Author: Zhu Yulong
Regarding the market status of charging facilities, statistics were conducted in August. Taking advantage of October not being over yet, I will provide an overview of the market situation in China for September regarding charging facilities:
- The increase in public charging facilities in September was 13,000 units.
- The total increase in charging facilities in China from January to September was 1.871 million units.
- Correspondingly, the increase in new vehicles licensed in China was 3.713 million (according to data from the Ministry of Public Security).
Distribution of charging facilities in China
The situation in September was odd, as the charging volume in some areas declined while the total number of charging facilities continued to increase. This may be due to the fact that operational efficiency is not high.
According to data from charging service providers, in addition to XJ Electric, the charging volume for Techrules Charging, Star Charge, and YKZ Charging are decreasing.
Operating Status of Charging Facilities of Major Companies
As the end of the year approaches, the numbers of charging facilities of major companies are gradually increasing. I have updated a newer version (Figure 6).
My concern is that as the charging power increases from 100 kW to over 300 kW, the cost of a single station will continue to rise, and the enthusiasm for building new ones may wane.
NIO currently has 2,003 charging stations and 1,186 battery swap stations, and NIO Power has a strong commitment to infrastructure construction.
Tesla added 40 Supercharger stations and 161 Supercharger connectors in September, which seems disproportionate to the more than 70,000 vehicles produced in a single month, but Tesla is indeed making every effort to increase the availability.
From the number of charging stations, NIO has indeed established a relatively good cycle.
Summary: This is roughly the situation as of September. There has not been a significant change in the number of charging facilities compared to August. It seems that users prefer to solve the charging problem at home.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.