• Visitors：0 Views
• Time:2025-04-02

ev charging investment opportunities

Analysis of investment opportunities and innovative models for ev charging

1. Market size and growth potential

The global charging infrastructure market size is expected to exceed US$1.2 trillion in 2030, and China's public charger ownership will exceed 10 million in 2025, with a compound growth rate of 32%. The core driving factors include:

1.1. Policy dividends: The EU requires that 100% of new buildings be equipped with charging facilities by 2035, and China provides a 25% construction subsidy for photovoltaic storage and charging projects;

1.2. Optimization of the ratio of evs and chargers: China's car-to-pile ratio target will be reduced to 2.5:1 in 2025, and the charger coverage rate in highway service areas will be increased to 95%;

1.3. Technology iteration: Liquid-cooled supercharging technology increases the daily service capacity of a single pile to 50 vehicles and extends the equipment life to more than 10 years.

2. Key investment tracks and solutions

2.1. Photovoltaic storage and charging integrated energy station

Combining photovoltaic power generation, energy storage system and charging chargers, it reduces 40% of the dependence on the power grid. Hongjiali's intelligent photovoltaic storage and charging platform realizes dynamic dispatching of power within the station, and the arbitrage income of peak and valley electricity prices is increased by 30%. Typical cases include:

Commercial complex rooftop photovoltaic + energy storage + charging pile joint operation;

Highway service areas realize two-way benefits of new energy vehicle charging and grid peak regulation.

2.2. Heavy truck battery replacement network

For scenarios such as mines and ports, the demand for high-power charging chargers above 400kW has surged. Hongjiali's 720kW liquid-cooled supercharging equipment supports dual-gun simultaneous charging, and a single charger serves 18 heavy trucks per day, shortening the investment return cycle to 3 years.

2.3. Community shared charging

Through the "unified construction and unified operation" model to integrate scattered parking space resources, Hongjiali's mobile charger supports Bluetooth ground lock management, users scan the code to unlock shared charging, and operators and parking space owners share 5:5. The penetration rate of this model in the renovation of old communities has reached 28%.

3. Innovative business model

‌3.1. Value-added service ecosystem‌

Charging stations integrate automatic car wash, unmanned retail and other formats, increasing user stay time by 40% and annual revenue of single station by 35%‌;

Charging data is connected to the carbon trading platform, and the carbon credit income of a charger exceeds 5,000 yuan a year‌.

‌3.2. Equipment financial leasing‌

Operators can choose the equipment financial leasing model, and can get the full range of Hongjiali chargers with a down payment of 30%, and the remaining amount will be paid in installments through charging income‌.

‌3.3. City-level charging network operation‌

Cooperate with local governments to build a "5-kilometer charging circle", increase equipment utilization to 65% through an intelligent scheduling system, and the government will provide an operating subsidy of 0.1 yuan/kWh according to the charging volume‌.

4. Risk control and suggestions

‌4.1. Site selection strategy‌

Prioritize the layout of high-speed service areas and logistics parks with an average daily traffic volume of more than 800 vehicles to avoid idle inefficient chargers in residential areas‌. ‌

4.2, Technology iteration risk‌

Choose equipment compatible with 5 interfaces such as CCS2 and NACS. Hongjiali's full range of products has passed TUV/ETL certification and supports mainstream models in the next ten years‌.

‌4.3, Policy sensitivity‌

Pay attention to local charging facility construction indicators. For example, Beijing requires that the ratio of public chargers to ev chargers should not exceed 3:1 in 2025. Early layout can get a maximum reward of 500,000 yuan/station‌.

The ev charging industry is in a period of "policy + technology + capital" triple dividend superposition. Hongjiali Enterprise provides investors with value-added services such as equipment life cycle management and intelligent scheduling through technical solutions such as light storage and charging synergy and liquid cooling super charging. It is recommended to focus on sub-sectors such as urban fast charging networks and special scene charging stations, and seize the industry growth opportunities of more than 30% per year.