A few days ago, the National Development and Reform Commission and other 10 departments jointly issued opinions to further enhance the service support capability of electric vehicle charging infrastructure, and made it clear that by the end of the "Tenth Five-Year Plan", China will form a moderately advanced, balanced, intelligent and efficient charging infrastructure system, which can meet the charging needs of more than 20 million electric vehicles.
According to the data of China Electric Vehicle Charging Infrastructure Promotion Alliance (hereinafter referred to as the Alliance), by the end of 2021, the number of public and private charging piles in China totaled 2.617 million, up 70.1% year-on-year. Tong Zongqi, director of the Alliance Information Department, said that the popularization of China’s charging infrastructure is very fast, and there will be a major breakthrough in 2022, and the service capability will be the core of the future competition in the charging infrastructure industry.
Private charging piles should be the main force
The data shows that in 2021, the number of charging piles installed on the vehicle in China reached 597,000, up 323.9% year-on-year, more than three times. Private charging piles are convenient to use, and the charging price is charged according to the civil electricity price standard of "combined users", which is relatively more favorable. Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that home charging is the development trend, and the overall structure of the future charging infrastructure should be mainly private charging piles, supplemented by public charging piles.
However, according to statistics and surveys, about 50% of car owners in China are unable to install charging piles in their communities at present, mainly because of "selfless home parking spaces" and "community properties are not allowed".
Tong Zongqi said that there are four main ways to solve the problem of residents charging in the community at this stage. First, unified construction and management, developers should do a good job in planning and unified construction management when building new communities; The second is the sharing of private piles; The third is to build public charging facilities in the community; The fourth is to build a storage and filling integrated station or a storage and filling integrated pile.
At present, special supporting policies have been issued in many places in terms of unified construction and management and private pile sharing. The Beijing Urban Management Committee recently drafted the Opinions on Strengthening the Construction and Management of Electric Vehicle Charging Facilities in Residential Areas, and solicited opinions from the society. The exposure draft proposes to strictly implement the proportion of charging facilities in new residential areas. The newly-built residential area project should strictly follow the planning and design standards to implement the requirements for the proportion of charging facilities or the expected installation conditions, and include the construction of charging facilities in the scope of project acceptance. The exposure draft also proposes that Beijing will provide power supporting services while accelerating the construction of charging facilities in residential areas, and encourage the sharing and utilization of self-use charging piles.
Many enterprises have made substantial progress in the construction of public charging facilities in residential areas. Kang Yong, chairman of Dupu (Suzhou) New Energy Technology Co., Ltd. told the reporter that since the establishment of the first Dupu E station in November 2020, the company’s related business has developed very fast. Up to now, it has covered more than 400 middle and high-end communities in China, and it is expected to cover more than 2,000 communities in 2022. In this regard, Tong Zongqi said that the unified construction of community public piles by operation service providers can not only effectively make up for the gap of private piles, but also facilitate the car owners to charge nearby, which is worth promoting.
Public charging piles are relatively concentrated.
There is a public charging station near the South Fourth Ring Road in Beijing, which mainly provides energy replenishment services for new energy vehicles in the surrounding Xinfadi market and several residential areas. Even in the early hours, the utilization rate here is basically maintained at 100%.
Li Cheng, who lives nearby, often comes here to charge his car. He told reporters that the overall feeling is that the distribution of charging piles in Beijing is relatively concentrated, with more urban areas and fewer suburbs, more charging piles in new facilities and fewer charging piles in old communities.
Centralized layout is not only the reality of Beijing, but also the current distribution of public charging piles in China. Judging from the alliance data, it is mainly reflected in two aspects. One is the relative concentration of regions. From a national perspective, the number of public charging piles in the top ten regions accounts for over 70%. The other is that operators are relatively concentrated.
By the end of 2021, the number of public charging piles operated by national charging operation enterprises exceeded 100,000, including Star Charging, Special Call, State Grid and Yunkuai Charging. The total number of public charging piles in these four head enterprises reached 850,000, accounting for 74% of the total.
According to the relevant person in charge of TELD New Energy Co., Ltd., up to now, the accumulated charging capacity of the company has exceeded 11 billion kWh. At the same time, the country’s largest Internet cloud platform for charging industry has been built, with 350,000 charging piles connected to the platform, with an average daily charging capacity of 12 million kWh and 15,000 service enterprises.
