As the mainstream of energy supplement for new energy vehicles, the number of charging posts has maintained a sustained high growth in recent years. By the end of 2021, China New energy vehicle charging pile The number of infrastructure reached 2.617 million, with a compound growth rate of 65.3% in the past five years. The pile to pile ratio dropped from 7.8:1 in 2015 to 1 in 2021.

With the accelerated popularization of new energy vehicles and the reduction of vehicle pile ratio, it is estimated that by 2025, the market scale of charging piles in China will reach 250 billion yuan. The level of charging technology is also developing. According to the plans of major automobile enterprises, 800V fast charging can be achieved around 2025, and the efficiency of each charging time can be close to that of fuel vehicles.

At the same time, the number of power stations in China is also growing rapidly. By the end of 2021, there were 1298 (including 777 in Weilai), with a year-on-year growth of 134%.

At present, the charging pile still has the problem of long charging time and high requirements for land and power grid. The power replacement mode makes up for the situation with its convenience, and the matching battery rental business model reduces the initial purchase cost of users.

With the route selection of Weilai, BAIC, Dongfeng and other main engine manufacturers, as well as the release of standardization schemes of battery enterprises such as Contemporary Ampere Technology Co., Ltd., the power exchange market is expected to grow rapidly. Some institutions predict that in 2025, the number of domestic power exchange stations will exceed 20000, and the scale of the operating market is expected to reach 260 billion yuan. Electric vehicle charging pile

The service life of the power battery is generally 5-8 years, and the battery recycling can extract the retired battery materials for secondary utilization. With the popularization of new energy vehicles and the coming of "scrap tide" in the future, battery recycling will become more and more important.

According to the agency's prediction, China will retire about 200000 tons of power batteries in 2020, but it will rapidly increase to 780000 tons in 2025. As of September 2021, there are 171 power battery recycling enterprises nationwide, and 9985 battery recycling bases have been established in various regions.

Among the domestic new energy enterprises, many have set up factories integrating recycling, such as Contemporary Ampere Technology Co., Ltd. and Guoxuan High tech Co., Ltd.

The development of new energy vehicles has also brought great changes to the automobile sales service market.

On the one hand, electrification has greatly reduced the number of auto parts and the need for maintenance.

There are as many as 100000 parts for traditional fuel vehicles, and the engine alone needs more than 10000 parts. The total number of parts of electric vehicles is about 10000, only one tenth of that of fuel vehicles.

Compared with traditional fuel vehicles, electric vehicles have fewer parts, no oil change, no engine management, etc. Therefore, there are fewer mechanical component failures and maintenance contact points. New energy vehicle maintenance It is estimated that compared with fuel vehicles of the same age, the after-sales maintenance expenditure of electric vehicles will be reduced by as much as 40%. However, 60% of the profits of traditional 4S stores come from maintenance services. Obviously, new energy vehicles require the automotive aftermarket to adjust the business model.