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电动车 EV基础设施

市场调查报告书

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1444022

电动车充电站 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029）

Electric Vehicle Charging Station - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

电动车充电站市场规模预计到2024年为328.6亿美元，预计到2029年将达到1,040.9亿美元，在预测期内（2024-2029年）CAGR为25.94%。

COVID-19 大流行迫使约 95% 的汽车相关公司在封锁期间暂停员工工作。在全球范围内，由于製造业活动的停止，封锁的影响是巨大且前所未有的。然而，随着全球经济活动的恢復和汽车产量的增加，市场恢復了动力。随着经济逐渐重回正轨，未来五年市场可能会出现显着成长。

从长远来看，电动车充电基础设施的成长可归因于严格的排放和燃油经济性标准的製定、政府的激励措施以及电动车销售的增加，这些都产生了对充电站的需求。一些知名企业也在投资电动车充电站的开发。例如，

主要亮点

2022 年 10 月，Octopus Energy Generation 对英国电动车充电基础设施进行了首次投资。它计划向位于曼彻斯特的电动车公共充电网路Be投资高达1.1亿英镑。 EV 代表其 Sky 基金 (ORI SCSp) 在英国各地扩展和安装新的充电点。该协议将有助于 Be.EV 与 Be.EV 的 150 个公共充电点网路的扩展。 EV 承诺在英格兰北部及其他地区增加 1,000 个充电站。

电动车充电站市场正在见证各种新技术，预计在未来几年上市。市场上的各个参与者正在研究无线充电和自主充电机器人等技术，这可能会使车辆充电变得更加方便。例如，

主要亮点

2021 年 1 月，西门子股份公司推出了一款新型高功率充电器 Sicharge D。它具有可扩展的高充电功率，最高可达 300 kW。该充电站还支援 150 至 1,000 伏特的电压和高达 1,000 的充电电流。

欧洲和北美地区预计将占据重要市场份额，其次是亚太地区。该地区的成长得益于电动车销售和生产，以及未来几年电动车和商用车在该地区主要国家的渗透。

电动车 (EV) 充电站市场趋势

公共充电站引领电动车充电站市场

公共电动车充电站的可用性对于世界各地购买电动车至关重要。在购买电动车时，公共充电桩能否快速充电被视为关键标准。预计这将增加公共充电领域的收入成长。由于电动车用户数量不断增加，亚太地区持续快速安装公共充电站，特别是中国、印度和韩国。例如，

2022年10月，Ather Energy宣布在印度56个城市安装第580个公共快速充电点Ather Grid。随着公司扩大其全国覆盖范围，Ather Energy 计划再安装 820 个电网，到 2023 财年末使电网总数达到 1400 个。 Ather Grids 在各个市场进行策略性安装，目前 60% 的安装位于二线和三线城市。

这些国家正在实施透过提供补贴和降低税收来鼓励电动车使用的政策。他们还透过为电动车相关企业提供补助或製定优惠政策，使其能够更快地扩张，从而促进电动车製造商和相关行业的发展。经济成长、城市化、出行需求的稳定成长，以及为促进储能和环境永续发展而增加的电动车投资，预计将推动公共充电站领域的成长。

世界各国政府推出了各种计划和倡议，鼓励买家选择电动车而不是传统汽车。

加州 ZEV 计画就是此类倡议之一，目标是到 2025 年让 150 万辆电动车上路。印度、中国、英国、韩国、法国、德国、挪威和荷兰等国家为希望购买电动车的人们提供各种激励措施。

这些发展和因素预计将有助于公共充电站领域的成长。

亚太地区可能在市场中发挥关键作用

在亚太地区，中国是最大的电动车和公车市场。中国电动车充电站市场得到了纯电动车市场的大力支持，并得到了政府的大力支持。中国扩大了购买新能源汽车（NEV）的奖励措施。 2020 年1 月，特斯拉汽车公司在上海开设了一座耗资20 亿美元的工厂，该工厂在2020 年3 月每週组装近3,000 辆汽车，当时这家电动车巨头的所有其他全球工厂都因COVID-19 大流行关闭。

根据中国充电基础设施促进会2020年8月发布的资料，联盟成员报告称，截至2020年7月，全国已安装并投入运营的公共充电站约56.6万个。其中，交流充电站32.6万个，充电站24万个。皆为直流，488则具备交流电和直流功能。 2020年7月，全国所有充电站充电总电量达到6.7亿度，年增52.4%。

