行动方案对城市、高速公路、农村充电网络分别制定了增长目标。（1）补强城市快速 充电网络。到2027年底，全国城市新增160万个直流充电枪，其中包括10万个大功率充电 枪；（2）加快高速公路服务区充电设施更新改造。到2027年底，在高速公路服务区（含停 车区）新建改建4万个60千瓦以上"超快结合"充电枪，鼓励建设大功率充电设施。除高寒高 海拔地区外，其他高速公路服务区均应具备充电能力；（3）补齐农村充电设施建设短板。 到2027年底，在尚未建设公共充电站的乡镇行政区至少新增1.4万个直流充电枪，其他地区 根据需求进一步扩大建设规模，实现农村地区公共充电设施全面覆盖；（4）推广居住区"统 建统服"模式。到2027年底，打造1000个"统建统服"试点小区，实现私人充电桩接入量和安 全管理水平大幅提升；（5）持续扩大车网互动试点范围。到2027年底，车网互动规模化应 用试点范围有效扩大，新增双向充放电（V2G）设施超5000个，反向放电量超2000万千瓦 时。 2025年1-8月我国新增充电桩453.0万个，其中公桩新增73.7万个 截至2025年8月底，我国电动汽车充电基础设施（枪）总数达到1734.8万个，同比增 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The "Three-Year Doubling" action plan for charging facilities has been implemented, which is expected to lead to a new round of investment in charging piles, benefiting all segments of the industry chain [8] - By the end of 2027, the plan aims to establish 28 million charging facilities nationwide, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles [5] - The report highlights significant growth in charging infrastructure, with a total of 17.348 million charging guns in China as of August 2025, representing a year-on-year increase of 53.5% [7] Summary by Sections Charging Infrastructure Development - The action plan sets specific growth targets for urban, highway, and rural charging networks, including the addition of 1.6 million DC charging guns in cities by 2027 [6] - The plan also includes the construction and renovation of 40,000 high-power charging guns at highway service areas and the establishment of 14,000 DC charging guns in rural areas [6] Market Opportunities - The report recommends specific companies for investment based on the action plan, including: - Charging piles: Recommended companies are Teruid and Green Energy Huichong; benefiting companies include Shenghong Co. and Zhida Technology - Charging modules: Recommended company is Tonghe Technology; benefiting companies include Youyou Green Energy and Yingkerui - Charging guns and cables: Benefiting companies include Yonggui Electric and Xinhongye - Charging operation and aggregation: Recommended company is Teruid; benefiting company is Langxin Group [8]

行业走势图 数据来源：聚源 -29% -19% -10% 0% 10% 19% 29% 2024-05 2024-09 2025-01 电力设备 沪深300 行 业 研 究 电力设备 2025 年 05 月 14 日 投资评级：看好（维持） 相关研究报告 《欧洲电动车销量月报（2025 年 4 月）：复苏趋势确立，4 月同比增速创 年内新高—行业点评报告》-2025.5.13 《氢能深度系列（二）：政策助推应用 落地，氢能两轮车有望迎放量元年— 行业深度报告》-2025.5.12 《低空经济行业周报（5 月第 2 周）： 沃兰特获 100 架 eVTOL 订单，小鹏汇 天 PC 证正式获民航局受理—行业周 报》-2025.5.11 充电桩"倍增"行动或引领新一轮充电桩投资 ——行业点评报告 殷晟路（分析师） 王嘉懿（联系人） yinshenglu@kysec.cn wangjiayi@kysec.cn 证书编号：S0790123070003 国新办新闻发布会提及制定实施充电设施"倍增"行动 事件：近期，国新办新闻发布会中提及，制定实施充电设施"倍增"行动。原文 如下："扩大投资方面，将工业软件等更新升级纳入' ...