Core Insights - The 2025 China Automotive Industry Development (Teda) International Forum was held in Tianjin, focusing on the integration and development of the Internet of Vehicles (IoV) [1] Group 1: V2G Development - Current V2G (Vehicle-to-Grid) development is supported by national policies and pilot projects, but automotive companies are not sufficiently engaged [3] - V2G is expected to progress through several stages, with the first stage (V2G 1.0) seeing rapid promotion and pilot projects by 2025, leading to over 1 million V2G vehicles by 2027 [3] - The second stage (V2G 2.0) will address challenges in grid capacity and market absorption from 2028 to 2030, requiring a coordinated development with virtual power plants [3] Group 2: Charging Infrastructure - By 2025, China's electric vehicle ownership is projected to reach 45 million, with 20 million charging stations, covering the charging needs of electric vehicles [4] - The expected charging volume by the end of 2025 is 80 billion kWh, accounting for about one-eighth of the total household electricity consumption in the country [4] Group 3: Energy System Challenges - The new energy system is transitioning from quantitative to qualitative changes, with increasing pressure on power supply stability due to the growing penetration of renewable energy [4] - To maintain grid stability, stronger regulatory capabilities are needed, and vehicle-grid interaction will play a crucial role [4][6] Group 4: Future Vision - By 2035, a highly efficient charging and discharging network is anticipated, with every vehicle and charging station upgraded to V2G functionality [5] - The ultimate goal of vehicle-grid interaction is to innovate energy governance models, enabling electric vehicles to act as smart cells within the new power system [5] Group 5: Collaborative Ecosystem - The current vehicle-grid interaction relies heavily on policy mechanisms and subsidies, with limited participation from vehicle owners and manufacturers [6] - A collaborative ecosystem involving upstream and downstream companies, including grid operators and equipment manufacturers, is essential for building a win-win scenario [6] Group 6: Strategic Development - Future ecological development should focus on implementing a multi-dimensional transportation strategy, integrating air and ground transport, and advancing key technologies in new energy and intelligent networking [7] - Accelerating the large-scale application of vehicle-grid integration will unlock new value in energy interaction, providing new opportunities for the electric vehicle industry amid energy transition [7]
车网互动关键是生态共建
Zhong Guo Qi Che Bao Wang·2025-09-13 10:27