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东欧能源公司纷纷进入电动汽车市场

中国石化新闻网讯 据路透社报道,随着欧盟更严格的排放规定于2020年生效,预计从北部的波兰到南部的保加利亚(该地区约有1亿人)的电动车(EVs)数量将激增。 该地区最大的快速充电站网络是由私人控股的GreenWay运营的,在波兰和斯洛伐克有112个快速充电站。但随着欧盟目前的目标是到2030年将汽车排放量削减35%,一些最大的能源公司正在涌入该地区市场。 捷克CEZ能源公司和匈牙利油气集团MOL表示,他们计划在整个地区扩大快速充电站网络。 中欧最大的上市公司CEZ的清洁技术主管Tomas Chmelik表示:“这就是电力和能源业务的发展方向。如果我们不投资,别人也会投资,这是从传统业务到新业务的逻辑延伸。” 据Chmelik估计,到2020年,捷克的道路上将有约10000辆电动汽车,到2030年将达到250000辆。CEZ的目标是到2019年底,将其运营的快速充电站数量增加一倍以上,达到150多家。 CEZ计划在未来10年内花费约10亿捷克克朗(合4400万美元)来实现这一目标,其中约一半来自于补贴,以建立一个50千瓦的快速充电器网络,能够处理CHAdeMO和CCS的标准。 Chmelik表示,CEZ首先将把重点放在国内市场上,然后在其已经开展业务的国家进行扩张,包括波兰、斯洛伐克、保加利亚、罗马尼亚和匈牙利。该公司还可能通过收购来寻求其更快的增长速度。 电力公司、科技初创企业和石油公司都在努力将自己打造成业务中的主导者。瑞士联合银行集团估计,未来8年将需要花费3600亿美元来建立全球充电基础设施,以跟上电动汽车销售的步伐。 匈牙利油气集团消费者服务业务负责人Peter Ratatics表示,公司已经开始改变策略,准备在未来十年减少对化石燃料的需求。 他称,MOL计划在2020年底前投资3000万欧元(合3400万美元),在匈牙利、罗马尼亚、克罗地亚、斯洛文尼亚、斯洛伐克和捷克共和国建立一个多达700个充电站的网络。 Ratatics表示,这项投资将在未来10年内创造约10%至15%的传统零售业务,到2040年将达到50%,预计2018年,其零售部门预计将创造4.2亿美元的利润。 他表示:“我们得出的结论是,由于监管和客户行为的改变,化石燃料市场将在未来十年发生变化,这将对MOL的传统石油和天然气业务产生重大影响。” 詹晓晶摘自路透社 原文如下: East European energy firms charge into EV market The number of EVs in the region of 100 million people stretching from Poland in the north to Bulgaria in the south is expected to surge when tighter European Union emissions rules come into force in 2020. The biggest network of fast-charging stations in the region is run by privately-held GreenWay with 112 in Poland and Slovakia. But with the EU now aiming for a 35 percent cut in car emissions by 2030, some of the region’s biggest energy companies are muscling into the market. CEZ (CEZP.PR) in the Czech Republic and MOL MOLB.BU in Hungary say they are planning to expand networks of fast-charging stations across the region. “This is where the electricity and energy business is moving,” said Tomas Chmelik, head of clean technologies at CEZ, central Europe’s largest listed company. “If we do not invest, somebody else will and it’s a logical extension out of the traditional business into a new business.” Chmelik estimates that by 2020 there will be about 10,000 EVs on Czech roads and up to 250,000 by 2030. CEZ aims to more than double the number of fast-charging stations it operates to over 150 by the end of 2019. CEZ plans to spend about 1 billion Czech crowns ($44 million) over the next 10 years to achieve this – with about half coming from subsidies to build a network of 50 kilowatts (kW) fast chargers able to handle CHAdeMO and CCS standards. CEZ will focus on its home market before expanding in countries where it already operates, including Poland, Slovakia, Bulgaria, Romania and Hungary. It could also look for acquisitions to grow faster, Chmelik said. Power utilities, tech start-ups and oil companies are all fighting to establish themselves as dominant players in the business. Swiss bank UBS estimates $360 billion will need to be spent over the next eight years to build a global charging infrastructure to keep pace with electric car sales. Hungarian oil and gas company MOL has begun shifting its strategy to prepare for less demand for fossil fuels over the next decade, said Peter Ratatics, who leads the company’s consumer services business. MOL plans to invest up to 30 million euros ($34 million) by the end of 2020 to build a network of up to 700 charging stations in Hungary, Romania, Croatia, Slovenia, Slovakia and the Czech Republic, he said. The investment could generate roughly 10 percent to 15 percent of the company’s traditional retail business in the next 10 years and up to 50 percent by 2040, Ratatics said. In 2018 its retail division is expected to generate $420 million. “We came to the conclusion that because of changing regulation and customer behavior the fossil fuel market will change over the next decade,” he said. “This will have a significant impact on MOL’s traditional oil and gas business.” ​
 

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