GON(SZ:002768) Zheng Quan Ri Bao Zhi Sheng·2025-10-17 12:13Core Insights - The "Three-Year Doubling" Action Plan for Electric Vehicle Charging Infrastructure aims to establish 28 million charging facilities by the end of 2027, providing over 300 million kilowatts of public charging capacity to service 80 million electric vehicles, thus accelerating the development of new energy infrastructure and creating significant opportunities for upstream material and equipment companies [1] Industry Overview - The charging pile industry is experiencing rapid expansion, with a clear timeline and task volume set by the Action Plan, addressing the current shortfall in infrastructure and providing growth expectations for the upstream and downstream of the industry chain [1] - The market for public charging piles is expected to exceed 200 billion yuan, with over 15 million new public charging piles projected to be added by 2027 [1] Company Positioning - Guoen Technology Co., Ltd. is positioned as a leading enterprise in the polymer modified materials and composite materials industry, leveraging its technological breakthroughs and mass production capabilities in non-metal structural components to penetrate the core supporting system of charging piles [1][2] - The company has developed a vertically integrated industrial chain from monomers to synthetic resins, organic polymer modified materials, and composite materials, establishing a strong foothold in the SMC composite materials sector [2] Product Development - Guoen has upgraded its SMC composite material formulation technology, developing a fourth generation of non-metal direct current terminal charging piles and various supporting products, which have entered mainstream equipment manufacturers and the new energy vehicle supply chain [2] - Compared to traditional metal shells, Guoen's composite material products excel in weather resistance, waterproofing, insulation, and lightweight properties, reducing equipment weight and manufacturing costs while enhancing safety and lifespan [2] Technological Advancements - The company is researching spray-free processes to simplify production and improve efficiency, alongside developing in-mold film materials and processes for integrated molding and film application [3] - Guoen possesses advanced manufacturing techniques such as HP-RTM and carbon fiber design, enabling breakthroughs in strength-to-weight ratio, weight reduction, and fatigue life, providing diverse composite material products and solutions to leading clients like CATL and BYD [3] Future Outlook - The Action Plan injects new growth momentum into the new energy industry chain, with Guoen poised to leverage its SMC formulation innovation and non-metal material substitution advantages to capture market share in charging pile structural components [4] - If the company can maintain its technological edge, deepen customer collaborations, and expand production capacity, its new materials business is expected to become a significant driver of performance growth in the coming three years [4]