海外充电桩需求激增300%!中国大卖如何抢占全球市场
随着全球电动汽车销量爆发式增长,充电基础设施市场正迎来黄金发展期。研究机构预测,2023年全球电动汽车充电市场规模将达550亿美元,到2030年更将突破3250亿美元大关。
As global EV sales skyrocket, the charging infrastructure market is entering a golden era. Research indicates the global EV charger market will reach $55 billion in 2023, soaring to $325 billion by 2030.
跨境电商成为新战场 | Cross-border E-commerce Emerges as New Battleground
行业巨头香山股份已率先布局海外市场,其欧标充电桩产品将通过亚马逊等平台销售。该公司跨境电商经验丰富,现有店铺主营智能衡器产品,为充电桩出海奠定运营基础。
Industry leader Xiangshan Holdings has taken the lead in overseas expansion. Its EU-standard chargers will be sold via Amazon and other platforms. With existing cross-border stores selling smart scales, the company has solid e-commerce foundations for charger exports.
新能源业务爆发式增长 | New Energy Business Booms
2022年上半年,香山股份新能源业务营收同比暴增227%,达2.02亿元。公司已获得蔚来、理想等头部车企订单,蔚来更成为其第五大客户。
In H1 2022, Xiangshan's new energy revenue surged 227% YoY to ¥202 million. The company has secured orders from leading automakers like NIO and Li Auto, with NIO becoming its fifth-largest client.
政策红利助推出海浪潮 | Policy Incentives Fuel Export Wave
欧美充电桩建设补贴政策持续加码:
• 美国计划投资75亿美元建设50万充电桩
• 德国将投入63亿欧元扩建充电网络
• 英国强制新建建筑配备充电设施
Western charger subsidies keep increasing:
• US plans $7.5B for 500,000 chargers
• Germany invests €6.3B in network expansion
• UK mandates chargers in new buildings
阿里国际站数据显示,充电桩海外商机年增245%,英国、德国、美国等市场需求最为旺盛。中国"桩企"正加速出海,欧洲认证申请量暴增200%。
Alibaba data shows charger opportunities grew 245% YoY, with UK/Germany/US demand strongest. Chinese manufacturers are rushing overseas, with EU certifications up 200%.
行业领先企业布局 | Industry Leaders' Strategies
目前成功出海的企业包括:
• 道通科技:充电桩营收达9459万元,产品进入Costco等主流渠道
• 科士达、盛弘股份等:专注欧美直流/交流桩市场
Successful exporters include:
• Autel: Charger revenue hit ¥94.59M, entering Costco etc.
• KSTAR/Sineng etc.: Focused on EU/US DC/AC charger markets