重大利好：六部门部署，超级赛道

Core Insights - The "Three-Year Doubling" Action Plan aims to establish 28 million charging facilities by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles [1][2] Industry Overview - The rapid development of new energy vehicles (NEVs) in China is evident, with production and sales reaching 11.24 million and 11.23 million units respectively in the first nine months of the year, marking year-on-year growth of 35.2% and 34.9% [2] - The current NEV ownership in China has surpassed 40 million units, highlighting the increasing demand for charging infrastructure [2] Infrastructure Challenges - Despite the growth in NEVs, there are significant shortcomings in charging infrastructure, including uneven public charging network distribution, inadequate service supply in residential areas, and the need for improved operational management [2][4] - The average power of public charging piles in China is only 45.5 kilowatts, which is insufficient for high-demand scenarios such as holidays and urban hotspots [2] Action Plan Implementation - The Action Plan proposes differentiated strategies for urban, intercity, and rural charging networks, focusing on fast charging as the primary method, with slow charging as a supplementary option [4] - It emphasizes the need for innovative approaches, such as expanding vehicle-grid interaction pilot programs to create new business models that allow NEV owners to earn income by selling electricity [4] Service Quality Enhancement - The plan includes measures to improve the service quality of public charging stations, such as optimizing station environments, standardizing fees, and enhancing operational management [5] - It also suggests a unified planning and management model for residential charging facilities to ensure sustainable development [5] Grid Integration and Capacity Building - The Action Plan requires integrating charging facility demands into distribution network planning, focusing on areas with weak grid structures and low supply capacity [7] - The initiative aims to transition charging facilities from being mere supporting projects to becoming integral energy projects, enhancing overall charging efficiency and service quality [7]