机遇之"海"与挑战之"浪" 在前不久落幕的2025中国汽车充换电生态大会上，《中国电动汽车充电基础设施出海白皮书（2024）》 （以下简称《白皮书》）同期发布。据悉，2024年，全球公共充电枪总量已超500万个，较2022年翻了 一倍；其中，2024年新增130万个，相当于2020年的全球总保有量。分地区来看，欧洲充电枪的规模超 100万个；美国的充电枪接近20万个；新兴市场处于快速发展过程中，其中巴西已有超过1.2万个，印 尼、泰国、马来西亚、越南合计拥有超2.4万个。 为匹配新能源汽车销量增长的需求，全球充电基础设施需持续扩容。按目前不同市场的政策情况预测， 到2030年全球轻型电动汽车的公共充电容量将增长9倍。从技术层面判断，超充桩将成为发展重点。而 政策驱动仍是全球充电桩建设的关键，各海外市场对充电基础设施的支持政策也不尽相同。例如，根据 欧盟《替代燃料基础设施法规》要求，2025年起，跨欧洲公路每60公里设1个150kW以上的快充站，总 功率达400kW（2027年升至600kW）；印度通过"PM EDRIVE计划"拨款2.4亿美元支持充电网络建设， 聚焦城市中心与交通走廊。 不同区域市场充电基础设 ...

Core Insights - The domestic market's charging pile ratio has reached 2.5:1, alleviating range anxiety among electric vehicle users, but growth remains a challenge for charging pile companies [1] - The consensus in the industry is to seek growth opportunities overseas, particularly in Europe and North America, where public charging station construction is being accelerated [1] - Wanbang Digital Energy's StarCharge brand has expanded internationally, establishing a sales and service network in nearly 70 countries since 2018 [1] Industry Overview - The French government aims to have 400,000 public charging stations by 2030, doubling the current number by the end of 2024, while the UK targets at least 300,000 stations by 2030, which is 3.5 times the 2024 figure [1] - StarCharge has launched a 2.5MW/5MWh string energy storage system tailored for the European market, designed to operate in extreme temperatures and meet local noise regulations [2] Challenges Faced - Aging electrical infrastructure in developed countries poses a challenge for the deployment of charging stations, with European and North American grids nearing their operational lifespan [3] - Geopolitical uncertainties also complicate international expansion efforts for charging pile companies [3] Strategic Partnerships - StarCharge has formed a joint venture with Schneider Electric, SCHNEIDER ESTAR HOLDING B.V., to explore the European market, which has been progressing well [7][8] - The company collaborates with various automotive manufacturers, with a significant portion of its overseas business coming from these partnerships [9] Operational Insights - StarCharge has established production bases in the U.S. and Southeast Asia, with the U.S. facility already operational, enhancing operational efficiency despite higher costs [10] - AI is being utilized to improve global operational management and customer service, particularly in predictive capabilities for virtual power plants [11] Future Opportunities - The company plans to expand its services beyond hardware sales, including app management for charging station operators and maintenance services, which are increasingly included in overseas contracts [14]

Core Viewpoint - Zhida Technology has successfully passed the Hong Kong Stock Exchange hearing and is on the verge of going public, positioning itself as a leading provider of home charging solutions for electric vehicles in China and globally [1] Group 1: Market Position and Growth - Zhida Technology ranks first in the Chinese home charging pile market and globally, with a cumulative shipment of 1.3 million units expected by March 31, 2025 [1] - The demand for home charging piles is accelerating due to the overseas expansion of China's new energy electric vehicles, with plans to use IPO funds for expanding overseas production facilities and sales networks [1][10] - The number of home charging piles in China has grown from 60,000 in 2016 to 3.41 million in 2022, with a compound annual growth rate of 96.1%, significantly outpacing public charging piles [2] Group 2: Service and Innovation - Zhida Technology addresses the "last mile" challenge in installation by providing a comprehensive service model that includes product, service, and a digital platform, ensuring installation is completed within approximately 7 days [4] - The company has established a vast service network covering over 360 cities in China, enhancing its competitive advantage [4] - User demands for home charging piles have shifted from "usable" to "user-friendly," leading to increased interest in smart charging and energy management solutions [4] Group 3: Future Growth Potential - The global electric vehicle penetration rate is projected to rise from 24.3% in 2024 to 47.3% in 2029, indicating a significant growth opportunity for charging piles [7] - The current car-to-pile ratio in China is 2.37:1, with government plans to achieve a ratio of 2:1 by 2025 and 1:1 by 2030, suggesting substantial future demand for charging infrastructure [7][8] - The Chinese government is implementing measures to enhance charging infrastructure, including mandates for new developments to include charging facilities [8][9] Group 4: International Expansion Strategy - Zhida Technology is expanding its production facilities overseas, with a new facility in Thailand set to produce 108,000 charging piles annually to support growth in Southeast Asia [11] - Plans are in place to establish additional production bases in the Middle East, Europe, and North America, along with local sales and marketing networks [12] - This strategy aims to enhance Zhida Technology's global market share and solidify its position as a benchmark enterprise in the new energy infrastructure sector, supported by capital from the IPO [12]

Core Insights - The rapid development of the electric vehicle (EV) industry has led to significant growth in the charging station market, with rising charging fees indicating a "volume and price increase" trend [1] - China has become the largest charging station market globally, while Europe and the US are still in the early stages of investment, presenting substantial growth opportunities for domestic companies [1] - Domestic charging station construction is accelerating, with a reported increase of 62,000 public charging stations in July 2023 compared to June, marking a year-on-year growth of 40.4% [1] - The overseas market shows high profit margins, prompting domestic charging station companies to focus on international expansion, particularly in Europe and the Middle East [2] Domestic Market - The charging station construction in China is growing rapidly, with a notable increase in the number of public charging stations [1] - Recent data indicates a significant rise in charging fees across various regions in China, reflecting the "volume and price increase" phenomenon [1] Overseas Market - The demand for charging infrastructure in Europe and the US is increasing due to the sustained growth of electric vehicles, highlighting a significant gap in charging station construction [1] - Companies like Keda and Jin Guan Electric are preparing to enter the overseas market, with Keda expected to start exporting charging stations by the end of the year [2] - Shenghong Co., a leader in the charging station sector, has already obtained EU certifications for multiple products and is actively expanding into overseas markets, particularly in Europe [2] Company Performance - Shenghong Co. anticipates a net profit of 163 million to 196 million yuan for the first half of 2023, representing a year-on-year growth of 139.08% to 187.48%, with the charging and swapping business being a significant contributor to this growth [2] - The company is strategically focusing on both domestic and international markets, with a faster expansion rate in Europe compared to the US [2]