随着对无排放汽车的需求增加，日本的电动车市场正在经历成长。政府也在电动车市场大力投资。日本政府的目标是到2050 年将国内销售的所有新车转变为电动或混合动力汽车。政府还制定了到2050 年将每辆车二氧化碳排放量和其他温室气体排放量减少约80% 的目标。此外，私部门公司也采取主动行动并建立策略伙伴关係来开发充电基础设施。例如，

2022年11月，PT PLN (Persero) 与 PT Industri Ion Mobilitas 在雅加达会议中心 (JCC) 签署了关于电动马达充电解决方案和服务的谅解备忘录 (MoU)，希望加速基于电池的电动汽车的使用印尼的车辆(KBLBB)。此次合作将从雅加达的 100 个公共充电站 (SPLU) 开始。

预计此类发展和倡议将在未来几年推动市场对电动车充电站的需求。

电动车 (EV) 充电站产业概况

电动车充电站市场相当整合。该市场由几家公司主导，例如中国国家电网公司、ABB、西门子、青岛特好电气和特斯拉公司。

一些参与者正在与政府合作开发充电基础设施。例如，

2022 年11 月，Yulu 与卡纳塔克邦政府签署了一份谅解备忘录，并宣布计划投资120 亿印度卢比，部署一支由10 万辆电动车(EV) 组成的车队，并在全国范围内营运该州最大的电动车电池充电和交换基础设施。未来五年。
2022 年 10 月，卢森堡政府宣布，在首次征集向投资电动车充电基础设施项目的公司提供财政援助的项目后，选择了 29 个项目。参与企业建设充电容量至少为175千瓦的充电站的投资将获得最高50%的补贴。

此外，该公司还与充电基础设施和充电站的其他参与者建立策略合作伙伴关係。例如;

2021年4月，西门子有限公司与Hinduja集团旗下Switch Mobility Automotive Limited签署了进入印度电动商用车领域的谅解备忘录(MoU)。
2021 年 3 月，BP 加入宝马集团和戴姆勒移动，成为数位充电解决方案合作伙伴，推动电气化。 BP 将与宝马集团和戴姆勒移动一起成为数位充电解决方案 (DCS) 领域的合作伙伴，DCS 是欧洲领先的为汽车製造商和车队营运商提供数位充电解决方案的开发商之一。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

按车型分类
- 搭乘用车
- 商务车辆
按充电器类型
- 交流充电站
- 直流充电站
按应用类型
- 民众
- 私人的
按地理
- 北美洲
  - 美国
  - 加拿大
  - 北美其他地区
- 欧洲
  - 德国
  - 英国
  - 法国
  - 义大利
  - 欧洲其他地区
- 亚太
  - 中国
  - 日本
  - 印度
  - 韩国
  - 亚太其他地区
- 世界其他地区
  - 南美洲
  - 中东和非洲

第 6 章：竞争格局

供应商市占率
公司简介
- ABB Ltd.
- ChargePoint Inc.
- Schneider Electric SE
- Siemens AG
- Tesla Motors Inc.
- Evbox (ENGIE)
- Leviton Manufacturing Co. Inc.
- SemaConnect Inc.
- The Newmotion BV (Acquired by Shell)
- EFACEC Power Solutions SGPS
- Evgo (Acquired by LS Power)
- EV Solutions (Webasto)
- Chargemaster Limited (BP Pulse)
- Qingdao Tgood Electric Co. Ltd
- Wanbang Digital Energy Pte. Ltd. (Star Charge)
- The State Grid Corporation of China (SGCC)

第 7 章：市场机会与未来趋势

简介目录

Product Code: 50767

The Electric Vehicle Charging Station Market size is estimated at USD 32.86 billion in 2024, and is expected to reach USD 104.09 billion by 2029, growing at a CAGR of 25.94% during the forecast period (2024-2029).

The COVID-19 pandemic compelled about 95% of all automotive-related companies to put their workforces on hold during the lockdowns. Globally, the repercussions of the lockdown were immense and unprecedented due to the halt of manufacturing activities. However, the market regained its momentum as economic activities resumed and vehicle production rose worldwide. As the economies are gradually back on track, the market is likely to witness significant growth over the next five years.

