中国国际贸易学会边振瑚：充换电设施“出海”是发展新质生产力的必然选择

Core Viewpoint - The development of charging infrastructure is crucial for the promotion of new energy vehicles (NEVs) and plays a significant role in the transition to a green and low-carbon economy, as well as in rural revitalization and building a strong transportation nation [1][2]. Group 1: Charging Infrastructure Development - As of August 2023, China's total charging infrastructure reached 17.348 million units, with 4,946 battery swap stations, establishing the largest and most comprehensive charging service network globally [3][5]. - The "14th Five-Year Plan" period is critical for summarizing the experiences of the charging industry, which will guide the development of charging infrastructure in the "15th Five-Year Plan" [1][2]. Group 2: Global Expansion of Charging Facilities - The "going global" strategy for charging facilities is driven by the rapid development of the NEV industry, making it an inherent requirement for industry growth and a necessary choice for developing new productive forces [2][3]. - Various business models are being adopted by Chinese companies for international expansion, including equipment OEM and export sales, partnerships with local energy companies, and establishing R&D centers abroad [3][4]. Group 3: Challenges in Global Market - The global economic recovery remains weak, with slow overall growth, and there are significant challenges posed by globalization backlash and protectionism, affecting trade rules and market access [5][6]. - Despite high penetration rates in emerging markets like Brazil, there are considerable influences from domestic industry and interest groups that can disrupt trade and investment cooperation [5][6]. Group 4: Strategic Recommendations - Companies are advised to focus on global trends and maintain strategic stability while navigating external challenges and competition from traditional automotive powers [6][7]. - There is a need for collaboration among enterprises, associations, and the government to create a fair environment amidst trade frictions [6][7]. - The global market for NEVs and charging facilities is not yet saturated, and companies should explore opportunities in regions like Africa, which have potential for industrialization and middle-income growth [6][7]. Group 5: Role of Industry Organizations - Industry organizations like the China Automotive Industry Association and the China Electric Vehicle Charging Infrastructure Promotion Alliance can play a significant role in advocating for support, addressing trade frictions, and promoting industry self-regulation [7].