特斯拉超充工厂最新消息,位于上海临港新区的特斯拉超级充电桩工厂正在紧张施工中,设备安装已初具雏形,很快就要投产。
继新能源车之后,充电桩的机会也要来了。截至二季度,我国新能源车保有量是四百一十七万辆,而充电桩保有量仅有五十六万个。
车桩比七比一,充电桩严重不足,巨大的需求缺口也意味着广阔的市场前景。按照新能源车产业发展规划。
到二零二五年,我国新能源车渗透率要提高到百分之二十,现在只有百分之五,还有四倍的成长空间,这也将带来充电桩的快速增长。
按照目前一车一桩的政策目标,预计到二零三零年,我国充电桩的保有量将达到两千九百八十一万个,是现在的。
十八位。所以接下来充电桩将享受新能源车增长和配置比例提高的双重利好。新能源车里走出了比亚迪这样一年三倍的公司。
接下来,充电桩有望复制新能源车的表现,其中一家公司是国内充电桩的龙头企业,充电桩总量全国第一。
充电量在过去四年里增速高达百分之一百零五。特斯拉充电桩年产只有一万个,与目前三百万的需求缺口相比,几乎可以忽略。
而公司作为国内充电桩龙头会更加。
The latest news from Tesla's supercharger factory is that the Tesla Supercharger Pile Factory in Shanghai's Lingang New Area is under intense construction. The equipment installation has begun to take shape and will soon be put into operation.
Following the new energy vehicles, the opportunity for charging piles is also coming. As of the second quarter, the number of new energy vehicles in my country was 4.17 million, while the number of charging piles was only 560,000.
The vehicle pile ratio is seven to one, the charging pile is seriously insufficient, and the huge demand gap also means a broad market prospect. According to the new energy vehicle industry development plan.
By 2025, the penetration rate of new energy vehicles in my country will increase to 20%. Now it is only 5%. There is still four times the room for growth. This will also bring about the rapid growth of charging piles.
According to the current policy goal of one vehicle, one pile, it is estimated that by 2030, the number of charging piles in my country will reach 29.81 million, which is now.
Eighteen. Therefore, charging piles will enjoy the dual benefits of the growth of new energy vehicles and the increase in the allocation ratio. New energy vehicles are out of a company that triples in a year like BYD.
Next, charging piles are expected to replicate the performance of new energy vehicles. One of the companies is a leading domestic charging pile company, and the total number of charging piles is the first in the country.
The charging capacity has increased by 105% in the past four years. The annual output of Tesla charging piles is only 10,000, which is almost negligible compared with the current demand gap of 3 million.
As the leader of domestic charging piles, the company will be even more.