September Report on Charging and Battery Swapping

On September 1, the Energy Management Department of Public Institutions organized the drafting of the industry standard titled “Guidelines for the Configuration and Operation of Electric Vehicle Charging Infrastructure in Public Institutions (Draft for Comments)”. This document emphasizes that the site selection for charging infrastructure should comply with national regulations, including the “Code for Fire Protection Design of Buildings” (GB50016). It highlights the importance of considering operational noise from charging equipment and recommends using silent devices or maintaining adequate distance from residential areas. The noise level from charging stations must adhere to the national standard for “Environmental Quality Standards for Noise” (GB3096).

On September 2, the Guangzhou Municipal Bureau of Industry and Information Technology responded to a proposal from the Guangzhou Municipal People’s Congress. The response indicated that the municipal development and reform commission is actively promoting relevant electricity pricing policies. In May, the Guangdong Provincial Development and Reform Commission issued a reply regarding the pricing for electric vehicle V2G (Vehicle-to-Grid) services, establishing a time-of-use pricing mechanism with a benchmark price of 0.453 RMB. The peak-to-valley price ratio is set at 1.7:1:0.38, significantly widening the price difference for arbitrage opportunities.

In September, Wang Bian Electric announced its plans to invest in the “Megawatt-Level Intelligent Super Charging Network Construction Project” through its wholly-owned subsidiary, Wanglai Charging (Chongqing) Technology Co., Ltd. This project aims to build nearly 100 supercharging stations in regions including Yunnan and Chongqing, targeting the new energy heavy truck charging market. The total investment for this project is expected to be no more than 541.5 million RMB.

In September, Chocolate Battery Swap officially launched its services in cities such as Beijing, Tianjin, Guangzhou, Hangzhou, Wuxi, and Suzhou. By August, the main urban district of Chongqing achieved full operational coverage with a total of 31 battery swap stations. As the network density increases and operations are refined, user experiences have improved, allowing users to check real-time operational status and battery resources via an app, enhancing the digital convenience of the service. Chocolate Battery Swap aims to establish 1,000 stations by 2025, promoting accessible and efficient battery swap services for green travel.

In September, the Nanjing Municipal Discipline Inspection Commission reported that some government officials were found to be misusing public charging stations, charging their personal vehicles for free using public electric vehicle chargers. Following investigations, three officials were reprimanded.

Also in September, the Xi’an Housing and Urban-Rural Development Bureau released a notice soliciting opinions on the “Management Measures for the Construction and Maintenance of Power Supply and Distribution Facilities in Newly Built Residential Areas (Draft for Comments)”. This document states that the number of power circuits required for new residential communities must comply with national regulations and planning requirements, ensuring reliability of electricity supply. The construction of charging infrastructure must adhere to relevant guidelines, reserving installation conditions based on the number of parking spaces.

The Henan Provincial Government Office issued a notice in September regarding the “Interim Measures for the Construction and Operation Management of Electric Vehicle Charging Infrastructure in Henan Province.” The notice stipulates that the location of charging stations must comply with the “Design Standards for Electric Vehicle Charging Stations” (GB/T50966-2024), meeting safety requirements for fire protection and flood control. Charging stations should not be located within important public or residential buildings, and charging areas should not be situated on the fourth floor or higher.

On September 7, Tesla announced a new Supercharger program in the United States called “Supercharger for Business.” This initiative allows businesses to have dedicated charging stations that can accommodate both Tesla and other electric vehicle brands, with Tesla managing the operations.

On September 9, during a press conference on achieving high-quality completion of the “14th Five-Year Plan,” Xin Guobin, Deputy Minister of the Ministry of Industry and Information Technology, stated that during this period, the ministry will fully promote carbon reduction, pollution prevention, and green growth in industries. The country has established the world’s largest and most complete new energy industry chain, with a 20% increase in the share of renewable energy generation capacity. Energy consumption per unit of added value in large-scale industrial enterprises continues to decline, while green products such as new energy vehicles, green appliances, and green building materials are being widely promoted.

In September, Dongfang Yuhong, a leader in the waterproofing industry, announced the establishment of Ningbo Yunkai Yuhong Building Material Technology Co., Ltd. This new company, which has a registered capital of 10 million RMB, will continue the traditional strengths of Dongfang Yuhong in building waterproof materials sales while also adding sales of charging stations and mechanical equipment, as well as supply chain management services. This diversification marks a significant step for a traditional building materials company into the new energy infrastructure sector.

In September, Jiurong Holdings announced an agreement to transfer 100% equity of Jiangsu Jiurong Comprehensive Energy and its 13 electric vehicle charging stations in Nanjing for 6.87 million RMB.

On September 25, the Hong Kong Stock Exchange disclosed that Zhida Technology has passed its listing hearing, with Shenwan Hongyuan Hong Kong as the exclusive sponsor. Zhida Technology previously submitted its application to the Hong Kong Stock Exchange, and according to Frost & Sullivan, it ranks first in China based on sales volume and revenue for home electric vehicle charging stations.

By the end of August 2025, the total number of electric vehicle charging infrastructure (units) in China reached 17.348 million, marking a year-on-year increase of 53.5%. This includes 4.316 million public charging facilities, a 37.8% increase, and 13.032 million private charging facilities, which grew by 59.6%.

On September 11, the second batch of provincial quality supervision checks for electric vehicle charging stations identified a non-compliance issue with a product from Shandong Tongxing New Energy Technology Co., Ltd. The non-compliance was related to charging disconnection control sequences. The Shandong Provincial Market Supervision Administration has mandated appropriate actions be taken regarding these non-compliant products.

On September 15, the Qinghai Provincial Energy Bureau announced a public solicitation for comments on the “Management Measures for the Construction and Operation of Electric Vehicle Charging and Battery Swapping Infrastructure in Qinghai Province (Draft for Comments).” The proposal states that charging facility operators may charge users for electricity and service fees, with electricity pricing following national regulations and service fees determined by market principles. Various payment methods will be supported, and before 2030, centralized charging facilities with two-part pricing will be exempt from capacity fees.

Also on September 15, the Guangzhou Municipal Bureau of Industry and Information Technology released a work plan for the “National Car-Grid Interaction Scaled Application Pilot City” (2025-2027). The plan aims to have 600 smart orderly charging stations, 130 smart battery swap stations, and 28,000 smart orderly charging piles connected to the government monitoring platform by the end of 2025.

Foxconn’s subsidiary, Hong Teng Precision Technology, announced plans to jointly establish a Smart Mobility company with Saleh Suleiman Alrajhi & Sons Co. in Saudi Arabia, marking the first electric vehicle charging station manufacturing base in the Middle East.

In September, the sales of battery-swapping heavy trucks in China reached 35,400 units from January to August, a year-on-year increase of 139%. However, this growth appears modest when compared to the 180% increase in new energy heavy truck sales overall.

On September 24, the public resources trading system in Huzhou, Zhejiang Province announced the bidding for a construction project involving heavy truck charging networks. The estimated investment for the project is 1.108 billion RMB.

On September 26, the Henan Province Xuchang City released a bidding plan for smart fast charging infrastructure in public parking lots and communities, with plans to construct 73 charging stations and install 2,252 charging piles.

On September 28, the “2025 China Automotive Charging and Battery Swapping Ecological Conference” was successfully held in Hefei, Anhui Province. The event brought together key players from the charging and battery swapping industry to discuss market trends, technological breakthroughs, and operational practices, injecting new momentum into the collaborative development of the industry.