大烨智能（300670.SZ）10月21日在投资者互动平台表示，公司目前暂无计划拓展充电桩业务。 每经AI快讯，有投资者在投资者互动平台提问：在政策面大力支持充电桩建设的同时，公司是否会考 虑利用自身主营业务（智能配电设备）与充电桩领域紧密的技术耦合点，提升配电网的智能化水平和承 载能力，以更好地适应并支撑像充电桩这样波动性负荷的接入。同时，也借此时机拓展充电桩业务来提 升公司的盈利能力？ （记者 胡玲） ...

（来源：华泰证券科技研究） 政策目标偏托底性质，实际完成情况或超预期 根据充电桩数量目标进行测算，根据充电联盟，截至25年8月，我国充电桩保有量达1734.8万台，同比 +53.5%，按照27年底建成2800万个充电桩进行测算，未来月均新增充电桩需达38.0万台，高于24年月均 新增充电桩的35.2万台，充电桩建设或将提速。若根据公共充电容量目标进行测算，截至25年8月，我 国公共充电桩额定总功率达到1.96亿千瓦，按照27年底建成3亿千瓦的容量进行测算，未来月均新增公 共充电容量需达371万kW，高于9M24月均的343万kW。我们认为充电"三年倍增"行动的量化目标完成 难度不大，政策目标主要系托底，实际完成情况或将超预期。 看好充电桩产业链获得业绩增量 我们认为行动方案从顶层设计上为充电桩产业发展铺平道路，并提供托底目标，有望带动充电桩需求释 放，看好充电桩本体企业、充电模块企业、运营企业随行业高质量发展获得业绩增量，考虑到国内价格 战接近尾声+出海+大功率产品迭代，桩和模块龙头或将享受量利齐升，运营企业或将受益于服务费提 涨。考虑到充电设施完善有望带动我国汽车电动化加速，建议同步关注锂电产业链企业。 1 ...

Core Viewpoint - The recent announcement by the National Development and Reform Commission and other departments regarding the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities" aims to significantly increase the construction scale of private charging facilities, which is expected to benefit companies like Zhida Technology [1] Company Summary - Zhida Technology (02650) saw its stock price increase by 6.53%, reaching 199 HKD, with a trading volume of 6.5339 million HKD [1] - As the world's largest provider of home electric vehicle charging solutions, Zhida Technology has a global market share of approximately 9.0% in home charging stations and a market share of 13.6% in China, ranking first in sales in the Chinese market [1] Industry Summary - The newly released action plan mandates that all new residential fixed parking spaces must be equipped with or reserved for charging facilities, while existing residential areas will also be upgraded to include charging facilities alongside grid enhancements [1] - The goal is to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles, effectively doubling service capacity [1] - Huatai Securities believes that the action plan lays a solid foundation for the development of the charging pile industry and is expected to stimulate demand for charging piles, benefiting companies involved in charging pile manufacturing, modules, and operations as the industry develops [1]

Core Viewpoint - The recent announcement by the National Development and Reform Commission and other departments regarding the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities" aims to significantly increase the construction scale of private charging facilities, which is expected to boost demand for charging infrastructure and benefit companies in the sector [1] Company Summary - Zhida Technology (02650) saw its stock price increase by 6.53%, reaching HKD 199, with a trading volume of HKD 6.53 million [1] - As the world's largest provider of home electric vehicle charging solutions, Zhida Technology holds a global market share of approximately 9.0% in home charging stations, with a market share of 13.6% in China, ranking first in sales in the Chinese market [1] Industry Summary - The action plan sets a target to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles, aiming for a doubling of service capacity [1] - The plan requires all new residential areas to either build or reserve charging facilities for fixed parking spaces, and existing residential areas are encouraged to upgrade their charging infrastructure alongside grid improvements [1] - Huatai Securities believes that the action plan provides a foundational framework for the development of the charging station industry, which is expected to release demand for charging stations and drive performance growth for companies involved in charging station manufacturing, modules, and operations [1]

通合科技（300491） 整理了一份充电概念股硬核标的，覆盖产业链核心环节与技术壁垒领域，结合政策导向与业绩确定性，建议重点关注以下方向： 一、充电模块（技术壁垒最高，占整桩成本40%+） 优优绿能（301590） 国内直流充电桩模块领军企业，2024年市占率16%位居行业第二，率先推出60kW/80kW高功率模块，卡位电动重卡大功率充电市场。其模块转换效率超 96%，适配高压平台需求，已批量供应宁德时代、比亚迪等头部客户。 充电模块领域隐形冠军，30kW模块市占率居前，1000V高功率产品进入测试阶段。公司高频开关电源技术同时覆盖光伏与充电桩领域，2025年上半年营收 同比增长29.84%，客户包括比亚迪、法雷奥等国际巨头。 英可瑞（300713） 液冷超充模块核心供应商，完成1000V电源模块研发认证，与比亚迪合作兆瓦级液冷快充系统，适配超高压平台。其模块支持动态功率分配，可满足多车型 同时充电需求，毛利率显著高于行业平均水平。 二、整桩制造（政策直接受益，大功率化趋势明确） 特锐德（300001） 国内充电运营与设备制造双龙头，2024年营收153.74亿元（同比+21.15%），直流桩市占率18%。公 ...

Group 1 - Canaan Intelligent (300880) announced that its subsidiary, Jiacheng New Energy, won the bid for the procurement project of charging pile equipment for the 2025 charging station construction project by State Grid Gansu Comprehensive Energy Service Co., Ltd [1] - The project involves the procurement and installation services of charging pile equipment, with the bid announcement date being April 7, 2025, and the public announcement period lasting one working day [1] - The project is expected to have a positive impact on the company's operating performance and enhance its brand influence [1]