California Clean Vehicle Rebate Project Application and Consumer Survey Data: Data used in a 2020 analysis of "EV Converts"

These data are from a survey of participants in the California's Clean Vehicle Rebate Project, a statewide consumer cash rebate for the purchase or lease of a qualifying clean vehicle. The survey data were used in an analysis of "EV Converts" or rebate recipients who had little or no knowledge or interest in an EV at the start of their new car search. The abstract for that work follows here:

To expand markets for plug-in electric vehicles (EVs) beyond enthusiastic early adopters, investments must be strategic. This research characterizes a segment of EV adoption that points the way toward the mainstream: EV consumers with low or no initial interest in EVs, or “EV Converts.” Logistic regression is utilized to profile EV Convert demographic, household, and regional characteristics; vehicle-transaction details; and purchase motivations—based on 2016–2017 survey data characterizing 5,447 rebated California EV consumers. Explanatory factors are rank-ordered—separately for battery EVs (BEVs) and plug-in hybrid EVs (PHEVs), to inform targeted outreach and incentive design.

EV Converts tend to have relatively “lower” values on factors that might have otherwise “pre-converted” them to EV interest: hours researching EVs online; motivation from environmental impacts and carpool-lane access; and solar ownership. PHEV Converts more closely resemble new-car buyers, but BEV Converts “go beyond” mainstream markets on two measures: they are younger and less-frequently white/Caucasian than new-car buyers. BEV Converts also tend to: lack workplace charging, be moderately motivated by energy independence, and reside in Southern California or the Central Valley. Predictors that not only help target, but also help convert, consumers include rebates for BEV consumers and, modestly, fuel-cost savings for PHEV consumers.

Version 2: corrected a typo in the title and description on Mendeley Data page and in the 2020-10_CVRP-Data-EV-Converts.xlsx file (now 2020-10_CVRP-Data-EV-Converts_v2.xlsx).

本数据集源自针对加州清洁汽车退税项目（California's Clean Vehicle Rebate Project）参与者的调查。该项目是全州范围内针对符合资质的清洁汽车购买或租赁行为的消费者现金退税计划。本次调查数据被用于一项针对"电动汽车转换者（EV Converts）"的分析——这类退税获得者在开启新车寻购流程之初，对电动汽车几乎毫无了解或兴趣。该项研究的摘要如下：

为将插电式电动汽车（plug-in electric vehicles, EVs）的市场拓展至狂热早期采用者之外的群体，相关投资必须具备战略前瞻性。本研究聚焦于一类为电动汽车走向主流市场指明方向的购买群体：初始阶段对电动汽车兴趣寥寥甚至毫无兴趣的消费者，即"电动汽车转换者（EV Converts）"。研究基于2016至2017年针对5447名获得退税的加州电动汽车消费者的调查数据，采用逻辑回归（logistic regression）分析方法，对电动汽车转换者的人口统计学特征、家庭与区域属性、车辆交易细节及购买动机进行画像刻画。研究还分别针对纯电动汽车（battery EVs, BEVs）与插电式混合动力电动汽车（plug-in hybrid EVs, PHEVs）对解释因子进行排序，以期为精准推广与激励政策设计提供参考。

电动汽车转换者在若干本可预先促使其产生电动汽车购买兴趣的因素上，相关表现相对偏弱：包括在线调研电动汽车的时长、受环境影响与拼车道通行权限的激励程度，以及是否拥有太阳能设备。插电式混合动力电动汽车转换者（PHEV Converts）与普通新车购买者更为相似，但纯电动汽车转换者（BEV Converts）在两项指标上超出了主流市场群体范畴：他们相较于普通新车购买者更为年轻，且非白人/高加索裔的比例更高。纯电动汽车转换者还往往具备以下特征：缺乏工作场所充电设施、受能源独立理念的激励程度中等，且居住在南加州或中央谷地区。既能助力精准触达、又能推动消费者完成转换的影响因素包括：面向纯电动汽车消费者的退税政策，以及对插电式混合动力电动汽车消费者而言较为可观的燃油成本节约收益。

版本2：修正了Mendeley Data页面以及2020-10_CVRP-Data-EV-Converts.xlsx文件（现更名为2020-10_CVRP-Data-EV-Converts_v2.xlsx）中的标题与描述错别字。