The National Development and Reform Commission and other departments issued the "Action Plan for Doubling the Service Capacity of Electric Vehicle Charging Facilities (2025-2027)". It mentions the promotion of the "collective construction and service" model in residential areas. Research and promote the "collective construction and service" model for charging facilities in residential areas operated by operators "unified planning, unified construction, unified operation and maintenance", to achieve "somebody builds, somebody manages, sustainable" for charging piles in residential areas. Carry out pilot projects in communities with high electric vehicle penetration, limited access capacity and constraints on private pile construction. By the end of 2027, create 1,000 "collective construction and service" pilot communities, achieving a significant increase in the number of private charging piles connected and the level of safety management.
When the National Development and Reform Commission (NDRC) and five other departments unveiled a plan to build 2.8 million charging piles, the entire new energy vehicle industry chain instantly boiled over. This is not just a multiplication of numbers, but an upgrade of infrastructure related to the revolution of travel. The "three-year doubling" action plan for the "EV charging facility service capability" is by no means a simple quantitative superposition. The NDRC has clearly set three major goals to be achieved by 2027: 28 million charging facilities, 300 million kilowatts of public charging capacity, and meeting the needs of 80 million electric vehicles. Behind these numbers is the country's precise positioning for the development of the new energy industry. Of special note is the special planning of high-power charging facilities in the plan. It is required that highway service areas should take the lead in transforming charging piles with a utilization rate of more than 40% by 2027, and achieve more than 100,000 high-power charging facilities nationwide. This "pain point-oriented" layout idea directly targets the biggest shortcoming of long-distance travel at present.
The construction of charging piles has always been referred to as the "capillaries of the new infrastructure". According to an average construction cost of 50,000 RMB per charging pile, the construction of 28 million charging piles will directly drive 140 billion RMB of infrastructure investment. This does not include the subsequent operation and maintenance, power supply matching and other derivative markets. The capital market has already responded. From manufacturers of charging modules to operators of service platforms, from smart meter companies to energy storage system suppliers, the entire industry chain is restructuring its value logic. Especially after the "high-power charging" technology route is clarified, the technical barriers of related equipment companies will be transformed into market moats.
This state-led charging revolution is reshaping the rules of the road. When charging stations are more abundant than gas stations, the last advantage of fuel-powered cars will also crumble. The future is here, are you ready to embrace this energy revolution? Standing at the cusp of the times, we must not only see the strength of policies but also understand the pace of change.
If you have any inquiries or purchasing needs, please feel free to contact SunSirs with support@sunsirs.com.
