The global new energy vehicle market is still in a stage of rapid growth. Statista predicts that the sales of the global new energy vehicle market will reach US$384 billion in 2022. In the face of the global market, China has been the world's largest country in the production and sales of new energy vehicles for seven consecutive years, and its own brand new energy vehicles are also accelerating their "going overseas".
While the whole vehicle is "sailing away", the upstream charging supporting facilities enterprises are also setting their sights overseas. Why has the overseas charging pile market received special attention recently?
The large increase in overseas market space is one of the reasons. Under the premise of a sharp increase in the sales of new energy vehicles in the European and American markets, the ratio of new energy vehicles to piles in some countries in Central and Eastern Europe and North America is continuing to expand, and charging difficulties are becoming more and more obvious. According to IEA data, the ratio of new energy vehicles to public charging piles in the United States has increased from about 12.9:1 in 2015 to 18.2:1 in 2021, that is, there is only one charging pile for every 18 vehicles. In the European market, countries with vehicle-to-pile ratios greater than 10:1 abound. Compared with my country's vehicle-to-pile ratio of 3:1, there is still a huge room for growth in the European and American markets.
The huge incremental space will accelerate the planning of the construction of charging piles in many countries in Europe and the United States, and encourage investment in charging infrastructure. In September, the United States announced that the first batch of infrastructure law funds worth US$900 million will be used to build electric vehicle charging stations in 35 states; in October, the German government approved a plan to expand electric vehicle charging stations, envisioning German charging stations in 2030 The number will increase from about 70,000 now to 1 million, an increase of nearly 14 times.
From the intention of various countries to quickly deploy charging infrastructure in a short period of time, it can be seen that most countries currently choose electric vehicles as the future development direction in terms of automobile transformation. As major car companies have released plans to stop selling fuel vehicles and increase production of electric vehicles. The scale and demand of the European and American markets are large enough, and charging piles are the core infrastructure of new energy vehicles, which need to be prioritized to improve the layout. Domestic charging pile companies have sensed the business opportunities and have "going overseas" to seize the market.
Power battery parts companies in the upstream industry chain are also accelerating their "going overseas". CATL successively invested in the construction of power battery system production lines in Germany and Hungary. In addition, in addition to selling cars, vehicle manufacturers in the downstream industry chain also bring related technical services abroad. For example, BYD has set up production bases in the United States, Canada and other places to produce automotive molds. Weilai moved its infrastructure and user operation system abroad, and will build a complete operation system consisting of cars, services, digitalization and lifestyle.
Judging from the actions of these charging piles, power battery components, and new energy vehicle companies, this is an important signal for China's new energy vehicle industry chain to "go to sea" at full speed. It is worth noting that new energy used cars are also speeding up to "drive out" of the country.
Statistics from the China Automobile Dealers Association show that in the first half of this year, my country's used car exports have exceeded 16,000. Among the used cars exported from Taizhou and Tianjin, new energy used cars accounted for more than 90%. Nanjing's used car exports, new energy vehicles accounted for 70%.
The prosperity of used car export is inseparable from the excellent strength of new energy vehicle technology and products. After decades of accumulation of "replacing technology with the market", the cruising range of new domestic new energy vehicles has "rolled" to more than 500-600 kilometers. After the car is exported to overseas, the competitive advantage is very obvious. For example, after a new energy vehicle has run more than 300,000 kilometers, the follow-up used car can reach more than 200 kilometers after reconditioning. With the same cruising range, the price in Europe and the United States is much more expensive than that of new energy used cars in my country.
my country's confidence in the high cost performance of new energy used cars comes from the strength of national policies. In order to standardize the export order of used cars and further provide market development momentum. The Ministry of Commerce issued the "Quality Requirements for the Export of Used Passenger Cars", which will be officially implemented on December 1, 2022. In addition, the executive meeting of the State Council decided to continue the implementation of the vehicle purchase tax exemption policy for new energy vehicles until the end of 2023, which promoted the upgrading of domestic vehicles and created more sources of used vehicles for export.
No one thought that in just a few decades, China's auto industry has changed from an industry that trades the market for technology and continuously pays patent fees to foreign-funded enterprises, and now has become an important "role" that cannot be ignored in the global auto market.
