帮主郑重解读充电新政：A股这波“长线红利”，别只盯短期热闹

Core Insights - The recent policy from six departments aims to build 28 million charging facilities by the end of 2027 to meet the demand of 80 million electric vehicles, indicating a significant investment opportunity in the charging infrastructure sector [1][3]. Industry Overview - The target of 28 million charging stations is aligned with the increasing number of electric vehicles, addressing the "range anxiety" issue for consumers [3]. - The charging infrastructure development is compared to historical investments in highways, suggesting that as charging stations are built, electric vehicle sales will increase correspondingly [3]. Investment Strategy - Investors are advised to look beyond companies directly involved in building charging stations and consider those in the supply chain, such as manufacturers of core components for charging modules and power supply equipment [3][4]. - Companies providing charging operation services and those involved in grid upgrades and smart scheduling systems will also benefit from the increased demand for charging facilities [3][4]. - The focus should be on long-term investments in companies with solid technology and production capacity, as their performance is expected to improve steadily over the next three years due to policy support and clear demand [3][4].