中信证券：“三年倍增”计划发布，充电桩有望迎来新一轮加速建设期

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration, along with six other departments, have released an action plan aiming to double the service capacity of electric vehicle charging facilities by 2027, targeting the establishment of 28 million charging facilities and over 300 million kilowatts of public charging capacity to meet the needs of more than 80 million electric vehicles [1] Industry Summary - The policy is expected to initiate a new acceleration phase in the construction of domestic charging infrastructure, driven by the emphasis on strengthening the fast charging network [1] - There will be a significant increase in demand for high-power fast charging equipment, benefiting related charging pile equipment companies [1]