近日，国家发展改革委等部门印发的《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027 年）》提出，到2027年年底，在全国范围内建成2800万个充电设施，提供超3亿千瓦的公共充电容量， 满足超过8000万辆电动汽车充电需求，实现充电服务能力的翻倍增长，包括公共充电设施提质升级行 动、居住区充电条件优化行动、车网互动规模化应用推广行动、供电能力和供电服务改善行动、充电运 营服务质量提升行动等。 提高私人充电设施建设规模。推广居住区"统建统服"模式。到2027年年底，打造1000个"统建统服"试点 小区，实现私人充电桩接入量和安全管理水平大幅提升。 将充电设施接入需求纳入配电网规划，重点围绕城市核心区、高速公路服务区、交通枢纽、乡镇聚集区 以及老旧小区，针对网架结构薄弱、供电能力偏低等问题开展配电网架优化、台区增容等建设改造。 积极拓展电动汽车充电设施用电业务办理渠道，加快推广手机应用程序（APP）、网站等线上渠道。 建设快充为主、慢充为辅、大功率充电为有益补充的城市公共充电网络，实现城市各类停车场景全面覆 盖。开展交流充电设施、服役8年以上老旧设施、800伏以下电压平台充电设施的更新改造。到202 ...

国家能源局发布2 0 2 5年11月全国电动汽车充电设施数据。 1 2月23日，国家能源局发布11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5 2.0% 。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）14 69.7 万个，同比增长5 7 . 8%，私人充电设施报装用电容量达到1 . 2 9亿千伏安。 来源：国家能源局网站 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编 | 李慧颖 ...

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。（青山） 来源：环球网 【环球网科技综合报道】12月23日消息，国家能源局发布11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 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%。 ...

1 2 月 23 日，国家能源局发布 1 1 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 1 1 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 5 2.0 % 。其中 ， 公共充电设施 （枪） 462.5 万个，同比增长 3 6.0 % ，公共充电桩额定总功率达到 2. 10 亿千瓦，平均功率约为 4 5.34 千瓦 ；私人 充电设施 （枪） 14 69.7 万 个 ，同比增长 5 7.8 % ， 私人充电设施报装用电容量达到 1. 2 9 亿千伏安。 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core View The lithium carbonate futures market showed an increase in positions and prices, driven by inventory reduction and optimistic consumption expectations. However, with the potential resumption of mining production, attention should be paid to the inflection points of consumption and inventory. If consumption weakens and mining resumes, inventory may shift from reduction to accumulation. Currently, the market is highly volatile, and the downstream's acceptance of spot prices is limited, so the risk of further chasing high prices is relatively large [1][2][4]. 3. Summary by Related Catalogs Market Analysis - On November 19, 2025, the main contract 2601 of lithium carbonate opened at 93,800 yuan/ton and closed at 99,300 yuan/ton, with a 4.97% change in the closing price compared to the previous settlement price. The trading volume was 1,767,428 lots, and the open interest was 503,132 lots, an increase from the previous trading day's 484,357 lots. The current basis was -10,880 yuan/ton, and the number of lithium carbonate warehouse receipts was 26,766 lots, a change of 155 lots from the previous trading day [1]. - According to SMM data, the price of battery - grade lithium carbonate was 85,400 - 92,400 yuan/ton, a change of 1,500 yuan/ton from the previous trading day, and the price of industrial - grade lithium carbonate was 84,600 - 88,400 yuan/ton, a change of 1,450 yuan/ton. The price of 6% lithium concentrate was 1,200 US dollars/ton, a change of 60 US dollars/ton from the previous day. The lithium carbonate futures price reached 100,000 yuan/ton, with positive bullish sentiment on the disk [2]. - On November 19, Liontown held a lithium spodumene concentrate auction. The auction item was 10,000 wet tons of 5.2% lithium spodumene, and the final transaction price was CIF SC6 1,254 US dollars/dry ton, with the goods expected to be shipped in the first half of January 2026 [3]. - As of the end of October 2025, the total number of electric vehicle charging infrastructure (guns) in China reached 18.645 million, a year - on - year increase of 54.0%. Among them, the number of public charging facilities (guns) was 4.533 million, a year - on - year increase of 39.5%, with a total rated power of 20.3 billion kilowatts and an average power of about 44.69 kilowatts; the number of private charging facilities (guns) was 14.112 million, a year - on - year increase of 59.4%, and the reported power consumption capacity of private charging facilities reached 124 million kVA [3]. Supply and Demand Analysis - On the supply side, the overall operating rate of lithium salt plants remained high, with the operating rates of the lithium spodumene and salt lake ends both above 60%. It is expected that the domestic lithium carbonate production in November can maintain the same level as in October, with a roughly flat month - on - month change [2]. - On the demand side, both the commercial and passenger new energy vehicles in the power market grew rapidly, and the energy storage market had strong supply and demand, with supply remaining tight. The production schedules of battery cells and cathode materials continued to improve in November, and it is expected that lithium carbonate will continue to show inventory reduction in November [2]. Strategy - Unilateral: Adopt a short - term wait - and - see approach, pay attention to the inflection points of inventory and consumption and the resumption of mining production, and choose the opportunity to sell hedging at high prices [4]. - Options: Sell out - of - the - money call options [4].

