专论 || 吴鹏飞：激活新能源汽车下沉市场消费潜力

Core Viewpoint - The development of the electric vehicle (EV) charging infrastructure in rural areas is lagging behind, which restricts the potential consumption of new energy vehicles in these regions. There is an urgent need to enhance the charging network through improved planning, innovative mechanisms, financial support, quality supervision, and other measures to unlock the consumption potential of new energy vehicles in rural areas [1]. Group 1: Challenges in Charging Infrastructure Development - There is a mismatch between the layout of charging facilities and actual demand in rural areas, leading to insufficient and poorly distributed charging stations [2]. - The construction costs for charging facilities in rural areas are 30% to 50% higher than in urban areas, with initial investment recovery periods often exceeding 8 years, deterring social capital investment [3]. - Operational efficiency is low, with a fault rate of public charging stations in rural areas ranging from 5% to 15%, and some stations experiencing fault rates as high as 90%, resulting in long repair times and user dissatisfaction [3]. Group 2: Recommendations for Improvement - Optimize the planning and layout of charging facilities by creating a coordinated mechanism among local departments to match charging infrastructure with rural needs [4]. - Innovate development mechanisms by promoting a collaborative model involving government, enterprises, and local communities to address construction and operational challenges [5]. - Strengthen financial support by issuing special long-term bonds for charging infrastructure and exploring various financing options to alleviate funding pressures [6]. - Establish incentive measures to evaluate and reward effective charging infrastructure projects while implementing a withdrawal mechanism for underperforming initiatives [7]. - Enhance price guidance to lower charging costs through various pricing strategies and encourage local power companies to improve supply [8].