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“双碳”经济下,上海新能源重卡充电站的现状、机会与建议——基于夜间经济的视角
Guo Ji Jin Rong Bao· 2025-10-13 11:22
Core Insights - The rapid development of new energy vehicle (NEV) charging stations in Shanghai is driven by the "carbon peak and carbon neutrality" strategy, with the city having the highest NEV ownership in China at 1.512 million vehicles by the end of 2024 [1] - The charging demand for NEVs exhibits a clear "tidal characteristic," with over 60% of charging occurring at night, benefiting from lower electricity prices during off-peak hours [1] - The surge in sales of pure electric heavy trucks in Shanghai is supported by substantial subsidies, with sales increasing from 807 units in 2023 to 2,617 units in 2024, and a total of 17,412 units sold from January to August 2025 [2] Group 1: Current Status and Challenges - Despite the booming sales of pure electric heavy trucks, only about 1,000 are estimated to be operational in Shanghai, indicating a significant gap between sales and actual usage [3] - The primary challenges for electric heavy trucks include "difficulties in parking," "slow charging," and "difficulties in accessing charging stations" [3][4][5] - The design of existing charging stations is often inadequate for the larger size of heavy trucks, leading to inefficiencies and increased time for drivers to find suitable parking and charging options [4] Group 2: Charging Infrastructure Needs - The current number of dedicated heavy truck charging stations in Shanghai is insufficient, with only about 10 operational stations, necessitating the construction of approximately 525 additional stations to meet potential demand [7][8] - A standard heavy truck charging station requires significant space and power capacity, with a single station needing to accommodate multiple trucks and provide fast charging capabilities to minimize downtime [6][7] - The existing charging infrastructure is not aligned with the operational needs of heavy trucks, which require faster charging solutions to maintain efficiency in logistics operations [5][6] Group 3: Recommendations for Development - It is recommended to establish a separate classification for heavy truck charging stations in policy frameworks to better address their unique requirements [9] - Electric companies should create green approval channels for new heavy truck charging stations and offer flexible pricing options to enhance service availability [10] - The government should consider expanding subsidy programs to include older heavy trucks, facilitating their replacement with electric models and accelerating the transition to electric logistics [11] - Establishing standardized facilities at heavy truck charging stations can provide essential services for drivers, enhancing their overall experience and fostering community among truck drivers [11]