Core Viewpoint - The electric vehicle charging infrastructure in China is experiencing significant growth, with a notable increase in both public and private charging facilities, which presents investment opportunities for companies like Zhida Technology. Group 1: Market Performance - Zhida Technology (02650) saw its stock price rise over 10%, reaching a new high of 313.4 HKD, with a trading volume of 20.06 million HKD [1]. Group 2: Industry Growth - As of November 2025, the total number of electric vehicle charging facilities in China is expected to reach 19.32 million, representing a year-on-year growth of 52.0% [1]. - Public charging facilities are projected to total 4.625 million, with a year-on-year increase of 36.0%, and the total rated power of public charging piles is expected to reach 210 million kW, averaging about 45.34 kW [1]. - Private charging facilities are anticipated to reach 14.697 million, showing a year-on-year growth of 57.8%, with a total installed capacity of 12.9 million kVA [1]. Group 3: Government Initiatives - The National Development and Reform Commission has launched a "Three-Year Doubling Action Plan" for electric vehicle charging facilities, aiming to build 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles [2]. - The plan emphasizes a significant increase in the construction scale of private charging facilities [2]. Group 4: Company Positioning - Zhida Technology is positioned as the world's largest provider of home charging solutions for electric vehicles, utilizing a "product + service + digital platform" model for deep market penetration [2]. - According to Frost & Sullivan, Zhida Technology holds approximately 9.0% of the global market share for home charging piles, with a 13.6% share in the Chinese market, ranking first in sales within China [2].
港股异动 | 挚达科技(02650)涨超10%续刷新高 未来两年国家明确提出大幅提高私人充电设施建设规模