近年來(lái)，我國(guó)新能源汽車保有量迅速增長(zhǎng)，對(duì)于充電基礎(chǔ)設(shè)施的需求隨之增大。專家指出，政府推進(jìn)新基建的政策措施將會(huì)帶動(dòng)充電產(chǎn)業(yè)的繁榮發(fā)展。

With more new energy vehicles on the road, China's development of charging infrastructure is on a fast track supported by favorable incentives from the government, experts said.

專家指出，隨著上路的新能源汽車越來(lái)越多，在政府的利好政策支持下，中國(guó)的充電基礎(chǔ)設(shè)施走上了快速發(fā)展的道路。

The country unveiled a plan recently to expand road networks to about 461,000 kilometers by 2035 and encourages the construction of charging piles and hydrogen fueling stations.

近日國(guó)家發(fā)布的一項(xiàng)規(guī)劃提出了國(guó)家公路網(wǎng)到2035年的布局方案，總規(guī)模約46.1萬(wàn)公里，并將推進(jìn)充電樁和加氫站的建設(shè)。

The plan coincides with a notice on the same day from the National Development and Reform Commission to raise the proportion of new energy city buses to 72 percent of all buses by 2025－part of the country's efforts to promote the green transition of industries to achieve the goal of peaking carbon emissions by 2030 and reaching carbon neutrality by 2060.

就在規(guī)劃發(fā)布的同一天，國(guó)家發(fā)展改革委下發(fā)的方案提出，計(jì)劃到2025年將城市新能源公交車輛占比提高到72%，這是國(guó)家推動(dòng)產(chǎn)業(yè)綠色轉(zhuǎn)型的舉措之一，力爭(zhēng)2030年前實(shí)現(xiàn)碳達(dá)峰，2060年前實(shí)現(xiàn)碳中和。

"With China accelerating infrastructure investment and stepping up efforts developing 'new infrastructure', charging piles' development is eyeing a boom," said Lin Boqiang, head of the China Institute for Studies in Energy Policy at Xiamen University.

廈門大學(xué)中國(guó)能源政策研究院院長(zhǎng)林伯強(qiáng)表示，中國(guó)加快基礎(chǔ)設(shè)施投資，大力發(fā)展“新基建”，將會(huì)帶動(dòng)充電樁行業(yè)的繁榮發(fā)展。

The Ministry of Industry and Information Technology said on Tuesday that the total number of domestic charging infrastructure facilities and battery changing facilities saw an increase of 1.3 million in the first half, up 380 percent year-on-year, with public charging piles up by some 380,000 units, and private 920,000 units.

工業(yè)和信息化部7月19日稱，國(guó)內(nèi)上半年新增建設(shè)充換電設(shè)施130萬(wàn)臺(tái)，同比增長(zhǎng)了3.8倍，其中，私人樁92萬(wàn)個(gè)，公共樁38萬(wàn)個(gè)。

As of June, the total number of charging infrastructure hit 3.9 million units, a year-on-year increase of 101.2 percent, the China Electric Vehicle Charging Infrastructure Promotion Alliance said.

中國(guó)電動(dòng)汽車充電基礎(chǔ)設(shè)施促進(jìn)聯(lián)盟的數(shù)據(jù)顯示，截至2022年6月，全國(guó)充電基礎(chǔ)設(shè)施累計(jì)數(shù)量為391.8萬(wàn)臺(tái)，同比增加101.2%。

Despite a surge in the number of charging infrastructure units, estimates from China International Capital Corp Ltd showed that construction of public charging facilities is lagging behind demand, which is creating a market valued at 30.5 billion yuan ($4.5 billion) per year.

盡管充電基礎(chǔ)設(shè)施數(shù)量大增，但是據(jù)中國(guó)國(guó)際金融股份有限公司（中金公司）估計(jì)，中國(guó)充電設(shè)備需求缺口較大，充電設(shè)備年市場(chǎng)空間綜合可達(dá)305億元。

By the end of June, the total number of NEVs in China surpassed 10 million, accounting for 3.23 percent of the total number of vehicles. Among those, more than 8.1 million were electric vehicles, the Ministry of Public Security said.

