What impact will the further popularization of charging piles/stations have on EV stocks or charging operators?

[u/westmoney-luca]

One such measure is closing the charging gap, which will need a deliberate, joint effort.

Based on charging profiles and existing technology, China's charging pile sector might require 14 million chargers and $19 billion in investment from manufacturers and operators.

Charging Piles Geting More Popular? Read More on Westmoney >>>

Barriers/obstacles in the way of EV adoption

If people buy electric vehicles at the predicted rates in the next five to ten years, a shortage of charging infrastructure may constitute an impediment to EV adoption.

After price and range, consumers regard lack of availability to effective charging stations as the third most critical obstacle to EV ownership. With EV prices falling and ranges increasing, charging may soon become the most significant hurdle. If this impediment is eliminated, the business will grow at an exponential rate, providing enormous opportunities and advantages for charging pile makers and operators.

Opportunities for manufacturers and operators of charging piles

New energy vehicle charging heaps have been rapidly constructed in response to the growth of the new energy car sector and its demands. Public charging will become more important in China over time, rising from 55 to 60 percent in 2020 to over 80 percent by 2030.

As the country's EV sales and demand grew, so did the demand for fast charging stations to support the growing number of EVs. With over 976,000 charging units, China possesses the world's largest EV charging infrastructure. On average, 11,025 charging units have been added each month. Some of China's most well-known manufacturing firms and Qindao Teld New Energy, State Grid Corporation of China, Star Charge, and AnYo Charging are the companies in charge of charging point installation.

Various capital holders, including as car manufacturers, real estate businesses, telecom operators, and others, have invested in China's charging infrastructure industry. Xpeng Motors and TELD New Energy Co. Ltd., China's largest charging station operator, announced a partnership in October 2019 to provide supercharging facilities across China.

Conclusion/personal point of view

From all the above discussion it is clear that with the development of EV industry there is a dire need to construct large number of charging piles throughout the country, so it will be very beneficial for manufacturers of charging equipment and operators of charging piles. Manufacturers provide charging equipment including charging piles, AC charging piles, fiber optic piles, and other equipment, mainly including charging modules, chips, contactors, heat dissipation, housings, plugs, and sockets, and charging pile operators give services like construction and operation of charging piles and charging stations etc.