Share the QR code < / P > < p > of wechat scanning code to friends and circles of friends < / P > < p > < p > source - 21st century economic report (ID: jjbd21) < / P > < p > author Peng Suping < / P > < p > editor He Fang < / P > < p > picture source - Graphic bug < / P > < p > < p > "power limitation tide", new energy vehicles are inevitably affected < p > recently, a suspected charging pile operator published a "2021 Guangzhou orderly power consumption notice". The notice shows that according to the 2021 Guangzhou orderly power consumption plan, the peak shift period is from 8 a.m. to 11 p.m. every Monday to Friday, and users should take turns to use power during this period. This means that at least some charging piles in Guangzhou can only be charged by users in a specific period of time < p > this is not an individual phenomenon. In fact, since September, many cities and regions across the country have successively implemented "power rationing", among which many have extended power rationing to the field of residential power consumption. Although there is not much feedback on the limited charging of new energy vehicles, it is obvious that the attraction of new energy charging vehicles has decreased compared with the previous < p > on the one hand, new energy vehicles may be affected by "power rationing", on the other hand, there are doubts that new energy vehicles themselves also increase the power consumption pressure of the power grid: why vigorously develop electric vehicles when the power gap is so large? Doesn't this make the already tight power supply worse < p > in fact, the current electricity consumption of electric vehicles accounts for only a small proportion of the total electricity consumption, and its effect on the overload operation of the power grid is almost negligible. However, with the increase of electric vehicle ownership, the valley peak difference of regional power grid will increase significantly. At that time, the difficulty of power grid regulation will increase and the overall power consumption cost will also rise < p > from the perspective of long-term development, new energy vehicles represented by pure trams are still the general trend of the automotive industry. Compared with traditional fuel vehicles, pure trams still have certain advantages in the carbon emission level in the whole life cycle, and people familiar with the new energy vehicle industry also pointed out that "the development of electric vehicles is definitely not limited to the automobile industry itself. How to provide clean electricity for electric vehicles in a sustainable way is a greater proposition." < / P > < p > it is more inconvenient to power on electric vehicles < / P > < p > since this round of power restriction, it is more inconvenient to power on electric vehicles that are originally inconvenient < p > various information shows that public charging piles in some areas are required to stagger peak power consumption. In addition to Guangzhou mentioned above, users in Zhuhai also reported that one of their commonly used charging stations was suspended during the day in late September, and can only be used at the low point of power consumption in the middle of the night. In addition, a user in a certain area of Jiangsu also said that she originally wanted to charge while shopping in the supermarket in the morning. Unexpectedly, she encountered power restriction and the charging pile could not be used < p > however, generally speaking, the impact of power restriction on electric vehicle charging is not "fatal". Some people who observe the new energy vehicle industry told the 21st Century Business Herald reporter that the impact of general household electric vehicles is controllable, mainly limited by the majority of electric taxis and online taxi drivers who have no charging pile at home and have no time to charge slowly < p > some media reported that although a city has not yet experienced a large-scale power outage, some new energy owners have fallen into panic, especially taxi and online taxi drivers. They are afraid of sudden power outage and rush into charging stations. Originally, they only charge once a day, but now they have to charge twice or even three times a day, resulting in "at present, each charging station has to queue up to charge" < p > in case of large-scale power rationing, the charging pile operators will be directly hit. Although in theory, the total demand for electricity using public charging piles will not change much, if the charging time is cut to about half, it will at least bring challenges to the operation of charging piles. In addition, the peak period of fast charging piles is also in the daytime, and power restriction may have an impact on the business of fast charging piles < p > charge point operators have taken action to some extent < p > on October 11, an electric taxi driver in Nanjing said that the charging electricity charge of electric vehicles has increased recently, and the electricity charge per kilowatt hour has increased from about 0.6 yuan to more than 1 yuan. The charging electricity charge is actually composed of "electricity charge + service charge". The former is relatively fixed and the latter is formulated by the operator. The increase in electricity charge perceived by users is mostly the result of the operator's increase or reduction in service charge < p > the development of electric vehicles has not brought power outage pressure < / P > < p > under the background of power restriction, electric vehicles driven by electric energy have been questioned again. It is pointed out that since the electricity is so tight, why not shut down the charging pile in a small area and restrict the charging of electric vehicles < p > in fact, in the overall power consumption base, the power consumption of electric vehicles accounts for only a small proportion < p > Cui Dongshu, Secretary General of the national passenger car market information joint committee, said that only 0.2% of the total electricity consumption was used for electric vehicle charging in August this year. "At present, the development of 6 million electric vehicles does not bring power outage pressure. In the future, even if the number of electric vehicles increases to 60 million, its power structure impact is less than 2%. According to the data released by China electric vehicle charging infrastructure promotion alliance, the charging power of domestic public charging infrastructure was 989 million kwh in August this year, According to the data released by the national energy administration, the power consumption of China's whole society reached 767.7 billion