总数突破1806万个 电动汽车充电设施再迎加速建设期

Core Viewpoint - The "Three-Year Doubling" plan aims to significantly accelerate the construction of electric vehicle charging infrastructure in China, targeting a total of 28 million charging facilities by the end of 2027, which will support over 80 million electric vehicles [1][2]. Group 1: Current Infrastructure and Growth Projections - As of September 2025, China's total electric vehicle charging infrastructure is expected to reach 18.063 million units, representing a year-on-year growth of 54.5% [1]. - Public charging facilities are projected to reach 4.476 million units, with a year-on-year increase of 40%, while private charging facilities are expected to grow to 13.587 million units, marking a 60% increase [1]. - The average power of public charging stations is approximately 44.36 kW, with a total rated power of 199 million kW [1]. Group 2: Action Plan and Infrastructure Expansion - The "Three-Year Doubling" action plan aims to double the charging service capacity by 2027, with a target of over 300 million kW of public charging capacity [2]. - The plan includes mandates for new residential areas to install charging facilities or prepare for future installations, and to add at least 14,000 direct current charging guns in rural areas [2]. - Monthly additions of charging stations are expected to reach 380,000, surpassing the 352,000 monthly average projected for 2024 [2]. Group 3: Focus on High-Power Charging Facilities - The action plan emphasizes the construction of high-power charging facilities, with plans to add 1.6 million direct current charging guns in urban areas and 40,000 high-capacity charging guns at highway service areas [2][3]. - Current average power of public charging facilities is 45.5 kW, which is insufficient for high-demand scenarios such as holidays and urban hotspots [3]. - The demand for high-power fast charging equipment is anticipated to increase significantly due to policy support, benefiting related charging equipment companies [3].