AutoBeta(AutoBeta.net)10/05 Report--

According to data from the Passenger Transport Association, retail sales in the domestic passenger car market in August 2024 were 1.905 million units, a year-on-year decrease of 1.0%, and a month-on-month increase of 10.8%. Among them, retail sales of conventional fuel vehicles were 870,000 units, down 28% year-on-year and up 4% month-on-month, while retail sales of new energy vehicles were 1.027 million units, up 43.2% year-on-year and up 17.0% month-on-month. Based on this calculation, the domestic retail penetration rate of new energy vehicles in August was 53.9%, continuing to hit a record high.

The increasing momentum of new energy vehicles replacing fuel vehicles means that China consumers are more inclined to new energy vehicles when purchasing new cars. However, the continued surge in new energy vehicles has also brought many problems. Anxiety about charging life has become a worry for consumers. travel. According to CCTV news reports, the scale of new energy vehicle travel continues to expand during the National Day holiday this year, and highway charging volume has hit a record high. However, the current charging anxiety of new energy vehicles has eased.

Data from China Charging Alliance shows that as of the end of June 2024, the cumulative number of charging infrastructure nationwide was 10.243 million units, while the number of new energy vehicles nationwide reached 24.72 million units during the same period, with a ratio of 2.4: 1. In addition, the vehicle-pile ratio of pure electric vehicles in China's incremental market in 2024 has reached 1:1.

However, in the face of such large-scale travel, the supply of charging facilities in high-speed and scenic spots is still obviously insufficient, and there are cases of queuing for charging. According to CCTV news reports, two days before the National Day holiday this year, highway charging capacity reached 15.58 million kilowatt hours, a growth of 56%, a record high.

New energy vehicles have entered a period of explosive growth, and infrastructure construction has also been accelerating in the past two years. However, to truly meet the freedom of travel, it is necessary to continuously accelerate the layout and resolve the difficult and painful points of the charging network. In other words, the most fundamental thing to solve the charging battery life problem is the rapid layout and improvement of infrastructure.

At the same time, many pure electric car owners have reported that charging piles are more or less occupied by hybrid cars in every service area. The charging power of these hybrid cars is not high, resulting in a long time to charge. Moreover, they can essentially increase battery life by refueling, and there is no anxiety about battery life, but they often adhere to the attitude of "not refueling if they can charge" because electricity is cheaper than oil. Of course, whether it is pure electric, hybrid or extended range, all new energy car owners are equal. It is their freedom to choose whether to charge in the service area. However, many pure electric vehicle owners think that on this special day, there is no need.

In fact, the charging problem of electric vehicles is very prominent every year on long holidays and holidays, which is also one of the prominent problems in the current contradiction between the charging infrastructure of new energy vehicles and actual demand. To achieve reasonable allocation of charging resources, not only policy-level regulation, but also consumers 'rational choices are needed. In the future, with the continuous improvement of charging infrastructure and the gradual standardization of new energy vehicle policies, the difficulty in charging pure electric vehicles will be further alleviated, and the contradiction with hybrid vehicles will also be resolved.

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