China EV Charging Infrastructure Market Size and Share
China EV Charging Infrastructure Market Analysis by Mordor Intelligence
China's EV Charging Infrastructure Market reached USD 25.60 billion in 2025 and is projected to grow at a CAGR of 48.56% to reach USD 182.90 billion by 2030. This exceptional growth trajectory builds upon the historical CAGR of 49.50% observed between 2020-2024, reflecting the market's transition from rapid expansion to quality-focused optimization. The total charging infrastructure exceeded 13.2 million units by January 2025, with public charging stations accounting for 3.76 million units and private installations comprising the remainder. This infrastructure supports China's world-leading EV fleet, which surpassed 24.7 million vehicles in mid-2024 and is expected to reach 40 million by the end of 2025.[1]"Strengthen the construction of service support capabilities for the charging network and accelerate the development of a new type of power system," National Development and Reform Commission, https://www.ndrc.gov.cn/xxgk/jd/jd/202408/t20240809_1392336.html.
Key Report Takeaways
- By charging station type, AC units led with 58.02% of China EV charging infrastructure market share in 2024; DC fast chargers above 150 kW are projected to grow at 27.36% CAGR through 2030.
- By power output, Level 2 (7.1 to 22 kW) held 44.28% of the China EV charging infrastructure market size in 2024, whereas the more than 350 kW segment is on track for 38.72% CAGR to 2030.
- By installation site, public urban locations accounted for 48.06% revenue in 2024; fleet depot hubs will expand at 32.83% CAGR.
- By user application, public infrastructure dominated with a 72.58% share of the China EV charging infrastructure market size in 2024, while fleet/commercial operations will rise at a 25.23% CAGR.
- By connector standard, GB/T DC accounted for 66.71% revenue in 2024; CCS2 will expand at 35.87% CAGR.
- By vehicle type, passenger vehicles accounted for 81.32% revenue in 2024; heavy-duty truck and bus will expand at 35.36% CAGR
- By geography, East China commanded 31.48% of the China EV charging infrastructure market share in 2024; Southwest China is the fastest-growing region at 19.42% CAGR to 2030.
China EV Charging Infrastructure Market Trends and Insights
Drivers Impact Analysis
Driver | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
---|---|---|---|
Aggressive NEV Mandate Accelerating Charger Demand | +7.2% | National, with strongest impact in Tier-1 and Tier-2 cities | Medium term (2–4 years) |
Central Stimulus for Ultra-Fast Charging Hubs | +6.5% | National, concentrated in East China and South-Central regions | Short term (≤ 2 years) |
EV-Fleet Boom Driving Depot Fast-Charging | +5.8% | Urban centers, particularly Beijing, Shanghai, Shenzhen | Medium term (2–4 years) |
Battery-Swap EVs Enabling Hybrid Stations | +5.4% | National, with concentration in East China | Medium term (2–4 years) |
Grid-Edge V2G Pilots Promoting Smart Chargers | +5.3% | Pilot cities including Beijing, Shanghai, Guangzhou | Long term (≥ 4 years) |
Green Corridors Prioritizing Highway Fast Chargers | +4.9% | Intercity expressways across Yangtze River Delta and Greater Bay Area | Medium term (2–4 years) |
Source: Mordor Intelligence
Aggressive NEV Dual-Credit Mandate Accelerating Charger Demand
China's NEV dual-credit policy, which combines fuel consumption credits with NEV production quotas, has become a powerful driver for charging infrastructure expansion. The policy requires automakers to achieve specific NEV production targets or purchase credits from other manufacturers, creating a structural incentive for EV adoption. As of 2024, the policy mandates that NEVs represent at least 28% of an automaker's production, with this percentage set to increase to 40% by 2030 HEV TCP. This regulatory framework has catalyzed demand for charging infrastructure, particularly in urban centers where EV adoption is highest. The mandate's impact extends beyond passenger vehicles to commercial fleets, with requirements for public transportation and logistics companies to achieve electrification targets. This comprehensive approach has created a robust ecosystem for charging infrastructure development, with the government aiming to establish a vehicle-to-charging station ratio of 2:1 by 2025 and 1:1 by 2030.[2] "ANNUAL REPORT 2024 - The Electric Drive Powers On," HEV TCP, evtcp.org.
