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新能源汽车产业链行业深度报告:充电桩系列报告,充电桩建设进入高景气周期,国内企业迎出海新机遇-20221230-东方证券

国内企业陆续获得海外认证,充电桩出口迎契机。充电桩是新能源车产业中少有扩张速度落后的环节,公共桩领域,21年末中国车桩比为7:1,欧洲仅16:1,美国更只有18:1,海外公桩布局严重不足,且地域分布极不平衡。21年开始欧美加大对公用充电桩的政策支持,着力引导直流快充桩发展,欧美充电市场加速。中国市场电车渗透率继续提升的核心在于三四线城市的下沉,而充电基础设施的配套建设是基础,因此国内充电桩的建设也

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