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华泰证券:充电桩“三年倍增”行动方案出台 充电桩建设有望提速
Zheng Quan Shi Bao Wang·2025-10-16 23:53

Core Viewpoint - The National Development and Reform Commission and five other departments have issued an action plan to double the service capacity of electric vehicle charging facilities by 2027, aiming to build 28 million charging facilities and provide over 300 million kilowatts of public charging capacity to meet the needs of over 80 million electric vehicles [1] Group 1: Industry Impact - The action plan is expected to significantly accelerate the construction of charging stations, providing performance growth opportunities for companies in the charging station industry chain [1] - The initiative will also promote the electrification of the automotive sector in China [1] Group 2: Investment Recommendations - Companies involved in charging stations, charging modules, and charging operations are recommended for investment [1] - It is also suggested to pay attention to companies in the lithium battery industry chain [1]