中信证券：充电设施三年倍增方案发布 夯实建设预期

Core Viewpoint - The National Development and Reform Commission and six other departments have released an action plan aiming to double the service capacity of electric vehicle charging facilities by 2027, targeting the establishment of 28 million charging facilities nationwide by the end of 2027 [1] Summary by Relevant Categories Policy Goals - The action plan sets a relatively moderate and prudent policy goal, establishing a foundation for charging infrastructure construction over the next two years [1] Infrastructure Development - The plan includes the addition of 1.6 million direct current charging guns in urban areas, which encompasses 100,000 high-power charging guns [1] Business Models - The initiative promotes pilot projects for new business models such as "unified construction and service" for residential area charging and vehicle-grid interaction [1] Investment Opportunities - There is a recommendation to pay attention to leading operators and equipment manufacturers in the charging infrastructure sector [1]