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Tesla once again became the focus of the market, and its founder Elon Musk once again wielded the layoff knife, and Tesla's super charging team suffered major adjustments. It is reported that on April 29 local time, Elon Musk, the founder of Tesla, informed employees through a memorandum that Rebecca Tinucci, the head of Tesla Supercharge team, and Daniel Ho, the head of new products, would leave the team with about 500 employees. The layoff took place late the next night after Musk returned to the United States from Beijing.
Will Jameson, a former employee of Tesla Supercharge team, expressed his dissatisfaction and surprise at the layoff on the social platform and wrote:“ Musk let our whole charging team go! "
Tesla's super charging network has always been one of its proud competitive advantages, providing fast and convenient charging services for electric vehicle users. However, the layoff decision of Musk undoubtedly brings uncertainty to Tesla's charging network layout and future development. Musk later said on the social platform that Tesla still plans to develop the network of super charging stations, but the speed of new sites may slow down.
Tesla Supercharging Network is one of the largest electric vehicle charging infrastructure networks in the world. It not only has a fast charging speed, but also has a wide layout, greatly improving the practicability and market acceptance of electric vehicles. It has built more than 35000 super filled piles in the world.
In April 2023, Tesla officially announced the pilot opening of charging stations for some non Tesla brand new energy vehicles in mainland China 。 Data shows that as of November 2023, Tesla has nearly 2000 super charging stations and more than 10000 super charging piles in mainland China.
As an important part of the new energy vehicle industry chain, the electric vehicle charging pile industry is booming with the rapid growth of the new energy vehicle market. The industry covers equipment manufacturing, installation construction, operation management and other links, providing convenient charging services for electric vehicles. In the public area, charging piles are mainly distributed in shopping malls, expressway service areas and other public areas to meet the charging needs of the majority of car owners; In the private sector, charging piles are more installed in residential areas, enterprises and institutions and other places to provide home charging services for car owners.
China's electric vehicle public fast charging piles account for more than 80% of the world's total
The increased deployment of public fast charging piles enables electric vehicles to achieve a longer journey, encourages consumers who cannot obtain private charging to buy electric vehicles, and solves the mileage anxiety of electric vehicle users 。 In 2021, the number of global public fast charging piles will be 569000, with a year-on-year growth of 48%, exceeding the growth rate of 43% the previous year. Among them, the number of public fast charging piles in China has increased by more than 50% to about 470000, exceeding the growth rate of 44% in 2020, but lower than the growth rate of 93% in 2019.
Note: The charging power of fast charging pile defined by IEA is more than 22kW, and that of slow charging pile is less than 22kW.
Rapid expansion of electric vehicle charging pile industry
According to the IT orange database, the investment and financing scale of China's electric vehicle charging pile industry showed an overall trend of expansion from 2015 to 2019, with a slight decline in 2020. In 2021, the financing of China's electric vehicle charging pile industry will reach the peak, and there will be 30 financing events, an increase of 150% over the previous year; The financing amount was 18.303 billion yuan, up 432% over the previous year. Investment and financing in the industry showed explosive growth. As of August 5, 2022, there were 12 financing events in China's electric vehicle charging pile industry, with a financing amount of 2.71 billion yuan.
Market prospect forecast
With the further improvement of the penetration rate of new energy in the domestic automobile sales market and the acceleration of the construction of supporting charging infrastructure, It is estimated that in 2029, the total number of electric vehicle charging piles in China will exceed 25 million.
AVIC Securities believes that the penetration rate of the new energy vehicle market has increased significantly in recent years, and its rapidly growing ownership is driving the demand for supporting facilities such as charging piles to rise, which indicates that the charging pile plate will usher in a period of rapid development. With the enhancement of the range of new energy vehicles and the emergence of the demand for fast charging, high-power high-voltage DC charging technology has gradually become the industry trend. For the heat dissipation problem during charging, the liquid cooling scheme becomes the solution. Especially for the full liquid cooling scheme, the combination of liquid cooling module main cabinet and liquid cooling charging gun not only greatly improves the charging efficiency, but also ensures the stability and safety of the system. In addition, this scheme can also be integrated with traditional gas stations and photovoltaic energy storage systems, and has multiple advantages such as peak shaving and valley filling, dynamic capacity expansion, load management, and joint control of optical energy storage and charging.
Prospective Economist APP Information Group
For more research and analysis of this industry, see the Analysis Report on Market Foresight and Investment Strategic Planning of China Electric Vehicle Charging Pile Industry issued by the Prospective Industry Research Institute
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