중국의 전기차 충전 서비스 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the China EV charging-as-a-Service market was valued at USD 76.20 million in 2025 and estimated to grow from USD 94.01 million in 2026 to reach USD 287.01 million by 2031, at a CAGR of 25.01% during the forecast period (2026-2031).

This report is Segmented by Charger Type (AC Chargers, DC Chargers), Fleet Service Type (Company Vehicle and Motor Pools, Delivery and Logistics, and More), Power Output (Level 1/AC (Below 22 KW), Level 2 (22-50 KW), and More), and End-Use (Semi-Public Charging Setup, Public Charging Setup). Market Forecasts are Provided in Terms of Value (USD).

China EV Charging-as-a-Service Market Trends and Insights

Government Subsidies and Tariff Incentives for Depot DC Fast Charging

Between 2025 and 2027, central and provincial programs are set to invest significantly in charging infrastructure. Depot operators in coastal manufacturing hubs can secure capital grants to offset a portion of their equipment and installation expenses. Off-peak electricity rates offer substantial savings compared to daytime commercial tariffs, enhancing internal rates of return for high-utilization depots. Nationwide interoperability rules, adhering to the GB/T standard, further bolster these returns by preventing vendor lock-in and expanding the potential fleet base. With these combined incentives, the China EV Charging-as-a-Service market is emerging as a prime target for infrastructure funds seeking stable, utility-like cash flows .

E-Commerce Same-Day Delivery Boom Requiring Overnight Fleet Charging

In 2024, China processed a significant volume of parcels, with projections indicating that by 2027, a majority of these will be delivered the same or next day. To meet these tight delivery deadlines, operators are increasingly opting to swap or recharge their vans during the six-hour night shift lull, rather than depending on public chargers during the day. Depot DC units, offering high charging capacities, can replenish vehicle ranges efficiently. This efficiency allows trucks to be available for multiple delivery waves each day. Major cities like Guangzhou, Shanghai, Wuhan, and Changsha are emerging as hotspots for ultra-fast charging sites, largely because they house large e-commerce fulfillment centers alongside urban depots. This predictable surge in overnight demand not only guarantees a steady revenue stream for service providers but also strengthens the long-term prospects of China's EV Charging-as-a-Service market.

Distribution Transformer Congestion Costs in Tier-1 Urban Cores

As localized EV density in megacities surpasses critical thresholds, legacy grids face overload challenges. Depot developers are compelled to finance transformer replacements and grapple with approval waits that can extend for significant periods. Such delays not only tie up working capital but also diminish internal rates of return. Consequently, suburban plots boasting spare capacity emerge as a more appealing option in the short term. This bottleneck curtails the immediate expansion of China's EV Charging-as-a-Service market, particularly in its most lucrative demand centers.

Other drivers and restraints analyzed in the detailed report include:

1. PPP Financing Models Enabling Rapid Semi-Public Charger Rollout
2. Urban Low-Emission-Zone Mandates Accelerating Logistics Fleet Electrification
3. Volatile Spot Electricity Prices Eroding CaaS Profit Margins

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

AC hardware owned 54.21% of the China EV Charging-as-a-Service market in 2025, thanks to low hardware costs and minimal grid-upgrade requirements. Overnight dwell times in company motor pools align with 7 kW-40 kW charge rates, helping operators sidestep peak-demand tariffs. DC fast chargers, however, are projected to expand at 26.33% through 2031. That trajectory is anchored in 50 kW-150 kW depot installs that turn vans around in under three hours, unlocking double-shift vehicle utilization. BYD's 1 MW pilot, rolled out with TELD and Star Charge, shows how a single ultra-high-power gun can service 40-50 vans per day, quadrupling revenue per square meter versus AC bays.

The China EV Charging-as-a-Service market share of DC cabinets rises each time logistics fleets add a new wave of 800-V or 1,000-V vehicle platforms. Public data reveals that the nationwide average delivered power experienced a notable increase by February 2026, highlighting a significant shift in power density. While AC continues to dominate in homes and workplaces, the economics of depots are increasingly favoring DC. This shift is driven by rising parcel volumes and tightening delivery windows.