Central "New Infrastructure" Stimulus and Subsidies for Ultra-Fast Hubs
The Chinese government's designation of EV charging infrastructure as part of the "New Infrastructure" initiative has unlocked significant funding and policy support. This strategic categorization, alongside 5G networks and data centers, has elevated charging infrastructure to a national priority, attracting both public and private investments. In 2024, China added 4.222 million EV charging points, a 25% increase from 2023, with 830,000 public and 3.368 million private point. The focus has shifted toward ultra-fast charging hubs, with subsidies specifically targeting high-power installations above 150 kW. These hubs are strategically positioned along highways and in urban centers to address range anxiety and improve charging convenience. The government's financial support includes direct subsidies, tax incentives, and preferential land allocation, creating a favorable environment for infrastructure expansion. This approach has been particularly effective in accelerating the deployment of charging infrastructure in less developed regions, helping to address the urban-rural disparity in charging access.
Ride-Hailing and Logistics EV-Fleet Boom Requiring Depot Fast-Charging
Electrification of ride-hailing fleets and last-mile logistics intensifies demand for depot-based fast charging that can minimize vehicle downtime. DiDi and other operators are adding dedicated charging yards, and Shenzhen’s near-fully electric taxi fleet validates the business case for high-utilization chargers paired with preferential electricity tariffs. Municipal subsidies for fleet depots, together with simplified permitting, are directing the China EV charging infrastructure market toward purpose-built commercial nodes rather than exclusively public curbside units.
Grid-Edge Digitalization and V2G Pilots Promoting Smart Charger Roll-outs
In April 2025, the National Development and Reform Commission (NDRC) approved 30 V2G pilots across nine cities, positioning chargers as distributed energy assets. IoT-enabled stations now optimize power flows using time-of-use tariffs and AI-driven load management. The government’s New Power System Action Plan (2024-2027) prioritizes software-defined infrastructure that can deliver peak-shaving, demand response, and ancillary-service revenues, a critical evolution for profitability in the China EV charging infrastructure market.
Restraints Impact Analysis
Restraint | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
---|---|---|---|
Grid Constraints Delaying Urban Charger Permits | -3.2% | Tier-1 and Tier-2 cities, particularly in East China | Short term (≤ 2 years) |
Low Charger Utilization Squeezing Operator Margins | -2.8% | National, with higher impact in less developed regions | Medium term (2–4 years) |
Fire-Safety and Land Rules Raising CapEx | -2.5% | Urban centers, particularly in densely populated areas | Medium term (2–4 years) |
Fragmented E-Roaming Despite National Platform | -2.3% | National, with higher impact in rural areas | Short term (≤ 2 years) |
Source: Mordor Intelligence
Urban Distribution-Grid Transformer Constraints Delaying Permits
High-power hubs in mature city cores are hitting the ceiling of local transformer capacity, extending permitting cycles and inflating grid-connection costs. Utilities are upgrading hardware, yet construction timelines lag charger demand, especially in legacy downtown grids. Operators are countering with on-site battery storage to shave peaks, but such hybrid systems raise capital intensity and challenge near-term returns, temporarily tempering expansion of the China EV charging infrastructure market.
Low Public-Charger Utilization Squeezing Operator Margins
Average utilization at many public sites remains below 10%, far from the 30% threshold viewed as break-even. Off-peak demand gaps weigh on cash flow, particularly in less-traveled corridors. Operators respond through dynamic pricing, retail partnerships, and data-driven scheduling to lift throughput. Until balanced load profiles match network densification, under-utilization will continue to cap near-term margin improvement across the China EV charging infrastructure market.
Segment Analysis
By Charging Station Type: DC Fast Charging Accelerates Beyond AC Dominance
AC chargers retained a 58.02% share of the China EV charging infrastructure market in 2024, reflecting cost-efficient deployment in residential and workplace garages. However, high-power DC stations above 150 kW posted a 27.36% CAGR and now anchor state-backed highway corridors and urban hubs. Government subsidies for ultra-fast terminals and BYD’s introduction of 1,000 kW systems underscore the momentum toward refueling-like charge times. Wireless curbside pads remain niche yet are viable for taxi queues and bus layovers where zero-touch convenience offsets capex. Competitive intensity is rising as automakers integrate proprietary DC networks, challenging utilities and independent operators to upgrade existing AC footprints.
