Charging infrastructure to bloom on govt support

政府加快推进新基建将会带动充电产业的繁荣发展

With more new energy vehicles on the road, China's development of charging infrastructure is on a fast track supported by favorable incentives from the government, experts said.

专家指出，随着上路的新能源汽车越来越多，在政府的利好政策支持下，中国的充电基础设施走上了快速发展的道路。

The country unveiled a plan recently to expand road networks to about 461,000 kilometers by 2035 and encourages the construction of charging piles and hydrogen fueling stations.

近日国家发布的一项规划提出了国家公路网到2035年的布局方案，总规模约46.1万公里，并将推进充电桩和加氢站的建设。

The plan coincides with a notice on the same day from the National Development and Reform Commission to raise the proportion of new energy city buses to 72 percent of all buses by 2025－part of the country's efforts to promote the green transition of industries to achieve the goal of peaking carbon emissions by 2030 and reaching carbon neutrality by 2060.

就在规划发布的同一天，国家发展改革委下发的方案提出，计划到2025年将城市新能源公交车辆占比提高到72%，这是国家推动产业绿色转型的举措之一，力争2030年前实现碳达峰，2060年前实现碳中和。

"With China accelerating infrastructure investment and stepping up efforts developing 'new infrastructure', charging piles' development is eyeing a boom," said Lin Boqiang, head of the China Institute for Studies in Energy Policy at Xiamen University.

厦门大学中国能源政策研究院院长林伯强表示，中国加快基础设施投资，大力发展“新基建”，将会带动充电桩行业的繁荣发展。

The Ministry of Industry and Information Technology said on Tuesday that the total number of domestic charging infrastructure facilities and battery changing facilities saw an increase of 1.3 million in the first half, up 380 percent year-on-year, with public charging piles up by some 380,000 units, and private 920,000 units.

工业和信息化部7月19日称，国内上半年新增建设充换电设施130万台，同比增长了3.8倍，其中，私人桩92万个，公共桩38万个。

As of June, the total number of charging infrastructure hit 3.9 million units, a year-on-year increase of 101.2 percent, the China Electric Vehicle Charging Infrastructure Promotion Alliance said.

中国电动汽车充电基础设施促进联盟的数据显示，截至2022年6月，全国充电基础设施累计数量为391.8万台，同比增加101.2%。

Despite a surge in the number of charging infrastructure units, estimates from China International Capital Corp Ltd showed that construction of public charging facilities is lagging behind demand, which is creating a market valued at 30.5 billion yuan ($4.5 billion) per year.

尽管充电基础设施数量大增，但是据中国国际金融股份有限公司（中金公司）估计，中国充电设备需求缺口较大，充电设备年市场空间综合可达305亿元。

By the end of June, the total number of NEVs in China surpassed 10 million, accounting for 3.23 percent of the total number of vehicles. Among those, more than 8.1 million were electric vehicles, the Ministry of Public Security said.

据公安部统计，截至2022年6月底，全国新能源汽车超1000万辆，占汽车总量的3.23%。其中，纯电动汽车保有量超810万辆。

In the first half, over 2.2 million NEVs were newly registered－a record high－an increase of 1.106 million, or 100.26 percent compared with the number of new registrations in the same period of last year.

上半年新注册登记新能源汽车逾220万辆，与去年上半年新注册登记量相比增加110.6万辆，增长100.26%，创历史新高。

A report by Guolian Securities said that as the growth of NEVs was higher than industry expectations, construction of charging piles will see a new boom in the second half of this year. iiMedia Research estimated that the total number of charging piles will reach about 6.5 million units by 2025.

国联证券的报告称，由于新能源汽车渗透率提升速度超预期，今年下半年充电设施发展速度有望进一步加快。据艾媒咨询预计，2025年充电桩数量将达650万台左右。

CICC said the demand for power to charge cars in public areas will reach 83.5 billion kilowatt-hours by 2025, which will generate at least 33.4 billion yuan in service fees by then.

中金公司预计，2025年公共充电需求量可达835亿度，将带来至少334亿元服务费市场空间。

The market potential has attracted many auto companies to step into the field. Nio, for example, has 1,011 battery changing stations, 1,681 charging stations which have 9,603 charging piles in total, and connects over 520,000 piles from other companies as of July 6.

巨大的市场潜力吸引了许多汽车公司踏足这一领域。举例而言，截至2022年7月6日，蔚来公司已经建成了1011座换电站、1681座充电站，其中共包含9603根充电桩，并接入第三方充电桩超过了52万根。

A report by the China Securities Journal said slow charging is an issue that currently hinders the development of the industry. It said most electric vehicles could cover up to 200 kilometers after charging for about 40 to 50 minutes at present.

据《中国证券报》报道，充电慢是当下阻碍该行业发展的一个问题。目前充电四五十分钟可供大多数电动汽车续航200公里。

In recent years, companies including Contemporary Amperex Technology Co Ltd and Nio are innovating technologies to raise charging efficiency.

近年来，包括宁德时代新能源科技股份有限公司和蔚来公司在内的多家企业都在通过技术创新提高充电效率。

In June, battery giant CATL unveiled its Qilin battery which claimed to carry 13 percent more power compared with other battery models in its class that are of similar size. The company said the battery supports fast charging up to 80 percent of battery capacity in 10 minutes and can deliver 1,000 km on one charge.

电池巨头宁德时代在6月推出了麒麟电池，据称比同体积的同类电池电量多出13%。宁德时代称，麒麟电池支持10分钟内快充至80%电量，充一次电可以助力电动车实现1000公里的续航。

"The industry of charging piles will see a brighter outlook with more incentives from the government rolling out to boost new infrastructure," said Xie Yunliang, an analyst with Cinda Securities.

信达证券分析师谢运亮认为，随着政府出台更多推进新基建的激励措施，充电桩行业的前景将会更加光明。

英文来源：中国日报

翻译&编辑：丹妮

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