Over the long term, the growth of the electric vehicle charging infrastructure can be attributed to the enactment of stringent emission and fuel economy norms, government incentives, and the increasing sales of electric vehicles, which are generating a demand for charging stations. Some prominent players are also investing in the development of electric vehicle charging stations. For instance,

Key Highlights

In October 2022, Octopus Energy Generation made its first investment in the UK EV charging infrastructure. It is planning to invest up to GBP 110 million in Manchester-based EV public charging network Be. EV on behalf of its Sky fund (ORI SCSp) to scale and install new charge points across the United Kingdom. The agreement will contribute to the expansion of Be.EV's 150-strong public charge point network, with Be. EV is committing to adding 1,000 more charge points across the North of England and beyond.

The electric vehicle charging station market is witnessing various new technologies that are expected to hit the market in the coming years. Various players in the market are working on technologies such as wireless charging and autonomous charging robots, which may make vehicle charging convenient. For instance,

Key Highlights

In January 2021, Siemens AG launched a new high-power charger Sicharge D. It features scalable, high charging power of up to 300 kW. The charging station also supports voltages between 150 and 1,000 volts and charging currents of up to 1,000.

Europe and North American regions are expected to hold a significant share of the market, followed by the Asia-Pacific region. The growth in this region is supported by electric vehicle sales and production, coupled with the penetration of electric cars and commercial vehicles in the major countries in the region over the coming years.

Electric Vehicle (EV) Charging Station Market Trends

Public charging stations are leading the Electric Vehicle Charging Station Market

The availability of public EV charging stations is critical in the purchase of electric vehicles all over the world. When purchasing an electric vehicle, public charging access to fast charging is regarded as a critical criterion. This is expected to increase revenue growth in the public charging segment. Due to the growing number of EV users, the Asia Pacific region continues to install public charging stations at a rapid pace, particularly in China, India, and South Korea. For instance,

In October 2022, Ather Energy announced the installation of the 580th public fast charging point, the Ather Grid, across 56 cities in India. As the company expands its national footprint, Ather Energy plans to install 820 more grids, bringing the total to 1400 by the end of FY23. Ather Grids are strategically installed across markets, with 60% of current installations in tier-II and tier-III cities.

These countries are implementing policies that encourage the use of electric vehicles by providing subsidies and lowering taxes. They also promote the growth of EV manufacturers and related industries by providing grants or enacting preferential policies for EV-related businesses to allow them to expand more quickly. A steady increase in economic growth, urbanization, travel demand, and increased investments in electric mobility to contribute to energy storage and environmental sustainability are expected to fuel the growth of the public charging station segment.

Governments worldwide have introduced various schemes and initiatives to encourage buyers to choose electric vehicles over conventional vehicles.

The California ZEV program, which aims to have 1.5 million electric vehicles on the road by 2025, is one such initiative. India, China, the United Kingdom, South Korea, France, Germany, Norway, and the Netherlands are some of the countries offering various incentives for people looking to purchase an electric vehicle.

Such developments and factors are expected to contribute to the growth of the public charging station segment.

Asia-Pacific Region Likely to Play Key role in the Market

In Asia-Pacific, China is the largest market for electric cars and buses. The Chinese electric vehicle charging station market is well supported by its battery electric vehicle market, backed by generous support from the government. China extended the incentives relating to purchasing new energy vehicles (NEVs). In January 2020, Tesla Motors inaugurated a USD 2 billion facility in Shanghai, which was assembling nearly 3,000 cars per week in March 2020 when all the other global facilities of the electric vehicle giant were shut down due to the COVID-19 pandemic.

According to the data released in August 2020 by the China Electric Charging Infrastructure Promotion, members of the Alliance reported that about 566,000 public charging stations were installed and started operations across the country by the end of July 2020. Of these, 326,000 are AC, 240,000 are DC, and 488 are equipped with AC and DC capabilities. In July 2020, the total charging power of all stations across the country reached 670 million kWh, a Y-o-Y increase of 52.4%.