DC momentum is also reshaping revenue mixes. Higher tariffs and value-added services, such as vehicle preconditioning, battery health checks, and onsite retail, enable operators to lift yield per session. Grid-interactive inverters in next-generation DC gear support V2G pilots, creating ancillary income and boosting project bankability. As demand consolidates around high-power formats, AC installations will shift toward slow-charge settings, while DC stations define the public face of the China EV charging infrastructure market.
Note: Segment shares of all individual segments available upon report purchase
By Power Output: Megawatt Platforms Enter Heavy-Duty Transport
Level 2 units (7.1 to 22 kW) represented 44.28% of the China EV charging infrastructure market size in 2024, providing overnight home charging and workplace top-ups. Growth pivots to the more than 350 kW class, expanding at 38.72% CAGR as electric trucks and intercity coaches require swift turnaround. Thermal-management breakthroughs allow liquid-cooled cables and power electronics to safely deliver megawatt levels, while buffer batteries offset grid peaks. The 151-350 kW tier is scaling inside urban fast-charge plazas, balancing cost and speed for passenger EVs.
Megawatt charging co-locates with solar canopies and onsite storage, turning logistics depots into integrated energy hubs. State Grid’s expressway sites have tested 700 kW connectors for long-haul freight, confirming grid-side feasibility. Heavy-duty transport could redefine capacity planning as standards mature and create another capex cycle, cementing high-output formats as a core growth axis for the China EV charging infrastructure market.[3]"Electric Vehicle Charging – Global EV Outlook 2025," International Energy Agency, iea.org.
By Installation Site: Depot Hubs Propel Commercial Electrification
Public urban parking lots held 48.06% revenue in 2024, offering visibility and diversified foot traffic. Yet fleet depots are the breakout story, advancing at 32.83% CAGR on the strength of ride-hailing, taxi, and last-mile delivery fleets. Stakeholders such as city transit agencies and parcel firms co-finance dedicated yards that guarantee overnight charging windows and predictable energy costs. Workplace lots add incremental volume as corporations incorporate chargers into ESG programs.
Corridor stations along national highways receive direct fiscal support, enabling blanket coverage that eases range anxiety for long-distance motorists. In contrast, high-rise residential blocks struggle with retrofits due to shared parking and power limits, slowing private installations. The shift toward depot-centric models indicates that operational uptime, not merely geography, will steer investment patterns within the China EV charging infrastructure market.
By User Application: Commercial Fleets Upend Traditional Mix
Public Infrastructure dominated 72.58% of revenue in 2024, underpinned by government ownership and utility partnerships. Commercial-fleet demand is climbing at 25.23% CAGR as logistics, municipal buses, and corporate cars migrate to electric drivetrains. Operators court fleets with managed-service contracts that package hardware, software, and energy at predictable fees, transforming capex into opex and accelerating adoption.
Private residential spots grow steadily but face hurdles in apartment complexes where individual metering and parking deed constraints complicate installs. Hybrid business models such as charging-as-a-service and power-bundled subscriptions are emerging to monetize under-utilized public assets during off-peak hours, signaling a more balanced utilization curve ahead for the China EV charging infrastructure market.
By Connector Standard: GB/T Retains Scale While CCS2 Gains Premium Ground
The GB/T DC interface claimed 66.71% market share in 2024, benefiting from mandatory national standardization that guarantees cross-network operability. Premium imports and joint-venture brands push CCS2 adoption, which is rising at 35.87% CAGR as buyers seek cross-border compatibility and higher power ceilings. Tesla’s NACS, accessed via adapters, and legacy CHAdeMO occupy niche volumes.
Regulators continue to refine GB/T specifications, lifting maximum current and enabling liquid cooling to stay competitive. Meanwhile, multiprotocol dispensers allow operators to future-proof sites without over-committing to one standard. Harmonization will be critical to avoid stranded assets and safeguard investment flows into the Chinese EV charging infrastructure market.

