Core Insights - The National Development and Reform Commission of China has issued a three-year action plan to significantly increase the construction scale of private electric vehicle charging facilities, which is expected to benefit companies like Zhida Technology that recently listed on the Hong Kong Stock Exchange [1] Industry Summary - The action plan mandates that all new residential areas must either build or reserve charging facilities for fixed parking spaces, while existing residential areas are encouraged to upgrade their facilities and associated power grids [1] - The target is to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles, effectively doubling the service capacity [1] Company Summary - Zhida Technology, as the world's largest provider of home electric vehicle charging solutions, operates on a "product + service + digital platform" model [1] - According to Frost & Sullivan, Zhida Technology holds approximately 9.0% of the global market share for home charging stations and 13.6% in the Chinese market, ranking first in sales within China [1] - On its first trading day, Zhida Technology's stock surged by 192.14%, with its public offering receiving a subscription rate of 5,440.80 times, marking it as the "most oversubscribed" in the Hong Kong new energy sector this year [1]
挚达科技(02650)迎重磅政策利好 充电设施建设加速打开增长空间