01
Market Background
Currently, the charging pile industry has entered a development bottleneck, with prolonged internal competition. Particularly following the release of the 3C testing standards in March 2025, the market landscape faces significant adjustments. According to the standards, starting from August 1, 2026, electric vehicle power supply equipment that has not obtained CCC certification and marked with the certification logo will be prohibited from leaving the factory, being sold, imported, or used in other business activities. Furthermore, from November 1, 2026, charging piles without an energy efficiency label will be unable to be sold externally. This combination of policies directly breaks the previous "low-price, low-specification" competitive cycle in the industry.
In terms of market conditions, since the release of the 3C standards, both mainstream charging pile manufacturers and small-to-medium-sized assembly enterprises have been caught in a whirlwind of frequent price adjustments, with an increasingly evident trend of products leaning towards lower prices and specifications. Against this backdrop, the contradiction between safety and the healthy development of the industry has become increasingly prominent. While 3C certification has unified basic standards, energy efficiency rating requirements have become a key lever to push the industry from "price wars" to "value wars." Additionally, policies have clearly defined the scope of application for charging pile energy efficiency standards, covering only off-board conductive power supply equipment with a rated voltage not exceeding 1000V (AC) on the power grid side and not exceeding 1000V (AC) or 1500V (DC) on the electric vehicle side. This excludes DCDC charging piles and AC-DC integrated equipment (supplementary requirements may follow later). This scope delineation will directly impact the strategic布局 of enterprises in different细分领域.
At the technical level, if enterprises replace major components such as charging modules to meet energy efficiency standards after obtaining CCC certification, they need to reapply for CCC certification. The introduction of "Technical Specifications for Electric Vehicle Off-Board Conductive Charging Pile Modules - NB/T11864-2025" also places higher demands on module enterprises' R&D speed and technical strength. These policy and technical changes collectively form the core background of this analysis, necessitating an in-depth examination of their specific impacts on various industry sectors to provide reference for enterprise decision-making.
02
Analysis Objectives
This article aims to comprehensively analyze the changes in market competition patterns, enterprise technological R&D directions, product structure adjustments, and upstream-downstream industrial chain collaboration after the implementation of charging pile CCC certification and energy efficiency rating requirements, and to accurately identify industry development opportunities and challenges.
Specific objectives include: Firstly, clarifying the differential impacts of policies on charging pile enterprises of different sizes and types (such as mainstream manufacturers, assembly enterprises, and module production enterprises), and sorting out the transformation pressures and development potential faced by enterprises; Secondly, analyzing the guiding role of energy efficiency rating requirements (e.g., integrated DC power supply equipment for Level 1 energy efficiency requires a charging efficiency of 96.5% and standby power consumption ≤30.0W, with separate standards for liquid-cooled and non-liquid-cooled split-type equipment) on product technical routes, and predicting industry technological innovation trends; Thirdly, evaluating changes in market demand structure driven by policies, including downstream operators' procurement preferences for high-energy-efficiency products and end-users' changing focus on charging costs and safety; Fourthly, providing targeted strategic recommendations for charging pile enterprises to assist them in completing technological upgrades, product adjustments, and market布局 during the policy transition period to achieve sustainable development.
03
Market Analysis
(I) Industry Competitive Landscape: From "Price Internal Competition" to "Technological Stratification"
Before the implementation of CCC certification and energy efficiency rating requirements, competition in the charging pile industry was dominated by price wars. A large number of small and medium-sized assembly enterprises seized market share through lowering component standards and compressing R&D costs, resulting in uneven product quality and frequent safety hazards. After the implementation of the policies, the industry's competitive logic will undergo a fundamental shift, specifically manifested as:
1. Accelerated Enterprise Stratification: Mainstream manufacturers with technological R&D capabilities and financial reserves can quickly complete CCC certification and meet energy efficiency standards, and even launch Level 1 energy efficiency products, consolidating their market position through technological advantages. In contrast, small and medium-sized assembly enterprises face two major dilemmas: Firstly, to meet the standards, they need to invest in replacing high-specification components (such as high-efficiency charging modules and low-loss wiring harnesses) and reapply for CCC certification, leading to a significant increase in costs; Secondly, if they insist on low-price, low-specification products, they will be unable to sell after the full implementation of the 2026 policies, and some enterprises may face elimination or acquisition. It is expected that by 2027, the industry CR10 (market share of the top 10 enterprises) will increase from the current approximately 40% to over 60%, significantly improving market concentration.
