Industry Overview - The competition in the charging industry is shifting from scale to technology and user experience [1] - As of October 2025, the total number of charging facilities in China is projected to reach 18.645 million, a year-on-year increase of 54% [1] - The market is stabilizing, with the top 15 companies holding 83.8% of the market share, led by companies like Teld, Star Charge, and Yunkuaicharge, each operating over 600,000 charging stations [1] Current Challenges - Despite the growth in the number of charging stations, insufficient power has emerged as a key issue, with the average power of public charging stations at only 44.69 kW, making it difficult for many "fast charging" facilities to achieve the promised quick energy replenishment [1] - Nearly 40% of consumers report charging times exceeding 60 minutes, indicating a need for improved charging efficiency [2] Technological Advancements - Companies like BYD, Star Charge, and CATL are leading the development of ultra-fast charging technologies, with Star Charge's "liquid-cooled ultra-fast charging 2.0" system capable of delivering 80% charge to heavy trucks in just 10 minutes [2][3] - Star Charge has delivered over 20,000 liquid-cooled ultra-fast charging guns globally by mid-November 2023 [2] Future Directions - Star Charge plans to collaborate with automakers to enhance charging infrastructure along highways and urban commercial areas, aiming for accelerated deployment [2][6] - The next phase of electric vehicle development is expected to focus on smart technologies, including automated charging systems that integrate with advanced driver-assistance systems [2][8] User Experience Enhancements - Star Charge aims to improve user charging experiences by promoting the use of liquid-cooled charging guns and developing automated charging systems [8][10] - The company envisions a future where electric vehicles can interact with the grid in a Vehicle-to-Grid (V2G) model, enhancing energy consumption efficiency [2][8] Policy Response - The National Development and Reform Commission has proposed a "three-year doubling" action plan for charging facilities, targeting to meet the charging needs of over 80 million electric vehicles by 2027 [11] - Star Charge's platform has over 40 million registered users and aims to enhance charging efficiency and user experience through technological upgrades and system integration [11]

21世纪经济报道记者焦文娟广州报道 充电行业的竞争，正从拼规模的上半场进入拼技术、拼体验的下半场。 根据国家能源局与中国电动汽车充电基础设施促进联盟发布的数据，截至2025年10月，全国充电基础设施总量已达1864.5万个， 同比增长54%。桩车增量比稳定在1:1.9，意味着"量"的短缺已基本解决。 市场格局亦趋于稳定，TOP15企业合计占据83.8%的份额，其中特来电、星星充电和云快充组成第一梯队，运营规模均突破60万 个。 尽管充电桩总量持续增长，但功率不足也成为行业下一阶段的主要问题。根据国家能源局披露的数据，截至2025年10月，全国 公共充电桩平均功率仅为44.69千瓦 。这意味着多数标称"快充"的设施，实际仍难以实现"一刻钟补能"。 为解决效率痛点，主机厂与充电运营商将超快充作为下一阶段的竞争焦点。 今年3月，比亚迪率先亮出兆瓦闪充的技术牌；4月，星星充电发布了 "液冷超充 2.0"两兆瓦超充系统，将聚合功率池能力提升至 10兆瓦，可实现 "10分钟内为重卡补电 80%"；同月，极氪也发布了1.3兆瓦全液冷极充桩；宁德时代则推出了12C充电倍率的第 二代神行超充电。 在由南方财经全媒体集团指导、2 ...