XHW(SH:603888) Xin Hua She·2025-10-11 06:02Core Insights - The recent National Day holiday highlighted the ongoing issue of charging difficulties for electric vehicle (EV) owners, with reports of long wait times at charging stations becoming a trending topic [2][3] - The current approach of merely increasing the number of charging stations is insufficient; a more comprehensive and multi-layered solution is required to address the charging challenges [3] Industry Analysis - As of August 2025, the total number of electric vehicle charging infrastructure (charging guns) in the country is projected to reach 17.348 million, yet the utilization rate of fast charging stations remains low during non-holiday periods, indicating a significant amount of idle equipment [2] - The need for refined services is emphasized, such as utilizing big data to accurately predict charging demand during holidays and implementing a reservation system for charging to help EV owners plan their charging needs in advance [3] - The issue of charging difficulties is not solely due to a lack of charging stations; many existing stations are underperforming due to outdated interfaces and compatibility issues, necessitating a regular maintenance mechanism to ensure operational efficiency and timely upgrades of old facilities [3] - The challenges faced during holiday charging are not just inconveniences for consumers but represent critical questions for the development of the EV industry, testing the speed of technological innovation and the precision of service optimization [3]