Core Viewpoint - The construction of the largest electric vehicle charging network in the world is a key focus during the "14th Five-Year Plan" period, with a target of having two charging stations for every five electric vehicles in China [1][4]. Group 1: Charging Infrastructure Development - As of July 2023, China has built a total of 16.696 million electric vehicle charging infrastructure units, which is ten times the number at the end of the "13th Five-Year Plan" period, marking a year-on-year growth of 53% [6]. - The number of public charging facilities reached 4.202 million, with a year-on-year increase of 38%, while private charging facilities totaled 12.494 million, growing by 58.8% [6]. - The rapid increase in electric vehicle ownership is driving the demand for charging stations, leading to accelerated infrastructure development [1][6]. Group 2: Energy Consumption Trends - The electricity consumption for new energy vehicle manufacturing increased by 34.3% year-on-year, while the electricity consumption for internet and related services grew by 20.5% [4]. - The share of electricity in terminal energy consumption has increased by approximately 4 percentage points since the beginning of the "14th Five-Year Plan," and the proportion of non-fossil energy generation has risen by over 5 percentage points [5]. Group 3: Policy and Market Mechanisms - The government has implemented a series of supportive policies, including purchase subsidies and tax incentives, to promote the development of new energy vehicles and charging networks [6]. - Market mechanisms have been improved by gradually opening up market access and encouraging social capital participation in charging infrastructure construction and operation [6]. Group 4: Supply and Demand Balance - There is a need to address the uneven usage rates of charging facilities, particularly in remote areas and urban centers, where demand may exceed supply during peak times [8]. - The application of big data analytics is essential for optimizing the layout of charging stations and improving resource utilization [8][9]. - Initiatives such as shared charging platforms and dynamic pricing strategies at service areas are being explored to enhance the efficiency of charging infrastructure [9].
我国新能源车充电网络全球居首 如何让充电设施从“够用”到“好用”