Zhong Guo Neng Yuan Wang·2025-10-18 06:12Core Insights - The National Development and Reform Commission and five other departments issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" on October 15, aiming to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles, achieving a doubling of charging service capacity [1][2]. Summary by Sections Action Plan Goals - By the end of 2027, the plan sets specific growth targets for urban, highway, and rural charging networks, including: - Adding 1.6 million DC charging guns in cities, including 100,000 high-power charging guns [3]. - Constructing or renovating 40,000 "super-fast combined" charging guns (60 kW and above) in highway service areas [3]. - Adding at least 14,000 DC charging guns in rural areas where public charging stations have not yet been built [3]. - Establishing 1,000 pilot communities for the "unified construction and service" model to enhance private charging pile access and safety management [3]. - Expanding the scale of vehicle-to-grid (V2G) facilities with over 5,000 new installations and a reverse discharge volume exceeding 20 million kilowatt-hours [3]. Current Infrastructure Status - As of August 2025, China had a total of 17.348 million electric vehicle charging facilities, a year-on-year increase of 53.5%. This includes 4.316 million public charging facilities (up 37.8%) and 13.032 million private charging facilities (up 59.6%) [4]. - In the first eight months of 2025, 4.53 million new charging facilities were added, representing an 88.5% year-on-year increase, with public facilities increasing by 737,000 (up 37.2%) and private facilities by 3.793 million (up 103.3%) [4]. Investment Recommendations - The implementation of the charging facility service capacity plan is expected to lead to a new wave of investment in charging stations, benefiting various segments of the industry: - Charging Stations: Recommended companies include Terui De and Green Energy Huichong; beneficiaries include Shenghong Co. and Zhida Technology [6]. - Charging Modules: Recommended company is Tonghe Technology; beneficiaries include Youyou Green Energy and Yingkerui [6]. - Charging Guns and Cables: Beneficiaries include Yonggui Electric and Xinhongye [6]. - Charging Operations and Aggregation: Recommended company is Terui De; beneficiary is Langxin Group [6].