2024年数据互操作性电动交通生态系统的基本要素研究报告

Investment Rating - The report does not explicitly provide an investment rating for the e-mobility industry. Core Insights - The future of e-mobility relies heavily on data interoperability and information sharing among stakeholders to enhance the overall EV experience and unlock new opportunities [3][4][8]. - A fully connected and integrated digital e-mobility ecosystem is anticipated, where EVs, manufacturers, charging stations, service providers, and energy systems communicate seamlessly [8][10]. - The report identifies six essentials for accelerating EV adoption, emphasizing the need for digitalization and data transfer to unite transport, energy, and the built environment [7][10]. Summary by Sections Current State of E-Mobility - In 2023, global EV sales accounted for 16% of all vehicles sold, with over 14.1 million new EVs on the roads, indicating a significant growth trajectory [10]. - In Europe, battery EVs (BEVs) and plug-in hybrid EVs (PHEVs) made up over 20% of new car sales, with a 25% increase in sales from 2022 [10][11]. Infrastructure Development - The number of non-residential charging points in Europe rose from approximately 530,000 in 2022 to 744,000 in 2023, with fast and ultrafast chargers increasing by 77% [15][16]. - The Alternative Fuels Infrastructure Regulations (AFIR) mandate the installation of fast public charging stations every 60 kilometers along major transport corridors, ensuring adequate infrastructure for EVs [16][17]. Data Interoperability - Data interoperability is crucial for optimizing charging station locations, enhancing grid integration, and improving the overall charging experience for users [58][61]. - The report highlights the importance of standardization in communication protocols to facilitate seamless data exchange among EV drivers, charging point operators (CPOs), and energy providers [39][40]. Future Opportunities - By 2030, it is projected that there will be over 75 million EVs in Europe, necessitating improved interoperability among ecosystem stakeholders to enhance user experience and infrastructure reliability [22][23]. - New services emerging from data sharing could save the global EV industry over US$4 billion by 2030 through reduced costs and increased efficiencies [24][25]. Challenges - The report identifies challenges such as the need for better coordination in handling network connection requests, disparities in charging infrastructure across regions, and the necessity for robust cybersecurity measures to protect user data [30][54][46]. - The absence of standardized protocols for smart charging and vehicle-to-grid (V2G) communications poses significant barriers to the widespread adoption of advanced charging solutions [45][46].