Company vehicle and motor pools generated 41.33% of 2025 revenue, offering stable, multi-year contracts with predictable overnight charging patterns. Yet delivery and logistics fleets are growing at a 27.04% CAGR as e-commerce giants accelerate same-day guarantees. Electrified parcel vans boast energy costs one-third those of diesel trucks, but only if depot chargers can deliver 200 km of range within a single shift break. Fleet concentration in mega-city logistics parks gives service providers scale at a single site, amplifying investment efficiency.

Ride-hailing fleets sit between the two poles, blending depot DC fast charging for overnight top-ups with public ultra-fast sessions during the day. Xiaoju Energy, Didi's charging arm, already derives a major share of its electricity volume from commercial fleets, validating the centrality of B2B demand to the China EV Charging-as-a-Service market. As low-emission zones proliferate, parcel operators will overtake corporate pools in revenue contribution, cementing logistics as the market's defining use-case.

Complete Report Scope:

• By Charger Type
  • AC Chargers
  • DC Chargers
• By Fleet Service Type
  • Company Vehicle and Motor Pools
  • Delivery and Logistics
  • Passenger Fleets
• By Power Output
  • Level 1 / AC (Below 22 kW)
  • Level 2 (22 - 50 kW)
  • Fast (50 - 150 kW)
  • High-Power (Above 150 kW)
• By End-Use
  • Semi-Public Charging Setup
  • Public Charging Setup

List of Companies Covered in this Report:

1. TELD New Energy Co., Ltd.
2. StarCharge
3. State Grid Corporation of China
4. YKC Clean Energy Technologies
5. Xiaoju Energy (Xiaoju Charging)
6. NIO Power
7. XCharge
8. Shell Recharge China
9. BP Pulse
10. Tesla China
11. Contemporary Amperex Technology Co. Ltd. (CATL)
12. Gotion High-tech
13. Xiaomi Auto
14. GAC Energy Technology Company Ltd

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Government Subsidies and Tariff Incentives for Depot DC Fast Charging
  • 4.2.2 E-Commerce Same-Day Delivery Boom Requiring Overnight Fleet Charging
  • 4.2.3 PPP Financing Models Enabling Rapid Semi-Public Charger Rollout
  • 4.2.4 Urban Low-Emission-Zone Mandates Accelerating Logistics Fleet Electrification
  • 4.2.5 AI-Based Load Balancing Platforms Reducing Peak Demand Charges
  • 4.2.6 Standardization of Battery-Swap-Ready Parking Bays
• 4.3 Market Restraints
  • 4.3.1 Distribution Transformer Congestion Costs in Tier-1 Urban Cores
  • 4.3.2 Volatile Spot Electricity Prices Eroding CaaS Profit Margins
  • 4.3.3 OEM-Integrated Charging Networks Cannibalizing Utilization Rates
  • 4.3.4 Land-Use Restrictions on Depot Expansion in Logistics Hubs
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Charger Type
  • 5.1.1 AC Chargers
  • 5.1.2 DC Chargers
• 5.2 By Fleet Service Type
  • 5.2.1 Company Vehicle and Motor Pools
  • 5.2.2 Delivery and Logistics
  • 5.2.3 Passenger Fleets
• 5.3 By Power Output
  • 5.3.1 Level 1 / AC (Below 22 kW)
  • 5.3.2 Level 2 (22 - 50 kW)
  • 5.3.3 Fast (50 - 150 kW)
  • 5.3.4 High-Power (Above 150 kW)
• 5.4 By End-Use
  • 5.4.1 Semi-Public Charging Setup
  • 5.4.2 Public Charging Setup

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 TELD New Energy Co., Ltd.
  • 6.4.2 StarCharge
  • 6.4.3 State Grid Corporation of China
  • 6.4.4 YKC Clean Energy Technologies
  • 6.4.5 Xiaoju Energy (Xiaoju Charging)
  • 6.4.6 NIO Power
  • 6.4.7 XCharge
  • 6.4.8 Shell Recharge China
  • 6.4.9 BP Pulse
  • 6.4.10 Tesla China
  • 6.4.11 Contemporary Amperex Technology Co. Ltd. (CATL)
  • 6.4.12 Gotion High-tech
  • 6.4.13 Xiaomi Auto
  • 6.4.14 GAC Energy Technology Company Ltd

7 Market Opportunities & Future Outlook