10月20日，国家能源局发布9月全国电动汽车充电设施数据。根据国家充电设施监测服务平台数据，截 至2025年9月底，我国电动汽车充电基础设施（枪）总数达到1806.3万个，同比增长54.5%。 我国新能源汽车已经进入规模化快速发展阶段，充电设施作为新能源汽车产业的关键支撑，其服务能力 直接影响消费者的购买信心。 业内人士表示，随着市场需求增长以及相关政策的提振，我国充电基础设施有望迎来新一轮的加速建设 周期，相关充电桩设备企业有望受益。 ● 本报记者 李嫒嫒 充电设施建设全球领先 国家能源局数据显示，截至2025年9月底，我国电动汽车充电基础设施（枪）总数达到1806.3万个。其 中，公共充电设施（枪）447.6万个，同比增长40%；私人充电设施（枪）1358.7万个，同比增长60%。 与截至2024年年底的累计1281.8万个充电基础设施相比，在不到一年时间内，全国充电基础设施数量实 现大幅增长。 根据公安部统计，截至今年6月底，全国新能源汽车保有量达3689万辆。中汽协数据显示，今年7月、8 月、9月，国内新能源汽车销量分别为103.7万辆、117.1万辆、138.2万辆。这意味着，目前，我国新能 源汽车 ...

Core Insights - The rapid growth of electric vehicle (EV) charging infrastructure in China is driven by increasing market demand, supportive policies, and advancements in charging technology [1][2][3] Group 1: Charging Infrastructure Growth - As of September 2025, China's total number of electric vehicle charging facilities reached 18.063 million, a year-on-year increase of 54.5% [1] - Public charging facilities accounted for 4.476 million, growing by 40%, while private charging facilities reached 13.587 million, increasing by 60% [1] - The number of charging facilities has significantly increased from 12.818 million at the end of 2024, indicating substantial growth in less than a year [1] Group 2: Market Dynamics - The number of charging operators in China has surged from around 10 to over 30,000, with the top five operators holding more than 60% market share [2] - The average ratio of charging stations to electric vehicles is approximately 2.21:1, reflecting improved infrastructure to support the growing EV market [1][2] Group 3: Future Projections - The National Development and Reform Commission has set a target to establish 28 million charging facilities by the end of 2027, aiming to double the current service capacity [3][4] - The "Three-Year Doubling Action Plan" emphasizes the need for balanced and innovative development of charging networks, including enhancements in urban rapid charging and rural infrastructure [4] Group 4: Company Opportunities - Companies in the charging infrastructure sector, such as Guoen Co., are expected to benefit from the accelerated construction of charging facilities, with advancements in composite materials for charging equipment [6] - Guoen Co. has developed a range of non-metallic charging station components, which are now being supplied to mainstream equipment manufacturers, enhancing their market position [6] Group 5: Technological Innovations - Huawei's introduction of full liquid-cooled ultra-fast charging technology aims to address land and power resource scarcity while stabilizing the grid [7] - The integration of electric vehicles into the power market is anticipated to enhance the role of charging infrastructure as a critical link between EVs and the grid [7]