2. Shift in Competitive Focus: From "low price" to "energy efficiency + safety + intelligence." According to energy efficiency rating standards, integrated DC power supply equipment requires a minimum charging efficiency of 94.5% for Level 3 energy efficiency and 96.5% for Level 1 energy efficiency. Currently, most products on the market have a full-load efficiency below 96.5%. Under the condition that 50% power testing accounts for a higher proportion (e.g., for 60kW < Pmax ≤ 250kW load distribution coefficient, 50% Pmax accounts for 0.375), enterprises need to achieve standards through technological innovations such as reducing AC-DC conversion losses and optimizing heat dissipation design (e.g., using compressor cooling to reduce operating power consumption). This makes core technologies such as charging modules, heat dissipation systems, and control systems the key to competition, and enterprises with high-efficiency module R&D capabilities will gain a first-mover advantage.
(II) Product Structure Adjustment: High-Energy-Efficiency Products Become Market Mainstream, Demand Differentiation in Segmented Fields
1. Overall Product Upgrade to High Energy Efficiency: As the November 2026 deadline for banning sales of products without energy efficiency labels approaches, downstream charging operators will prioritize purchasing products that meet energy efficiency standards, especially Level 1 and Level 2 energy efficiency products, to avoid equipment obsolescence risks. Taking integrated DC charging piles as an example, it is expected that in the second half of 2026, the market share of Level 1 energy efficiency products will increase from less than 5% currently to 30%, Level 2 energy efficiency products will account for over 50%, and Level 3 energy efficiency products will only exist as transitional products. At the same time, requirements for standby power consumption in energy efficiency testing (e.g., integrated equipment standby power consumption ≤30.0W) will push enterprises to optimize circuit design in standby mode and reduce unnecessary energy consumption (e.g., turning off non-essential functions such as advertising screens and WiFi hotspots).
2. Demand Differentiation in Segmented Fields: According to the scope of application of energy efficiency standards, demand for different types of charging piles shows differences. On the one hand, DC charging piles (Mode 4, Connection Method C) and AC charging piles (Mode 3, Connection Method B or C) that comply with the standards will become market mainstream, especially high-power DC charging piles (e.g., Pmax > 250kW). Due to the need to meet energy efficiency requirements at more test points (9) in high-voltage (≥800V) testing, the technical threshold is higher, and the market will concentrate on enterprises with high-power product R&D capabilities; On the other hand, products excluded from the current standards (such as AC-DC integrated equipment and charging-storage integrated equipment) can avoid energy efficiency requirements in the short term, but as policy loopholes are filled, supplementary standards may be introduced in the future, and relevant enterprises need to layout technological upgrades in advance to avoid policy risks. In addition, the impact of charging terminal cable length on operating power consumption (for every additional meter, the operating power consumption per 100A for liquid-cooled type increases by 100W) will drive the R&D and application of short-cable, high-integration charging terminals.
(III) Upstream and Downstream of the Industry Chain: Collaborative Upgrading and Cost Conduction Effects Emerge
1. Upstream Core Component Enterprises: Urgent Need for Technological Upgrading: Meeting charging pile energy efficiency standards highly depends on the performance of core components, and upstream enterprises will face both technological upgrading opportunities and challenges. Taking charging modules as an example, the NB/T11864-2025 standard puts forward new requirements for module efficiency and reliability. Module enterprises need to accelerate the R&D of high-efficiency modules. It is expected that from 2025 to 2026, R&D investment in high-efficiency modules will increase by more than 50%, and module prices may rise by 10-15%. However, with large-scale production, prices will gradually decline after 2027. In addition, enterprises producing components such as cooling fans, fuses, copper bars, and cable assemblies need to provide low-loss, high-temperature-resistant products to meet the energy efficiency and safety requirements of charging piles under high loads. Component enterprises with weak technical strength will be eliminated, and the concentration of the upstream industry chain will also increase accordingly.
2. Midstream Charging Pile Manufacturers: Short-Term Cost Pressure, Long-Term消化 through Techn
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