Directly addressing the issues of “human resources” and “human labor” in the electric vehicle sector has become a priority! On October 17, 2025, the 21st Century Finance Network reported that on October 16, several major electric vehicle companies, including A-share listed companies such as Tongda Electric (002560.SZ), Ganfeng Lithium (601126.SH), and BYD (002227.SZ), experienced substantial stock gains, with increases reaching up to 6%. On October 15, the National Development and Reform Commission released a joint initiative titled “The Three-Year Action Plan for the Development of Electric Vehicle Charging Infrastructure (2025-2027)”. This plan aims to set up 28 million charging facilities by 2027, providing 300 billion kilowatt-hours of electricity to meet the demand of over 8 million electric vehicles.
The construction of electric vehicle infrastructure has become a significant focus for China’s electric power companies. The plan outlines specific goals to ensure that by 2027, the country will have built a robust network of 30 million charging stations, marking a 303% increase from 2021. However, the rapid growth of this industry faces challenges, particularly in the deployment and operational capabilities of charging facilities. The current landscape shows that there are about 1,700,000 charging points that can support 5 million electric vehicles in the market, while the proposed new charging facilities in the action plan are projected to reach 3 million by 2027.
Despite these advancements, the industry still experiences bottlenecks due to insufficient charging infrastructure in many areas, including urban and suburban regions. For example, the availability of high-speed charging stations remains below 10%, and the demand for electric vehicle charging continues to grow rapidly. This has led to a significant gap in supply, particularly for high-demand areas that require immediate attention and investment.
The Action Plan emphasizes the need for a stable and high-quality charging network to support the rapid growth of electric vehicles in the market. By 2027, the plan aims to construct a total of 160 million charging points, with a focus on high-speed charging facilities. The goal is to ensure that by 2027, there will be sufficient infrastructure to support the increasing number of electric vehicles on the road.
The plan also outlines the importance of enhancing the operational efficiency and quality of charging services. This includes the introduction of intelligent technologies to improve the user experience and ensure that the charging network can meet the growing demands of electric vehicle users. The overall strategy is aimed at supporting the development of China’s electric vehicle market and ensuring that it remains competitive on a global scale.
In summary, the Action Plan seeks to establish a comprehensive and efficient charging infrastructure that can accommodate the anticipated growth in electric vehicle demand, while also addressing the challenges that currently exist in the sector. As the country moves forward, it is crucial to continue investing in and improving the charging network to ensure a sustainable future for electric transportation.
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