乐观消费预期及情绪仍在，碳酸锂再次增仓上涨 市场分析 2025-11-19，碳酸锂主力合约2601开于93800元/吨，收于99300元/吨，当日收盘价较昨日结算价变化4.97%。当日成 交量为1767428手，持仓量为503132手，前一交易日持仓量484357手，根据SMM现货报价，目前基差为-10880元/ 吨（电碳均价-期货）。当日碳酸锂仓单26766手，较上个交易日变化155手。 碳酸锂现货：根据SMM数据，电池级碳酸锂报价85400-92400元/吨，较前一交易日变化1500元/吨，工业级碳酸锂 报价84600-88400元/吨，较前一交易日变化1450元/吨。6%锂精矿价格1200美元/吨，较前一日变化60美元/吨。据SMM 数据，碳酸锂期货价格触及10万元/吨，盘面看涨情绪积极。从影响因素来看，前期行情主要由碳酸锂供需基本面 推动，伴随资金逐步入场；近期则更多体现为资金面对价格的驱动，推动涨势加速。从当日现货市场实际成交情 况来看，下游企业多保持理性谨慎，采购以刚需为主，整体市场成交极少。供应端来看，锂盐厂整体开工率保持 高位运行，其中锂辉石端与盐湖端开工率均维持在60%以上，成为供应主力。预 ...

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]

到2027年底满足超8000万辆电动汽车充电需求 充电服务能力如何"倍增" 数据来源：国家发展改革委等 制图：张丹峰 国家发展改革委等6部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》，明确到 2027年底，实现充电服务能力翻倍增长。充电设施空间布局将迎来怎样的调整？技术上会有哪些新突破？居住区充电将有 哪些新变化？记者进行了采访。 ——编 者 全球一半以上的新能源汽车行驶在中国。截至今年6月底，全国新能源汽车保有量达3689万辆，仅今年上半年就新注册登 记新能源汽车562.2万辆。随着新能源汽车保有量持续增长，充电需求大幅攀升。尽管充电基础设施快速发展，但在节假日 等出行高峰期，不免出现"排队等桩""里程焦虑"等现象。公共充电网络布局不均衡、居住区服务供给不充分、运营管理质 效有待提升等问题亟须破解。 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。国家发展改革委等部门日前联合印发 《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》，提出到2027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 ...

到2027年底满足超8000万辆电动汽车充电需求 充电服务能力如何"倍增"(经济聚焦) 国家发展改革委等6部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案(2025—2027 年)》，明确到2027年底，实现充电服务能力翻倍增长。充电设施空间布局将迎来怎样的调整？技术上 会有哪些新突破？居住区充电将有哪些新变化？记者进行了采访。 行动方案提出，补齐农村充电设施建设短板。不断加密交通枢纽、客货场站、休闲旅游目的地、产业聚 集区等重点场景的充电设施建设，结合配套电网升级改造，加大春节返乡充电需求保障。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。 云南澄江市是云南首个实现充电设施"村村通"的县级市，截至今年10月已建成31座充电站。今年国庆、 中秋假期，当地累计接待游客约81万人次，充电站的充电量同比提升39%。"充电桩建好后，游客充电 比较方便，来往的新能源汽车明显多了。"澄江市马房村一家民宿的负责人阮文娟说。 ——编 者 全球一半以上的新能源汽车行驶在中国。截至今年6月底，全国新能源汽车保有 ...

Core Insights - The article highlights the Chinese government's commitment to enhancing electric vehicle (EV) charging infrastructure, aiming to build 28 million charging facilities by the end of 2027 to support over 80 million electric vehicles [2][3] Group 1: Charging Infrastructure Development - The "Three-Year Doubling Action Plan" aims to increase the number of charging facilities to 28 million and provide over 300 million kilowatts of public charging capacity by 2027 [2][3] - As of September 2025, China had 18.063 million charging facilities, a year-on-year increase of 54.5%, which can meet the charging needs of 40 million electric vehicles [3] - The plan includes the construction of 1.6 million new direct current charging guns, with 100,000 being high-power chargers, to improve urban charging networks [3][4] Group 2: Rural Charging Solutions - The plan emphasizes the importance of rural charging infrastructure, targeting key areas like transportation hubs and industrial clusters to address weak rural power grids [4] - It aims to add at least 14,000 direct current charging guns in towns without public charging stations to ensure comprehensive coverage [3][4] Group 3: Market Environment and Competition - The plan encourages fair competition among various enterprises in the charging sector, aiming to break down industry barriers and promote collaboration [6][8] - As of September 2025, private enterprises accounted for 80% of the top 10 charging operators, operating 70.7% of public charging stations, indicating a strong presence of private capital in the market [6][7] Group 4: Innovation and New Business Models - The plan promotes innovative business models such as vehicle-to-grid (V2G) interactions, with 17 provinces already piloting these applications [9][10] - By 2027, the plan aims to add over 5,000 bidirectional charging facilities, enabling electric vehicles to participate in electricity market transactions [9][10] Group 5: Implementation and Support - The plan outlines responsibilities for national ministries, local governments, and utility companies to ensure effective implementation [10] - It includes measures to simplify the process for installing residential charging stations, addressing challenges in building charging infrastructure [10]