Note: Segment shares of all individual segments available upon report purchase
By Vehicle Type: Heavy-Duty Electrification Unlocks High-Value Segments
Passenger cars absorbed 81.32% of 2024 charging revenue, leveraging dense urban networks and residential plugs. Yet heavy-duty trucks and buses clocked a 35.36% CAGR and are central to carbon-neutral transport goals. Municipal bus depots in Beijing, Shanghai, and Guangzhou add megawatt chargers and pilot battery swaps to keep fleets on schedule. Light commercial vans, a staple of e-commerce delivery, bolster daytime fast-charge demand in urban cores.
Two- and three-wheelers remain numerically dominant but contribute marginally to revenue due to smaller battery packs and home charging habits. The widening mix requires flexible site layouts and modular power electronics, ensuring that the China EV charging infrastructure market can align capex with the distinct duty cycles of each vehicle class.
Geography Analysis
East China led the China EV charging infrastructure market with 31.48% revenue in 2024, buoyed by dense urban centers, robust manufacturing, and early policy adoption. Provinces such as Guangdong, Zhejiang, and Jiangsu hold more than two-thirds of public chargers, and Shanghai’s subsidy for battery-swap stations further reinforces regional leadership. South-Central China ranks second, driven by megacity programs in Shenzhen and Guangzhou where nearly the entire taxi fleet is electric, necessitating high-throughput hubs to keep vehicles in service.
Southwest China, anchored by Chongqing and Chengdu, is the fastest-growing region at 19.42% CAGR as infrastructure grants steer capital toward historically underserved areas. The tourism economy spurs charger roll-outs along scenic highways, while provincial targets incentivize operators to deploy mixed-use hubs that pair retail and fast charging. Hainan’s ambition to electrify nearly all vehicles by 2030 exemplifies frontier demand; its plan calls for 750,000 chargers to support 1.55 million EVs, underscoring the shift from pilot projects to full-scale networks in less-industrialized locales.
North China benefits from policy impetus in Beijing, yet aging urban grids complicate high-power expansions. Northeast China faces climatic challenges that shorten battery range in winter and require chargers equipped with pre-heating functionality. National agencies are addressing geographic disparities by funding rural pilot corridors and mandating uniform minimum coverage, thereby pushing the China EV charging infrastructure market toward a more balanced national footprint across the 2025-2030 horizon.
Competitive Landscape
The five largest operators, State Grid EV Service, TELD, StarCharge, Potevio New Energy, and China Southern Power Grid EV Service, hold a significant share of the installed capacity, conferring moderate concentration. State Grid leverages national transmission assets to anchor corridor sites, while TELD’s alliances with over 70 automakers ensure embedded access within vehicle infotainment systems. StarCharge differentiates through cloud-based energy-management software that optimizes tariff windows and renewable integration.
Automakers are vertically integrating: NIO is scaling its battery-swap network in partnership with provincial power companies; BYD co-develops urban hubs with Shell, including a 258-dispenser flagship in Shenzhen. International oil majors form joint ventures to combine retail fuel real estate with EV charging, yet domestic incumbents still outpace them in absolute volume. Strategic competition now centers on software, data analytics, and bundled services rather than raw dispenser count, signaling a maturation cycle in the China EV charging infrastructure market.
Operators also pursue on-site generation, solar rooftops, battery buffers, and inverters that provide ancillary grid services to diversify margins beyond session fees. Mobile apps integrate routing, reservation, and loyalty features, making the user experience a key battleground. Consolidation is anticipated as underutilized assets change hands, with larger entities harnessing scale to raise average network throughput and stabilize returns.
China EV Charging Infrastructure Industry Leaders
-
TELD
-
YKC
-
State Grid Corporation of China
-
TGood
-
StarCharge (Wanbang Digital Energy Co. Ltd.)
- *Disclaimer: Major Players sorted in no particular order

Recent Industry Developments
- March 2025: BYD deployed its first ultrafast 1,000-kW charging stations, capable of adding 300 kilometers of range in just 5 minutes, setting a new benchmark for charging speed and convenience in the industry
- January 2025: XPeng and Volkswagen have collaborated to develop an advanced electric vehicle charging network in China. The initiative includes plans to deploy over 20,000 charging units across 420 cities. This partnership aims to utilize both companies' technological capabilities to establish high-power, liquid-cooled, ultra-fast charging stations.
