Xin Lang Cai Jing·2025-10-17 00:03Core Viewpoint - The action plan lays a foundation for the development of the charging pile industry, providing a supportive target that is expected to stimulate demand for charging piles [1] Industry Summary - The charging pile industry is anticipated to experience performance growth due to high-quality development, benefiting companies involved in charging pile manufacturing, charging module production, and operation [1] - The end of the domestic price war, international expansion, and the iteration of high-power products are expected to lead to simultaneous increases in volume and profit for leading companies in charging piles and modules [1] - Operating companies are likely to benefit from an increase in service fees as the charging infrastructure improves, which is expected to accelerate the electrification of vehicles in China [1] - It is recommended to pay attention to companies within the lithium battery supply chain as the charging facilities become more comprehensive [1]