China has become the world's largest producer of electric vehicles. After years of exploration and accumulation, the new energy industry is not only booming domestically, but also has strong demand for new energy products in overseas markets. Now it is opening up new growth space with the help of cross-border e-commerce.
China has become the world's largest producer of electric vehicles. After years of exploration and accumulation, the new energy industry is not only booming domestically, but also has strong demand for new energy products in overseas markets. Now it is opening up new growth space with the help of cross-border e-commerce.
Alibaba International Station released the top ten products in 2022, and products related to the new energy industry occupied three seats. According to statistics from Alibaba International Station, China's new energy-related categories have maintained three-digit growth for three consecutive years. The global hot search index for charging piles has increased year by year since 2017, and will show explosive growth in 2020. In 2022, the number of global buyers of new energy charging piles will increase 2.5 times year-on-year, and transactions will increase by 184%. Industry forecasts indicate that 70% of Russian electric vehicles will use Chinese charging piles in the next few years.
The construction of overseas charging piles is insufficient, and domestic companies are accelerating their overseas expansion
Data shows that China's automobile industry has greatly increased its product strength in recent years, resulting in huge export increases and a surge in automobile-related industries. The rapid development of new energy vehicles has led to a surge in demand for charging piles.
As an important infrastructure for new energy vehicles, the construction of charging piles in Europe currently lags behind the rapid growth of new energy vehicles. It is understood that the current penetration rate of new energy vehicles in European and American countries is generally below 30%, and subsequent sales will continue to grow rapidly. However, there is a relative shortage of charging piles in Europe and the United States, and there is an urgent need for construction. Compared with my country's 3:1 vehicle-to-pile ratio, it is still extremely Large building space.
According to Everbright Securities research report data, as of April 2022, the vehicle-to-pile ratio in the US market is 21.2:1, and the overall vehicle-to-pile ratio in the EU is 8.5:1, of which Germany is 20:1, the United Kingdom is 16:1, and France is 10:1. 1, and the Netherlands is 5:1, both of which are far behind my country. The charging pile infrastructure is seriously insufficient, and the gap contains huge market space. Supportive policies have been introduced one after another, and overseas profit margins are better. Public information shows that starting from 2022, many European countries have introduced specific policies, including subsidies for the construction of commercial charging piles and household charging piles. The subsidies can approximately cover the construction and installation costs of charging piles. . Among them, the German government approved a plan to expand electric vehicle charging stations in October. It is envisaged that the number of charging stations in Germany will increase from about 70,000 now to 1 million in 2030, an increase of nearly 14 times.
According to Everbright Securities research report data, as of April 2022, the vehicle-to-pile ratio in the US market is 21.2:1, and the overall vehicle-to-pile ratio in the EU is 8.5:1, of which Germany is 20:1, the United Kingdom is 16:1, and France is 10:1. 1. The Netherlands is 5:1, both of which are far behind my country. The charging pile infrastructure is seriously insufficient, and the gap contains huge market space. Supportive policies have been introduced one after another, and overseas profit margins are better. Public information shows that starting from 2022, many European countries have introduced specific policies, including subsidies for the construction of commercial charging piles and household charging piles. The subsidies can approximately cover the construction and installation costs of charging piles. . Among them, the German government approved a plan to expand electric vehicle charging stations in October. It is envisaged that the number of charging stations in Germany will increase from about 70,000 now to 1 million in 2030, an increase of nearly 14 times.
According to reports, in the past two years, many domestic new energy charging facility companies have applied for European "overseas" certification, and the number of certified companies has increased by nearly 200%. At the same time, manufacturers in non-related industries that sensed business opportunities also quickly seized the overseas charging equipment market, trying to seize a certain share. At present, some domestic charging pile-related listed companies have application cases or orders overseas.
Some experts believe that in terms of hardware, the basic problems for domestic companies are not big, but there are also some shortcomings, the main one being software. Foreign markets have different understandings of charging piles. Charging piles need to interact with users, which poses challenges in payment security, information security, vehicle charging safety, and user experience. However, domestic pile companies mainly sell pile products in overseas markets and are less engaged in related operations. The overseas market development of domestic pile companies also needs to combine their own technical strength and channels, pay attention to after-sales service, and penetrate into overseas market segments to open up demand.
Domestic companies account for about 20% to 30% of the European and American bus markets, and there will be large room for growth in the future. The operators have not yet made a breakthrough and still need to work hard. Yidianbangke helps partners expand overseas business. Among Yidianbangke's many partners, Daotong Technology has been deeply involved in overseas markets for many years, and now positions its charging pile business in the direction of international product development. Its charging pile products have passed the certification of many overseas countries, and its DC pile products have been put on the market one after another, and it has quickly received orders from Europe, the United States, Singapore, Australia and other regions. In the first half of the year, its AC charging pile products also entered the top five categories on Amazon's US site. name.
While charging piles are developing rapidly, Daotong Technology is also developing its charging operation management platform. Yidianbangke designed and developed an independent deployment charging cloud platform for it, realizing 21 language packages to meet cross-international language support and facilitate the expansion of international charging business.
At the same time, the platform uses the independent Open Roaming Protocol (OCPI) to connect to the charging pile communication protocol (OCPP) and the charging network. It is also connected to Google Maps and uses the platform as a carrier to realize charging card management, station management, and charging safety protection. Full-platform enabling services such as precise marketing operations, user management, and financial management help charging piles go global.
Daotong Technology revealed that the current charging platform has built four major capability modules: operation, operation and maintenance, smart advertising, and Charge APP interactive functions. In the future, the Daotong Charging Cloud Platform will charge customers software subscription fees. The gross profit margin of the software business will be higher, which will help improve overall profitability in the future.
With policy encouragement and support, my country's industries such as new energy vehicle charging piles have experienced large-scale industrial development and substantial improvement in technical level. The technological updates and iterations of related products are also at the world's advanced level. At this time, it is the time for relevant companies to A good time to go to sea.
As the industry matures, the synergistic effect of enterprises in the relevant industry chain will also be greatly improved. The demand for overseas independent deployment of charging operations may become a new business growth point for these overseas enterprises in the future.
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