.

This isn’t a problem; in fact, the baoyou of electric scooters isn’t even counted

In March 2021, on the first anniversary of the introduction of the concept of new infrastructure, there was no dramatic progress in the construction of charging stations in China as expected. Although the number of public charging stations in China reached 807,000 units in 2020, with around 290,000 new stations added, there is still a certain gap before reaching the target of doubling that number. The most important reason for the rise of the charging station market is the range anxiety experienced by users of new energy vehicles. Compared to the widespread availability of gas stations, the root cause of range anxiety lies in the insufficient number of charging stations. Data shows that in 2020, the increase in charging facilities installed alongside vehicles remained low, with a year-on-year decline of 24.3%; 372,000 vehicles did not have such charging facilities installed, resulting in an overall installation rate of 29.8%. In particular, property management companies in residential areas currently take a negative attitude toward the introduction of charging stations; only by resolving the issues related to private charging stations first can the public charging station market be liberated. Various factors such as limited power capacity and insufficient parking spaces cast a shadow over the expansion of public charging stations.

Types and development stages of charging infrastructure: Drop-in (charge) and leave type. The drop-in (charge) and leave type is similar to existing gas stations, and the trend for this type of charging infrastructure is to enable rapid refueling of energy. This type of charging infrastructure will be deployed on a certain scale during the 14th Five-Year Plan period; high-power fast charging technologies for 3C devices and above will enter the mainstream market, with coverage networks emerging in key areas ； High-power fast charging of 3C class and above will enter an accelerated phase of promotion during the 15th Five-Year Plan period, and become widely available by the 16th Five-Year Plan period. With the introduction of high-power systems in the 3C category and above, the passenger vehicle sector will be the first to achieve a high level of electrification. Starting from the 15th Five-Year Plan period, efforts will be made to accelerate the electrification of light logistics vehicles as well as medium- and heavy-duty passenger and freight vehicles, thereby replicating the successful path taken in the electrification of rental and ride-hailing vehicles. Stop-charge hybrid type: For stop-charge hybrid facilities, it can be said that they will support scaled development in the short to medium term, and serve as a physical platform for V2G-based low-carbon emission reduction in the long term. “The widespread adoption and automation of \"stop-charge\" hybrid facilities will be a key focus of current efforts. Improving electricity coverage in fixed parking spaces (ETTP) is expected to serve as a new approach; this initiative is somewhat similar to the \"fiber to the home\" project of the past, and once it becomes a strategic priority, it will play a significant role in advancing the development of charging infrastructure. Charging facilities that allow immediate swapping (charging) and then departure do not possess the conditions for vehicle-grid interaction; stop-charging hybrid facilities will serve as the foundation for such interaction. It is vehicle-grid coordination that will organically integrate electric vehicles with the power grid. Once renewable energy is widely adopted, it will propel electric vehicles toward a new class of vehicles that achieve \"net negative carbon emissions\". During the 14th Five-Year Plan period, priority should be given to resolving the issues related to the installation of charging stations in residential areas and high-power charging facilities; by the 15th and 16th Five-Year Plan periods, these will become the standard charging methods. V2G is expected to be preliminarily ready for commercialization during the 14th Five-Year Plan period. During the 15th Five-Year Plan period, it will enter the stage of commercialization and deployment, pushing vehicle-network interaction to an advanced level. Integrated charging and parking: Based on an understanding of charging infrastructure, it is an important task to conduct a quantitative assessment of the impact of such infrastructure on achieving scalability and low-carbon goals. During the quantification process, the research team developed a quantitative model that covers 7 theoretical analysis models, 12 sub-market segments across 3 levels, 4 types of regions, and 3 types of scenarios. Among them, the \"multi-factor permeability funnel model\" and the \"net emission model considering the negative carbon contribution of V2G\" are innovative. “The “multi-factor funnel model” enables quantitative modeling of the penetration rate of new energy vehicles in various sectors. Based on assessments of user acceptance and supply-side factors, it conducts quantitative modeling of the charging impacts on both “park-and-charge” users and those who prefer to swap (or charge) and leave immediately, by examining three aspects: the coverage rate of park-and-charge facilities, the experience of public charging in urban areas, and the experience of fast charging. It also fits the current data from different regions to verify the effectiveness of the model. Such a model is innovative and also holds great practical value.

How should I put it? When **efforts are made to push something forward, negative reports are basically eliminated, and only positive information is reported.

Solar panels are installed in every parking lot

What percentage of parking lots are outdoor? With solar panels installed, does it protect against typhoons?

The penetration rate of new energy vehicles has reached a record high, with very strong growth. The production figures for new energy vehicles in June far exceeded expectations: (1) The absolute figure was 248,000 units, the highest ever recorded for a single month, representing a month-on-month increase of 14.2% and a year-on-year increase of 143%； From January to June 2021, production amounted to 1.21 million units, representing a 2.3-fold increase compared to the same period in 2020, and a 94% increase compared to the same period in 2019 ； (2) The penetration rate (i.e., the output of new energy vehicles/total national vehicle output) reached 12.76%, the highest level on record, with a month-on-month increase of 2.12 percentage points – the largest such increase on record ； In the first half of 2021, the penetration rate of new energy vehicles in production reached 9.7%, compared to 5.2% and 3.6% in the corresponding periods of 2019 and 2020 respectively.

Your opinion is good; coastal areas need to take typhoons into consideration