Core Insights - The China Charging Alliance reported that from January to August 2025, the increment of charging infrastructure reached 4.53 million units, a year-on-year increase of 88.5% [1] - As of the end of August 2025, the total number of electric vehicle charging infrastructure (guns) in China reached 17.348 million, reflecting a year-on-year growth of 53.5% [1] Charging Infrastructure Overview - The increment of public charging facilities was 737,000 units, a year-on-year increase of 37.2%, while private charging facilities saw an increment of 3.793 million units, up 103.3% [1] - The total number of public charging facilities reached 4.316 million, with a year-on-year growth of 37.8%, and private charging facilities totaled 13.032 million, reflecting a 59.6% increase [1] Regional Distribution - The top 10 regions (Guangdong, Zhejiang, Jiangsu, Shandong, Shanghai, Henan, Sichuan, Anhui, Hubei, Hebei) accounted for 66.6% of the public charging facilities [1] - The majority of charging electricity is concentrated in provinces such as Guangdong, Jiangsu, Hebei, Sichuan, Zhejiang, Shanghai, Shandong, Fujian, Henan, and Shaanxi, primarily serving buses and passenger vehicles [1] Operator Performance - As of August 2025, the top 15 charging operators managed a total of 84.2% of the charging piles, with the leading operators being Telecharge (821,000), Star Charge (707,000), and Yun Kuai Charge (669,000) [2] - The remaining operators accounted for 15.8% of the total charging infrastructure [2] Charging Infrastructure vs. Electric Vehicle Sales - In the first eight months of 2025, the increment of charging infrastructure was 4.53 million, while domestic sales of new energy vehicles reached 8.088 million, indicating a charging pile to vehicle ratio of 1:1.8, which suggests that the infrastructure development is keeping pace with the rapid growth of new energy vehicles [2]