10万台大功率充电桩启动建设，新能源基础设施进入加速期
近日，中国发展改革委、中国能源局等四部门联合发布《关于促进大功率充电设施科学规划建设的通知》，提出到2027年底，全国大功率充电设施力争突破10万台，推动新能源汽车补能网络迈入提质升级新阶段。
通知强调，以高速公路服务区、公交物流枢纽、中重型货运为重点场景，率先对节假日利用率超过40%的区域进行大功率改造，单枪充电功率应达到250千瓦以上。同时明确，新能源汽车企业自建的大功率充电网络原则上应无差别向社会开放，以避免重复建设，提升行业整体效率。
政策还提出加强技术创新与运营管理：鼓励采用智能运维平台，确保设备可用率不低于98%；加快核心器件国产替代与兆瓦级充电试点，加快推动“光储充一体化”和“车网互动”等新型模式落地。
此次政策被广泛认为将重塑中国充电基础设施格局，加速超充时代真正落地，充电桩概念股应声上涨，释放强烈利好信号。
China’s National Development and Reform Commission and three other ministries have jointly issued a new directive titled “Notice on Promoting the Scientific Planning and Construction of High-Power Charging Infrastructure.”The policy targets the deployment of over 100,000 high-power EV charging stations by 2027, marking a major step in upgrading the country’s electric mobility ecosystem.
The notice prioritizes highway service areas, public transport hubs, and medium/heavy-duty logistics vehicles for early-stage high-power upgrades, especially in areas where charging station usage exceeds 40% during holidays. It mandates a minimum charging output of 250 kW per connector and calls for non-discriminatory access to high-power networks built by automakers to avoid inefficiencies from isolated networks.
Further highlights include:
·Enhancing smart O&M systems to achieve over 98% equipment availability.
·Promoting domestic development of key components such as high-voltage SiC modules and main control chips.
·Supporting megawatt-level pilot projects and innovations like solar-storage-charging integration and vehicle-to-grid interaction.
This policy is widely seen as a catalyst for a new era of ultra-fast EV charging in China, triggering a stock rally among EV charging solution providers and sending strong positive signals to the global clean mobility industry.