Group 1 - The total number of electric vehicle charging facilities in China reached 18.063 million by the end of September, representing a year-on-year growth of 54.5% [1] - The total rated power of public charging facilities nationwide is approximately 200 million kilowatts, an increase of 59.2% since the beginning of the year, with an average power of 44.4 kilowatts, up 26.9% [1] - By 2027, the goal is to establish 28 million charging facilities to meet the charging needs of over 80 million electric vehicles, with a focus on encouraging fair market competition and supporting the development of private enterprises in the charging sector [1] Group 2 - The number of high-power charging facilities with a single-gun charging power greater than 250 kilowatts has accelerated, with over 37,000 units now in operation [2] - Intelligent charging technology is advancing, with 17 provinces conducting large-scale pilot applications for vehicle-to-grid interaction, resulting in the establishment of 3,832 bidirectional charging and discharging stations [2]

Core Insights - The total number of electric vehicle charging facilities in China reached 18.063 million by the end of September, representing a year-on-year growth of 54.5% [1] - The National Energy Administration has been enhancing the policy framework and expanding the scale of charging facilities to support the promotion of new energy vehicles [1] - The total rated power of public charging facilities nationwide is approximately 200 million kilowatts, an increase of 59.2% since the beginning of the year [1] Charging Infrastructure Development - A total of 68,000 charging facilities have been built in highway service areas [1] - The average power of charging facilities is about 44.4 kilowatts, which has increased by 26.9% since the beginning of the year, indicating significant improvements in charging efficiency [1] - By 2027, the goal is to establish 28 million charging facilities to meet the charging needs of over 80 million electric vehicles [1] Market Participation and Competition - The recent action plan encourages fair market competition and supports the development of the private sector in the charging field [1] - Among the top ten charging operators in the country, eight are private enterprises, which account for 70.7% of the public charging stations operated [1] Technological Advancements - High-power charging facilities with a single-gun charging power greater than 250 kilowatts are being rapidly adopted, with over 37,000 units established nationwide [2] - Smart charging technology is advancing, with 17 provinces conducting large-scale pilot applications for vehicle-to-grid interaction, resulting in the establishment of 3,832 bidirectional charging and discharging stations [2]

Core Insights - As of September 30, 2023, China has a total of 18.063 million electric vehicle charging facilities, marking a year-on-year increase of 54.5%, effectively supporting the charging needs of 40 million new energy vehicles nationwide [1] - The National Energy Administration has been enhancing the policy framework and expanding the scale of charging facilities, which has significantly supported the promotion of new energy vehicles [1] - The total rated power of public charging facilities across the country reached approximately 200 million kilowatts, a 59.2% increase from the beginning of the year, with average power increasing by 26.9% to about 44.4 kilowatts [1] Charging Infrastructure Development - A recent action plan aims to establish 28 million charging facilities by the end of 2027 to meet the charging needs of over 80 million electric vehicles [1] - The plan encourages fair market competition and supports the development of the private sector in the charging field, with 8 out of the top 10 charging operators being private enterprises, accounting for 70.7% of the public charging stations [1] Technological Advancements - High-power charging facilities with a single-gun charging power greater than 250 kilowatts are rapidly being adopted, with over 37,000 units established nationwide, significantly enhancing charging speed [2] - Smart charging technology is making progress, with 17 provinces conducting large-scale pilot applications of vehicle-to-grid interaction, establishing 3,832 bidirectional charging and discharging stations [2] - The National Energy Administration plans to continue improving the charging infrastructure network and enhance operational management to better meet the needs of consumers purchasing and using new energy vehicles [2]