Core Insights - The "Three-Year Doubling" Action Plan aims to establish 28 million charging facilities by the end of 2027, providing over 300 million kilowatts of public charging capacity to service 80 million electric vehicles, accelerating the development of new energy infrastructure and creating unprecedented opportunities for upstream material and equipment companies [1][2] Industry Overview - The rapid growth of electric vehicle ownership in China has outpaced the development of supporting charging infrastructure, and the new action plan addresses this gap while providing clear growth expectations for the upstream and downstream of the industry chain [2] - The market for public charging stations is expected to exceed 200 billion yuan, with over 15 million new public charging stations projected to be added by 2027 [2] Company Analysis - Guoen Co., Ltd. has established a vertically integrated industrial chain in the field of polymer new materials, focusing on SMC composite materials, and is positioned to benefit from the material replacement trend in charging station structures [3][4] - The company has upgraded its SMC composite material formulation technology and developed a series of non-metallic charging station shells, which have entered mainstream equipment manufacturers and new energy vehicle supply chains [3][4] Growth Potential - The "Doubling Action" policy is expected to significantly drive the demand for new and updated charging station equipment, with Guoen Co., Ltd. developing innovative processes to enhance production efficiency and market share [4][5] - The company is also exploring advanced manufacturing techniques and materials, such as PEEK lightweight materials and green energy new materials, which will further enhance its competitive edge [4][6] Execution and Market Outlook - The successful implementation of the "Three-Year Doubling" Action Plan is crucial for the growth of the new energy industry chain, and Guoen Co., Ltd. is well-positioned to leverage its innovative materials and production capabilities to capture market opportunities [5][6] - Continuous strengthening of technical barriers, deepening customer cooperation, and expanding production capacity are essential for the company to drive performance growth in its new materials business [6]