在電(dian)動汽(qi)車(che)銷售強勁以及政府為(wei)鼓勵購買電(dian)動汽(qi)車(che)做(zuo)出強有力(li)(li)承諾的背景下(xia)(xia),中(zhong)國(guo)(guo)汽(qi)車(che)行業正迎來大量(liang)致力(li)(li)于建設(she)電(dian)動汽(qi)車(che)充電(dian)基(ji)礎(chu)設(she)施(shi)的資金涌入。中(zhong)國(guo)(guo)電(dian)動汽(qi)車(che)充電(dian)基(ji)礎(chu)設(she)施(shi)促進聯盟數據顯示,截至2019年7月,中(zhong)國(guo)(guo)共(gong)擁有105萬(wan)座充電(dian)樁,相比之下(xia)(xia),2018年底這一數字(zi)為(wei)77.7萬(wan)座。
展望:
2019年上半年,中國新能(neng)源汽車保(bao)有(you)(you)量(liang)(liang)達到340萬輛。未來10年,純電(dian)(dian)動(dong)汽車銷量(liang)(liang)將繼續增長,預計今年銷量(liang)(liang)將超(chao)過(guo)110萬輛。盡管(guan)電(dian)(dian)動(dong)汽車充電(dian)(dian)樁數量(liang)(liang)激增,但(dan)許(xu)多公共(gong)充電(dian)(dian)樁管(guan)理(li)不善(shan),使(shi)用(yong)率相對較低(di)。不過(guo)隨著該行業(ye)競(jing)爭(zheng)加劇,這一(yi)情況將有(you)(you)所(suo)改善(shan)。
在電(dian)(dian)動(dong)(dong)(dong)汽(qi)(qi)車銷售(shou)強勁以及(ji)政府為推(tui)動(dong)(dong)(dong)電(dian)(dian)動(dong)(dong)(dong)汽(qi)(qi)車普及(ji)做(zuo)出強有(you)(you)力(li)承諾(nuo)的(de)背景下,中(zhong)(zhong)國(guo)汽(qi)(qi)車行(xing)(xing)業正迎來(lai)(lai)大(da)量致力(li)于(yu)(yu)改善電(dian)(dian)動(dong)(dong)(dong)汽(qi)(qi)車充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)基礎設施(shi)的(de)資金涌(yong)入(ru)。中(zhong)(zhong)國(guo)電(dian)(dian)動(dong)(dong)(dong)汽(qi)(qi)車充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)基礎設施(shi)促(cu)進聯(lian)盟數(shu)據(簡(jian)稱“聯(lian)盟”)顯示,截至2019年(nian)7月,中(zhong)(zhong)國(guo)共(gong)(gong)擁有(you)(you)105萬座公(gong)共(gong)(gong)和私人(ren)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁,相比(bi)(bi)之下,2018年(nian)底這一(yi)數(shu)字為77.7萬座。其中(zhong)(zhong)大(da)約有(you)(you)44.7萬座位于(yu)(yu)公(gong)共(gong)(gong)場所。不(bu)過(guo),這一(yi)增(zeng)(zeng)長(chang)速度仍(reng)遠遠落(luo)后于(yu)(yu)政府到(dao)2020年(nian)建成450萬座充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁的(de)目(mu)標。目(mu)前,充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁行(xing)(xing)業由(you)多家中(zhong)(zhong)國(guo)運營商(shang)主導。國(guo)內電(dian)(dian)動(dong)(dong)(dong)汽(qi)(qi)車充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)服務(wu)(wu)運營商(shang)特(te)來(lai)(lai)電(dian)(dian)新能源公(gong)司(si)在全國(guo)擁有(you)(you)13萬個充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁網(wang)絡,緊隨其后的(de)是(shi)(shi)國(guo)有(you)(you)運營商(shang)國(guo)家電(dian)(dian)網(wang)以及(ji)快速增(zeng)(zeng)長(chang)的(de)國(guo)內基礎設施(shi)制造(zao)商(shang)星(xing)星(xing)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)。