Core Viewpoint - The "Three-Year Doubling" Action Plan aims to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles in China, which will significantly benefit upstream equipment manufacturers and create new market opportunities [2][12]. Group 1: Market Growth and Demand - A large charging pile manufacturing company in Suzhou reported a revenue increase of approximately 25% this year, primarily driven by orders for high-power supercharging and fast-charging equipment due to the new plan [2]. - The company’s order backlog is full, with the fourth quarter requiring double shifts to meet delivery demands, mainly from heavy-duty trucks and special vehicles [4]. - The average power of public charging facilities in China is currently low, leading companies to target the high-power supercharging market as a new opportunity [6]. Group 2: Rural Charging Infrastructure - As a key focus of the "Doubling Action" to address shortcomings, rural charging facilities represent another significant source of orders, with market demand primarily for fast and slow charging [7]. Group 3: Competitive Landscape - The charging pile market is highly competitive, with product prices dropping below 0.3 yuan per watt, reducing the investment costs for charging stations [10]. Group 4: Future Projections - As of October 2025, the total number of electric vehicle charging infrastructure in China is expected to reach 18.645 million, indicating a growth space of nearly 10 million to meet the 2027 target of 28 million [14]. - The construction of charging facilities is projected to directly drive investments in charging pile manufacturing and charging station construction of nearly 200 billion yuan [14].
媒体报道︱充电桩建设提速 设备企业订单大幅增长 1000万桩增量将带动2000亿元市场
国家能源局·2025-12-06 02:46