1. Rapid growth of market size and holdings
Expansion of market size
In 2025, the market size of charging piles will grow significantly, is expected to exceed 100 billion yuan, and may even break through 180 billion yuan. With the increase in the number of new energy vehicles, the demand for charging piles will continue to be strong.
The number of holdings has increased
By 2025, the number of charging piles will reach 19.9 million, compared with 2.62 million in 2021, there will be a significant increase. The pile ratio is expected to gradually decline from the current high level to a more reasonable range, such as around 2.2.
The construction goal is clear
Taking Hubei Province as an example, it plans to build 600,000 charging piles and 250,000 public charging piles in the province by 2025, showing the importance and clear goals of charging infrastructure construction across the province.
Extensive coverage in urban and rural areas
By the end of October 2024, Hubei has formed a charging service circle with a service radius of "3 kilometers in urban areas and 6 kilometers in towns and villages", and the country is also speeding up to make up for the charging shortcomings in rural areas and promote the extension of charging facilities to the county and below areas.
Motorway charging stations expanded
By the end of September 2024, 28,800 charging devices have been installed in China's highway service areas, covering 44,800 parking Spaces, and the highway charging network is gradually expanding to the whole country.
2. Technological innovation and intelligent upgrading
The new technological trends of charging piles in 2025 mainly include the improvement of charging rate and power, the optimization of charging facility availability, and the green and efficient development . Here's a breakdown:
Charging rate and power increase
The charging pile will be divided into three categories according to the charging rate and power: slow charge, fast charge and overcharge. Among them, DC charging piles are known for high power, especially 60kW to 240kW DC piles, which will be more suitable for fast charging stations and commercial areas. The superfilled pile above 250kW will become the best choice for long-distance travel and high-speed service areas. This high-power charging facility will greatly shorten the charging time of electric vehicles and improve the user experience.
From the technical level of electric vehicles, the charging voltage will be upgraded from 500V to 800V, and the single gun charging power will be supported from 60kW to 350kW. The battery capacity of many electric vehicles will also be upgraded from 60 degrees to 100 degrees, and the full charge time will be shortened from about 1 hour to 10-15 minutes, close to the refueling experience of fuel vehicles .
Optimization of availability of charging facilities
The charging infrastructure will be applied in all working scenarios, such as industrial plants, mining areas, highways, coastal scenic spots and other harsh application scenarios. This requires that the charging facilities have high reliability and can adapt to a variety of complex and harsh operating environments and scenarios, such as high temperature and humidity, salt spray, dust and other environments 2.
The reliability of the core components of the charging infrastructure will be improved, and a high-quality standard system from components to systems will be fully built. This will improve the availability of charging facilities, reduce failure rates and protect operators' investments .
Green and efficient development
It is expected that by 2025, China will have 30 million electric vehicles with an annual charging capacity of more than 250 billion degrees. If the charging efficiency is increased by 3 percentage points, it will save 8.5 billion KWH of electricity, reduce 6 million tons of carbon dioxide emissions, and save more than 6 billion yuan in electricity bills. This shows the huge potential of the charging pile industry in green and efficient .
In summary, the new technological trends of charging piles in 2025 will be mainly reflected in the improvement of charging rate and power, the optimization of charging facility availability and the development of green and efficient. These trends will promote the continued development of the charging pile industry and provide strong support for the popularity of electric vehicles.
3. Market demand and policy support
Policy promotion
The state and local governments continue to introduce policies to support the construction of charging infrastructure, such as the Implementation Opinions on Accelerating the construction of charging Infrastructure to Better Support New Energy Vehicles to the Countryside and Rural Revitalization, etc., to promote the extensive layout of charging piles in urban and rural areas.
Infrastructure development
All localities will accelerate the realization of charging stations "full coverage of counties" and charging piles "full coverage of townships", such as Hubei Province plans to build 600,000 charging piles in 2025, forming a charging service circle of "3 kilometers in urban areas and 6 kilometers in towns and villages".
The market demand is strong
With the continuous growth of the number of new energy vehicles, the demand for charging piles has increased simultaneously. By the end of September 2024, the total number of electric car charging equipment in China reached 11.433 million units, an increase of 49.6%.
Increased policy support
Governments at all levels have issued a number of policies to support the construction of charging infrastructure, including providing subsidies, preferential policies and construction guidance, providing a strong guarantee for the development of the industry.
4. Business model and service innovation
Shared charging mode
In order to solve the problems of low utilization rate of charging facilities and long return on investment cycle, the shared charging model will be widely promoted. The sharing utilization of charging facilities can be realized by constructing shared charging stations and placing shared charging piles.
Vehicle network interaction and energy interconnection
Through the charging and discharging functions of electric vehicles, the interactive adjustment and energy exchange with the power grid can be realized to improve the stability and reliability of the power system. At the same time, multi-network integration and energy interconnection are promoted, and an ecosystem of two-way interaction between new energy vehicles and power supply network information flow and energy flow is built.
5. Competition pattern and market development
Market competition intensifies
With the expansion of the market and the progress of technology, the competition in the charging pile market will intensify. Competition is mainly reflected in product quality, service quality and price, prompting enterprises to constantly improve technology, improve product quality and service level.
Internationalization trend
The overseas market has huge potential, and the European and American market policies have increased to drive the demand for charging piles. Domestic charging piles are cost-effective, and domestic pile companies are expected to make profits at sea, promoting the internationalization of the industry.
In summary, the charging pile industry will show diversified trends in 2025, such as the acceleration and popularization of infrastructure construction, technological innovation and upgrading, market demand and policy support, business model and service innovation, and competition pattern and market development. These trends will jointly promote the rapid development and popularization of the charging pile industry.
6. Environmental friendliness and sustainable development
Green and efficient
Charging infrastructure will pay more attention to green and efficient, through technological innovation and terminal design optimization, combined with local access and comprehensive scheduling of new energy sources such as photovoltaic and energy storage, to achieve efficient use of energy and reduce carbon emissions.
Environmentally friendly
Charging facilities will focus on noise control, electromagnetic radiation protection and grid friendliness, reducing the impact on the surrounding environment and the grid.
7. Security, trust and privacy protection
High reliability
Charging facilities need to have low failure rates and high equipment safety to ensure stable operation in complex and variable environments.
High network security
The charging facility can resist various cyber attacks and malicious intrusions to ensure the security of user data and the charging process.
Privacy protection
Implement strict privacy protection policies to ensure that user privacy data is not leaked or abused.
Sum up
In summary, the new trend of charging pile operation in 2025 will be reflected in the rapid growth of market size, the acceleration of policy and infrastructure construction, technological innovation and intelligent upgrading, diversified application scenarios and business model innovation, environmental friendliness and sustainable development, as well as security, trust and privacy protection. These trends will jointly promote the healthy development of the charging pile industry and provide strong support for the popularity of new energy vehicles.