Core Insights - The National Energy Administration reported that as of September 2025, the total number of electric vehicle charging infrastructure (units) in China reached 18.063 million, representing a year-on-year growth of 54.5% [1] Summary by Category Overall Charging Infrastructure - The total number of electric vehicle charging infrastructure (units) in China reached 18.063 million by the end of September 2025, with a year-on-year increase of 54.5% [1] Public Charging Facilities - Public charging facilities (units) accounted for 4.476 million, showing a year-on-year growth of 40% [1] - The total rated power of public charging piles reached 199 million kilowatts, with an average power of approximately 44.36 kilowatts [1] Private Charging Facilities - Private charging facilities (units) totaled 13.587 million, marking a year-on-year increase of 60% [1] - The installed electricity capacity for private charging facilities reached 120 million kilovolt-amperes [1]

Core Insights - As of September 2023, the total number of electric vehicle charging infrastructure (units) in China reached 18.063 million, representing a year-on-year growth of 54.5% [1] Public Charging Infrastructure - The number of public charging facilities (units) reached 4.476 million, with a year-on-year increase of 40% [1] - The total rated power of public charging stations is 199 million kilowatts, with an average power of approximately 44.36 kilowatts [1] Private Charging Infrastructure - The number of private charging facilities (units) reached 13.587 million, showing a year-on-year growth of 60% [1] - The reported electricity capacity for private charging facilities reached 12 million kilovolt-amperes [1]

Core Insights - The National Energy Administration released data on electric vehicle charging facilities in China as of September 2025, indicating significant growth in infrastructure [1] Summary by Categories Overall Growth - The total number of electric vehicle charging facilities (guns) in China reached 18.063 million, representing a year-on-year increase of 54.5% [1] Public Charging Facilities - Public charging facilities (guns) accounted for 4.476 million, with a year-on-year growth of 40% [1] - The total rated power of public charging piles reached 199 million kilowatts, with an average power of approximately 44.36 kilowatts [1] Private Charging Facilities - Private charging facilities (guns) totaled 13.587 million, showing a year-on-year increase of 60% [1] - The installed electricity capacity for private charging facilities reached 12 million kilovolt-amperes [1]

Core Insights - The National Energy Administration released data on electric vehicle charging facilities in September, indicating significant growth in infrastructure [2] Summary by Categories Overall Growth - As of the end of September 2025, the total number of electric vehicle charging facilities in China reached 18.063 million, representing a year-on-year increase of 54.5% [2] Public Charging Facilities - The number of public charging facilities reached 4.476 million, with a year-on-year growth of 40% [2] - The total rated power of public charging piles is 199 million kilowatts, with an average power of approximately 44.36 kilowatts [2] Private Charging Facilities - The number of private charging facilities reached 13.587 million, showing a year-on-year increase of 60% [2] - The installed electricity capacity for private charging facilities reached 120 million kilovolt-amperes [2]

Core Viewpoint - The National Development and Reform Commission (NDRC) and the National Energy Administration, along with six other departments, have released the "Three-Year Doubling Action Plan for Electric Vehicle Charging Infrastructure Service Capacity (2025-2027)", aiming to establish 28 million charging facilities nationwide by the end of 2027, with a focus on promoting new operational ecosystems and supporting leading operators and equipment manufacturers in the industry [1][6]. Summary by Sections Event - The NDRC and six departments have published the "Three-Year Doubling Action Plan for Electric Vehicle Charging Infrastructure Service Capacity (2025-2027)" [1]. Quantity Goals - The plan sets a clear target to build 28 million charging facilities and add 1.6 million DC charging guns in urban areas, including 100,000 high-power charging guns, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles, effectively doubling the charging service capacity [2]. Community Charging Responsibility - The plan promotes a "unified planning, construction, and operation" model for community charging facilities, aiming to create 1,000 pilot communities by the end of 2027, addressing issues such as limited charging points and long application processes for residents [3]. Vehicle-Grid Interaction - The plan aims to expand the scale of vehicle-grid interaction pilot projects, with a target of adding over 5,000 bidirectional charging (V2G) facilities and achieving a reverse discharge volume of over 20 million kilowatt-hours by the end of 2027, indicating a gradual optimization of V2G business models [4]. Investment Strategy - The policy goals are viewed as relatively moderate and prudent, solidifying the targets for charging infrastructure construction over the next two years and providing support for various new operational ecosystems, highlighting the long-term development value of the industry [6].

Core Viewpoint - The National Development and Reform Commission and six other departments have released an action plan aiming to double the service capacity of electric vehicle charging facilities by 2027, targeting the establishment of 28 million charging facilities nationwide by the end of 2027 [1] Summary by Relevant Categories Policy Goals - The action plan sets a relatively moderate and prudent policy goal, establishing a foundation for charging infrastructure construction over the next two years [1] Infrastructure Development - The plan includes the addition of 1.6 million direct current charging guns in urban areas, which encompasses 100,000 high-power charging guns [1] Business Models - The initiative promotes pilot projects for new business models such as "unified construction and service" for residential area charging and vehicle-grid interaction [1] Investment Opportunities - There is a recommendation to pay attention to leading operators and equipment manufacturers in the charging infrastructure sector [1]

