In 2018, the global sales of new energy passenger vehicles exceeded 2 million, of which China contributed more than half of the number. Although the proportion of new energy vehicles is increasing year by year, it is much smaller than the volume of fuel vehicles. At present, there are two main key problems in the new energy vehicles (mainly pure electric vehicles): First, there are relatively few charging piles and long charging time. Second, the battery's battery life is not enough to meet the requirements of travel.
Previously, Chen Qingtai, chairman of the China Electric Vehicle Hundred People's Association, believed that the basis for the rapid growth of electric vehicles is that the cost-effectiveness and convenience of electric vehicles must meet or exceed that of fuel vehicles. Therefore, new energy vehicles should continue to grow. In addition to breakthroughs in battery technology, charging infrastructure construction is also critical.
According to statistics, in January, new energy passenger cars and commercial vehicles increased by a year-on-year, directly driving the growth of domestic power battery installed capacity. The installed capacity in January was about 5Gwh, which was higher than expected.
In terms of charging piles, it is reported that various ministries and commissions in the country have already communicated that this year's new energy local government subsidies will no longer be directly subsidized by automobiles, but will be transferred to supplementary electricity operations, and local governments will be required to introduce detailed implementation measures. Difficulties in charging are the biggest problems in the promotion of new energy vehicles. According to industry insiders, the sales volume of new energy vehicles in China is expected to reach 1.6 million in 2019, while the number of charging piles is expected to increase by 600,000, and private charging piles are 480,000. There are 120,000 charging piles, and the fast track for the development of the charging pile industry is opening.
In fact, the data from the charging piles in January this year is also evident. On February 25th, China Electric Charging Infrastructure Promotion Alliance released the charging pile operation data for January 2019.
According to the data, in January 2019, the members of the alliance reported a total of 342,000 public charging piles. The data of the vehicle-equipped charging facilities showed that as of January 2019, the whole vehicle companies in the alliance sampled about 743,000. The car piles of the car follow the information, including the construction of privately-charged piles of 511,000 units. Overall, in January 2019, the charging infrastructure increased by 44,000 units, an increase of 231.6% year-on-year. The increase in public charging infrastructure was lower than that of the same period last year. As of January 2019, the cumulative number of national charging infrastructure was 853,000 units, a year-on-year growth rate of 80.1%.
From January's sales data and related policies, the battery and charging piles support the "thigh" of new energy vehicles, which will make it go further.