The penetration rate of new energy vehicles in Europe and the United States is generally lower than 30%, and the subsequent sales will still maintain rapid growth, but the current proportion of public car piles in Europe and the United States is high, and the construction demand is urgent. According to the national letter computer team estimates, Europe and the United States charging pile market size in 2030 or more than 100 billion market space, domestic charging pile manufacturers at sea is expected to benefit.

1) Europe and the United States charging pile policy layers of code, Europe and the United States new energy. Charging infrastructure in the rapid construction phase.

In November 2021, the U.S. Senate formally passed the bipartisan infrastructure bill proposed by Biden, the investment target for the . The goal of the investment is to build approximately 500,000 public charging posts across the United States, striving to provide one new energy charging station for every 50 miles (approximately 80 kilometres) on every interstate highway _ with at least four fast-charging charging posts per station. The bipartisan infrastructure law includes $5 billion in funding grants for states to build charging stations; another $2.5 billion will be provided to communities to incentivize innovation in charging station technology.

On September 14, 2022, Biden announced at the Detroit Auto Show the approval of the first $900 million in Infrastructure Act funding for the construction of electric vehicle charging stations in 35 states.

From 30 June 2022, the UK announced that all new homes in the England region, including new homes built for change of use with associated parking, must be equipped with at least – one electric vehicle charging post.

2) The subsequent sales of new energy vehicles in Europe and the United States will continue to grow rapidly, but the current proportion of public car piles in Europe and the United States is high, and the construction needs are urgent.

As of 2021, the EU has 334,000 public charging piles, an increase of 15.15% year-on-year; 86.83% of which are slow charging piles and 13.17% are fast charging piles. In the US, there are 114,000 charging piles, an increase of 20.14% year-on-year; of which 80.70% are slow charging piles and 19.30% are fast charging piles. As of 2021, the public vehicle-pile ratio is still high in Europe and the US, reaching a level of about 17:1. At present, China’s vehicle-pile ratio is about 3:1, and there is still a large gap between Europe and the United States.

In Germany, for example, the speed of new charging piles in the past three years is seriously mismatched with the growth rate of new electric vehicle sales, while there are still numerous problems with existing charging stations, such as a wide variety of charging standards and uneven distribution of charging point locations, which may in turn lead to higher driving costs for pure electric vehicles than internal combustion engines.

3) According to estimates, the market size of charging piles in Europe and the US may exceed 100 billion market space in 2030.

Assuming that the unit price of private charging pile is RMB 3,000, the unit price of public slow charging pile is RMB 5,000 and the unit price of public fast charging pile is RMB 30,000.

In 2025, the overall charging pile market space in Europe and the US will be approximately RMB 73.12 billion, with the private charging pile market space being approximately RMB 55.32 billion (RMB 3,000*18.44 million units), the public slow charging pile market space being approximately RMB 8.2 billion (RMB 5,000*1.64 million units) and the public fast charging pile market space being approximately RMB 9.6 billion (30,000*320,000 units).

In 2030, the overall charging pile market space in Europe and the US will be approximately RMB 251.51 billion, with RMB 149.13 billion from private charging piles (RMB 3,000*49.711 million), RMB 17.15 billion from public slow charging piles (RMB 5,000*3.43 million) and RMB 85.23 billion from public fast charging piles (30,000*2.841 million) respectively. RMB.