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上海充電樁補貼政策出臺,迎接充電樁2.0時代

近日,上海市政府辦公廳正式發佈《上海市鼓勵電動汽車充換電設施發展扶持辦法》,對電動車充換電設施建設、運營進一步給予支持。有效時間為2016 年5 月5 日~2020 年12 月31日,並適用於上海市15 年1 月1 日後建成投運的國產充電設施。其中,在建設環節,設備建設補貼按照直流最高0.6元/瓦和交流0.3元/瓦執行,在運營環節,運營補貼標準為公交0.1元/度和社會車輛0.2元/度。 政策特別指出,將重點支持充電運營平臺建設。

我們認為,上海市的充電樁補貼政策的正式出臺,極大利好設備製造商和平臺運營商,充電站的投資回報率將得到提升,並有利於運營平臺的龍頭企業做大做強。另一方面,上海的實施經驗將成為標杆,影響全國其他城市的充電樁補貼政策出臺。

撰稿: 章晶 研究分析員
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8621) 6351 2937-103

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zhangjing@phillip.com.cn
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