Green Energy Charging Set to Enter Growth Phase Amid Year-End Demand and Strategic Investments

Stock 600212 is about to enter a favorable harvest period! With the rigid demand during the year-end and the Spring Festival, the rapid growth potential brought by three years of doubling is on the horizon! Recent discussions regarding share transfer agreements hint at the introduction of strategic investors. Green Energy Charging (SH600212) is poised for growth as the weather forecast predicts a sharp drop in temperatures over the next week, leading to a surge in demand for electric vehicle charging. As the market share of electric vehicles continues to rise, the need for charging equipment will also grow. With the year-end approaching, charging demand will increase due to the Spring Festival travel, family visits, tourism, and post-holiday returns to work.

According to The Securities Daily, Green Energy Charging stated on November 7 that the company currently has a designed production capacity of approximately 65,000 charging stations per year, which will be expanded based on market demand. The existing orders are sufficient.

The “Three-Year Doubling” Plan for Charging Infrastructure

The quality of charging infrastructure is one of the key factors influencing the consumption of new energy vehicles. Recently, the National Development and Reform Commission and the National Energy Administration jointly issued the “Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027).” This plan aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of more than 80 million electric vehicles, effectively doubling the service capacity.

This plan not only addresses the shortcomings in charging infrastructure but also paves the way for the rapid development of the new energy vehicle industry, reinforcing China’s advantages in this sector. In the context of global green and low-carbon transformation, China is seizing historical opportunities, insisting on independent innovation, and actively promoting the development of the new energy vehicle industry, maintaining its position as the global leader in production and sales for ten consecutive years.

Unlike traditional fuel vehicles, electric vehicles require a completely new set of charging and battery-swapping infrastructure. To ensure optimal performance for new energy vehicles during the “14th Five-Year Plan” period, China has established the world’s largest electric vehicle charging network, with an average of two charging stations for every five vehicles. Despite rapid development of charging infrastructure, which currently meets the basic charging needs of new energy vehicles, challenges remain such as uneven public charging network layouts, insufficient functionality, inadequate residential services, power supply concerns, and management quality issues.

Charging facilities are a crucial support for the new energy vehicle industry, and their service capabilities directly impact consumer confidence in purchasing. Therefore, enhancing charging service capabilities is essential.

The “Three-Year Doubling” Plan Boosts Market Confidence

During the recent National Day and Mid-Autumn Festival holidays, significant supply and demand discrepancies were reported at electric vehicle charging stations along highways, with many drivers waiting 3 to 4 hours to charge. Current public charging facilities average a power output of 45.5 kilowatts, which is inadequate for meeting the rapid charging needs in high-traffic scenarios during holidays. While urban areas have relatively sufficient charging service capabilities, rural areas still lack balanced charging infrastructure development.

The “Three-Year Doubling” initiative emphasizes balanced development of charging infrastructure, aiming to enhance rural charging facilities and ensure comprehensive coverage. Additionally, it calls for accelerated planning and construction of high-power charging facilities in major cities and highway service areas, optimizing facility functionality.

The clear goals of the “Three-Year Doubling” plan provide reassurance to car manufacturers, battery producers, and consumers, alleviating concerns about infrastructure lagging behind sales growth and significantly stimulating potential vehicle purchase demand.

The “Three-Year Doubling” Plan Energizes the Supply Chain

The addition of millions of new charging facilities will foster a thriving supply chain. From the manufacturing of charging guns and stations to the research and production of power electronic components, every segment will create new job opportunities and market potential, indirectly boosting demand for commodities like copper and aluminum. Preliminary estimates suggest that this acceleration in charging station construction could lead to over 200 billion yuan in investments in manufacturing and infrastructure.

The “Three-Year Doubling” Plan Drives Innovation

New energy vehicles are not only modes of transportation but also potential “large mobile batteries.” With advancements in smart grid technology, charging stations are evolving from “one-way power supply devices” to “bi-directional energy nodes,” capable of charging vehicles and returning energy to the grid during peak usage, making them integral components of virtual power plants. The plan proposes expanding pilot projects for vehicle-grid interaction and continuing to explore innovations in pricing policies, market mechanisms, and application scenarios. This synergy will provide new pathways for green energy consumption and energy structure transformation, making charging facilities key links between new energy vehicles and new power systems.

The vast amounts of data from charging and discharging activities can be utilized to analyze user behavior, optimize grid scheduling, and assist in urban planning, thereby creating new business models.

Achieving the “Three-Year Doubling” goal will not be without challenges. New entrants to the industry will face considerable hurdles. However, as a well-established leader in the industry, Green Energy Charging is not only a participant in setting industry standards but has also laid a broad foundation. With favorable policies being implemented, the company is on the verge of a significant harvest period. The charging network functions as the “circulatory system” of the new energy vehicle industry. As more charging facilities are established across China, ensuring that every electric vehicle can be charged quickly and efficiently, the potential for growth in the new energy vehicle supply chain will be vast.