EPISODE · May 3, 2026 · 8 MIN
充电桩每度电只赚 4 分钱，运营商彻底扛不住了
新能源汽车一路狂飙，充电桩曾经是资本疯抢的黄金赛道，人人都以为躺着赚钱。可短短几年时间，风口变刀口，疯狂内卷、疯狂铺桩之后，整个行业迎来残酷真相：头部运营商每度电净利润仅 4 分钱，小企业一年收入暴跌九成，多数场站越运营越亏损。从一车难求桩到桩多车少，从高速排队充电到随到随充，行业规模翻倍扩张，盈利却跌到谷底。车企巨头跨界入局、超充技术快速迭代、老旧桩未回本先淘汰，价格战打到没人敢涨价。这期播客，聊聊充电桩行业从蓝海风口到生死求生，到底谁在亏钱？充电费未来会不会涨？运营商靠什么才能活下去？
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充电桩每度电只赚 4 分钱，运营商彻底扛不住了
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