挚达科技（02650）早盘涨超10%，盘中高见313.4港元，续创上市新高。午后股价上涨9.09%，报309.60 港元，成交额2218.04万港元。 近日，根据国家充电设施监测服务平台数据，截至2025年11月底，我国电动汽车充电基础设施（枪）总 数达到1932.2万个，同比增长52.0%。其中，公共充电设施（枪）462.5万个，同比增长36.0%，公共充 电桩额定总功率达到2.10亿千瓦，平均功率约为45.34千瓦；私人充电设施（枪）1469.7万个，同比增长 57.8%，私人充电设施报装用电容量达到1.29亿千伏安。 国家发改委等部门联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025-2027年）》，明 确提出大幅提高私人充电设施建设规模。目标到2027年底，建成2800万个充电设施，满足超8000万辆电 动汽车充电需求，实现服务能力翻倍增长。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 挚达科技（02650）早盘涨超10%，盘中高见313.4港元，续创上市新高。午后股价上涨9.09%，报309.60 港元，成交额2218.04万港元。 近日，根据国家充电设施监测服务 ...

Core Viewpoint - The "Three-Year Doubling" plan aims to significantly accelerate the construction of electric vehicle charging infrastructure in China, targeting a total of 28 million charging facilities by the end of 2027, which will support over 80 million electric vehicles [1][2]. Group 1: Current Infrastructure and Growth Projections - As of September 2025, China's total electric vehicle charging infrastructure is expected to reach 18.063 million units, representing a year-on-year growth of 54.5% [1]. - Public charging facilities are projected to reach 4.476 million units, with a year-on-year increase of 40%, while private charging facilities are expected to grow to 13.587 million units, marking a 60% increase [1]. - The average power of public charging stations is approximately 44.36 kW, with a total rated power of 199 million kW [1]. Group 2: Action Plan and Infrastructure Expansion - The "Three-Year Doubling" action plan aims to double the charging service capacity by 2027, with a target of over 300 million kW of public charging capacity [2]. - The plan includes mandates for new residential areas to install charging facilities or prepare for future installations, and to add at least 14,000 direct current charging guns in rural areas [2]. - Monthly additions of charging stations are expected to reach 380,000, surpassing the 352,000 monthly average projected for 2024 [2]. Group 3: Focus on High-Power Charging Facilities - The action plan emphasizes the construction of high-power charging facilities, with plans to add 1.6 million direct current charging guns in urban areas and 40,000 high-capacity charging guns at highway service areas [2][3]. - Current average power of public charging facilities is 45.5 kW, which is insufficient for high-demand scenarios such as holidays and urban hotspots [3]. - The demand for high-power fast charging equipment is anticipated to increase significantly due to policy support, benefiting related charging equipment companies [3].

Core Insights - The total number of electric vehicle charging infrastructure in China is projected to reach 18.063 million by September 2025, representing a year-on-year growth of 54.5% [1] - Public charging facilities are expected to reach 4.476 million, with a year-on-year increase of 40%, while private charging facilities are anticipated to grow to 13.587 million, marking a 60% increase [1] - A new action plan aims to double the charging service capacity by 2027, targeting the establishment of 28 million charging facilities and over 300 million kilowatts of public charging capacity [1] Summary by Category Electric Vehicle Charging Infrastructure - As of September 2025, the total number of electric vehicle charging infrastructure in China will be 18.063 million, with a growth rate of 54.5% [1] - Public charging facilities will reach 4.476 million, showing a 40% increase, while the total rated power of public charging piles will be 199 million kilowatts, averaging 44.36 kilowatts [1] - Private charging facilities will total 13.587 million, with a 60% increase, and the installed electricity capacity for private charging will reach 12 million kilovolt-amperes [1] Government Initiatives - The National Development and Reform Commission and the National Energy Administration, along with five other departments, have jointly released the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" [1] - By the end of 2027, the plan aims to establish 28 million charging facilities across China, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles [1]

Core Insights - The National Development and Reform Commission (NDRC) has announced a plan to establish 28 million electric vehicle charging facilities nationwide by the end of 2027, aiming to enhance the electric vehicle charging infrastructure and promote consumer confidence in electric vehicle purchases [1] Summary by Categories Policy and Action Plan - The NDRC has developed the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" to improve the electric vehicle charging service network and enhance consumer experience [1] Infrastructure Development - The plan includes the construction of 28 million charging facilities across the country, which will provide over 300 million kilowatts of public charging capacity [1] Market Impact - The initiative aims to meet the charging needs of over 80 million electric vehicles, effectively doubling the charging service capacity [1]

