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As the electric vehicle (EV) revolution accelerates, Tesla has taken a major step forward in China—the world’s largest EV market. On June 30, 2025, Tesla officially launched its first V4 Superchargers in several key locations across the country. With installations now operational in Shanghai, Chongqing, and the provinces of Gansu and Zhejiang, Tesla is not only advancing charging speed but also expanding access by opening its network to non-Tesla vehicles for the first time in China.
I. Advancements in EV Charging
1. Introducing Faster Charging with V4 Technology
Tesla’s new V4 Superchargers offer up to 500 kW of power, which is twice the capacity of the previous V3 version. With this leap in technology, EVs compatible with V4 can gain between 168 to 200 miles of range in just 15 minutes. These new chargers come with taller units and longer cables, making them more accommodating to a variety of EV brands. Despite the increased capability, Tesla has maintained cost-effective production, pricing each charging stall at under $40,000. This modular design makes large-scale deployment both efficient and scalable.
2. Modular Design and Economic Efficiency
The new modular approach not only reduces installation costs but also allows for rapid expansion. Tesla’s local manufacturing facility in Shanghai has already pivoted to producing these V4 chargers, positioning the company for swift nationwide deployment.
II. Strategic Shift Toward Open Access
1. Opening Tesla’s Network to Non-Tesla EVs
In a significant move, Tesla has decided to open its Red de supercargadores in China to non-Tesla vehicles. This is a strategic departure from its previous closed-network approach and addresses one of the biggest hurdles to EV adoption: range anxiety. By providing high-speed, reliable charging to a broader audience, Tesla not only enhances customer experience but also taps into a wider market base.
2. Expansion of China’s Charging Infrastructure
As of June 2025, Tesla boasts over 2,100 Supercharger stations and approximately 11,600 charging stalls across China. This extensive network has become a critical backbone of the country’s EV charging ecosystem, offering unmatched convenience and reliability for both Tesla and non-Tesla drivers.
III. Navigating a Competitive Market
1. BYD’s High-Speed Charging Challenge
Tesla’s decision to boost its charging speed and accessibility comes amid fierce competition. Chinese EV giant BYD has rolled out its 1,000 kW “Megawatt Flash Chargers,” capable of adding 248 miles of range in just five minutes. BYD plans to install up to 15,000 of these ultra-fast chargers by the end of 2025 through collaborations with local infrastructure providers.
2. Tesla’s Competitive Edge
While Tesla’s V4 Superchargers may not match BYD’s top power output, their lower cost and integration with an already vast network give them a strategic advantage. With Tesla’s charging stations strategically placed across high-traffic corridors, including Shanghai and Chongqing, the company is well-positioned to capture both brand-loyal customers and newcomers alike.
IV. Industry and Consumer Impacts
1. Enhanced User Experience
The V4 rollout enhances the user experience by reducing charging times and increasing accessibility, particularly along busy routes. Drivers of other EV brands such as Ford or GM can now utilize Tesla’s infrastructure, enjoying the same convenience that Tesla owners have long relied on.
2. Business and Regulatory Considerations
Tesla’s open-network strategy also has business implications. By enabling more users to access its chargers, Tesla transforms potential competitors into customers, boosting its revenue from energy services. However, navigating China’s regulatory environment, particularly concerning data localization and export controls, may present future challenges.
3. Shaping the Future of EV Charging
The competition between Tesla and BYD is pushing the boundaries of what’s possible in EV infrastructure. Both companies are setting new benchmarks in terms of speed, scale, and accessibility, ultimately benefiting consumers and accelerating the global EV transition.
V. Future Outlook
Tesla is expected to extend its V4 Supercharger deployment to additional regions, including Beijing and Guangdong. Although no specific launch dates have been provided, the groundwork is clearly in motion. Globally, Tesla now operates over 70,000 Supercharger stalls, reflecting rapid growth since surpassing 60,000 in late 2024. With China recording 11.2 million new EV registrations in 2024 alone, Tesla’s forward-thinking approach in expanding open, high-performance charging options is cementing its leadership in EV infrastructure.
Conclusion
Tesla’s launch of V4 Superchargers in China is a landmark event in the evolution of electric mobility. By combining faster charging capabilities with an inclusive network strategy, Tesla is addressing core challenges in EV adoption—charging speed and access. As the market continues to grow and evolve, this move not only strengthens Tesla’s foothold in China but also sets a precedent for global EV infrastructure development.
