2024年中国两轮电动车社区充电行业研究报告

Investment Rating - The report does not explicitly state an investment rating for the two-wheeled electric vehicle community charging industry Core Insights - The demand for two-wheeled electric vehicles is supported by traffic congestion issues and the push for green transportation, with various factors such as new national standards, increased shared bicycle deployment, and rising demand from delivery services contributing to this demand [3][14] - The community charging sector is the largest market within the two-wheeled electric vehicle charging industry and is expected to maintain steady growth [3][5] - The industry is currently experiencing a phase of consolidation, driven by demand growth, policy support, technological changes, and industry integration [5] Summary by Sections Section 1: Overview of the Two-Wheeled Electric Vehicle Industry - The two-wheeled electric vehicle industry has undergone five development stages and is currently in the new national standard period that began in 2018 [14][16] - The industry aligns with national strategies for carbon neutrality and smart manufacturing, with the new national standard significantly improving vehicle safety and production technology [20][24] - The ownership of two-wheeled electric vehicles has steadily increased, with a CAGR of 7.7% from 2018 to 2023, reaching 420 million units by the end of 2023 [24][25] Section 2: Overview of the Two-Wheeled Electric Vehicle Community Charging Industry - The community charging industry is expected to grow significantly due to the transition to green energy and the increasing diversity of product offerings to meet various charging needs [33][36] - The main business models in the industry include self-operated and franchise-operated models, with high operational and maintenance challenges requiring strong technical capabilities [37][38] - The industry has experienced four development phases and is currently in a high-speed growth phase, with a focus on charging safety and the continuous improvement of product and operational intelligence [41][42] Section 3: Market Size and Demand for Two-Wheeled Electric Vehicles - The demand for two-wheeled electric vehicles is projected to grow at a CAGR of 12.5% from 2018 to 2023, with a forecasted growth rate of 6.5% from 2023 to 2028 [26][27] - The market size for two-wheeled electric vehicles is expected to grow at a CAGR of 10.1% from 2018 to 2023, slowing to 5.1% from 2023 to 2028 [27][28] Section 4: Safety Issues and Pain Points in the Industry - Frequent fire incidents related to two-wheeled electric vehicles are primarily caused by battery quality and charging hazards, necessitating urgent solutions from both product and operational perspectives [29][30] - The industry faces challenges such as product quality issues, safety governance, insufficient public charging facilities, and gaps in legal regulations [31][32]