Tong Zongqi said that the public charging field is divided into two types: B-end operating vehicles and C-end private cars, and B-end vehicles generally have their own charging stations or fixed charging stations. The charging problem of this part of the car has been basically solved. At present, the problem mainly focuses on the difficulty of charging people’s own cars. This requires car owners to plan in advance, and also requires relevant operating companies to gradually improve their services.
Double the number of power stations
The main way to replenish energy for new energy vehicles is to change electricity. In the past two years, the power exchange mode has been heating up, and even Contemporary Amperex Technology Co., Limited, a battery head enterprise, has recently announced that it will cut into the power exchange track.
By the end of 2021, there were 1,298 power stations in the top ten areas of China, which doubled compared with 2020. The top three operators are Weilai, Aodong and Hangzhou Botan. In the past year, Weilai has obviously accelerated the construction of power stations, with an increase of 614 power stations in 2021.
At the policy level, power exchange has also ushered in new benefits. On February 10th, the National Development and Reform Commission and the National Energy Administration issued the Opinions on Improving the System, Mechanism and Policy Measures of Green and Low-carbon Energy Transformation, demanding to improve the clean alternative policy of energy in the transportation field. We will promote large-capacity electrified public transport and clean energy vehicles such as electricity, hydrogen energy, advanced bio-liquid fuel and natural gas, improve the layout and service facilities of charging and replacing electricity, hydrogenation and gas filling (LNG) stations, and reduce the energy cost of clean energy in the transportation field.
Tongzongqi analyzed that for enterprises, changing power stations requires high construction costs and maintenance costs. Generally speaking, power exchange may be more suitable for the commercial field, and it plays a more auxiliary role in the C-end market.
Cui Dongshu also said that the power exchange mode can bring good experience to high-end users and users in special scenes such as mines. However, the disadvantages are also obvious. Because there is almost no room for expansion of the structural freedom of the battery in vehicle design, it is very difficult to adapt all models.
Tong Zongqi believes that the travel scenarios and charging requirements of different models are different, and the charging infrastructure is also different. More attention should be paid to how the charging scenarios can serve more car owners.
"Overall, with the rapid development of new energy vehicles, there are many new opportunities in the field of charging and replacing electricity." Cui Dongshu said that the competition of charging and replacing systems in some places is fierce, which will also promote the development of new energy automobile industry in China to some extent. (Reporter Liu Wei)
On the hot search together with the photos of Xiaomi car, it is the topic that "Xiaomi car will lose 3 million fines if the media leaks". 
Therefore, some netizens ridiculed, and a supplier was fined 1 million yuan for leaking Xiaomi’s design draft at the beginning of this year. At present, Xiaomi Automobile has earned 4 million yuan. 
In addition to the photos of Xiaomi Automobile, Lei Jun, the founder, chairman and CEO of Xiaomi Group, also talked about Xiaomi Automobile in the CCTV face-to-face column yesterday. Lei Jun said that he built the car with the assurance that he was determined to win. There are two principles for Xiaomi to build a car. The first one is "keeping the integrity surprisingly". Keeping the integrity is to fully respect the laws of the automobile industry and use the mature technology of the automobile industry to ensure that the first car can be built well; The second is "ten times the investment". Generally, a car company invests about 300 to 400 people in building a car, and about 1 billion or 2 billion R&D funds, while Xiaomi invested 3,400 engineers in the first car, and the entire R&D investment exceeded 10 billion.
More and more details show that "the first car for young people" is about to be pushed into the spotlight and be judged by the market.Xiaomi car "hit the face"?On November 15th, the first model of Xiaomi Automobile appeared in the 377th batch of Announcement of Road Motor Vehicle Manufacturers and Products issued by the Ministry of Industry and Information Technology. The declaration map shows that the first model of Xiaomi Automobile is a pure electric car, and there are two models, namely SU7 and SU7 Max.
As soon as the picture came out, many fans thought that Xiaomi’s car hit Porsche. The media electric gorilla made a series of pictures, comparing the front face, taillights and waistline of Xiaomi car and Porsche TayCan. "It’s not that Porsche can’t afford it, but that Xiaomi is more cost-effective." Some car fans even ridiculed Xiaomi’s car "Bao Shi Mi".
