GON(SZ:002768) Zheng Quan Ri Bao Wang·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 unprecedented 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 outlined in the Action Plan, addressing the infrastructure gap 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. (国恩股份) 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 quickly enter 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 leading position 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, fully covering the structural component needs of charging facilities [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 developing a spray-free process for charging piles to simplify production and improve efficiency, alongside innovations in high-pressure resin transfer molding and carbon fiber design [3] - Guoen's advancements in lightweight materials and green energy new materials are expected to enhance its overall competitiveness and market share [3][4] 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 break into the charging pile structural component market [4] - If the company can maintain its technological edge, deepen customer collaboration, and expand production capacity, its new materials business is expected to become a significant driver of performance growth in the coming three years [4]