1月21日，国家能源局发布全国电动汽车充电设施数据，2025年我国电动汽车充电基础设施(枪)总数达到2009.2万个，同比增长49.7%。其中，私人充电设施 保有量达1537.5万个，同比增长82%；公共充电设施(枪)471.7万个，同比增长31.9%。 此外，新能源汽车下乡是促进总体消费、推动能源低碳转型和助力乡村振兴的重要手段，但县城及乡镇充电基础设施建设仍然不足。乘联会秘书长崔东树此 前曾表示，我国乡村充电基础设施覆盖率小于5%。 中国电动汽车充电基础设施促进联盟的数据显示，当前的充电基础设施更多聚集在东部沿海地区以及经济发达省市，2025年，广东、浙江、江苏、山东、上 海等TOP10地区建设的公共充电设施占比达65.7%。 "三年倍增"明确，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。 就公共充电基础设施运营商情况来看，2025年充电运营商TOP15占全国运营充电桩总量的82.2%。其中，特来电运营89.9万个、星星充电运营73.2万个、云快 充运营70.0万个、滴滴充电运营31.5万个。这四家企 ...

Core Insights - The National Development and Reform Commission and five other departments have formulated the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" aiming to enhance the charging network and service quality, ultimately boosting consumer confidence and promoting wider adoption of electric vehicles [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, achieving a doubling of charging service capacity [1] Charging Infrastructure Development - The plan emphasizes strengthening the urban fast charging network, with a goal of adding 1.6 million DC charging guns in cities by the end of 2027, including 100,000 high-power charging guns [2] - As of the end of 2024, the estimated number of public DC charging piles in China is approximately 1.643 million, and with the new targets, the total is expected to exceed 3.2 million by the end of 2027 [2] Market Opportunities - The introduction of 100,000 high-power charging guns aligns with previous targets set by the National Development and Reform Commission, with a market potential estimated at around 10 billion yuan based on the definition of high-power charging (single gun 250KW+) [2] - The trend towards high-voltage fast charging for new energy vehicles is expected to drive a new round of capital expenditure cycles for high-power charging piles, particularly ultra-fast charging stations with power ratings of 480KW and above [2] - The policy guidance is anticipated to accelerate the construction cycle of domestic charging infrastructure, with significant demand growth for high-power fast charging equipment, benefiting related charging pile equipment companies [2]

Core Viewpoint - The National Development and Reform Commission and other departments have issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)", aiming to enhance urban fast charging networks and achieve comprehensive coverage of various parking scenarios in cities [1] Group 1: Action Plan Details - The plan emphasizes the construction of a public charging network primarily focused on fast charging, supplemented by slow charging and high-power charging facilities [1] - It includes the renovation of aging charging facilities that have been in service for over 8 years and those operating on voltage platforms below 800 volts [1] - Major cities such as municipalities directly under the central government, cities with independent planning, and provincial capitals will prioritize the planning and construction of high-power charging facilities [1] Group 2: Goals and Targets - By the end of 2027, the plan aims to add 1.6 million direct current charging guns across the country, which includes 100,000 high-power charging guns [1]