特斯拉开放超充的AB面：在中国难找“接口”，蔚小理和比亚迪等“搭便车”，国内新能源车企加快打造充电桩“朋友圈”

显然，面对中国巨大的新能源车市场，特斯拉无疑希望可以复制国外的成功路径，但特斯拉想要实现在中国铺开其充电网络版图实际并没有那么顺利。

It is clear that Tesla, in the face of China’s huge new energy vehicle market, undoubtedly hopes to replicate the path of success abroad, but Tesla’s desire to open its grid-loaded map in China is not going so well.

根据特斯拉最新公布的数据，虽然其在中国大陆地区有超级充电桩超1万根，目的地充电桩超2000根，但这个体量放在整个充电桩行业里不算大。资料显示，当前我国充电桩领域的玩家主要分三类，一是资产型的第三方充电运营商，以特来电、星星充电等为代表；二是连接型充电服务商；三是车企充电运营商，以特斯拉、蔚来等为代表。这三类玩家中目前规模最大的是特来电这类资产型充电运营商。截至今年3月底，特来电（特锐德）运营着38.78万根充电桩，排名全国第一。

According to the most recent data released by Tesla, although there are over 10,000 supercharged posts in mainland China, the destination chargers are over 2,000, in the entire power charger industry. According to the data, there are currently three main categories of players in the country in the field of recharge. One is an asset-based third-party charger, which is represented by call-in, star charge, etc.; the second is a connection charger; and the third is a vehicle charger, which is represented by Tesla and zireng.

另一方面，根据深途微信公众号的相关报道和采访了解到，因为特斯拉的超充桩价格相对较高，相当一部分车主平时对其使用频率并不高。多位特斯拉车主表示，对特斯拉超充桩需求最大的时候是节假日和跑长途，因为其他充电桩往往都要排队，这时才愿意承担更高的费用以保证充电体验。对此，有行业人士分析，特斯拉建设自己的充电桩，形成服务闭环，一方面打消了部分购车者对续航的顾虑，另一方面保障了车主的使用体验。但目前，其所提供的充电价格、服务都是一样的，这对品牌的独家吸引力产生了负面影响，后续如何管理一个适合所有电动汽车的网络，将变得更加困难。

On the other hand, on the basis of reports and interviews with the Deep Path Micro-Trust Public, it is known that, because Tesla's supercharger price is relatively high, a significant proportion of the owners use it less frequently . Several Tesla owners state that the most demand for Tesla overcharges is for holidays and long distances, because other chargers are often queued in order to be willing to bear higher costs to ensure a recharge experience. In this regard, industry analysts analyse how Tesla can manage a network suitable for all electric cars, creating a closed service loop, while eliminating the concerns of some purchasers about renewal, and safeguarding the owner's use experience. However, at present, the supply of recharge prices and services is the same, and has a negative impact on brand attraction , and it will become more difficult to follow up on how to manage a network suitable for all electric cars.

▌车企开启充电桩“朋友圈”开拓赛：特斯拉和蔚来到底谁蹭谁的电？800V平台成下个竞争焦点

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众所周知，我国虽然有着巨大的新能源车市场，但也同时拥有全球最卷的车企。事实上，在特斯拉之前，蔚来、小鹏汽车、极氪等新势力车企均向第三方品牌开放充电网络，加快打造充电桩“朋友圈”。多位业内人士认为，新能源汽车充电桩将步入千亿市场，随着头部企业加快布局，这一领域也将进入“优胜劣汰”关键期。

It is well known that our country has a huge new energy truck market, but also one of the world’s largest cars. In fact, before Tesla, new power cars, such as the pelican car and the kryptonite, opened up to third-party brands the charging network , accelerating the construction of the “friends circle” of the chargeposts. According to many insiders, the new energy vehicle will enter the hundreds of millions of markets and, as the head business accelerates its layout, this area will also enter the critical period of “better than better than better” .

根据乘联会分析文章称，目前除了特斯拉和蔚来外，大部分车企自建充电网络体量仍相对较小，自建充电网络的车企陆续放开充电网络。

According to the Federation's analytical articles, at present, with the exception of Tesla and Uri, most of the vehicles are still building their own grids in relatively small quantities

据悉，蔚来早在2018年就已开始对此布局，经过多年的发展，有众多非蔚来品牌的车主使用了蔚来的充电网络。披露数据显示，截至2022年底，蔚来在全国范围内累计建成充电桩13629根，已成为中国市场建设充电桩数量最多的汽车品牌之一。

According to the information received, the deployment began in 2018, and after years of development, a large number of non-brand owners used a network of installed chargers. The data disclosed that, by the end of 2022, the cumulative construction of 13,629 chargers at the national “strong” had become one of the largest car brands in the Chinese market.

值得一提的是，据蔚来统计显示，今年春节期间，蔚来充电桩充电服务订单超90万次，其中76%电量服务于非蔚来品牌。在这些非蔚来品牌中，比亚迪占17.6%，特斯拉占15.8%，小鹏占4.10%。可见，一些特斯拉车主跑到蔚来充电站去充电。

It is worth noting that, according to statistics, during this spring, more than 900,000 orders were made to charge the grids, of which 76% served the non-Uberian brand. Of these non-Uberious brands, 17.6% were used by the strong Biadi, 15.8% by Tesla, and 4.10% by the pelican.

对此，行业分析师表示，特斯拉的充电桩在早期很大的一个优势是充电功率高，充电速度快，但现在充电技术发展很快，其他品牌充电桩与特斯拉的性能已经很接近，特斯拉的优势不再明显。

In response, industry analysts indicated that one of the great advantages of Tesla's chargers in the early years had been high charge power and fast charge, but that the charging technology was now rapidly developing, that the performance of the other brand loads of

与此同时，乘联会提到，随着搭载高压快充平台车型相继涌现推出，800V的超充是下阶段各个厂商竞争的焦点，同时基于充电形成的相关营销和用户权益玩法也日益丰富。以目前400V平台的充电功率来看，功率最高的特斯拉第三代超级充电桩也只能达到250kW，而在800V平台下一些车型的快充峰值功率可达400kW以上。据悉，比亚迪此前推出了支持800V高压快充技术的e平台；小鹏打造了800V高压平台以及配套的480kW高压超充桩。

At the same time, the Federation mentioned that, with the successive roll-out of high-voltage fast-loaded platform models, 800V was the focus of competition among various manufacturers at the next stage 's fast-loading power under 800V platforms can reach 400kW or more. Biadi had previously launched an e-platform to support 800V high-pressure fast-charge technology; and a 800kW high-pressure platform and an accompanying 480kW supercharged supercharger.