2012年3月、4月，科技部和工信部两个电动汽车发展规划先后出台，中国电动汽车产业发展技术路线进一步明确，纯电动汽车成为电动汽车产业发展重点。由于电动汽车充换电站主要服务于纯电动汽车，上述规划的出台对中国电动汽车充换电站的建设工作是明显利好政策。
从中国电动汽车充电站建设情况来看，截止2011年底，中国已建成电动汽车充电站314座，电动汽车交流充电桩超过1.6万个。其中，国家电网是主体，而南方电网及中国普天在广东、深圳等部分地区充电设施的建设也有一定进展。目前，中国电动汽车充换电站建设在华东、华南、华北等地区相对比较集中，这主要源于这些地区电动汽车推广进展较快。
图：2011年中国已建电动汽车充电设施情况
本报告主要从国家电动汽车示范推广政策、财政补贴、发展规划等入手，对电动汽车充换电站的建设现状及前景进行分析，并对国家电网、南方电网等充电站建设企业及下游国电南瑞、奥特迅等充电站设备生产企业进行重点分析。
国电南瑞是目前中国电动汽车充电站建设市场最主要的受益企业之一，公司具备提供电动汽车充电站系统集成、充电机、充电桩等硬件产品的综合能力。2011年，国电南瑞在国家电网电动汽车充电站系统集成市场占到70%的市场份额。
奥特迅是中国电动汽车充电站用充电机、充电桩主要生产企业之一，也是最早进入电动汽车充电设备市场的上市公司之一。2011年，公司先后参与了深圳市7个电动汽车充电站的建设工作，并为深圳市供电局提供充电桩、充电机等产品。
In March and April 2012, the Ministry of Science and Technology and the
Ministry of Industry and Information Technology introduced two
development plans for the electric vehicle industry which sketched the
technology roadmap of Chinese electric vehicle industry and took the
development of all-electric vehicle as the focus. As electric vehicle
(EV) charging (battery-switching) stations mainly serve all-electric
vehicles, the issuance of the aforesaid plans is obviously favorable for
the development of EV charging (battery-switching) stations in China.
With
regard to the construction of EV charging stations, China had built up
314 charging stations and more than 16,000 AC charging spots by the end
of 2011. State Grid Corporation acted as the main player, and China
Southern Power Grid and China Potevio also made some progress in the
construction of charging facilities in Guangdong and Shenzhen.
Presently, the construction of EV charging (battery-switching) stations
is mainly concentrated in East China, South China and North China,
because electric vehicles are promoted rapidly in these regions.
Electric Vehicle Charging Facilities in China, 2011
This
report starts with the demonstration & promotion policies,
financial subsidy and development planning concerning EV industry to
analyze the state quo and prospect of EV charging (battery-switching)
stations in China and highlights the operation of charging station
constructers like State Grid Corporation and China Southern Power Grid,
as well as of the downstream charging equipment manufacturers such as
NARI Technology Development Co., Ltd. and Shenzhen Auto Electric Power
Plant Co., Ltd.
NARI Technology Development Co., Ltd. is one of
the major beneficiary enterprises in the construction of EV charging
station in China, and boasts comprehensive capabilities in providing
such hardware products as EV charging station system integration,
charger and charging spots. In 2011, the company occupied 70% of EV
charging station system integration market of State Grid Corporation.
Shenzhen
Auto Electric Power Plant Co., Ltd. is one of the major manufacturers
of chargers and charging spots for EV charging stations in China, as
well as one of the earliest listed companies entering EV charging
equipment market. In 2011, the company participated in the construction
of seven EV charging stations in Shenzhen and provided charging spots
and chargers for Shenzhen Power Supply Bureau.