In terms of specific parameters, the length, width and height of Xiaomi SU7 are 4997mm/1963mm/1455mm, the wheelbase is 3000mm, and the height of Xiaomi SU7 Max is 1440mm, and the other parameters are the same. Xiaomi SU7 will have two battery capacity versions, the battery pack capacity is 101kWh and 73.6kWh respectively, of which the battery life of 101kWh is 800km and 750km； respectively; The battery life of 73.6kWh battery pack is 668km and 628km respectively. Xiaomi Automobile adopts ternary lithium-ion battery made in Contemporary Amperex Technology Co., Limited, and its driving motor has a peak power of 220kW/275kW. It is also equipped with an automobile event data recording system (EDR). In addition, when the spy photos of Xiaomi’s car frame were exposed, some fans thought that the handle area of Xiaomi’s car interior door panel was similar to Tesla Model 3.
At present, there are various spy photos, "ID photos" and unpainted driving photos of Xiaomi Automobile on the Internet, and most rice noodles are satisfied with the appearance of Xiaomi Automobile exposed at present.
Does Xiaomi Automobile insist on cost performance?At present, the news on the market is that Xiaomi car is divided into standard version, Pro version, Max version, and track version that will not be mass-produced, and the price is concentrated at 190,000-300,000 yuan. Guo Ming, an analyst at Tianfeng International Securities, said that the key selling points of Xiaomi Automobile are autonomous driving, software ecology and 800V fast charging and power configuration, and the estimated price is less than 300,000 yuan. Han Lu, a senior car blogger, previously broke the news that Xiaomi Automobile is positioned as a C-class luxury car with a minimum price of around 300,000 and a high allocation of around 500,000. At present, this Weibo has been deleted. 
Earlier, the article said that Xiaomi Automobile was priced at 260,000 yuan and divided into two versions. The price of low-profile models ranges from 260,000 to 300,000 yuan, and the price of high-profile models exceeds 350,000 yuan. However, the price of Xiaomi car will be as low as 200,000, or 200,000-300,000, or more than 300,000. The price of the three stages directly determines whether Xiaomi car still focuses on the familiar "cost-effective" formula. After the announcement of building a car, Lei Jun initiated a vote on the pricing of Xiaomi car, with nearly 20,000 people participating, with the largest number of netizens choosing less than 100,000 yuan, followed by 100,000-150,000 yuan. However, from the current exposure of Xiaomi car configuration, the pricing below 150,000 is indeed somewhat difficult. Xiaomi automobile, which has not yet been released, has already faced an increasingly new energy market. This year, new energy vehicles started a price war. Near the end of the year, in order to rush sales, the promotion methods of car companies are becoming more and more crazy. According to a document issued by Cui Dongshu, the current secretary-general of the National Passenger Car Market Information Association, the promotion of new energy vehicles increased especially in November this year, and it has reached the historical high promotion level since last November.
According to the data of Easy Car, in the last month of 2023, Jiyue, BYD, Tucki, Zhiji, etc. adjusted the prices of various series of vehicles one after another, and other new energy vehicles also introduced various preferential policies to buy before the end of the year. Can the fans be satisfied with the final pricing of Xiaomi Automobile at the moment of rushing sales volume and volume price at the end of the year? Is Xiaomi Auto released this year?Yesterday was also Lei Jun’s 54th birthday. Last night, Lei Jun sent a message thanking his friends for their birthday wishes, with a picture that "everything will work out in the end". 
Because of this point in time and the word "car", netizens, while wishing Lei Jun a happy birthday, also wondered whether the Xiaomi auto conference was coming. The blogger "Game Technology" of Xiaohongshu previously published a document saying that Xiaomi has "finalized" the launch conference of Xiaomi Automobile in Beijing on the 28th. The internal staff of Xiaomi Automobile denied that "the time has not been fixed yet, and we are really considering this time point". There have been more and more official actions of Xiaomi Automobile, such as Xiaomi Automobile Weibo, which has just been opened and the speed of light is off the assembly line, Xiaomi Automobile official website, which has only a few photos, and some Xiaomi Houses in Beijing and Shanghai, which have started to confirm the display of automobiles. 
According to national business daily, the four major manufacturing workshops (stamping, welding, painting and assembly) in the first-phase factory of Xiaomi Automobile have been built, and small-batch trial production has started, and all the produced cars are parked in the assembly workshop. At the Xiaomi 14 conference, Lei Jun said when answering questions from netizens that Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year. When the time is right, report to everyone. Will this "appropriate time" be the end of this year? In the "Face-to-Face" column, Lei Jun said that he was a little anxious: "I am particularly worried that everyone will not buy it if it doesn’t catch fire; I am even more worried that everyone will buy it. If you wait for 1-2 years, you will definitely be scolded. Can the upcoming Xiaomi car satisfy the majority of rice noodles? And what changes will Xiaomi cars and rice noodles bring to the automobile industry? We will wait and see.