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 meet the charging needs of more than 80 million electric vehicles [1][2] Industry Overview - The rapid development of new energy vehicles (NEVs) in China is evident, with production and sales reaching 11.24 million and 11.23 million units respectively in the first nine months of the year, marking year-on-year growth of 35.2% and 34.9% [2] - The current NEV ownership in China has surpassed 40 million units, highlighting the increasing demand for charging infrastructure [2] Infrastructure Challenges - Despite the growth in NEVs, there are significant shortcomings in charging infrastructure, including uneven public charging network distribution, inadequate service supply in residential areas, and the need for improved operational management [2][4] - The average power of public charging piles in China is only 45.5 kilowatts, which is insufficient for high-demand scenarios such as holidays and urban hotspots [2] Action Plan Implementation - The Action Plan proposes differentiated strategies for urban, intercity, and rural charging networks, focusing on fast charging as the primary method, with slow charging as a supplementary option [4] - It emphasizes the need for innovative approaches, such as expanding vehicle-grid interaction pilot programs to create new business models that allow NEV owners to earn income by selling electricity [4] Service Quality Enhancement - The plan includes measures to improve the service quality of public charging stations, such as optimizing station environments, standardizing fees, and enhancing operational management [5] - It also suggests a unified planning and management model for residential charging facilities to ensure sustainable development [5] Grid Integration and Capacity Building - The Action Plan requires integrating charging facility demands into distribution network planning, focusing on areas with weak grid structures and low supply capacity [7] - The initiative aims to transition charging facilities from being mere supporting projects to becoming integral energy projects, enhancing overall charging efficiency and service quality [7]

Core Points - The National Development and Reform Commission, along with five other departments, has issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" aiming to enhance the charging infrastructure for electric vehicles in China [1][2] - By the end of 2027, the plan targets the establishment of 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 [1][2] Summary by Sections Action Plan Overview - The action plan focuses on improving the charging network, enhancing charging efficiency, optimizing service quality, and innovating the industrial ecosystem to boost consumer confidence and promote wider adoption of electric vehicles [1] Five Major Special Actions 1. **Public Charging Facility Quality Upgrade Action**: This action aims to address the differentiated charging needs across urban, intercity, and rural areas by implementing targeted strategies, primarily focusing on fast charging while supplementing with slow and high-power charging options [2] 2. **Residential Area Charging Condition Optimization Action**: New residential areas are required to build charging facilities or reserve installation conditions for 100% of fixed parking spaces, while existing residential areas will be supplemented with charging facilities based on local conditions [2] 3. **Vehicle-Network Interaction Scale Application Promotion Action**: This action promotes the construction of initial vehicle-network interaction pilot projects, establishing a collaborative advancement and tracking evaluation mechanism to explore market-oriented response models [2] 4. **Power Supply Capacity and Service Improvement Action**: The plan includes integrating charging facility connection demands into distribution network planning, optimizing distribution network frameworks, and enhancing service guarantees for power connection applications [2] 5. **Charging Operation Service Quality Improvement Action**: This action emphasizes increasing the supply of high-quality, efficient, and reliable facilities, upgrading old equipment, improving operational environments, standardizing charging fees, and enhancing monitoring service platform functionalities [2]

Core Points - The National Development and Reform Commission and the National Energy Administration, along with six other departments, have launched a three-year action plan to double the service capacity of electric vehicle charging facilities by the end of 2027 [1][3] Group 1: Charging Infrastructure Goals - By the end of 2027, a total of 28 million charging facilities will be established nationwide, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles [3] - The current total number of charging facilities in China is over 17 million, with an average power of only 45.5 kilowatts, which is insufficient to meet the rapid charging demands during holidays on highways [5] Group 2: Infrastructure Upgrades - The plan includes strengthening the urban fast charging network and accelerating the renovation of charging facilities in highway service areas, particularly for facilities that have been in service for over eight years and those with voltage platforms below 800 volts [5] - By the end of 2027, an additional 1.6 million direct current charging guns will be added in cities, including 100,000 high-power charging guns [5] Group 3: Rural Charging Facilities - The initiative also aims to address the shortfall in rural charging infrastructure, with plans to add at least 14,000 direct current charging guns in townships that currently lack public charging stations by the end of 2027, achieving comprehensive coverage of public charging facilities in rural areas [8]

Core Points - The National Development and Reform Commission and the National Energy Administration have released an action plan to double the service capacity of electric vehicle charging facilities by 2027, aiming to establish 28 million charging facilities nationwide and provide over 300 million kilowatts of public charging capacity to meet the needs of over 80 million electric vehicles [1][2] Group 1: Charging Infrastructure Expansion - The action plan emphasizes the need to accelerate the renovation and construction of charging facilities in highway service areas, with a target of building 40,000 "super-fast combined" charging guns of over 60 kilowatts by the end of 2027 [1] - The average power of public charging facilities in China is currently only 45.5 kilowatts, which is insufficient to meet the charging demands during peak travel times, prompting the need for more high-power charging facilities in key cities and highway service areas [1] Group 2: Private Charging Facilities - The action plan outlines the requirement for new residential areas to install charging facilities or reserve conditions for installation at all fixed parking spaces, while existing residential areas should supplement charging facilities based on local conditions [2] - It aims to address the challenges of building charging stations in residential areas by reinforcing infrastructure requirements and promoting simplified application processes for residents [2] Group 3: Power Grid Upgrades - The action plan highlights the need to accelerate the upgrade and transformation of the distribution network, incorporating charging facility connection demands into distribution network planning [2] - Focus areas for network optimization include urban core areas, highway service areas, transportation hubs, and old residential communities, addressing issues related to weak network structures and low power supply capacity [2]