近日，意大利国家电力公司集团（EnelGroup）旗下子公司意科能源（EnelXWay）对外发布了其亚太区市场业务战略，并将2019年设立在上海的中国总部升级为亚太区运营中心。

　　意科能源全球销售执行副总裁Gianmaria Riccardi向第一财经记者表示，随着中国车企出海战略的持续升级和加速推进，他们对当地的充电基础设施配套也有了新需求，如对充电桩品控的高要求、与全球各地市场当地法规和技术标准的接轨、对一站式服务模式的青睐等，这些均为意科能源在中国以及其他亚太地区的发展提供了机遇。

　　近两年来，我国新能源汽车出口持续爆发。中汽协数据显示，2020年，中国新能源汽车出口近7万辆；2021年，该数值增长至31万辆；去年，新能源汽车出口量已达67.9万辆。自去年开始，中国车企加速“出海”，比亚迪、蔚来、小鹏、东风俊风、岚图等新能源车型纷纷登陆海外市场。

　　而与新能源汽车配套的充电桩出口也成了新商机。一方面，中国汽车出口海外需要配备相应的家充桩；另一方面，海外新能源汽车市场车桩比相比国内失衡更为严重，根据光大证券研报，截至2022年4月份，美国车桩比为21.2：1，欧盟整体车桩比为8.5：1，这也意味着更大的市场空间。另外，有部分出海车企为提升充电便利性，也会选择在海外建设自营充电桩。

　　根据阿里国际站跨境指数，2022年，新能源车充电桩的海外商机快速增长了245%，未来还有将近3倍的需求空间。

　　正是看到了海外旺盛的需求，海内外充电桩都纷纷入局抢食。除意科能源外，2022年以来，我国也有不少涉及充电桩业务的上市公司均披露了海外市场的布局，如炬华科技、道通科技等。

　　但在海外市场，海外公司如意科能源具有先天优势，如在出海的第一道门槛——海外认证上，一家充电桩生产企业管理人员表示，与中国市场相比，海外充电桩检测标准和规范更加严格，对产品的安全与性能标准提出了更高的要求。上述人员称，“美标认证非常难通过，欧标认证的门槛稍低。”

　　据华泰研究报告，目前，欧盟ICE的CE认证大约需要3~6个月，认证费用约为几十万元；美标UL认证大约需要半年至一年，费用高达上百万元。

　　除了认证之外，充电桩企业出海还需遵守当地法律法规，以及了解当地市场，这些方面也是海外充电桩企业有优势，而国内企业是在成本、制造方面更有竞争力，上述管理人员补充道。

　　凭借在认证和本土服务方面的优势，记者了解到，意科能源的国内业务采取了中国制造、出口海外的模式，既在国内生产满足中国标准的充电桩供应中国市场，也在国内生产符合欧洲、东南亚和太平洋地区标准的交流桩，满足中国新能源车企在海外市场进行家用充电桩配套的需求。另外，意科能源还能为中国新能源车企配套海外自营快充充电桩，以及整合第三方充电桩资源。

　　而基于自身的制造优势，部分国内充电桩企业则是采取另一条道路开拓海外市场，即与具备当地服务能力的本土企业进行合作的方式，如2022年，盛弘股份Interstellar交流桩通过欧标认证，与英国石油（BP）达成合作，成为首批进入英国石油中国供应商名单的充电桩厂家。

With the booming export of new energy vehicles in China, the related charging pile supporting facilities have quickly become new business opportunities, which has also attracted overseas charging pile enterprises to compete.
Recently, EnelXWay, a subsidiary of Enel Group, announced its Asia Pacific market business strategy and upgraded its China headquarters in Shanghai in 2019 to an Asia Pacific operations center.
Gianmaria Riccardi, Executive Vice President of Global Sales at Yike Energy, told reporters from First Financial that as Chinese car companies continue to upgrade and accelerate their overseas strategy, they have new demands for local charging infrastructure support, such as high quality control requirements for charging piles, alignment with local regulations and technical standards in markets around the world, and a preference for one-stop service models, These all provide opportunities for the development of Yike Energy in China and other Asia Pacific regions.
In the past two years, China's new energy vehicle exports have continued to explode. According to data from the China Automobile Association, in 2020, China exported nearly 70000 new energy vehicles; In 2021, this number increased to 310000 vehicles; Last year, the export volume of new energy vehicles reached 679000 units. Since last year, Chinese car companies have accelerated their "going global" efforts, with new energy models such as BYD, NIO, Xiaopeng, Dongfeng Junfeng, and Lantu landing in overseas markets.
And the export of charging piles supporting new energy vehicles has also become a new business opportunity. On the one hand, Chinese automobile exports overseas require corresponding home filling piles; On the other hand, the vehicle to pile ratio in the overseas new energy vehicle market is more severe than in the domestic market. According to the research report of Everbright Securities, as of April 2022, the vehicle to pile ratio in the United States was 21.2:1, while the overall vehicle to pile ratio in the European Union was 8.5:1, which also means greater market space. In addition, some overseas car companies may choose to build self operated charging stations overseas to improve charging convenience.
According to the cross-border index of Alibaba International Station, the overseas business opportunities for new energy vehicle charging stations have rapidly increased by 245% in 2022, and there is still nearly three times the demand space in the future.
It is precisely because of the strong demand from overseas that charging stations both domestically and internationally have entered the market to compete for food. In addition to Yike Energy, since 2022, many listed companies in China that are involved in charging pile business have also disclosed their overseas market layout, such as Juhua Technology and Daotong Technology.
However, in the overseas market, overseas company Ruyike Energy has inherent advantages. For example, in the first threshold for going abroad - overseas certification, a management personnel of a charging pile production enterprise stated that compared to the Chinese market, overseas charging pile testing standards and specifications are more strict, and higher requirements are put forward for product safety and performance standards. The above personnel stated that "American standard certification is very difficult to pass, and the threshold for European standard certification is slightly lower
According to a research report by Huatai, currently, the CE certification of EU ICE takes about 3-6 months, and the certification cost is about several hundred thousand yuan; American UL certification takes approximately six months to one year, and the cost can reach millions of yuan.
In addition to certification, charging pile enterprises also need to comply with local laws and regulations when going overseas, as well as understand the local market. These aspects are also advantages for overseas charging pile enterprises, while domestic enterprises are more competitive in terms of cost and manufacturing, the above management personnel added.
Based on its advantages in certification and local services, the reporter learned that Yike Energy's domestic business adopts a model of manufacturing in China and exporting overseas. It not only produces charging piles that meet Chinese standards for the Chinese market domestically, but also exchanges piles that meet European, Southeast Asian, and Pacific standards domestically, meeting the needs of Chinese new energy vehicle companies for supporting household charging piles in overseas markets. In addition, Yike Energy can also provide overseas self operated fast charging stations for Chinese new energy vehicle companies, as well as integrate third-party charging station resources.
Based on their own manufacturing advantages, some domestic charging pile companies have adopted another path to explore overseas markets, which is to cooperate with local enterprises with local service capabilities. For example, in 2022, Shenghong Interstellar exchange piles passed European standard certification and reached cooperation with BP, becoming one of the first charging pile manufacturers to enter the list of BP's Chinese suppliers.