中国充电生态系统 - 月度数据追踪（2025 年 11 月）-China Charging Ecosystem - Monthly Data Tracker (Nov ‘25)

China (PRC) | Alternative Energy Equity Research China Charging Ecosystem – Monthly Data Tracker (Nov '25) Key observations: 1) China's charging pile count reached 19.3mn by end of Nov '25, up 56% yoy and 51% above Dec '24. 2) EV-to-charging pile ratio fell to 2.2x by end of Nov '25 from 2.4x at Dec '24. 3) public charging volume in 11M25 rose 54% yoy, 0.81% of national electricity use (surpassing 1% for the 1st time in Nov '25). 4) Top 5 charging operators lost m/s of 0.1ppt mom in Nov '25 again in terms o ...