Core Viewpoint - The article outlines the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)", aiming to enhance the charging network, improve charging efficiency, and boost consumer confidence to promote wider adoption of electric vehicles. By the end of 2027, the plan targets the establishment of 28 million charging facilities, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles, effectively doubling the charging service capacity [7]. Summary by Sections Main Goals - The plan aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity and meeting the charging needs of over 80 million electric vehicles, achieving a doubling of service capacity [7]. Public Charging Facility Quality Upgrade Actions - Strengthening urban fast charging networks with a focus on fast charging and supplementing with slow charging, targeting the addition of 1.6 million direct current charging guns in cities by 2027, including 100,000 high-power charging guns [8]. - Accelerating the renovation of charging facilities in highway service areas, with plans to build or renovate 40,000 "super-fast combination" charging guns of 60 kilowatts or more by 2027 [9]. - Expanding charging facilities in rural areas, aiming to add at least 14,000 direct current charging guns in townships without public charging stations by 2027 [9]. Residential Charging Condition Optimization Actions - Increasing the scale of private charging facility construction in new residential areas, ensuring all fixed parking spaces are equipped with charging facilities or pre-installed conditions [10]. - Promoting a "unified construction and service" model for residential charging facilities, with a goal of establishing 1,000 pilot communities by 2027 to enhance the management and safety of private charging piles [10]. Vehicle-Grid Interaction Large-Scale Application Promotion Actions - Expanding the pilot scope of vehicle-grid interaction, with plans to add over 5,000 bidirectional charging and discharging (V2G) facilities and achieve a reverse discharge volume of over 20 million kilowatt-hours by 2027 [12]. Power Supply Capacity and Service Improvement Actions - Accelerating the upgrade and renovation of the distribution network to accommodate charging facility demands, focusing on urban core areas, highway service areas, and old residential communities [13]. - Enhancing the efficiency of electricity connection services for electric vehicle charging facilities, promoting online application channels and simplifying application processes [13]. Charging Operation Service Quality Improvement Actions - Improving the service quality of public charging stations by upgrading old equipment and optimizing station environments, pricing standards, and operational methods to enhance user experience [14]. Guarantee Mechanism - Strengthening organizational leadership for the implementation of the action plan, with various departments responsible for different aspects of charging facility development and ensuring effective execution of the "doubling action" [16].

Core Viewpoint - The "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities Service Capacity (2025-2027)" aims to enhance the charging infrastructure to support the rapid growth of the electric vehicle industry in China, addressing existing gaps and improving consumer confidence in electric vehicle purchases [2][3]. Background of the Action Plan - The rapid development of new energy vehicles necessitates a robust charging infrastructure, which currently faces challenges such as uneven distribution, insufficient residential services, and the need for improved operational management [3]. - The plan aligns with the central government's initiative to boost consumption, particularly in the automotive sector, and aims to create a high-quality charging infrastructure system to support the growth of the new energy vehicle industry [3]. Overall Considerations of the Action Plan - The plan emphasizes four key areas: 1. **Equity**: Focus on balanced development of charging facilities, especially in rural areas, and enhancing the power capacity of existing facilities [4]. 2. **Innovation**: Promote vehicle-grid interaction to utilize electric vehicles as flexible energy storage resources [4]. 3. **Inclusivity**: Address challenges in residential charging infrastructure and simplify the installation process for consumers [4]. 4. **Implementation**: Clearly define responsibilities among various stakeholders to ensure effective execution of the plan [4]. Main Goals of the Action Plan - 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 needs of more than 80 million electric vehicles, effectively doubling the current service capacity [5]. Five Major Special Actions Proposed - **Public Charging Facility Upgrade**: Differentiate strategies for urban, intercity, and rural charging networks, focusing on fast charging and high-power facilities [6]. - **Residential Charging Condition Optimization**: Mandate new residential areas to include charging facilities and enhance existing ones [6]. - **Vehicle-Grid Interaction Promotion**: Expand pilot projects for vehicle-grid interaction and explore market-based response models [6]. - **Supply Capacity Improvement**: Integrate charging facility needs into distribution network planning and enhance service efficiency [6]. - **Charging Service Quality Enhancement**: Upgrade existing facilities and improve operational quality and service standards [6]. Measures to Ensure Effective Implementation - **Strengthened Leadership**: Various government departments will coordinate to ensure the plan's implementation [7]. - **Enhanced Execution**: Local governments will develop tailored action plans and support infrastructure improvements [7]. - **Safety Management**: Emphasize safety standards in the construction and operation of charging facilities [7]. - **Public Awareness**: Increase efforts in policy promotion and cross-sector communication [7].

