Policy dividends continue to be released

National level strategic support: China has set a target of over 60% of new energy vehicle sales by 2035, and the construction of supporting charging facilities has received financial subsidies and land policy support. Starting from 2025, many regions have piloted the "Charging Pile Down to the Countryside" project.

Carbon neutrality supporting policies: The pressure to reduce carbon emissions in the transportation sector is driving the integration of charging piles and photovoltaic energy storage. The government has explicitly required 100% of new residential areas to reserve installation conditions for charging facilities.

Technological innovation drives efficiency revolution

The popularization of ultra fast charging technology: The combination scheme of 800V high-voltage platform and 480kW ultra charging pile is mature, achieving a "5-minute charging range of 300 kilometers", and it is expected that the coverage rate of high-speed service areas will exceed 80% by 2027.

Breakthrough in Energy Interaction Technology: V2G (Vehicle to Grid) technology has entered the commercialization stage, and car owners can increase their income by over 3000 yuan per year through the valley peak electricity price difference. Charging piles have been upgraded to distributed energy nodes.