The electric vehicle market in Japan is experiencing growth as the demand for emission-free vehicles increases. The government is also investing heavily in the electric vehicle market. The Japanese government aims to transform all the new cars sold in the country into electric or hybrid vehicles by 2050. The government also set a target to reduce CO2 emissions and other greenhouse gasses by about 80% per vehicle by 2050. Moreover, the private sector companies are also taking initiatives and indulging in strategic partnerships to develop charging infrastructure. For instance,

In November 2022, PT PLN (Persero) and PT Industri Ion Mobilitas signed a memorandum of understanding (MoU) on Electric Motor Charging Solutions and Services at the Jakarta Convention Center (JCC) in the hope of accelerating the use of Battery-Based Electric Motorized Vehicles (KBLBB) in Indonesia. The partnership will begin with 100 Public Electricity Charging Station (SPLU) units in Jakarta.

Such developments and initiatives are expected to drive the demand for electric vehicle charging stations in the market over the coming years.

Electric Vehicle (EV) Charging Station Industry Overview

The electric vehicle charging station market is fairly consolidated. The market is led by a few companies, such as the State Grid Corporation of China, ABB, Siemens, Qingdao Tgood Electric Co., Ltd, and Tesla Inc.

Several Players are partnering with the government to develop charging infrastructure. For instance,

In November 2022, Yulu signed an MoU (memorandum of understanding) with the Karnataka government and announced its plans to invest INR 12 billion in deploying a fleet of 100,000 electric vehicles (EV) and operationalizing the state's largest EV battery charging and swapping infrastructure over the next five years.
In October 2022, the Luxembourg government announced that 29 projects were chosen following the first call for projects granting financial aid to companies investing in charging infrastructure projects for electric vehicles. The companies involved will receive a subsidy of up to 50% on investments related to the deployment of charging stations with a charging capacity of at least 175 kilowatts.

Moreover, companies are also indulging in strategic partnerships with other players for charging infrastructure and stations. For instance;

In April 2021, Siemens Limited and the Hinduja group's Switch Mobility Automotive Limited signed a memorandum of understanding (MoU) to enter the Indian electric commercial vehicles segment.
In March 2021, BP joined BMW Group and Daimler Mobility as a partner in digital charging solutions to drive electrification. BP will become a partner, along with BMW Group and Daimler Mobility in Digital Charging Solutions (DCS), one of Europe's leading developers of digital charging solutions for automotive manufacturers and vehicle fleet operators.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

4.1 Market Drivers
4.2 Market Restraints
4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size in Value USD billion)

5.1 By Vehicle Type
- 5.1.1 Passenger Cars
- 5.1.2 Commercial Vehicles
5.2 By Charger Type
- 5.2.1 AC Charging Station
- 5.2.2 DC Charging Station
5.3 By Application Type
- 5.3.1 Public
- 5.3.2 Private
5.4 By Geography
- 5.4.1 North America
  - 5.4.1.1 United States
  - 5.4.1.2 Canada
  - 5.4.1.3 Rest of North America
- 5.4.2 Europe
  - 5.4.2.1 Germany
  - 5.4.2.2 United Kingdom
  - 5.4.2.3 France
  - 5.4.2.4 Italy
  - 5.4.2.5 Rest of Europe
- 5.4.3 Asia-Pacific
  - 5.4.3.1 China
  - 5.4.3.2 Japan
  - 5.4.3.3 India
  - 5.4.3.4 South Korea
  - 5.4.3.5 Rest of Asia-Pacific
- 5.4.4 Rest of the World
  - 5.4.4.1 South America
  - 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

6.1 Vendor Market Share
6.2 Company Profiles*
- 6.2.1 ABB Ltd.
- 6.2.2 ChargePoint Inc.
- 6.2.3 Schneider Electric SE
- 6.2.4 Siemens AG
- 6.2.5 Tesla Motors Inc.
- 6.2.6 Evbox (ENGIE)
- 6.2.7 Leviton Manufacturing Co. Inc.
- 6.2.8 SemaConnect Inc.
- 6.2.9 The Newmotion BV (Acquired by Shell)
- 6.2.10 EFACEC Power Solutions SGPS
- 6.2.11 Evgo (Acquired by L.S. Power)
- 6.2.12 EV Solutions (Webasto)
- 6.2.13 Chargemaster Limited (BP Pulse)
- 6.2.14 Qingdao Tgood Electric Co. Ltd
- 6.2.15 Wanbang Digital Energy Pte. Ltd. (Star Charge)
- 6.2.16 The State Grid Corporation of China (SGCC)