Core Viewpoint - The article outlines the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities Service Capacity (2025-2027)" aimed at enhancing the charging infrastructure to boost electric vehicle adoption and improve consumer confidence [2][4]. Group 1: Main Goals - 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, effectively doubling the current service capacity [4]. Group 2: Public Charging Facility Quality Upgrade Actions - Strengthening urban fast charging networks by constructing 1.6 million new direct current charging guns, including 100,000 high-power charging guns by the end of 2027 [5]. - Accelerating the renovation of charging facilities in highway service areas, with plans to build 40,000 "super-fast combined" charging guns of 60 kilowatts or more by the end of 2027 [5]. Group 3: Rural Charging Facility Development - Expanding charging network coverage in rural areas by adding at least 14,000 direct current charging guns in townships without public charging stations by the end of 2027 [6]. Group 4: Residential Charging Condition Optimization - New residential areas are required to build or reserve charging facilities for all fixed parking spaces, while existing areas will enhance charging facilities based on local conditions [7]. - Promoting a "unified construction and service" model for residential charging facilities to ensure sustainable management and operation [7]. Group 5: Vehicle-Grid Interaction Application Promotion - Expanding vehicle-grid interaction pilot projects, aiming to add over 5,000 bidirectional charging and discharging (V2G) facilities and achieve a reverse discharge volume exceeding 20 million kilowatt-hours by the end of 2027 [8]. Group 6: Power Supply Capacity and Service Improvement Actions - Upgrading distribution networks to accommodate charging facility demands, focusing on urban core areas, highway service areas, and old residential communities [9]. - Enhancing the efficiency of electricity connection services for electric vehicle charging facilities through simplified application processes and improved service channels [9]. Group 7: Charging Operation Service Quality Enhancement - Improving the quality and efficiency of public charging stations by upgrading old equipment and optimizing user experience through better service standards [10]. Group 8: Implementation Assurance Mechanisms - Strengthening organizational leadership to ensure the effective implementation of the action plan, with various departments responsible for different aspects of charging facility development [11][12]. - Promoting safety management and compliance with national standards in the construction and operation of charging facilities [12]. Group 9: Publicity and Guidance - Increasing policy publicity through various media channels to create a favorable environment for electric vehicle consumption and the upgrade of charging infrastructure [13].

Core Viewpoint - The National Development and Reform Commission, along with five other departments, has released an action plan aimed at doubling the service capacity of electric vehicle charging facilities by 2027, in response to the need for improved infrastructure to support the growing electric vehicle market [1][3]. Summary by Sections Main Goals - The action plan aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles, effectively doubling the current service capacity [6]. Public Charging Facility Quality Upgrade Actions - Strengthening urban fast charging networks by adding 1.6 million direct current charging guns, including 100,000 high-power charging guns, by the end of 2027 [7]. - Accelerating the renovation of charging facilities in highway service areas, with plans to build or upgrade 40,000 charging guns of 60 kilowatts or more [8]. - Addressing the shortfall in rural charging facilities by adding at least 14,000 direct current charging guns in townships without public charging stations by 2027 [8]. Residential Charging Condition Optimization Actions - Increasing the scale of private charging facility construction in new residential areas, ensuring all fixed parking spaces are equipped with charging facilities or have conditions for future installation [9]. - Promoting a "unified construction and service" model for residential charging facilities, aiming to establish 1,000 pilot communities by 2027 to enhance the management and safety of private charging stations [5][9]. Vehicle-Grid Interaction Scale Application Promotion Actions - Expanding the pilot scope for vehicle-grid interaction, with plans to add over 5,000 bidirectional charging and discharging (V2G) facilities and achieve a reverse discharge volume exceeding 20 million kilowatt-hours by 2027 [11]. Power Supply Capacity and Service Improvement Actions - Accelerating the upgrade of distribution networks to accommodate the demand for charging facilities, focusing on urban core areas and highway service zones [12]. - Enhancing the efficiency of power connection services for electric vehicle charging facilities, simplifying application processes, and improving service delivery [12]. Charging Operation Service Quality Improvement Actions - Improving the quality and reliability of public charging stations by upgrading old equipment and enhancing user experience through better service standards [14]. Guarantee Mechanisms - The National Development and Reform Commission and the National Energy Administration will oversee the implementation of the action plan, with various departments responsible for specific aspects of the charging infrastructure development [15][16].

