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The new policy for charging stations takes effect in 2026, with targeted subsidies sparking a new ecosystem of industry compliance.
At the start of 2026, the new-energy vehicle charging infrastructure industry is entering a period of intensive policy implementation. At the national level, a clear target has been set to add 4 million new charging piles. Instead of traditional broad-based incentives, the government is adopting a “precise drip irrigation” subsidy approach, guiding the industry’s transition from rapid, unregulated growth toward standardized development. This new policy defines subsidy pathways across three key dimensions—infrastructure, technology, and operations—and maintenance—providing operators with clear guidelines for their development.
At the start of 2026, the new-energy vehicle charging infrastructure industry is entering a period of intensive policy implementation. At the national level, a clear target has been set to add 4 million new charging stations, and traditional broad-based incentives are being replaced by targeted, "precision drip" subsidies, thereby guiding the industry’s transformation from rapid, unregulated growth toward standardized development. This new policy defines subsidy pathways across three key dimensions—infrastructure, technology, and operations—and maintenance—providing operators with clear guidance for their development.
In terms of infrastructure subsidies, the new policy provides cost subsidies of up to 40% for upgrading power grids in older residential communities. Regions where charging networks cover 100% of township areas can receive special county-level subsidies. Individuals installing charging stations can claim reimbursement for 30% of their installation costs (with a maximum cap of 3,000 yuan). For enterprises undertaking large-scale charging station construction, additional preferential financing for equipment upgrades is available. In the area of technical compliance, newly commissioned charging stations must pass mandatory 3C certification, connect to the national regulatory platform, and meet Energy Efficiency Level 1 standards before they can apply for subsidies ranging from 5,000 to 10,000 yuan per unit. Charging stations equipped with V2G capabilities can also qualify for grid dispatch subsidies.
Operational efficiency has become a core evaluation indicator for subsidies. Operators maintaining a public charging pile availability rate above 95% and a fault response time of no more than 2 hours can receive annual operational subsidies. Moreover, charging stations that remain complaint-free for three consecutive months will enjoy an extended off-peak electricity tariff period of up to 16 hours, with the off-peak electricity price as low as 0.2486 yuan per kilowatt-hour. Industry insiders say that the new policy will accelerate industry consolidation, and compliance and refined operations will be key for companies seeking to capture the vast blue ocean market of 18 million charging piles.
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