Charging station industry topics in 2022// The charging station market in Europe and the United States has entered an accelerated construction cycle

1. The European and American charging station markets have entered an accelerated construction cycle European and American charging station are mainly divided into AC and DC piles, and fast charging AC station occupy the largest market share The charging station currently used in the United States are mainly divided into AC piles (AC) and DC piles.

The Society of Automotive Engineers classifies technical standards into Level 1, Level 2, and Level 3 based on charging speed and input voltage. According to data from the U.S. Department of Energy, as of 2021, 80% of the nation's public charging station are Level 2 AC fast charging station, and 15% of public charging station are Level 3 DC fast charging station.

European countries define charging pile use standards in Mode 1/2/3/4 according to IEC (Italian Electrotechnical Commission) guidelines.

Mode 1 mode has been banned in some areas due to the lack of dedicated EV charging circuits or equipment;

Mode 2 is mainly limited to household electrical devices, requiring charging station to have protection devices and sockets that can carry higher charging currents;

In Mode3 mode, the electric vehicle is charged by a specific device, permanently connected to the AC power supply network and integrated with protection and control functions, which is safer and can optimize the charging cycle of the vehicle;

In Mode4 mode, the charging pile directly supplies DC current to the battery and has a power of more than 24kW.

The penetration rate of new energy vehicles in Europe and the United States is generally less than 30%, and sales will maintain rapid growth By the end of 2021, new energy vehicle sales in Europe were about 2.3 million units, up about 70% year-on-year, new energy vehicle sales in the United States reached 630,000 units, up 114% year-on-year, and IEA expects new energy vehicle sales in Europe and the United States to reach 7.3 million and 3.1 million units respectively in 2030. In 2021, among the top three countries in Europe in terms of new energy vehicle penetration:

Norway continued to lead Europe with a penetration rate of more than 86%, with NEV sales of 153,000 units, a year-on-year increase of 44.5%; Sweden has a penetration rate of 45%, with sales of 47,000 units, a year-on-year increase of 70.5%. Finland had a penetration rate of 30.8% and sales of 30,300 units, up 73.3% y/y. In the same year, the sales of new energy vehicles in the United States were about 640,000 units, a year-on-year increase of 114.2%, and the penetration rate was only 4.44%.

At present, the proportion of public vehicle piles in Europe and the United States is high, and the construction demand is urgent As of 2021, there are 334,000 public charging stations in the EU, a year-on-year increase of 15.15%;

Among them, slow charging stations accounted for 86.83%, and fast charging stations accounted for 13.17%. There are 114,000 charging stations in the United States, a year-on-year increase of 20.14%; Among them, slow charging stations accounted for 80.70%, and fast charging stations accounted for 19.30%.

As of 2021, the ratio of bus piles in Europe and the United States is still high, reaching a level of about 17:1. At present, China's vehicle pile ratio is about 3:1, and there is still a big gap between European and American countries.

Taking Germany as an example, the speed of new charging stations in the past three years has seriously mismatched the growth rate of new electric vehicle sales, and there are still many problems in existing charging stations, such as a wide variety of charging standards and uneven distribution of charging points, resulting in the driving cost of pure electric vehicles may be higher than that of internal combustion engines.

Analysis of the cost structure of the charging stations - the charging module accounts for the largest cost The cost structure of charging stations includes suppliers of various types of components, including charging modules (IGBTs, inverters, transformers, rectifiers, etc.), distribution filter equipment, monitoring and billing equipment, battery maintenance equipment (circuit breakers, fuses, etc.), and other components and equipment (contactors, electricity meters, charging guns, etc.), of which the charging module is the core equipment and main cost source of charging stations, accounting for 45%-55% of the cost of the whole stations.

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Founded in 2015, WilwinEV has achieved full product coverage in AC, DC, module and operating platform systems in terms of product types. In terms of global market development, WilwinEV products meet the requirements of national standard and European standard certification, and American standard, Japanese standard and other products are also under development and certification.

In 2021, the overseas sales volume of WilwinEV science and technology exchange stations exceeded 10,000 units per month. At present, the manufacturing center has obtained IATF16949VDA6.3 standard certification to meet the requirements of automotive-level quality control standards, with 7 AC lines, 3 DC lines, 2 SMTs, and will add automated production lines in 2022; the supply chain as a whole can support AC 60K+/month and DC 400+/month production capacity.