- January 2024: In January 2024, CATL and DiDi unveiled their intention to form a joint venture centered on battery-swapping technology, catering to ride-hailing and logistics fleets across China. This collaboration seeks to harness the strengths of both firms, aiming to create and manage an extensive network of battery swap stations. The ultimate goal is to boost the efficiency and convenience of electric vehicle operations within China's ride-hailing and logistics industries.
China EV Charging Infrastructure Market Report Scope
An electric vehicle charging station, also known as an EV charging station, ECS (electronic charging station), and EVSE (electric vehicle supply equipment), supplies electric energy for the recharging/charging of plug-in electric vehicles and battery electric vehicles, including passenger cars and commercial vehicles.
The China electric vehicle charging infrastructure market is segmented by charging station type, vehicle type, and user application. By charging station type, the market is segmented into alternating current (AC) charging stations and direct current (DC) charging stations. By vehicle type, the market is segmented into passenger vehicles and commercial vehicles. By user application, the market is segmented into private infrastructure and public infrastructure.
The report offers market size and forecasts for Electric Vehicle Charging Infrastructure in value (USD) for all the above segments.
By Charging Station Type | AC Charging Station |
DC Charging Station | |
Wireless/Inductive Pad | |
By Power Output | Less Than 7 kW (Slow AC) |
7.1 to 22 kW (Level 2) | |
23 to 50 kW (Rapid DC) | |
51 to 150 kW (Fast) | |
151 to 350 kW (Ultra-fast) | |
More than 350 kW (Megawatt/Heavy-Duty) | |
By Installation Site | Residential (Home) |
Workplace | |
Public Urban (Retail and Parking) | |
Highway/Inter-city Corridor | |
Fleet Depot and Logistics Hub | |
Bus and Truck Terminal | |
By User Application | Private Infrastructure |
Public Infrastructure | |
Fleet/Commercial | |
By Connector Standard | GB/T AC |
GB/T DC | |
CCS2 (Imports) | |
CHAdeMO | |
Tesla NACS (Adapter) | |
By Vehicle Type | Passenger Vehicles |
Commercial Light-duty (LCVs) | |
Heavy-duty Truck and Bus | |
Electric Two- and Three-wheelers | |
By Geography (China) | North China |
East China | |
South-Central China | |
Northeast China | |
Southwest China | |
Northwest China | |
Hong Kong and Macau |
AC Charging Station |
DC Charging Station |
Wireless/Inductive Pad |
Less Than 7 kW (Slow AC) |
7.1 to 22 kW (Level 2) |
23 to 50 kW (Rapid DC) |
51 to 150 kW (Fast) |
151 to 350 kW (Ultra-fast) |
More than 350 kW (Megawatt/Heavy-Duty) |
Residential (Home) |
Workplace |
Public Urban (Retail and Parking) |
Highway/Inter-city Corridor |
Fleet Depot and Logistics Hub |
Bus and Truck Terminal |
Private Infrastructure |
Public Infrastructure |
Fleet/Commercial |
GB/T AC |
GB/T DC |
CCS2 (Imports) |
CHAdeMO |
Tesla NACS (Adapter) |
Passenger Vehicles |
Commercial Light-duty (LCVs) |
Heavy-duty Truck and Bus |
Electric Two- and Three-wheelers |
North China |
East China |
South-Central China |
Northeast China |
Southwest China |
Northwest China |
Hong Kong and Macau |
Key Questions Answered in the Report
What is the current size of the China EV charging infrastructure market?
The market generated USD 25.60 billion in revenue during 2024 and is projected to reach USD 182.90 billion by 2030.
Which region leads charger deployment in China?
East China accounts for 31.48% of nationwide installations, with Guangdong, Zhejiang, and Jiangsu hosting the densest networks.
How fast is DC ultra-fast charging growing?
Stations above 150 kW are increasing at 27.36% CAGR as government subsidies and consumer preference shift toward rapid charging.
What standards dominate connector usage?
The GB/T DC standard holds 66.71% share, though CCS2 is expanding quickly within premium and joint-venture vehicle segments.
Page last updated on: July 7, 2025