Core Viewpoint - The National Development and Reform Commission, along with other departments, has issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" to enhance the electric vehicle charging infrastructure and promote wider adoption of electric vehicles [1][4]. Summary by Sections Main Goals - The plan aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles, effectively doubling the charging service capacity [4][8]. Public Charging Facility Quality Upgrade Actions - Strengthening urban fast charging networks by adding 1.6 million direct current charging guns, including 100,000 high-power charging guns by 2027 [6][9]. - Accelerating the renovation of charging facilities in highway service areas, with plans to build 40,000 "super fast combination" charging guns of 60 kilowatts or more by 2027 [6][10]. - Addressing the shortfall in rural charging facilities by adding at least 14,000 direct current charging guns in townships without public charging stations by 2027 [6][10]. Residential Charging Condition Optimization Actions - Increasing the scale of private charging facility construction in new residential areas, ensuring all fixed parking spaces are equipped with charging facilities or conditions for installation [6][11]. - Promoting a "unified construction and service" model for residential charging facilities, aiming to establish 1,000 pilot communities by 2027 to enhance the management and safety of private charging piles [6][11]. Vehicle-Grid Interaction Application Promotion Actions - Expanding the pilot scope of vehicle-grid interaction, with plans to add over 5,000 bidirectional charging and discharging (V2G) facilities and achieve a reverse discharge volume of over 20 million kilowatt-hours by 2027 [6][13]. Power Supply Capacity and Service Improvement Actions - Accelerating the upgrade and renovation of the distribution network to accommodate charging facility demands, focusing on urban core areas and highway service zones [6][14]. - Enhancing the efficiency of power supply services for electric vehicle charging facilities through streamlined application processes and improved service channels [6][14]. Charging Operation Service Quality Improvement Actions - Improving the quality and reliability of public charging stations by upgrading old equipment and enhancing user experience through better service standards [6][15][16]. Guarantee Mechanisms - The National Development and Reform Commission and other relevant departments will oversee the implementation of the action plan, ensuring effective coordination and support for the construction of charging facilities [6][17]. - Local authorities are encouraged to develop tailored three-year action plans for charging facility construction, addressing specific regional needs and promoting market competition [6][17].

Core Viewpoint - The "Three-Year Doubling Action Plan for Electric Vehicle Charging Infrastructure Service Capacity (2025-2027)" aims to enhance the electric vehicle charging network, boost consumer confidence, and promote wider adoption of electric vehicles in China [1][3]. Summary by Sections Action Plan Goals - The main objective is to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles, effectively doubling the service capacity [3]. Key Content of the Action Plan - **Urban Fast Charging Network**: Build a public charging network focused on fast charging, with a target of adding 1.6 million direct current charging guns in cities by 2027, including 100,000 high-power charging guns [4]. - **Highway Service Area Upgrades**: Construct and renovate 40,000 charging guns of 60 kilowatts or more in highway service areas to support intercity travel needs [5]. - **Rural Charging Infrastructure**: Add at least 14,000 direct current charging guns in townships without public charging stations by 2027, ensuring comprehensive coverage in rural areas [8]. - **Private Charging Facilities**: New residential areas must install charging facilities in all designated parking spaces, while existing areas should enhance charging capabilities [9]. - **Unified Construction and Service Model**: Promote a model where operators handle the planning, construction, and maintenance of charging facilities in residential areas, aiming to establish 1,000 pilot communities by 2027 [9]. - **Vehicle-to-Grid Interaction**: Expand the scale of vehicle-to-grid (V2G) applications, adding over 5,000 V2G facilities and achieving a reverse discharge volume of over 20 million kilowatt-hours by 2027 [10]. Supply Capacity and Service Improvement Actions - **Distribution Network Upgrades**: Integrate charging facility demands into distribution network planning, focusing on urban core areas and highway service zones [11]. - **Service Efficiency Enhancements**: Streamline the application process for residential charging facilities and improve service efficiency through digital channels [11]. Quality of Charging Operations - **Service Quality Improvement**: Enhance the quality and reliability of public charging stations, ensuring a better user experience through upgraded facilities and improved operational standards [12][13]. Implementation and Safety Management - **Organizational Leadership**: Various government departments will coordinate the implementation of the action plan, ensuring effective execution at local levels [14]. - **Safety Management**: Strengthen safety management for charging facilities, ensuring compliance with national standards and enhancing public safety [15]. Public Awareness and Communication - **Policy Promotion**: Increase awareness of the action plan through media channels, ensuring timely updates on charging infrastructure developments [15].