五年内或消失两万座，加油站多元化求生？

Core Viewpoint - The industry is undergoing a profound supply-side structural reform, leading to a more streamlined, efficient, and community-connected modern energy service network, rather than a decline [1][16]. Industry Restructuring and Location Differences - By the end of 2025, the number of gas stations in China is projected to decrease to approximately 110,000, a 7.5% drop from the peak in 2021, with a compound annual growth rate of -2.11% over the past five years [3][5]. - The reduction in gas stations is driven by stringent regulatory compliance and the rise of new energy sources, marking the end of an era focused on scale expansion [3][9]. - The gas station industry is dominated by two major players, China Petroleum and China National Petroleum, which control nearly 70% of fuel sales through strategic location placements [6]. Compliance Regulation and Electrification Trends - The reduction in gas stations is a result of dual pressures: tightening regulatory compliance and the energy consumption revolution, which is reshaping traditional business models [9][12]. - By 2025, over 15% of gas stations are expected to add charging facilities, reflecting the shift towards electric vehicles, which are projected to exceed a 50% market penetration rate [12][14]. Comprehensive Energy Services and Diversification - The ongoing reduction of gas stations is viewed as market optimization, with high-value stations entering the market while low-efficiency stations exit [14]. - The transformation of gas stations from mere fuel distributors to diversified energy and lifestyle service providers is underway, enhancing customer engagement and service offerings [14][15]. - Digital tools are increasingly utilized for precise marketing and inventory management, helping to bridge operational gaps between large groups and independent stations [15].