特(te)來(lai)(lai)電(dian)(dian)財報顯示,2018年(nian)公(gong)司(si)總收入(ru)同比(bi)(bi)增(zeng)(zeng)長(chang)13.7%,達到(dao)58億(yi)(yi)元人(ren)民(min)幣(約合8.14億(yi)(yi)美(mei)元)。值(zhi)得注意的(de)是(shi)(shi),這是(shi)(shi)該(gai)公(gong)司(si)自2014年(nian)開業以來(lai)(lai)首次實現盈(ying)虧(kui)平衡,凈(jing)利潤達到(dao)2億(yi)(yi)元人(ren)民(min)幣。特(te)來(lai)(lai)電(dian)(dian)在公(gong)共(gong)(gong)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)服務(wu)(wu)領(ling)域占據40%左(zuo)右的(de)市場份(fen)額;該(gai)公(gong)司(si)將(jiang)其財務(wu)(wu)業績改善歸因于(yu)(yu)充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁流量增(zeng)(zeng)加、運行(xing)(xing)效率(lv)提(ti)高及(ji)政府補貼政策(ce)的(de)轉(zhuan)變(bian),即政府根據充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁運行(xing)(xing)效率(lv)而不(bu)是(shi)(shi)新建充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)樁數(shu)量來(lai)(lai)激勵充(chong)(chong)(chong)(chong)(chong)電(dian)(dian)服務(wu)(wu)提(ti)供(gong)商(shang)。
傳統(tong)的(de)(de)(de)石(shi)油(you)(you)(you)和天然氣公司(si)(si)(si)(si)(si)也(ye)正在充(chong)電(dian)市(shi)(shi)場尋(xun)求更大(da)的(de)(de)(de)市(shi)(shi)場份額(e)。據(ju)《中(zhong)(zhong)國日(ri)報》報道,中(zhong)(zhong)國最大(da)的(de)(de)(de)加(jia)油(you)(you)(you)站(zhan)(zhan)(zhan)運營商(shang)中(zhong)(zhong)石(shi)化(hua)(hua)于(yu)今(jin)年(nian)8月宣布,該公司(si)(si)(si)(si)(si)已在海南省(sheng)海口、三亞(ya)市(shi)(shi)區(qu)及(ji)8個環島高速服(fu)務(wu)區(qu)的(de)(de)(de)10座加(jia)油(you)(you)(you)站(zhan)(zhan)(zhan)建成了(le)(le)40個充(chong)電(dian)樁。中(zhong)(zhong)石(shi)化(hua)(hua)還將加(jia)快(kuai)綜合能源供(gong)給站(zhan)(zhan)(zhan)建設,為(wei)用戶提供(gong)加(jia)氣、充(chong)電(dian)、加(jia)氫在內的(de)(de)(de)一站(zhan)(zhan)(zhan)式服(fu)務(wu)。外國公司(si)(si)(si)(si)(si)也(ye)在調整(zheng)其進軍中(zhong)(zhong)國充(chong)電(dian)市(shi)(shi)場的(de)(de)(de)步(bu)伐(fa)。7月下旬(xun),英國石(shi)油(you)(you)(you)公司(si)(si)(si)(si)(si)和滴滴出行成立(li)了(le)(le)一家新的(de)(de)(de)合資(zi)(zi)公司(si)(si)(si)(si)(si),共同在中(zhong)(zhong)國建設電(dian)動(dong)汽(qi)車(che)充(chong)電(dian)基礎設施。在此之(zhi)前(qian),兩家公司(si)(si)(si)(si)(si)于(yu)今(jin)年(nian)5月在廣州開(kai)設了(le)(le)一個試點站(zhan)(zhan)(zhan)點,該站(zhan)(zhan)(zhan)點擁有10座快(kuai)速充(chong)電(dian)樁,功率從(cong)60千瓦(wa)到120千瓦(wa)不等(deng)。英國石(shi)油(you)(you)(you)公司(si)(si)(si)(si)(si)表示,該合資(zi)(zi)公司(si)(si)(si)(si)(si)未來成功與(yu)否對于(yu)實(shi)現其成為(wei)中(zhong)(zhong)國領(ling)先電(dian)動(dong)汽(qi)車(che)充(chong)電(dian)服(fu)務(wu)提供(gong)商(shang)的(de)(de)(de)目標至關重要。
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