Zhang Rongji from JGE speaking at SNEC ES+: Grasp the four major trends of charging and swapping, and build a new pattern of coordinated development

On October 10, 2025, the four-day "2025 SNEC ES+ International Energy Storage and Battery Conference & Exhibition" was held in Shanghai. During the "Pioneer Dialogue" session of the concurrently held 2nd Charging and Electricity Industry Forum (CEIF 2nd), Zhang Rongji, President of Jinguan Stock (stock code: 300510), was invited to attend and, based on his profound insight into the industry, shared the development trends and breakthrough strategies of the charging and electricity industry.

In the current industry situation where the large-scale construction of charging and swapping facilities faces imbalances in resource allocation such as "having charging piles without vehicles and having vehicles without electricity," Zhang Rongji pointed out sharply in the dialogue: "Ultimately, the real challenge we face is the deep integration dilemma between a highly market-oriented, stochastic, and distributed massive load (electric vehicles) and a vast system that requires constant stability, planning, and centralized management (traditional power grid)." Based on in-depth analysis of the industry, Zhang Rongji proposed four major development trends: Firstly, as the scale of photovoltaic power generation continues to expand but the consumption capacity is insufficient, the industry focus will shift from power generation to consumption in the next decade, with charging and energy storage becoming the market leaders; secondly, charging stations will transition from being solely consumer-oriented to being production-and-sales-oriented and microgrid-oriented, with the integration of photovoltaic, storage, and charging becoming the standard; thirdly, under policy guidance, the microgridization of parks and the integration of photovoltaic, storage, and charging will be comprehensively promoted, and the proportion of new energy generation needs to be significantly increased; finally, the electricity price difference will continue to expand, and the power grid is expected to introduce special electricity pricing policies for charging infrastructure, creating new market opportunities for industry development.

Facing industry challenges, Zhang Rongji pointed out that "the solution is definitely not a single technological breakthrough, but a systematic revolution integrating 'vehicle-pile-grid-cloud'". He elaborated on the implementation path from four aspects: at the technical level, vigorously developing key technologies such as V2G (Vehicle-to-Grid), intelligent and orderly charging, and AI load forecasting; at the policy level, improving peak and valley electricity pricing, especially establishing a refined electricity pricing system for charging facilities, and encouraging "valley charging"; at the business model level, exploring the "aggregator" model, packaging dispersed charging loads into controllable resources, participating in grid peak regulation, and allowing both car owners and operators to profit from it; at the industrial collaboration level, breaking down data barriers, establishing unified standards and communication protocols, and achieving efficient "dialogue" between vehicles, piles, and grids. Only through such comprehensive governance can electric vehicles be transformed from the "grid challenge" they once faced into "valuable assets" that support the new power system and facilitate the consumption of clean energy.

Against the backdrop of charging operators generally facing the dilemma of "increasing volume without increasing revenue" and the traditional "going it alone" model in the industry becoming unsustainable, Zhang Rongji, as an advocate of the Zero Carbon Logistics Eco-Alliance, pointed out: "The era of going it alone is over. We must provide comprehensive services like a 'Chinese banquet' for others." The Zero Carbon Logistics Eco-Alliance was jointly initiated by Jinguan Stock and more than 20 leading enterprises in the industry chain. Its members include diverse entities such as freight supply and transportation platforms, logistics enterprises, heavy-duty truck manufacturers, financial institutions, charging and swapping operators, and integrated transportation and charging investors. The alliance is committed to building a new industrial ecosystem for collaborative development and creating a one-stop service closed loop covering the entire electric logistics chain.

As an annual industry event, this conference gathered numerous experts and enterprise representatives in the field of charging and swapping. Through exciting keynote speeches and high-end dialogues, it delved into the forefront trends of the industry. The conference centered around policy interpretation, technology demonstration, and ecological cooperation, which not only effectively promoted collaborative innovation in the industry but also forged broad consensus on key issues, injecting new momentum into the healthy development of the industry.