Recently, the National Development and Reform Commission and other four departments announced the first batch of pilot projects for the large-scale application of vehicle-to-network interaction. The first batch of pilots covered 9 cities including Shanghai and 30 projects. Shanghai leads the way with four pilot projects, and the project scenarios are rich and diverse, covering a variety of fields; Three projects from Chengdu were selected, and two projects from Chongqing, Wuhan and Haikou were also selected. This marks a new stage of vehicle-network interaction from theoretical discussion and small-scale experiments to large-scale practical application.
Prior to this, a large-scale vehicle-network interaction attempt has been carried out nationwide. On March 28, China Southern Power Grid launched the country's largest vehicle-network interactive activity in the business area, and amazingly, more than 100,000 new energy vehicles actively participated, and the interactive electricity reached 500,000 kWh, and it was carried out in 5 provinces and regions at the same time, involving 63 cities. This preliminary pilot result fully demonstrates the feasibility and great potential of vehicle-network interaction in large-scale application, and lays a solid foundation for subsequent in-depth development.
The unique advantages of reverse charging
Compared with traditional charging methods, vehicle-to-network interaction (V2G) technology has significant advantages. While traditional charging methods simply involve the one-way flow of electricity from the grid into the battery of new energy vehicles, V2G technology breaks this single model. It not only allows new energy vehicles to flexibly adjust the charging speed according to the fluctuation of electricity prices, but also accelerates charging when the electricity price is low, reducing charging costs; What's more, it also allows the EV to reverse sell the energy from the on-board battery to the grid when the vehicle is idle. This two-way power flow mode builds a more efficient and intelligent energy management system, which provides key support for the efficient and economical operation of the new power system. In a sense, every new energy vehicle is no longer just a consumer of electric energy, but also a distributed energy storage unit that can participate in the regulation of the power grid, which greatly improves the efficiency and flexibility of energy utilization.
The development of the industry has broad prospects
From the perspective of industrial development prospects, vehicle-to-network interaction (V2G) technology has unlimited potential. At the policy level, the national and local governments continue to make efforts to introduce a series of policies to promote their development, with a clear goal of 2030, when the vehicle-to-network interactive technology standard system will be basically completed and large-scale application will be realized. This policy orientation provides a solid guarantee and a strong driving force for the development of the industry.
From the perspective of the market, with the continuous and rapid growth of the number of electric vehicles in China, the market scale of vehicle-network interaction will continue to expand. Donghai Securities Research Report pointed out that under the stimulation of policies, the development of vehicle-network interaction will drive a significant increase in the utilization rate of charging piles, thereby effectively improving the profitability of charging operators. On the one hand, the vehicle-network interaction makes the use scenarios of charging piles more diversified, no longer limited to simple charging services, and increases the added value of charging piles; On the other hand, through the interaction with the power grid, charging piles can better optimize their own operation strategies, improve operational efficiency, and reduce operating costs. This is of great significance for the healthy development of the entire new energy vehicle industry chain, from charging pile manufacturers, operators to new energy vehicle manufacturers, will benefit from this wave of development.
Picture: The first batch of lists announced! What is the future of reverse charging? (Source: Securities Times)
Market confidence is emerging
From the performance of the car-network interactive concept stocks, we can also get a glimpse of the market's positive attitude towards the prospects of this industry. In the A-share market, 27 car-network interactive concept stocks have generally shown an upward trend since the beginning of this year, with an average cumulative increase of 6.98%. Among them, Sinexel shares, Harmontronics Automation Technology, Gresgying and other stocks were among the top gainers. At the same time, some concept stocks such as Autel Intelligent Technology and Topband have also attracted the attention of many institutions and accepted the research of a large number of institutions. In addition, the net profit attributable to the parent of 6 concept stocks has achieved a year-on-year increase, such as the net profit attributable to the parent company of Autel Intelligent Technology in 2024 increased by 257.59% year-on-year. These data fully show that the market is more optimistic about the prospects of the car network interaction industry, and the capital attention is high, which also reflects that the industry is in a stage of vigorous development, attracting many enterprises to actively layout, and injecting strong impetus into the sustainable development of the future.
Conclusion
The vehicle-to-network interactive technology that transforms new energy vehicles into power banks to realize reverse charging is standing on the cusp of the development of the times. The promotion of its large-scale application pilot, unique technical advantages, broad industrial development prospects and positive feedback from the market all indicate that this field will play an important role in the field of energy and transportation in the future. Although there may be many challenges in the development process, such as the unification of technical standards and the improvement of business models, we have reason to believe that with the support of policies, technological innovation and the promotion of the market, the vehicle-to-network interactive technology will usher in a more brilliant tomorrow and make great contributions to the construction of a sustainable energy and transportation system.
