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2025 charging pile global 100 billion blue ocean market can be expected

January 09, 2025

The policy is oriented to high-quality development, and recently, new tracks have been frequently introduced to support the growth of science and technology, including charging piles. The policy environment is extremely friendly, catalyzing the long-term demand space to increase. In order to promote the development of new energy vehicle consumption and rural activities, the "two exemptions and two halves" policy of new energy vehicle purchase tax in June 2024-2027 and new energy vehicle rural activities have landed; The supporting policies of charging piles in the industrial chain have been intensively introduced since April. Including the ZZJ meeting on April 28 for the first time mentioned the development of charging piles into the new energy infrastructure sequence, on June 8, the Ministry of Commerce organized automobile consumption promotion activities to further promote the improvement of rural charging infrastructure, and on June 19, The General Office of the State Council issued the "Guidance on Further Building a high-quality charging infrastructure System".


From the perspective of market space, it is expected that the global charging pile market space can exceed 100 billion in 2025. Represented by China, the United States and Europe, based on the development of new energy and the supporting construction process of charging piles, it is expected that the market space of charging piles in China, the United States and Europe will reach 72.912 billion yuan / 19.034 billion yuan / 10.383 billion yuan respectively in 2025. The CAGR from 2022 to 2025 will be 50.95%/135.68%/34.87%, respectively, and the global 100 billion blue ocean market can be expected.


By the end of 2021, the ratio of piles in the United States and Europe is 17.72:1 and 16.43:1, respectively, and the construction of charging piles is seriously insufficient. At present, the gross profit rate of charging pile enterprises is about 20-30% in the domestic market and about 30-40% in the overseas market. In the future, companies with early completion of technical certification in European and American markets, wide distribution of sales channels, and technical advantages are expected to take the lead in enjoying dividends.


It is suggested to pay attention to the broad opportunities to go to sea brought by high demand and high profit in overseas markets; The structural opportunities brought to the core charging pile components, components and the whole pile under the trend of high voltage fast charging; As well as the new business mode actively explore the opportunities brought by the optical storage and charging integrated power station


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