Core Viewpoint - The recent announcement by the National Development and Reform Commission and other departments regarding the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities" aims to significantly increase the construction scale of private charging facilities, which is expected to boost demand for charging infrastructure and benefit companies in the sector [1] Company Summary - Zhida Technology (02650) saw its stock price increase by 6.53%, reaching HKD 199, with a trading volume of HKD 6.53 million [1] - As the world's largest provider of home electric vehicle charging solutions, Zhida Technology holds a global market share of approximately 9.0% in home charging stations, with a market share of 13.6% in China, ranking first in sales in the Chinese market [1] Industry Summary - The action plan sets a target to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles, aiming for a doubling of service capacity [1] - The plan requires all new residential areas to either build or reserve charging facilities for fixed parking spaces, and existing residential areas are encouraged to upgrade their charging infrastructure alongside grid improvements [1] - Huatai Securities believes that the action plan provides a foundational framework for the development of the charging station industry, which is expected to release demand for charging stations and drive performance growth for companies involved in charging station manufacturing, modules, and operations [1]
港股异动 | 挚达科技(02650)涨超6% 充电桩“三年倍增”方案出台 机构看好充电桩建设提速带来增量