China produced 794,000 new energy vehicles in 2017, a substantial rise of 53.8% from a year earlier, including 478,000 battery-electric passenger vehicles, an upsurge of 81.7% year on year, and 114,000 plug-in hybrid passenger vehicles, up 40.3% year on year, 188,000 battery-electric commercial vehicles, rising by 22.2% year on year, and 14,000 plug-in hybrid commercial vehicles, decreasing by 24.9% year on year. In 2017, new energy vehicles made up 2.7% of China’s total production and sales of automobiles (output: 29.015 million units, sales: 28.879 million units), an increase of 0.9 percentage points over the previous year. New energy vehicle ownership approximated 1.53 million units in China in 2017, basically attaining the phased target of the Planning for the Development of New Energy Vehicle during 2012-2020. It is expected that EV sales will reach 2.11 million units in 2020 with EV ownership exceeding 5 million units.
Driven by rapid development of new energy vehicles, the supporting facilities like charging station and charging pile also flourish. Charging station ownership in China soared from 76 in 2010 to 6,900 in 2017 at a CAGR of 190%. The number of public charging piles skyrocketed from 1,122 to 230,000 at a CAGR of 213.9% during the same period. In addition to public charging piles, private charging pile ownership reached around 245,000 units in 2017, thus bringing the country’s total number of charging piles up to nearly 630,000.
The construction of charging piles in major cities that promote new energy vehicles in China is as follows:
1. By the end of 2017, Beijing had built approximately 115,000 charging piles. There were about 80,800 charging piles for private use, around 18,800 charging piles for public use (in 2,070 open sites), and 13,000 charging piles in more than 1,500 charging/battery swap stations built for special purpose and in the public places owned by enterprises and institutions.
2. By the end of 2017, 129,986 charging/battery swap facilities had been connected to the municipal platform in Shanghai, including 25,707 pubic charging piles, 21,332 dedicated charging piles, and 82,947 private charging piles. Shanghai had a total of 161,748 new energy vehicles on a car-to-pile ratio of 1:0.81.
3. By the end of 2017, Guangdong had built 690 charging stations and 60,000 charging piles, including 38 intercity quick-charge stations and 120 intercity quick-charge piles at expressway service areas.
As to industrial policies, China introduced a series of documents, such as the Circular on Issues Related to the Policy on Price of Electricity Used by EVs, the Circular on Rewarding the Construction of New Energy Vehicle Charging Facilities, and the Circular on Incentive Policies on New Energy Vehicle Charging Facilities and Strengthening the Popularization and Application of New Energy Vehicles during the 13th Five-year Plan Period (Draft for Comment), encouraging the construction of charging piles and allocating central fiscal funds to subsidize the provinces and enterprises which construct and operate charging piles in a sound way so as to stimulate enthusiasm of the society to participate in the construction of charging piles.
China aims to build 12,000 centralized charging/battery swap stations and 4.8 million distributed charging piles across the country by 2020 to meet charging demand of 5 million EVs in principle of 1 vehicle to 1 charging pile. Regionally, the EV charging stations that have been built are primarily concentrated in eastern provinces in East China, North China, and South China, of which Beijing, Shanghai, and Qingdao are the cities with massive construction of EV charging stations in China.
Being incentivized by national policies on charging facilities, localities throughout the country have ramped up their efforts to build charging piles, and the companies that run charging pile business also announce to build tens of thousands of charging piles in Beijing, Shanghai, and Guangzhou. Operators of charging facilities, manufacturers of equipment, and providers of integrated solutions are three major roles in charging pile industry chain. There are three main business models in charging pile industry: “charging pile + commodity retail + service consumption”, “carmakers + equipment manufacturers + operators + users”, and “charging APP + cloud services + remote intelligent management”.
China EV Charging Station and Charging Pile Market Report, 2018-2025 highlights the following:
- Industrial policies on car charging station/pile, including policies on subsidies for new energy vehicles, policies on subsidies and rewards for construction of charging piles, the planning for promotion of new energy vehicles, the planning for construction of charging piles, policies on basic electricity tariff of charging and service charges over the next five years;
- Development status of new energy vehicles around the world and in China, including output and sales data in major markets (global, USA, Europe, Japan, and China), and status quo & trends of new energy vehicles (passenger vehicles, buses, logistic vehicles) in China;
- Development characteristics of charging pile globally, covering policies on subsidies for charging pile in major countries, in-depth analysis of charging port standards (America’s SAE, Europe’s ICE, Japan’s CHAdeMO, and China’s GB/T), and study of mainstream charging equipment and operators;
- Development of car charging station/pile industry in China, including analysis of 7-year planning for construction of charging pile, particularly profit models and crowdfunding models of charging pile, and driving habits and charging behaviors of new energy vehicle users;
- Construction of charging piles in 31 provinces and cities by the end of 2017 and construction plans
- 15 global and Chinese charging operators (business models, profit models, APP, partners);
- Operation and development strategies of 8 Chinese suppliers of car charging equipment;
- Major Chinese carmakers’ strategic layout in charging field and cooperation with charging equipment suppliers and charging operators.
