5月20日發布(bu)《電(dian)(dian)(dian)動汽車(che)充(chong)電(dian)(dian)(dian)市場展望》報(bao)告。電(dian)(dian)(dian)動汽車(che)的(de)日益(yi)普及催生了歐洲和(he)中國對充(chong)電(dian)(dian)(dian)基礎設施的(de)需求，報(bao)告預計到(dao)2035年，歐洲和(he)中國將需要(yao)超過1.5億個充(chong)電(dian)(dian)(dian)樁和(he)約5.4萬(wan)個換電(dian)(dian)(dian)站。

報告顯示，輕(qing)(qing)型車(che)(che)(che)(che)與中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)型車(che)(che)(che)(che)長(chang)期電(dian)(dian)(dian)動(dong)(dong)化(hua)目標(biao)清(qing)晰。到(dao)2035年(nian)，歐(ou)(ou)洲(zhou)(zhou)和中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國6噸以下輕(qing)(qing)型電(dian)(dian)(dian)動(dong)(dong)車(che)(che)(che)(che)的(de)(de)(de)保有(you)量(liang)(liang)將(jiang)達(da)(da)(da)(da)到(dao)36%-49%，歐(ou)(ou)洲(zhou)(zhou)和中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國6噸以上(shang)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)型電(dian)(dian)(dian)動(dong)(dong)車(che)(che)(che)(che)的(de)(de)(de)保有(you)量(liang)(liang)將(jiang)達(da)(da)(da)(da)到(dao)22%-26%。在(zai)歐(ou)(ou)洲(zhou)(zhou)，電(dian)(dian)(dian)動(dong)(dong)輕(qing)(qing)型車(che)(che)(che)(che)和電(dian)(dian)(dian)動(dong)(dong)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)型車(che)(che)(che)(che)的(de)(de)(de)新車(che)(che)(che)(che)銷量(liang)(liang)滲(shen)透(tou)率將(jiang)持(chi)續(xu)增長(chang)，預計到(dao)2035年(nian)將(jiang)分別達(da)(da)(da)(da)到(dao)96%和62%。在(zai)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國，受到(dao)“雙(shuang)碳”目標(biao)的(de)(de)(de)推動(dong)(dong)，到(dao)2035年(nian)，電(dian)(dian)(dian)動(dong)(dong)輕(qing)(qing)型車(che)(che)(che)(che)和電(dian)(dian)(dian)動(dong)(dong)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)型車(che)(che)(che)(che)的(de)(de)(de)新車(che)(che)(che)(che)銷量(liang)(liang)滲(shen)透(tou)率預計將(jiang)分別達(da)(da)(da)(da)到(dao)78%和41%。插電(dian)(dian)(dian)式(shi)混合(he)動(dong)(dong)力汽車(che)(che)(che)(che)在(zai)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國的(de)(de)(de)應用場(chang)景相較歐(ou)(ou)洲(zhou)(zhou)更為清(qing)晰。通(tong)常情況下，中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國的(de)(de)(de)輕(qing)(qing)型插混車(che)(che)(che)(che)型的(de)(de)(de)電(dian)(dian)(dian)池容量(liang)(liang)更大(da)，這(zhe)意味著充電(dian)(dian)(dian)需(xu)求相較歐(ou)(ou)洲(zhou)(zhou)更為顯著。到(dao)2035年(nian)，中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國整體汽車(che)(che)(che)(che)保有(you)量(liang)(liang)增長(chang)預計將(jiang)高于歐(ou)(ou)洲(zhou)(zhou)。

全(quan)球汽(qi)車(che)行(xing)業首席(xi)合伙人哈羅德·偉默(mo)表示：“目(mu)前(qian)，歐(ou)洲市(shi)(shi)場主要由中等價位的(de)(de)(de)(de)(de)B級和(he)C級乘用車(che)驅動(dong)(dong)(dong)(dong)，未(wei)來(lai)將有更多的(de)(de)(de)(de)(de)新電(dian)(dian)(dian)動(dong)(dong)(dong)(dong)車(che)型上市(shi)(shi)及量(liang)產。展(zhan)望未(wei)來(lai)，價位更實惠的(de)(de)(de)(de)(de)B級和(he)C級車(che)型將會逐(zhu)漸(jian)增多，并(bing)被更廣泛的(de)(de)(de)(de)(de)消費群體(ti)(ti)接受。對(dui)于歐(ou)洲電(dian)(dian)(dian)動(dong)(dong)(dong)(dong)汽(qi)車(che)的(de)(de)(de)(de)(de)發(fa)展(zhan)，建(jian)議行(xing)業從四個關鍵方面(mian)入手應對(dui)短期(qi)變化。一是加速開(kai)發(fa)和(he)推(tui)出價位實惠且(qie)選擇充足(zu)的(de)(de)(de)(de)(de)電(dian)(dian)(dian)動(dong)(dong)(dong)(dong)車(che)型；二是降低對(dui)剩余價值和(he)二手電(dian)(dian)(dian)動(dong)(dong)(dong)(dong)車(che)市(shi)(shi)場的(de)(de)(de)(de)(de)疑慮；三(san)是加速網絡(luo)擴張，提(ti)高(gao)充電(dian)(dian)(dian)的(de)(de)(de)(de)(de)便利性；四是提(ti)高(gao)包括價格在(zai)內的(de)(de)(de)(de)(de)充電(dian)(dian)(dian)用戶(hu)體(ti)(ti)驗。”

