开放共享的充电服务生态

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大功率充电设施建设目标划定 缓解新能源车主续航焦虑
Zheng Quan Ri Bao· 2025-07-09 16:13
Core Viewpoint - The Chinese government aims to promote the construction of high-power charging facilities, targeting over 100,000 units by the end of 2027, to enhance service quality and technological applications in the electric vehicle charging infrastructure [1][3]. Industry Overview - The current charging pile market in China is dominated by slow charging, with insufficient penetration of fast charging. The development of fast charging and ultra-fast charging is seen as the future direction for the charging pile industry to alleviate users' range anxiety [2]. - As of March 2025, the cumulative number of charging infrastructure in China reached 13.749 million units, a year-on-year increase of 47.6%. This includes 3.9 million public charging piles, consisting of 1.785 million DC charging piles and 2.114 million AC charging piles [1]. Policy and Guidelines - The recent notification outlines nine specific guidelines to strengthen the planning and management of high-power charging facilities, including promoting the construction of dedicated charging facilities for buses, logistics, and heavy-duty freight [2]. - The notification emphasizes the need for new energy vehicle companies to open their self-built high-power charging networks to ensure fair access and improve the charging service ecosystem [3]. Company Developments - Several listed companies in A-shares have responded regarding their business layouts in the charging pile sector. For instance, Hangzhou Zhongheng Electric Co., Ltd. is one of the earliest companies engaged in the research and production of electric vehicle charging piles, offering a comprehensive range of DC charging products [3]. - Zhejiang Meishuo Electric Technology Co., Ltd. focuses on the development and production of relay control components and related products, including charging piles [3]. Future Implications - The target of exceeding 100,000 high-power charging facilities by 2027 is expected to alleviate users' mileage anxiety and drive the entire new energy vehicle industry towards greater efficiency and convenience [3]. - The industry is anticipated to benefit from technological iterations and improvements in service quality, which will be crucial for the development of the charging pile sector [3].