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产业发展与政策支持双驱动 电动汽车充电基础设施建设再提速
Zhong Guo Zheng Quan Bao·2025-10-20 20:10

Core Insights - The rapid growth of electric vehicle (EV) charging infrastructure in China is driven by increasing market demand, supportive policies, and advancements in charging technology [1][2][3] Group 1: Charging Infrastructure Growth - As of September 2025, China's total number of electric vehicle charging facilities reached 18.063 million, a year-on-year increase of 54.5% [1] - Public charging facilities accounted for 4.476 million, growing by 40%, while private charging facilities reached 13.587 million, increasing by 60% [1] - The number of charging facilities has significantly increased from 12.818 million at the end of 2024, indicating substantial growth in less than a year [1] Group 2: Market Dynamics - The number of charging operators in China has surged from around 10 to over 30,000, with the top five operators holding more than 60% market share [2] - The average ratio of charging stations to electric vehicles is approximately 2.21:1, reflecting improved infrastructure to support the growing EV market [1][2] Group 3: Future Projections - The National Development and Reform Commission has set a target to establish 28 million charging facilities by the end of 2027, aiming to double the current service capacity [3][4] - The "Three-Year Doubling Action Plan" emphasizes the need for balanced and innovative development of charging networks, including enhancements in urban rapid charging and rural infrastructure [4] Group 4: Company Opportunities - Companies in the charging infrastructure sector, such as Guoen Co., are expected to benefit from the accelerated construction of charging facilities, with advancements in composite materials for charging equipment [6] - Guoen Co. has developed a range of non-metallic charging station components, which are now being supplied to mainstream equipment manufacturers, enhancing their market position [6] Group 5: Technological Innovations - Huawei's introduction of full liquid-cooled ultra-fast charging technology aims to address land and power resource scarcity while stabilizing the grid [7] - The integration of electric vehicles into the power market is anticipated to enhance the role of charging infrastructure as a critical link between EVs and the grid [7]