“Mainly charging, supplemented by battery swapping, the focus of battery swapping is high-level application in taxis and other fields, charging is mainly based on self (special) use charging, supplemented by public supplementary electricity, and promotes the high-quality development of charging and battery swapping infrastructure. .” On February 24, the General Office of the Shanghai Municipal People’s Government issued a notice on the “Implementation Opinions on Further Promoting the Construction of Charging and Swapping Infrastructure” (hereinafter referred to as “Opinions”), which clarified that new energy vehicles can supplement energy mode.
will meet 125Demand for charging more than 10,000 electric vehicles
The “Opinions” pointed out that its main goal is to form a moderately advanced urban charging network. By 2025, it will meet the charging needs of more than 1.25 million electric vehicles, and the city’s vehicle-to-pile ratio should not be higher than 2:1. Establish a new charging and swapping infrastructure system featuring high-level information interconnection, perfect intelligent technology standard system, sound construction and operation management mechanism, and benefiting people’s livelihood in a unified and orderly manner.
In terms of promoting industry management, the “Opinions” stated that the responsibility for the construction of charging facilities for auto manufacturers will be implemented. Establish an evaluation system for the implementation of supporting responsibilities for intelligent charging facilities for electric vehicles, and incorporate the implementation of charging facilities for consumers by auto manufacturers into the evaluation system for Shanghai’s policy of selling electric vehicles to enjoy special license plates. In other ways, strengthen the supervision during and after the event, and consolidate the responsibility of auto manufacturers for the construction of charging facilities.
In addition, it will standardize the management requirements for charging facilities in public parking lots (garages), establish a “zombie pile” inspection and governance system, incorporate the number of “zombie piles” into the charging enterprise operation subsidy evaluation system, and increase the number of public parking lots (garages) and “zombie piles” in each district. Pile” rectification and assessment, optimize the acceptance requirements for the construction of charging facilities, reasonably allocate the ratio of fast and slow charging, orderly promote the transformation and upgrading of qualified slow charging facilities to fast charging facilities, and focus on improving emergency fast charging support capabilities and enterprise service levels.
The “Opinions” also make it clear that it will explore the sharing mode of battery replacement services in advantageous areas. Speed up the formulation of local standards for battery swapping models, battery swapping equipment, and the construction of swapping field stations, break down barriers to the application of battery swapping technology across brands and models, and promote the formation of unified battery swapping standards in major application areas such as special-purpose vehicles and passenger cars. Strengthen technical research, and focus on short-distance and high-utilization scenarios such as ports, logistics, and sanitation, and study the layout of shared swap stations for special vehicles. Explore the sharing and swapping mode of taxis, online car-hailing and private cars within the city, and encourage the construction of shared stations that integrate charging and swapping.
In terms of specific implementation, it is mentioned in the policy question and answer of the “Opinions” that the municipal platform is used as the hub to connect with the enterprise platform, strengthen the bipolar management and control of facilities, and improve the interconnectivity. The above “Opinions” will come into force on March 1, 2022.
Policies related to charging and swapping infrastructure have been introduced in many places
With the rapid development of the new energy vehicle industry, accelerating the construction of charging and replacing infrastructure has also been put on the agenda. According to the official website of the National Development and Reform Commission on January 21, the National Development and Reform Commission and other departments issued the “Implementation Opinions on Further Improving the Service Support Capability of Electric Vehicle Charging Infrastructure”, which mentioned that by the end of the “14th Five-Year Plan”, China will form a moderately advanced and balanced layout. , An intelligent and efficient charging infrastructure system that can meet the charging needs of more than 20 million electric vehicles.
The “Implementation Opinions on Further Improving the Service Guarantee Capability of Electric Vehicle Charging Infrastructure” proposes to speed up the construction of charging infrastructure in counties and townships, and accelerate the realization of “full coverage in counties and counties” for electric vehicle charging stations and “full coverage in townships and villages” for charging piles. cover”. Speed up the effective coverage of expressway fast charging network, and strive to achieve a coverage rate of no less than 80% of expressway service areas in national ecological civilization pilot areas and key air pollution prevention and control areas by 2025, and no less than 60% in other areas. In addition, increase the construction of public charging facilities in peripheral urban areas, fully consider the charging needs of special vehicles such as public transportation, rental, and logistics, and build special charging stations in combination with parking lots. Encourage charging operation enterprises to gradually increase the proportion of fast charging piles through new construction, reconstruction, expansion, migration, etc.
In addition, in recent years, new regulations have been introduced in various places to promote the construction of charging and swapping infrastructure. On September 29 last year, the Beijing Municipal Management Committee issued the “Notice on Strengthening the Safety Management of New Energy Vehicle Charging and Swapping Facilities”. The construction and operation enterprises of charging and replacing facilities are required to carry out self-inspection and self-correction carefully and thoroughly; the committee will also entrust a third-party professional organization to carry out in-depth supervision and inspection by various methods such as surprise inspections, unannounced inspections, random inspections, and retrospective inspections. Shandong, Guangzhou, Shenzhen and other places have also successively introduced relevant measures to promote the construction of charging and swapping infrastructure.
According to the analysis of CITIC Securities, in the next five years, the domestic new energy vehicle energy supplement market will maintain the pattern of charging as the mainstay and battery swap as the supplement, but driven by capital, OEMs, policies, etc. And the application and promotion of operating vehicles will be significantly accelerated. From the perspective of the operating market space, it is estimated that the total market space for domestic power exchange operations in 2025 is expected to reach 60.5 billion yuan, and the charging operation market is about 173 billion yuan.