*The Chinese Version of this Report is Available on Request.
1 Overview of EV Charging Station/Pile Industry
1.1 Electric Vehicle
1.2 EV Charging Station
1.2.1 Definition and Classification
1.2.2 Charging Modes
1.2.3 Composition and Cost Structure
1.2.5 Industry Chain
1.3 Charging Port
2 Policies on Charging Infrastructure Industry in China
2.1 Electric Vehicle
2.1.1 Purchase Tax Cuts
2.1.2 Fiscal Subsidies for Purchase
2.1.3 Fiscal Subsidies for Use
2.1.4 Policies on Promotion
2.2 EV Charging Station
2.2.1 Subsidies for Charging Facilities (by Country)
2.2.2 Planning for Charging Facilities Industry (by Country)
2.2.3 Policies on Promotion of Charging Facilities (by City)
2.3 Other Policies
2.3.1 Basic Electricity Price for EV Charging
2.3.2 Service Charge for EV Charging
2.3.3 Charging Port Standards
2.3.4 Regulations on New Energy Vehicle Makers and Product Access
2.3.5 EV Charging/Battery Swap Service Information Exchange
3 Development of EV around the World and in China
3.1 Global EV Market
3.1.2 United States
3.2 Chinese EV Market
3.2.2 Passenger Vehicle
3.2.3 Commercial Vehicle
3.3 EV Charging Solutions in China
4 Development of EV Charging Facilities in Foreign Countries
4.1 Policies and Characteristics
4.2 Global Layout of Charging Equipment Market
4.2.1 Charging Infrastructure Market in the United States
4.3 Global Objective of Charging Equipment Market
4.4 Major Foreign Charging Port Standards
4.4.1 AC Charging Port
4.4.2 DC Charging Port
4.4.3 Combined Charging Port
4.4.4 Charging Port Standards for Main Auto Models
4.5 Typical Company-Tesla
4.5.3 R&D and Capacity
4.5.4 Development of EV
4.5.6 Distribution of Tesla’s Charging Stations
4.6 Typical Organization- CHAdeMO Association
4.6.3 Technical Structure
4.6.4 Main Auto Models
4.6.5 Development of Charging Station
4.7 “Internet Plus” Service Mode- ChargePoint
4.7.2 Intelligent Charging System of ChargePoint
4.7.3 Development Status of ChargePoint
4.7.4 Profit Model of ChargePoint
4.8 Wireless Charging
4.8.2 Tesla - Model S Wireless Charging System PluglessPower
4.8.3 Volvo - Utilizes Roads for Wireless Charging
4.8.4 Qualcomm - Halo EV Wireless Charging Technology
4.8.5 Japanese Wireless Charging Bus
4.8.6 ZTE - Contactless Electromagnetic Induction Mode
4.8.7 BYD - WAVE Wireless Charging Cushion
4.8.8 Audi - Liftable Wireless Charging System
4.9 Technical Trends - V2V/V2H
5 Development of Charging Station/Pile in China
5.1 Construction of Charging Station/Pile in China
5.2 Business Model for Charging Facilities in China
5.2.1 Crowdfunding Model for Charging Pile in China
5.3 Profit Model of Charging Facilities in China
5.4 Driving and Charging Habits of Chinese EV Users
5.5 Challenges to EV and Charging Facilities
5.5.1 Long Charging Time
5.5.2 Immature Technologies, Costly
5.5.3 Market Enclosure, Different Standards
5.5.4 Strong Local Protectionism
5.5.5 Irrational Distribution of Charging Facilities
6 Construction of Charging Station/Pile in Major Cities
6.1 Charging Stations on Expressways
6.1.1 Configuration Standards
6.1.2 Charging Cards for Charging Stations on Expressways
6.1.3 Charging Fees
6.1.4 Development Planning
6.1.5 G2 Beijing-Shanghai Expressway
6.1.6 G4 Beijing-Hong Kong-Macau Expressway
6.1.7 G15 Shenyang-Haikou Expressway
6.1.8 G25 Changchun-Shenzhen Expressway
