New Power Policy Drives Market-Oriented EV Charging Pricing

[Policy Impact] With the implementation of power market reforms, charging prices are shifting away from fixed peak-valley rates toward dynamic pricing based on supply and demand.

Core Trend: Market-Driven Pricing Forces Industry Transformation

Starting March 2026, new energy vehicle owners in multiple regions reported significant increases in public charging costs. During peak hours, comprehensive unit prices in prime commercial districts and highway service areas have exceeded RMB 2 per kilowatt-hour, with some stations approaching RMB 3 per kilowatt-hour.

Key Data: Thin Margins Become Unsustainable

A China Central Television (CCTV) finance survey revealed that a leading charging station operator invested RMB 1.2 million to build a 16-charger site, earning only RMB 0.04 per kilowatt-hour. Most small and medium-sized operators are operating at a loss.

Strategic Foundation: Restructuring Electricity Pricing to Reshape the Energy Replenishment Ecosystem

According to data from the National Energy Administration, less than 5% of China’s electricity generation comes from oil-fired power. Electricity price fluctuations are primarily influenced by the mix of coal, wind, solar, and hydro power. The new policy eliminates fixed peak-valley tariffs, pushing charging services away from "low-price competition" toward market-based pricing, which is expected to accelerate industry consolidation and promote high-quality development.