每日快报!中国充电联盟：2025年全国充电基础设施增量为727.4万个 同比上升72.3%

Core Insights - The charging infrastructure in China is projected to see significant growth in 2025, with an increase of 7.274 million units, representing a year-on-year rise of 72.3% [2] - Public charging facilities are expected to grow by 1.138 million units, a 33.4% increase, while private charging facilities will see a rise of 6.136 million units, up 82.2% [2] Charging Infrastructure Overview - By the end of December 2025, the total number of electric vehicle charging infrastructure (guns) in China is expected to reach 20.092 million, a 49.7% increase year-on-year, surpassing the 20 million mark [2] - Public charging facilities (guns) will total 4.717 million, a 31.9% increase, with a total rated power of 220 million kilowatts, averaging about 46.53 kilowatts per unit [2] - Private charging facilities (guns) will reach 15.375 million, a 56.2% increase, with a total installed capacity of 134 million kilovolt-amperes [2] Regional Distribution - The top 10 regions (Guangdong, Zhejiang, Jiangsu, Shandong, Shanghai, Henan, Anhui, Sichuan, Hubei, Fujian) account for 65.7% of the public charging facilities [3] - The majority of charging electricity is concentrated in Guangdong, Jiangsu, Hebei, Sichuan, Zhejiang, Shanghai, Shandong, Fujian, Henan, and Shaanxi, primarily serving buses and passenger vehicles [3] Charging Volume and Growth - The total charging electricity in China is projected to reach approximately 9.07 billion kilowatt-hours by December 2025, reflecting a year-on-year increase of 53.4% and a month-on-month increase of 7.4% [3] Operator Landscape - The top 15 charging operators account for 82.2% of the total charging piles, with notable operators including Telai Electric (899,000), Star Charging (732,000), and Yun Kuai Charge (700,000) [3] - The remaining operators make up 17.8% of the total [3] Comparison with Electric Vehicle Sales - In 2025, the increase in charging infrastructure is expected to be 7.274 million units, while domestic sales of new energy vehicles are projected at 13.875 million units, indicating a charging pile to vehicle ratio of 1:1.9, which suggests that charging infrastructure development is keeping pace with the rapid growth of new energy vehicles [4]