6.1.9 G3 Beijing-Taipei Expressway
6.2 Northeast China
6.3 North China
6.3.5 Inner Mongolia
6.4 East China
6.5 Central China
6.6 South China
6.7 Southwest China
6.8 Northwest China
7 Major Charging Operators in China
7.1 State Grid Corporation of China
7.1.1 Planning for Construction of Charging Stations
7.1.2 Construction of Charging Stations
7.1.3 EV Charging Equipment Bidding
7.2 China Southern Power Grid
7.2.1 Planning for Construction of Charging Stations
7.2.2 Construction of Charging Stations
7.2.3 EV Charging Equipment Bidding in 2016
7.3 Potevio New Energy
7.3.2 Charging/Battery Swap Equipment
7.3.3 R&D Capability and Developments
7.3.4 Distribution of Charging Stations
7.3.5 Cooperative Enterprises
7.3.6 Charging Business and Revenue
7.4 Beijing Huashang Sanyou New Energy Technology
7.4.2 Charging/Battery Swap Equipment
7.4.3 eVehicle (evehicle.cn)
7.4.4 Charging Business and Revenue
7.5 Zhejiang Wanma New Energy
7.5.2 Affiliated Company
7.5.3 Charging/Battery Swap Equipment
7.5.4 iCharge (eichong.com)
7.5.5 Cooperative Enterprises
7.5.6 Supply System
7.5.7 Charging Business and Revenue
7.6 Star Charge
7.6.2 Charging/Battery Swap Equipment
7.6.3 Distribution of Charging Piles
7.6.4 Charging Business and Revenue
7.7 Qingdao TGOOD Electric
7.7.2 Charging/Battery Swap Equipment
7.7.3 R&D Capability and Developments
7.7.4 Distribution of Charging Stations
7.7.5 Cooperative Enterprises
7.7.6 Charging Business and Revenue
7.8.2 Charging/Battery Swap Equipment
7.8.3 Charging Business and Revenue
7.9 Carenergynet.com (Shenzhen CLOU Electronics)
7.9.2 Charging/Battery Swap Equipment
7.9.4 Charging Business and Revenue
7.10 Other Potential Charging Service Providers
8 Major Charging Equipment Suppliers in China
8.1 NARI Technology Co., Ltd.
8.1.2 Charging/Battery Swap Equipment
8.1.3 Charging Business and Revenue
8.2 Shenzhen Auto Electric Power Plant Co., Ltd.
8.2.2 Charging/Battery Swap Equipment
8.2.4 Charging Business and Revenue
8.3 XJ Electric Co., Ltd.
8.3.2 Charging/Battery Swap Equipment
8.3.3 Charging Business and Revenue
8.4 Sieyuan Electric Co., Ltd.
8.4.2 Charging/Battery Swap Equipment
8.5 Suzhou Industrial Park Heshun Electric Co., Ltd.
8.5.2 Charging/Battery Swap Equipment
8.5.4 Charging Business and Revenue
8.6 Shenzhen Golden Highway Technology Co., Ltd.
8.6.2 Charging/Battery Swap Equipment
8.6.3 Charging Business and Revenue
8.7 Hangzhou Zhongheng Electric Co., Ltd.
8.7.2 Charging/Battery Swap Equipment
8.7.3 Charging Business and Revenue
8.8 UTEK New Energy Technology Co., Ltd.
8.8.2 Charging/Battery Swap Equipment
8.8.3 Major Customers
8.8.4 Charging Business and Revenue
9 Strategic Moves of Major Chinese Carmakers in Charging Field
9.2 BAIC BJEV
9.5 SAIC Motor
- BAIC BJEV
- Beijing Huashang Sanyou New Energy Technology
- Carenergynet.com (Shenzhen CLOU Electronics)
- China Southern Power Grid
- Hangzhou Zhongheng Electric Co., Ltd.
- NARI Technology Co., Ltd.
- Potevio New Energy
- Qingdao TGOOD Electric
- SAIC Motor
- Shenzhen Auto Electric Power Plant Co., Ltd.
- Shenzhen Golden Highway Technology Co., Ltd.
- Sieyuan Electric Co., Ltd.
- Star Charge
- State Grid Corporation of China
- Suzhou Industrial Park Heshun Electric Co., Ltd.
- UTEK New Energy Technology Co., Ltd.
- XJ Electric Co., Ltd.
- Zhejiang Wanma New Energy