EPISODE · Nov 13, 2025 · 9 MIN
新能源车要开始拼充电速度了
from 虎嗅·商业有味道
近年来,中国新能源车和充电桩保有量“比翼齐飞”,车桩比逐年下降;但是,不区分公桩、私桩,得出充电难题日益缓解的结论,就大错特错了。比如2025年上半年,新能源车销量693.7万台,私桩增加244万台,公桩只增加51.7万台。6月末,存量车与公桩之比已提高到9:1。无桩车主的充电难题并未得到缓解。那么,为何公桩的数量始终无法大规模提升?现有的充电桩真的无法满足充电需求吗?新能源车主补能体验差的根本症结在哪里?即使充电行业龙头也利润微薄,充电商业模式的解药又是什么?【时间轴】02:07 不是公桩产能不足,而是效益不理想04:15 主要问题不是充电桩少,而是充电慢06:55 为什么补能便利性才是新能源车企的胜负手?
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新能源车要开始拼充电速度了
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