中国电动汽车充电基础设施促进联盟（以下简称"充电联盟"）最新发布的数据显示，截至2025年7月 底，我国电动汽车充电基础设施（枪）总数达到1669.6万个，同比增长53％。而根据天眼查更新的专业 版统计数据，我国现存在业、存续状态的充电桩相关企业超80.3万家。其中，2025年截至8月新增注册 相关企业约11.5万余家。从企业注册数量趋势来看，近5年来，充电桩相关企业每年的注册数量呈现出 逐年增长的态势，并在2024年达到顶峰，为16.8万余家。 然而，不为大多数人所知的，是这场投资"盛宴"背后，相当一部分充电运营企业陷入亏损的残酷现实。 一边是电动汽车充电新技术、新模式、新用户不断涌现的如火如荼；另一边则是充电运营企业面临盈利 压力，新入局者与黯然离场者"擦肩而过"的大浪淘沙……"冰火两重天"下，充电运营行业交织着创业的 激情与守业的艰辛。 充电基础设施建设迎来新高潮 "每5辆车就有2个充电桩"，8月26日，国家能源局局长王宏志在介绍"十四五"时期能源高质量发展成就 时宣布，我国已建成全球最大的电动汽车充电网络。 充电桩建设已被视为未来交通和能源转型的重要基石。截至2025年7月底，中国充电基础设施数量较" ...

Core Insights - The electric vehicle charging infrastructure in China is experiencing rapid growth, with a total of 16.696 million charging points expected by July 2025, representing a 53% year-on-year increase [2] - The industry is witnessing a surge in investment, with over 803,000 charging-related enterprises registered, and a peak of 168,000 new registrations anticipated in 2024 [2][3] - Despite the growth, many charging operators are facing significant profitability challenges, leading to a competitive environment characterized by both new entrants and exits [2][6] Industry Growth and Investment - As of July 2025, China's charging infrastructure has increased tenfold compared to the end of the 13th Five-Year Plan, establishing the largest electric vehicle charging network globally [3] - Major state-owned enterprises, including Sinopec and China National Petroleum, are entering the charging sector, while private companies are also actively participating, enhancing market dynamism [3][4] - The rapid expansion of the electric vehicle market, with projected sales of 16 million units in 2023, is expected to further drive the growth of the charging infrastructure [5] Challenges and Competition - The charging operation sector is experiencing intense competition, leading to price wars that threaten the viability of many small and medium-sized enterprises [6][7] - High initial investment costs and long payback periods for charging stations are significant burdens, with costs for fast charging stations ranging from 100,000 to 300,000 yuan [7][9] - The uneven distribution of charging stations, with many located in high-demand areas while underserved regions remain neglected, exacerbates the industry's challenges [11] Market Dynamics and Trends - The industry is undergoing a consolidation phase, with a trend towards fewer but larger operators dominating the market, as evidenced by the top four operators holding 58% market share [12] - Companies are increasingly focusing on service differentiation rather than price competition, with initiatives to improve service quality and operational efficiency [13][15] - The potential for specialized services in specific vehicle segments, such as heavy-duty electric trucks, presents new growth opportunities for charging operators [14] Future Outlook - The charging operation industry is at a critical juncture, requiring a shift from quantity-focused expansion to enhancing operational efficiency and service quality [15] - Collaborative efforts among government, enterprises, and technological innovations are essential for sustainable growth and to overcome the current challenges faced by the industry [15]