全球充电桩缺口达1550万个，企查查：国内充电桩相关企业近70万家

Core Insights - The global demand for charging stations is projected to reach 15.5 million by 2030, with a need for 5.5 million public fast chargers and 10 million public slow chargers, creating a significant market opportunity [1] - The number of domestic charging station-related enterprises in China has reached 681,300, with a continuous growth trend in registrations over the past decade [2] - The majority of charging station-related enterprises are lightweight, with over half having registered capital of less than 2 million yuan, and 33.59% having capital under 1 million yuan [3] - Charging station-related enterprises are primarily concentrated in East China, accounting for 32.77% of the total, followed by South China and Central China at 17.41% and 14.80%, respectively [4] Group 1 - The global energy transition is driving a substantial demand for charging infrastructure, with a projected gap of 15.5 million charging stations by 2030 [1] - The export of new energy vehicles from China is expected to exceed 2.5 million units in 2023, indicating a growing international market for charging solutions [1] Group 2 - The registration of charging station-related enterprises in China has shown a significant increase, with 153,700 new registrations expected in 2024, marking an 11.47% year-on-year growth [2] - In 2021, the registration of such enterprises peaked at 69,400, reflecting a 72.30% increase compared to the previous year [2] Group 3 - The distribution of charging station-related enterprises indicates a concentration in East China, with 32.77% of the total, highlighting regional market dynamics [4] - South China and Central China follow, with 17.41% and 14.80% of enterprises, respectively, suggesting potential regional investment opportunities [4]