As the demand for electric vehicles continues to grow, the pricing of electric power has come under scrutiny. Recent reports indicate a significant extension in the cost of electricity and a tightening of consumption policies. What implications does this have for electric vehicle manufacturers?
According to data released on October 11, 2025, the global carbon market is facing serious challenges. The effects of “pricing pressure” are becoming increasingly evident, leading to stricter regulations on resource accumulation. Under the goal of achieving “36 billion kilowatts of wind power by 2035,” the policies aimed at securing adequate supply are becoming crucial. This situation is being highlighted by the 1707th edition of Global Carbon, which suggests that multiple enterprises are now struggling to navigate the challenges of climate change.
This situation is not just a matter of fluctuating prices; it also stems from policy adjustments that are being implemented at various levels. As of now, countries like China are facing a significant deficit in new energy capabilities, with the electric vehicle market projected to grow to 36 billion kilowatts within a decade.
In terms of production capacity, recent statistics show that by August 2023, the installed capacity of electric vehicles in China reached 197.85 GW, marking a 55% increase from the previous year. However, the year-on-year growth rate has also dropped significantly to 33.1%. The shift in the electric power market has raised questions about the sustainability of these growth figures.
While there is pressure from policy adjustments, the core challenge remains rooted in energy supply and demand dynamics. This has led to a growing concern that the established targets might not be met. For instance, if the electric power prices continue to rise, manufacturers might find it increasingly difficult to sustain production levels.
As we approach 2025, the market is witnessing a trend of “tightening electricity supply,” which could potentially lead to further restrictions on electric vehicle operations. Consequently, it is vital for manufacturers to adapt to these changing circumstances.
As of now, the cost of electricity in regions like Shanxi stands at 0.225 CNY/kWh, while the average price across the country has seen fluctuations, with reports indicating a decrease of 6.72% recently. However, the prices in the northeastern regions remain a concern, as they fall below acceptable levels for sustainable production.
For electric vehicle manufacturers, the path forward is increasingly complex. As the market faces new policy challenges, manufacturers must navigate these waters carefully to ensure they can meet production targets while remaining profitable.
The energy market remains in a state of flux, with ongoing adjustments that could impact future pricing structures and consumption patterns. The need for a strategic approach to energy resource management is more crucial than ever as we look ahead to the coming years.
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