New Energy Vehicles are set for significant advancements in charging technology, with a focus on high-efficiency electric power systems and liquid cooling methods. This development is driven by the growing demand for electric vehicles (EVs) and the need for efficient charging solutions.
On October 17, 2025, a report announced that the Ministry of Industry and Information Technology will implement new policies to boost the electric vehicle sector, aiming to enhance the charging infrastructure across the nation. By 2027, it is projected that the number of fast charging stations will reach 1.6 million, with around 100,000 of these being large-capacity stations.
Experts indicate that this policy will greatly enhance the electric vehicle market. It is expected that the demand for charging stations will increase significantly, leading to a more comprehensive network for EV users. As a core supplier of electric vehicle charging solutions, Evergrande Electric (300351.SZ) is well-positioned to take advantage of these governmental initiatives.
In terms of technology, the latest innovations in electric vehicle charging equipment will be capable of supporting 1200A current and 1000V voltage levels, significantly improving performance compared to existing solutions. Currently, the company is focusing on the development of high-efficiency liquid cooling systems to enhance operational reliability and efficiency.
By August 2025, the rollout of the “10,000+ Liquid Cooling Charging Station” initiative will commence with an investment target of 300 billion yuan. Analysts predict that this will solidify Evergrande Electric’s position as a leader in the charging infrastructure sector.
As of June 30, 2025, the project to enhance charging technology has already attracted 4.84 billion yuan in investments, achieving a utilization rate of 49.75%. The company is also actively engaging in partnerships with other stakeholders to optimize the supply chain and enhance product quality.
In summary, Evergrande Electric’s strategy focuses on leveraging governmental policies to expand its market share in the electric vehicle charging sector. The continuing development of high-efficiency technologies will play a crucial role in meeting the increasing demand for electric vehicles and their charging infrastructure.
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