Details are as follows:
The sales of new energy in China are increasing year by year. By the end of 20 15, the sales volume reached 330,000 vehicles, the output was 360,000 vehicles, and the possession was 450,000 vehicles, with a compound annual growth rate of 96.83%. It is estimated that the sales volume, output and ownership of new energy vehicles will reach 6.5438+0.43 million, 2 million and 4.93 million respectively in 2020.
China's charging infrastructure is gradually improving, and the number of new energy vehicle charging stations has increased from 76 in 20 10 to 3,600 in 20 15, with a compound annual growth rate of 90.2%. The number of charging piles for new energy vehicles has increased from 1 122 in 20 10 to 49,000 in 20 15, with a compound growth rate of 87.7%.
In 20 16, the cumulative installed capacity of charging piles in China was about 30,000, and it is expected to reach 1.4 million in 2020. The development prospect should not be underestimated.
According to the chart, China attaches importance to the investment in the charging pile market. The investment in 20 15 is about 8.7 billion, and it is expected to be 27.2 billion in 2020, which indicates that there are still many unknown development spaces in the charging pile market.
In order to strengthen the policy support and guarantee of charging infrastructure construction, the government strongly supports and implements the local subsidy policy. Different provinces have different subsidy standards: Beijing, Guangzhou, Shenzhen and other provinces account for 30% of the total investment, while Gansu is lower, about 5%; Jiangsu, Nanjing, Wuxi and other cities give different degrees of subsidies according to direct current and alternating current.
Dianjun Comments:
With the technical progress, policy support and the increase of enterprise investment, China's new energy automobile industry has ushered in a leap-forward development in recent two years. Moreover, the industrial policy path of developing new energy vehicles mainly based on pure electric power in China is becoming increasingly clear, which means that the follow-up of charging piles will inevitably usher in a climax of construction and bring major investment opportunities to related listed companies.