Charging industry price war spreads, leading companies focus on rural and heavy-duty truck markets.

Many interviewed industry insiders of the charging station expressed to reporters from Financial Link that, due to the oversupply of charging piles, the charging service fee has dropped from 0.4 yuan per kilowatt hour to 0.1 yuan, even leading to the phenomenon of "5 cents service fee" competition for customers. The industry price war has begun to spread from first and second-tier cities to third and fourth-tier cities. At the same time, with the increase in construction, rent, intermediary fees, and other costs, as well as the impact of fluctuating electricity prices and equipment utilization rate, the payback period for charging station construction is getting longer, with some stations taking seven, eight, or even ten years to break even. Large operators are shifting their focus towards developing town ant stations and heavy truck tracks, while leading companies like TELD are increasing their investment in virtual power plants.