华泰 | 充电桩“三年倍增”方案出台

Core Viewpoint - The "Three-Year Doubling" action plan for electric vehicle charging facilities aims to significantly accelerate the construction of charging stations, targeting the establishment of 28 million charging facilities by the end of 2027, which will provide over 300 million kilowatts of public charging capacity to meet the needs of more than 80 million electric vehicles [1][4]. Group 1: Action Plan Details - The plan includes specific quantitative targets for different charging scenarios, such as adding 1.6 million direct current charging guns in urban areas and 40,000 high-power charging guns on highways by the end of 2027 [2]. - In rural areas, at least 14,000 direct current charging guns will be added in townships without existing public charging stations, ensuring comprehensive coverage of public charging facilities [2]. Group 2: Addressing Pain Points - The plan outlines actions to remove barriers in the construction, installation, and operation of charging stations, including mandatory installation of charging facilities in new residential areas and the establishment of 1,000 pilot communities for unified construction and management [3]. - It also emphasizes the need to integrate charging facility demands into power distribution network planning to enhance grid capacity and improve user charging experiences through standardized pricing and operational improvements [3]. Group 3: Policy Implications and Industry Outlook - The targets set in the action plan are seen as achievable, with the current charging station count at 17.35 million, reflecting a year-on-year increase of 53.5%. The monthly average of new charging stations is expected to rise to 380,000, surpassing the previous year's average [4]. - The action plan is expected to provide a solid foundation for the charging station industry, leading to performance growth for companies involved in charging stations, modules, and operations, while also benefiting the lithium battery supply chain [5].