報(bao)告預計(ji)，到(dao)2035年，歐(ou)洲和中(zhong)(zhong)國(guo)(guo)的(de)(de)充(chong)(chong)電(dian)需(xu)求分別為(wei)400+太(tai)瓦(wa)時(shi)和780+太(tai)瓦(wa)時(shi)。在歐(ou)洲，75%的(de)(de)中(zhong)(zhong)重(zhong)(zhong)型車(che)的(de)(de)充(chong)(chong)電(dian)需(xu)求由自(zi)建專(zhuan)用(yong)(yong)場(chang)站來(lai)滿足，而(er)在中(zhong)(zhong)國(guo)(guo)，自(zi)建專(zhuan)用(yong)(yong)場(chang)站充(chong)(chong)電(dian)和換電(dian)將占據主導地(di)位，到(dao)2035年分別覆(fu)蓋29%和56%的(de)(de)用(yong)(yong)電(dian)需(xu)求。有(you)(you)線充(chong)(chong)電(dian)為(wei)主流電(dian)動汽車(che)充(chong)(chong)電(dian)技術，換電(dian)作為(wei)一(yi)種(zhong)補充(chong)(chong)性(xing)的(de)(de)補能形式，已在中(zhong)(zhong)國(guo)(guo)的(de)(de)乘用(yong)(yong)車(che)領域率(lv)先應用(yong)(yong)，并在重(zhong)(zhong)卡的(de)(de)應用(yong)(yong)上(shang)具(ju)有(you)(you)潛力。

電動汽車充(chong)電價值鏈(lian)有六大收入來(lai)源(yuan)，即：充(chong)電樁硬件(jian)、充(chong)電樁軟(ruan)件(jian)、場地及資產、電力供應、充(chong)電相關服務和軟(ruan)件(jian)增值服務。實現盈利增長是(shi)整個(ge)生(sheng)態(tai)系統的重(zhong)要議程。報告揭示，可以通過七(qi)種方式參與(yu)電車充(chong)電市場的競爭(zheng)。

一是通(tong)過(guo)各(ge)種(zhong)渠道銷售(shou)盡(jin)(jin)可能(neng)多(duo)(duo)(duo)的充(chong)電(dian)設備，并利用(yong)智(zhi)慧營銷等(deng)功能(neng)在(zai)資產生命周期內實(shi)現安(an)裝(zhuang)(zhuang)基礎(chu)的獲利。二是隨著電(dian)動(dong)汽車(che)充(chong)電(dian)硬件(jian)設備推廣程度(du)(du)的不斷擴(kuo)大，在(zai)已(yi)安(an)裝(zhuang)(zhuang)的設備上提(ti)高(gao)最新軟件(jian)的滲透率(lv)，并關注使(shi)用(yong)情況和(he)(he)集(ji)成(cheng)定價(jia)。三是通(tong)過(guo)向(xiang)充(chong)電(dian)網絡運營商(shang)出租場地(di)、利用(yong)消費者停(ting)車(che)時長、探索(suo)共享所(suo)有(you)權(quan)等(deng)模(mo)式來創造收(shou)(shou)入(ru)。四(si)是安(an)裝(zhuang)(zhuang)盡(jin)(jin)可能(neng)多(duo)(duo)(duo)的充(chong)電(dian)樁，并成(cheng)為(wei)客(ke)戶支持和(he)(he)硬件(jian)維護的服務商(shang)。五是隨著市場愈加(jia)成(cheng)熟(shu)，通(tong)過(guo)軟件(jian)集(ji)成(cheng)，從現有(you)參(can)與者及最終(zhong)用(yong)戶處(chu)獲得可持續的收(shou)(shou)入(ru)分成(cheng)。六是通(tong)過(guo)提(ti)供完整的充(chong)電(dian)解決(jue)方案，幫助土地(di)所(suo)有(you)者變現。七是確保有(you)盡(jin)(jin)可能(neng)多(duo)(duo)(duo)的站點，最大限度(du)(du)地(di)提(ti)高(gao)電(dian)力(li)吞(tun)吐量，同時保持整個充(chong)電(dian)網絡的電(dian)力(li)盈利和(he)(he)服務成(cheng)本。

中國(guo)汽(qi)車(che)行(xing)業(ye)(ye)主管(guan)合(he)伙人金(jin)軍表示：“電(dian)(dian)(dian)動車(che)充(chong)電(dian)(dian)(dian)可以應用(yong)在更廣(guang)泛的生態(tai)系(xi)統中，進一(yi)步釋放充(chong)電(dian)(dian)(dian)的價值(zhi)。電(dian)(dian)(dian)動汽(qi)車(che)充(chong)電(dian)(dian)(dian)站將(jiang)(jiang)越來(lai)越多地與分布(bu)式儲能(neng)(neng)和(he)電(dian)(dian)(dian)網結合(he)，未來(lai)可以在更廣(guang)泛的能(neng)(neng)源網絡中進行(xing)優化，發掘不(bu)斷變化的能(neng)(neng)源靈(ling)活性市(shi)(shi)場。我(wo)們將(jiang)(jiang)攜手充(chong)換電(dian)(dian)(dian)行(xing)業(ye)(ye)客戶，共同探索(suo)如(ru)何在快(kuai)速擴張且競爭(zheng)激烈的電(dian)(dian)(dian)動汽(qi)車(che)充(chong)換電(dian)(dian)(dian)市(shi)(shi)場中尋求利潤增長。”（中國(guo)經濟時報(bao)）