kwh in August - the former only accounts for 0.13% of the latter < p > it should be noted that the above data of the charging alliance only counts public charging piles, excluding private charging piles, and does not count the two operators of the State Grid and Putian < p > with the large-scale development of new energy vehicles, the power consumption of vehicles is still likely to increase the grid load and significantly increase the power consumption cost < p > Wang Wen, deputy general manager of State Grid Electric Vehicle Company, once said that it is expected that China will have 300 million electric vehicles by 2040. At that time, electric vehicles will become an important role in social power consumption. It is expected that the annual power consumption will account for 17% of the total power consumption. The challenge is that the simultaneous charging characteristics of electric vehicles will further aggravate the peak valley difference of regional power grid, resulting in greater difficulty in power grid regulation, The simple capacity increase and upgrading of lines will double the power investment of the whole society and increase the power consumption cost of end users < p > in order to solve this problem, the State Grid Electric Vehicle Company began to launch staggered charging at the user end to reduce the peak valley difference of the power grid. In addition, the company also tried to launch the mobile energy storage business of electric vehicles, namely V2G business. Users can reverse power transmission to the power grid by participating in the project, so as to obtain the value-added benefits of participating in peak shaving and valley filling of the power grid < p > last year, State Grid Electric Vehicle Company launched100000 orderly charging piles that can intelligently monitor and stagger peak charging have been. It is reported that through intelligent charging, more than 80% of the charging load can be transferred to the trough period of the power grid, 100% of the charging needs of users can be met, and the lowest charging cost of the whole society can be realized < p > Wang Wen said that after orderly guiding the charging of electric vehicles, we can maximize the use of power grid equipment, reduce the load peak valley difference and save nearly 70% of the system investment < p > V2G business is also being actively piloted and promoted. As of November last year, the State Grid has carried out nearly 40 pilot projects in 14 provinces and cities across the country, with nearly 400 V2G charge and discharge terminals. Users participate in V2G through the "e-charging" app and carry out intelligent charge and discharge regulation according to the power grid demand, which can obtain real-time benefits. It is estimated that the power battery power of 300 million electric vehicles in the future will reach more than 20 billion kWh and provide 12 billion kwh energy storage for the power grid < p > electric vehicles are still the general trend < / P > < p > at present, the supply of power resources is tight, and electric vehicles do not seem to be a wise choice. However, from the perspective of national strategy, pure electric vehicles are still an unshakable direction < p > according to the new energy vehicle industry development plan (2021-2035) released in November last year, the top management's plan for new energy vehicles in the next few years is that by 2025, the sales of new energy vehicles in China will reach about 20% of the total sales of new vehicles, by 2035, pure electric vehicles will become the mainstream of new sales vehicles, and vehicles in the public domain will be fully electrified < p > vigorously promote new energy vehicles represented by pure electric vehicles, on the one hand, to get rid of dependence on oil, on the other hand, to meet the needs of energy conservation and emission reduction < p > in 2020, China clearly put forward at the UN General Assembly that new energy vehicles are an indispensable part of striving to reach the peak of carbon dioxide emissions by 2030 and achieve carbon neutralization by 2060. According to the data of China electric vehicle hundred people's Association, the carbon peak of road traffic in 2030 means that the penetration rate of vehicle electrification can not be less than 30%, that is, 80 million vehicles < p > there are still different opinions in the industry on the carbon emission level of electric vehicles and fuel vehicles. Some data show that in the manufacturing stage of electric vehicles, the carbon emission is higher than that of the same type of fuel vehicles. In the use stage, since the main source of power is still coal, tracing back to the source of electric vehicles is not environmentally friendly < p > however, on the whole, electric vehicles still have certain advantages. "By comparing the carbon emission of 7 liters of gasoline per 100 km of vehicles with the average power consumption of 15 kwh per 100 km of comprehensive electric vehicles, the corresponding power generation considering charging loss, and the carbon emission after the average thermal power ratio of the power grid, the carbon emission of electric vehicles is still dominant." director of China Automobile Industry Advisory Committee An Qingheng, former director of BAIC group, said at a recent forum, "we need to firmly increase the promotion and application of pure electric vehicle products, strive to promote the integration of electric vehicles and clean power grid, and accelerate the development of electric vehicles." < / P > < p > a person familiar with the new energy vehicle industry pointed out that the carbon emission level of electric vehicles is controversial, In essence, it is determined by the current energy structure (currently thermal power generation accounts for 70%), and the development of electric vehicles is definitely not limited to the automobile industry itself. How to provide clean electricity for electric vehicles in a sustainable way is a bigger proposition. "If electric vehicles want to realize the value of energy security, energy conservation and emission reduction, they must pay close attention to the change of energy structure, and even faster at the action level." < / P > < p > in this regard, some enterprises have taken the lead in trying. For example, state grid, Tesla and other enterprises have begun to layout and implement "optical storage and charging" integrated charging stations, aiming at using photovoltaic Energy storage technology makes electric vehicles self-sufficient, and similar products are expected to further enter the market in the future < p > current Editor Li Yutong < / P > < p >