Zhong Guo Qi Che Bao Wang·2025-05-14 01:43Core Viewpoint - The Chinese government is actively promoting the adoption of new energy vehicles (NEVs) in rural areas through various initiatives, including the "New Energy Vehicles Going to the Countryside" campaign, which aims to stimulate consumption and expand market potential in lower-tier cities and rural regions [2][3][4]. Group 1: Policy Initiatives - Since the issuance of the "Special Action Plan to Boost Consumption" by the central government, specific measures to promote automobile consumption, such as trade-in programs and optimizing vehicle purchase restrictions, have been implemented [2]. - The "New Energy Vehicles Going to the Countryside" initiative has been held five times since 2020, significantly enhancing NEV sales in rural areas [3]. - The initiative has seen an increase in the number of vehicle models available, with 99 models involved in 2024, reflecting a growing adaptation to rural market needs [3]. Group 2: Sales Performance - NEV sales from the "Going to the Countryside" initiative reached 39.7 million units in 2020, 106.79 million in 2021, 265.98 million in 2022, and 320.87 million in 2023, indicating a strong upward trend [4]. - The share of NEV sales in Xiaocheng County increased from 25% in 2020 to 33.8% in 2024, with plug-in hybrid and range-extended models showing significant growth [5]. Group 3: Infrastructure Development - Despite the success of NEV sales, rural charging infrastructure remains underdeveloped, with coverage below 5% [6]. - The government is working to improve charging infrastructure in rural areas, with plans for "county-wide coverage" of charging stations and "town-wide coverage" of charging piles by 2026 [7]. - Companies like NIO are also investing in charging infrastructure, aiming for comprehensive coverage in rural areas [8]. Group 4: Market Potential - The rural market is projected to have a significant impact on NEV sales, with estimates suggesting that by 2030, the car ownership rate in rural areas could reach 160 vehicles per thousand people, translating to a market size of approximately 500 billion yuan [9]. - The upcoming 2025 NEV Going to the Countryside initiative is expected to further stimulate sales, with local governments already initiating related activities [10]. Group 5: Product and Service Adaptation - Experts emphasize the need for NEV models that align with rural consumer preferences, focusing on affordability and practicality [11]. - There is a call for enhanced charging infrastructure and parking solutions in rural areas to support NEV adoption [12].