As environmental problems become increasingly prominent and the global automobile industry structure is reshaped, various countries have introduced measures to strengthen policy support for new energy vehicles. As the second largest new energy vehicle market after China, Europe is in the ascendant. Both complete vehicles and upstream and downstream industries are growing rapidly, making it an important destination for Chinese new energy companies to go overseas.
Among them, the charging pile market is growing rapidly and has a huge demand gap. On the one hand, the market demand is ahead of the North American market. On the other hand, the market saturation level is also lower than that of China, and there are more opportunities. However, countries have introduced different support policies and development trends, and they face different opportunities and challenges when entering the markets of various countries. Against this background, clarifying the different development characteristics and policy orientations of the charging pile markets in European countries is of great value to Chinese charging pile manufacturers.
1. Increased tram penetration and policy support have stimulated the rapid expansion of the European charging pile market
The development of the European charging pile market is ahead of the North American market, but the market is not as saturated as China. There is a large demand gap for public charging piles, and there is a lot of room for growth.
In 2022, the penetration rates of new energy vehicles in China, Europe, and the United States will be 30%, 23%, and 8% respectively. The maturity of the European new energy vehicle market is second only to China and significantly ahead of the U.S. market. In April 2023, the European Union passed the “2035 Zero Emission Agreement for Newly-Sold Fuel Cars and Small Trucks in Europe” and will become the first region to achieve fully electrified vehicles. This development plan is far more radical than that of China and the United States.
On the other hand, although the number of new energy vehicle charging piles in Europe has rapidly increased from 17,000 in 2012 to 475,000 in 2022, it is still difficult to meet the rapidly growing demand for new energy vehicles. According to calculations by the European Automobile Manufacturers Association (ACEA), the penetration rate of new energy vehicles in Europe will reach 60% by 2030, far exceeding the global penetration rate of 26%. 6.8 million public charging piles are needed to achieve carbon reduction in the transportation sector. Target. Especially in the field of public charging piles, the vehicle-to-pile ratio in Europe is 15:1, which is much higher than China’s 3:1. Charging demand is far from being fully met.
European governments have also introduced many stimulus policies for the construction of charging piles. On the one hand, the government directly allocates funds for the construction of charging piles and provides certain financial subsidies to companies that install charging piles; on the other hand, it also promotes the construction of charging piles through policy requirements, such as stipulating that certain funds in parking lots must be used for the construction of charging piles.
The European government has great determination to promote new energy. There is a strong and urgent demand for the construction of charging piles in Europe. In addition, the stability of the European distribution network is high, which can support the construction of a large number of charging piles in a short period of time. The superposition of multiple factors will shape the European charging pile market in the next few years. It may expand rapidly with a growth rate of up to 65%.
2. There are obvious differences in the market size and policies of charging piles in various countries.
The new energy vehicle markets vary greatly among countries. The penetration rate of electric vehicles in Western European countries such as the Netherlands, Germany, and Belgium is relatively high, while the sales penetration rate of electric vehicles in southern European countries such as Spain and Italy is less than 10%, and the penetration rate of electric vehicle ownership is less than 1%.
Differences in the electric vehicle market have also affected the charging pile market, causing the construction of charging facilities in various countries to be at different stages of development. Currently, the Netherlands has more than 100,000 charging points, ranking first in Europe, followed by Germany and France, with more than 80,000 charging points. On the other hand, the Netherlands’ vehicle-to-pile ratio is 5:1, and the market demand is relatively saturated, while the vehicle-to-pile ratio in Germany and the United Kingdom is as high as more than 20:1. Charging needs are not well met, and the rigid demand for new charging piles in the future is very high. powerful. Countries such as Belgium, France, Spain, and Italy are at the intermediate level. In the future, the number of charging piles will increase as the penetration rate of electric vehicles increases.
Post time: May-15-2024
