到2027年底，全国实现充电服务能力翻倍增长——电动车充电设施建设将提速

Core Insights - The National Development and Reform Commission and the National Energy Administration, along with five other departments, have jointly issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Infrastructure Service Capacity (2025-2027)", aiming to establish 28 million charging facilities 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, thereby achieving a doubling of charging service capacity [1] Industry Overview - The issuance of this top-level design marks a new phase in the large-scale construction and innovative model of charging infrastructure in China, which is a critical support for the rapid development of new energy vehicles, indicating significant market growth potential [1] - As of June 2023, the number of new energy vehicles in China reached 36.89 million, accounting for 10.27% of the total number of vehicles [1] - By the end of August 2023, the total number of charging infrastructure units in China reached 17.348 million, with 4,946 battery swap stations, establishing the largest, most comprehensive charging service network globally [1] Company Insights - Companies in the charging infrastructure sector, such as Keda Intelligent Technology Co., are experiencing rapid growth, with expectations to exceed one million charging pile shipments this year [1]