據(jù)公安部統(tǒng)計(jì)，截至2022年6月底，全國(guó)新能源汽車超1000萬(wàn)輛，占汽車總量的3.23%。其中，純電動(dòng)汽車保有量超810萬(wàn)輛。

In the first half, over 2.2 million NEVs were newly registered－a record high－an increase of 1.106 million, or 100.26 percent compared with the number of new registrations in the same period of last year.

上半年新注冊(cè)登記新能源汽車逾220萬(wàn)輛，與去年上半年新注冊(cè)登記量相比增加110.6萬(wàn)輛，增長(zhǎng)100.26%，創(chuàng)歷史新高。

A report by Guolian Securities said that as the growth of NEVs was higher than industry expectations, construction of charging piles will see a new boom in the second half of this year. iiMedia Research estimated that the total number of charging piles will reach about 6.5 million units by 2025.

國(guó)聯(lián)證券的報(bào)告稱，由于新能源汽車滲透率提升速度超預(yù)期，今年下半年充電設(shè)施發(fā)展速度有望進(jìn)一步加快。據(jù)艾媒咨詢預(yù)計(jì)，2025年充電樁數(shù)量將達(dá)650萬(wàn)臺(tái)左右。

CICC said the demand for power to charge cars in public areas will reach 83.5 billion kilowatt-hours by 2025, which will generate at least 33.4 billion yuan in service fees by then.

中金公司預(yù)計(jì)，2025年公共充電需求量可達(dá)835億度，將帶來(lái)至少334億元服務(wù)費(fèi)市場(chǎng)空間。

The market potential has attracted many auto companies to step into the field. Nio, for example, has 1,011 battery changing stations, 1,681 charging stations which have 9,603 charging piles in total, and connects over 520,000 piles from other companies as of July 6.

巨大的市場(chǎng)潛力吸引了許多汽車公司踏足這一領(lǐng)域。舉例而言，截至2022年7月6日，蔚來(lái)公司已經(jīng)建成了1011座換電站、1681座充電站，其中共包含9603根充電樁，并接入第三方充電樁超過(guò)了52萬(wàn)根。

A report by the China Securities Journal said slow charging is an issue that currently hinders the development of the industry. It said most electric vehicles could cover up to 200 kilometers after charging for about 40 to 50 minutes at present.

據(jù)《中國(guó)證券報(bào)》報(bào)道，充電慢是當(dāng)下阻礙該行業(yè)發(fā)展的一個(gè)問(wèn)題。目前充電四五十分鐘可供大多數(shù)電動(dòng)汽車?yán)m(xù)航200公里。

In recent years, companies including Contemporary Amperex Technology Co Ltd and Nio are innovating technologies to raise charging efficiency.

近年來(lái)，包括寧德時(shí)代新能源科技股份有限公司和蔚來(lái)公司在內(nèi)的多家企業(yè)都在通過(guò)技術(shù)創(chuàng)新提高充電效率。

In June, battery giant CATL unveiled its Qilin battery which claimed to carry 13 percent more power compared with other battery models in its class that are of similar size. The company said the battery supports fast charging up to 80 percent of battery capacity in 10 minutes and can deliver 1,000 km on one charge.

電池巨頭寧德時(shí)代在6月推出了麒麟電池，據(jù)稱比同體積的同類電池電量多出13%。寧德時(shí)代稱，麒麟電池支持10分鐘內(nèi)快充至80%電量，充一次電可以助力電動(dòng)車實(shí)現(xiàn)1000公里的續(xù)航。

"The industry of charging piles will see a brighter outlook with more incentives from the government rolling out to boost new infrastructure," said Xie Yunliang, an analyst with Cinda Securities.

信達(dá)證券分析師謝運(yùn)亮認(rèn)為，隨著政府出臺(tái)更多推進(jìn)新基建的激勵(lì)措施，充電樁行業(yè)的前景將會(huì)更加光明。

英文來(lái)源：中國(guó)日?qǐng)?bào)

翻譯&編輯：丹妮