Industry Updates - As of October 2025, the total number of electric vehicle charging facilities in China reached 1,864.5 thousand, a year-on-year increase of 54.0%. Public charging facilities accounted for 453.3 thousand, growing by 39.5%, while private charging facilities reached 1,411.2 thousand, increasing by 59.4% [2] - The first high-pressure natural gas long-distance pipeline pressure recovery power generation project in China has officially commenced operations, marking a breakthrough in the comprehensive utilization of energy in long-distance pipelines [3] - The "Shan Electric into Anhui" ultra-high voltage project has completed the full line in Anhui, with a total length of 323 kilometers and 672 towers constructed, indicating significant progress in the "West-to-East Power Transmission" project [3] - The carbon lithium futures price has surpassed 100,000 yuan per ton, reaching a new high since June 2024, with an intraday increase of over 5% [4] - The first 220 kV substation in the Xiong'an New Area has been put into operation, enhancing the reliability of the power supply and supporting the high-quality development of the area [6] - Germany's natural gas storage capacity is currently at 75%, falling short of expectations, as it was anticipated to reach 81% at the beginning of the heating season [8] - The second phase of the Zhejiang San'ao nuclear power project has officially begun construction, with the first concrete pour for Unit 3 marking the start of the main project [9]

Core Insights - The article reports on the national electric vehicle charging infrastructure data released by the National Energy Administration for October 2025, highlighting significant growth in both public and private charging facilities [1]. Group 1: Overall Charging Infrastructure - As of the end of October 2025, the total number of electric vehicle charging facilities in China reached 1,864,500, representing a year-on-year increase of 54.0% [1]. Group 2: Public Charging Facilities - The number of public charging facilities reached 453,300, with a year-on-year growth of 39.5% [1]. - The total rated power of public charging piles is 203 million kilowatts, with an average power of approximately 44.69 kilowatts [1]. Group 3: Private Charging Facilities - The number of private charging facilities reached 1,411,200, showing a year-on-year increase of 59.4% [1]. - The installed electricity capacity for private charging facilities is 124 million kilovolt-amperes [1].

Core Insights - The National Energy Administration released data on electric vehicle charging facilities in October, indicating significant growth in infrastructure [2] Summary by Categories Overall Growth - By the end of October 2025, the total number of electric vehicle charging infrastructure (units) in China is projected to reach 18.645 million, representing a year-on-year increase of 54.0% [2] Public Charging Facilities - The number of public charging facilities (units) is expected to reach 4.533 million, with a year-on-year growth of 39.5% [2] - The total rated power of public charging piles has reached 203 million kilowatts, with an average power of approximately 44.69 kilowatts [2] Private Charging Facilities - The number of private charging facilities (units) is anticipated to be 14.112 million, showing a year-on-year increase of 59.4% [2] - The installed power capacity for private charging facilities has reached 12.4 million kilovolt-amperes [2]

Core Viewpoint - The article discusses the "Three-Year Doubling Action Plan" for electric vehicle charging infrastructure in China, aiming to double the charging service capacity by the end of 2027 to meet the growing demand from over 80 million electric vehicles [4][5]. Group 1: Charging Infrastructure Goals - By the end of 2027, the plan aims to establish 28 million charging facilities, providing over 300 million kilowatts of public charging capacity [5]. - The initiative is expected to drive over 200 billion yuan in investments in charging facility equipment manufacturing and construction [5]. Group 2: Spatial Layout and Functionality - The plan emphasizes the need for balanced development of charging facilities, particularly in rural areas where infrastructure is currently lacking [6]. - It aims to add at least 14,000 direct current charging guns in townships without public charging stations by 2027 [6]. - The average power of public charging facilities is currently 45.5 kilowatts, which is insufficient for high-demand scenarios during holidays [7]. Group 3: Innovation and Interaction - The article highlights the importance of vehicle-grid interaction, where charging stations can facilitate two-way energy flow, allowing electric vehicles to discharge energy back to the grid [8][9]. - The plan proposes to expand vehicle-grid interaction pilot projects, focusing on innovative pricing policies and market mechanisms [9]. Group 4: Community Charging Solutions - The "Unified Construction and Service" model is being piloted in residential areas to simplify the installation and management of charging facilities [10][11]. - By 2027, the goal is to establish 1,000 pilot communities under this model, which is expected to generate over 1 billion yuan in investments [11].

Core Points - The article discusses the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" issued by the National Development and Reform Commission and five other departments, aiming to double the charging service capacity by the end of 2027 [2][3][4] Group 1: Charging Infrastructure Development - 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 over 80 million electric vehicles [2][3] - The plan is expected to drive over 200 billion yuan in investment in charging facility equipment manufacturing and construction [2][3] Group 2: Spatial Layout and Functionality - The plan emphasizes the need to improve the construction of charging facilities in rural areas, where the infrastructure is currently lacking compared to urban areas [3][4] - It aims to add at least 14,000 direct current charging guns in townships without public charging stations by the end of 2027, ensuring comprehensive coverage of public charging facilities in rural areas [3][4] Group 3: Power Capacity and Speed - The average power of public charging facilities in China is currently only 45.5 kilowatts, which is insufficient for high-demand scenarios during holidays and in urban hotspots [4] - The plan includes the construction of 40,000 "super-fast combined" charging guns with over 60 kilowatts in highway service areas by the end of 2027 [4] Group 4: Innovation and Vehicle-Grid Interaction - The article highlights the development of vehicle-grid interaction, where charging stations can reverse charge to the grid, enhancing the flexibility of electric vehicles as energy storage resources [6][7] - The plan proposes to expand the pilot scope of vehicle-grid interaction, exploring innovations in pricing policies and market mechanisms [6][7] Group 5: Community Charging Solutions - The "Unified Construction and Service" model is being piloted in residential areas, allowing residents to charge their vehicles conveniently without incurring installation costs [8][9] - By the end of 2027, the plan aims to establish 1,000 pilot communities under this model, significantly improving the access and safety of private charging stations [9]