In 2023, the charging pile industry is booming, and domestic new energy vehicle sales continue to soar, providing huge market demand for the advanced construction of charging infrastructure. At the policy level, the emphasis and support for the charging pile industry has also been continuously upgraded, becoming a key component in the "new infrastructure" field.
*Strong policy support:*
As domestic sales of new energy vehicles soar, policy support for the construction of charging infrastructure has become increasingly active. From January to November 2023, domestic new energy vehicle sales have reached 8.3 million units, and are expected to exceed 9 million units throughout the year. The government emphasizes the inclusion of charging piles in the "new infrastructure" field to accelerate the construction of charging infrastructure.
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In 2020, charging piles were included in the seven key areas of "new infrastructure", marking the government's high concern for charging infrastructure. Since then, a series of policies have been introduced, including a notice from eight departments including the Ministry of Industry and Information Technology in March 2023, striving to form a moderately advanced, balanced and intelligent charging infrastructure system by the end of the "14th Five-Year Plan" to meet the needs of more than 20 million electric vehicles. Car charging needs.
*Local policy planning:*
Various provinces and cities have also successively released policy plans for charging infrastructure construction. Beijing strives to build 700,000 electric vehicle charging piles by 2025 and build a charging and swapping facility system matching 2 million new energy vehicles. Shanghai plans to build 760,000 charging piles and 300 battery swap stations by 2025 to ensure efficient coverage of charging infrastructure.
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Zhejiang Province plans to build more than 2.3 million charging piles by 2025, achieving "full county coverage" of public charging stations and "full coverage of townships" with public charging piles. Many provinces have planned the number of public charging pile construction targets in 2025, providing a clear direction for the development of charging infrastructure.
*Fiscal subsidies shifted to infrastructure:*
The charging pile construction subsidy and operating subsidy policies are gradually adjusted, and financial subsidies are transitioned from electric vehicle consumption to charging infrastructure. In 2023, state subsidies for new energy vehicles will be cancelled, and the new energy vehicle market will gradually transition from policy-driven to market-driven.
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All localities have begun to pay attention to the use of new energy vehicles and actively promote the construction of charging piles. In order to encourage infrastructure construction, various regions have successively introduced incentive policies for new energy vehicle infrastructure construction and operation, achieving a smooth transition from consumption subsidies to infrastructure construction.
Driven by strong policies, the charging pile industry is ushering in a booming development opportunity. In the future, with the in-depth implementation of policies and the continuous growth of market demand, the charging pile industry is expected to usher in a more prosperous situation.
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