PitchBook-电动汽车充电细分（英）.pdf

1PitchBookData,Inc.JohnGabbertFounder,CEONizarTarhuniVicePresident,InstitutionalResearchandEditorialPaulCondraHeadofEmergingTechnologyResearchInstitutionalResearchGroupAnalysisPublishingDesignedbyJennaO’MalleyContentsKeytakeaways1Introduction2EVchargingsegmentation2Real-worldexamples—lookingdowntheroad5Governmentsteppingin 7EMERGINGTECHRESEARCHEVChargingSegmentationFine-tuningtheviewasEVchargingexpandsPitchBookisaMorningstarcompanyprovidingthemostcomprehensive,mostaccurate,andhard-to-finddataforprofessionalsdoingbusinessintheprivatemarkets.DataMattNacionalesSeniorDataAnalystpbinstitutionalresearch@pitchbook.comJonathanGeurkinkSeniorAnalyst,EmergingTechnologyjonathan.geurkink@pitchbook.comPublishedonMay28,2024Keytakeaways•EVadoptionremainsconstrainedinmanycountriesbyalackofadequatecharginginfrastructure.•ThisnoteprovidesfurthersegmentationoftheEVchargingcategoryintopublic,nonpublic,residential,andmix.•DriversappearrelativelyinsensitivetopayinghigherpricesperKwHforpublicfastchargingoptions—convenienceandlocationseemtodrivedecision-making.•Dynamicpricingrepresentsapotentialmeanstomanagecongestionatpublicchargingstations.•Residentialchargingislikelytoremainthedominantmodeofcharging.Bidirectionalchargingcouldbesettotakeoffinkeygeographies.•Countrieswithhigherratesofadoptionprovidesuggestionsforothersseekingtobolsterthemarket,butsomegotwheretheyarefromuniqueresourceadvantages.•Rangeanxietymaybeoverblownasanimpedimenttobroaderadoption.Educationandmarketingshouldbeabletoassuagedrivers’concerns.2PitchBookAnalystNote:EVChargingSegmentationIntroductionMainstreamadoptionofelectricvehicles(EVs)facessomethingofachicken-and-eggproblemregardingEVcharging.MostEVadopterswillchargeathome—approximately80%ofchargingtoday—but,besetbyrangeanxiety,mostdriverswanttoknowtheycanchargewhenoutandaboutwithoutgettingstuckwithadeadbatterysomewhereontheroad.ThisremainsakeystickingpointforpotentialEVcustomers.However,widespreadinvestmentintoEVchargingremainsconstraineduntilthebroadermarketforEVsexpands;lowlevelsofutilizationmeanlimited,ifany,returnsoncapital.Todate,PitchBookhassegmentedEVchargingasasinglecategorywithinthebroaderelectricvehiclesegmentinmarketmapsandcoverage.ButtheEVcharginglandscapeisnotmonolithic.ThisnoteprovidesafurthersegmentationoftheEVcharginglandscapeandadeeperdiveintoeachofthosecategories.Additionally,anumberofcountriesarefurtheralongtheEVadoptioncurve,anditisusefultoexaminetheirreal-worlddriverexperienceswithEVcharging.Finally,thisnotelooksatgovernmentregulationandpolicythatattempttosolvethechicken-and-eggproblemoftheEVchargingrollout.EVchargingsegmentationEVchargingmarketmapEVchargingMixPublicNonpublicResidentialEvatranGroup3PitchBookAnalystNote:EVChargingSegmentationTheEVchargingsegmentsincludepublic,nonpublic,residential,andmix,asdetailedbelow.PublicThepublicchargingsegmentreferstochargingsystemsavailabletothegeneralpublic—withsomeconstraints,giventhatchargerconnectionstandardscanvarybyautomanufacturer.Here,akeyconstraintistimetocharge.Driversareaccusto