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中金:預計2025/2030E公共充電需求量可達835/2465億度
格隆匯 11-19 08:03
格隆匯11月19日丨中金公司指出,公共充電需求空間廣闊,我們預計2025/2030E公共充電需求量可達835/2465億度,帶來334/860億元服務費市場空間。公共類充電網絡當前90%以上需求來源爲營運類車輛和商用車,私人乘用車當前佔公共充電需求的3-5%,一般而言私人充電可滿足補電需求;但隨着中長期私人乘用車保有量提升及私人充電物理條件限制帶來公共充電需求溢出,我們預計私人充電佔比將逐步提升。同時我們認爲對於私人消費者,公共充電的完善是對裏程焦慮的改善至關重要,可推動私人電動車的接受度,拉動整體新能源車增長。
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