New energy vehicle charging infrastructure development receives further policy support, sending charging pile stocks soaring.

        On May 20, the National Development and Reform Commission and the National Energy Administration released the "Implementation Opinions on Further Enhancing the Service and Guarantee Capabilities of Charging and Battery-Swapping Infrastructure Facilities (Draft for Comments)" (hereinafter referred to as the "Opinion Draft"), which provides clear solutions to current bottlenecks hindering the deployment of charging and battery-swapping facilities—such as the layout of charging infrastructure in residential communities, the development of urban-rural charging and battery-swapping networks, and grid support systems.
According to industry experts in the charging sector, fast charging is set to become a key direction for technological advancement, with several technical standards already being expedited. On the 20th, stocks related to charging infrastructure surged in response. By the close of trading, the Wind-charged Infrastructure Index rose by 1.81%, while Autel New Energy hit its daily upper limit. Meanwhile, stocks such as Zhongneng Electric, Jinguan Shares, Jiuzhou Group, NARI Technology, and Terede led the gains.

        At the first China Electric Vehicle Charging Infrastructure Technology Innovation Conference held on the same day, experts from State Grid Electric Vehicle Service Co., Ltd. openly acknowledged that it remains challenging to implement charging infrastructure in residential areas. Currently, about 30% of private buyers of new-energy passenger vehicles still haven’t secured a dedicated parking space equipped with a private charging station. In existing residential communities, there’s often an insufficient number of fixed parking spaces, while most newly built developments have failed to strictly adhere to regulatory guidelines mandating 100% provision or reservation of charging facilities during construction. The recently released draft "Opinions" emphasizes the need for rigorous enforcement of requirements related to newly constructed residential communities. Specifically, all new residential developments must ensure that 100% of fixed parking spaces are pre-equipped with conditions suitable for future installation of charging stations. This includes extending power supply infrastructure—such as conduits and cable trays—to each parking spot, enabling seamless installation of meters and direct access to electricity. Meanwhile, urban and rural planning authorities across various regions are tasked with conducting legal oversight during the approval and acceptance phases of new housing projects.
For existing residential communities, the draft document requires local authorities responsible for charging infrastructure to collaborate with housing and urban-rural development departments in formulating action plans for the construction and renovation of charging piles in existing residential neighborhoods. These plans should clearly outline specific goals, key tasks, and a prioritized implementation timeline, while also detailing annual work objectives and compiling a project pipeline to be integrated into broader, coordinated efforts. The draft also mentions leveraging the "New Energy Vehicles to Rural Areas" initiative to accelerate the development of charging and battery-swapping facilities in townships, with plans to include these projects within the scope of local comprehensive inspections and performance evaluations. By 2025, provinces in central and eastern regions aim to establish no fewer than 10 "demonstration townships" and 30 "demonstration villages." Additionally, the draft emphasizes the need for all parties to expedite the effective coverage of fast-charging networks along highways. By 2025, the goal is for highway service areas located in national ecological civilization pilot zones and key regions for air pollution control to achieve a fast-charging station coverage rate of at least 80%, while other regions should reach a coverage rate of no less than 60%.
It is well known that the deployment of electric vehicle charging and battery-swapping networks is closely tied to both the power grid and available site resources. Experts from State Grid Electric Vehicle Service Co., Ltd., when discussing policy recommendations for charging station planning and layout, emphasized the need to strengthen coordination with supporting industries such as local distribution network planning and transportation system planning, ensuring a well-integrated and orderly approach to development. The draft "Opinions" sets forth clear requirements for both power grid companies and local governments: Power grid enterprises must align their grid planning with the plans for charging and battery-swapping facilities, while significantly increasing investment in the construction of supporting grid infrastructure. Moreover, the costs associated with upgrading and expanding these supporting grids will be factored into the recovery of transmission and distribution tariffs. Meanwhile, local departments responsible for natural resources, housing, and urban-rural development are tasked with guaranteeing essential resources—such as land for grid infrastructure and conduit pathways—for charging and battery-swapping facilities. They are also encouraged to appropriately raise the standards for reserving land and corridor space dedicated to supporting grid infrastructure, while intensifying efforts to coordinate and accelerate related construction projects. Additionally, power grid companies are required to provide contract-based services to both charging operators and individual users, ensuring timely completion of all necessary procedures.
The draft "Opinions" proposes strengthening financial and tax support for essential charging and battery-swapping facilities, such as those located along highways, in townships, and within residential communities. This includes enhancing subsidy programs and tax incentives to bolster these critical infrastructure projects. Additionally, operational subsidy standards will be tied more closely to service quality, ensuring that high-quality charging stations receive greater support. The plan also aims to step up subsidies for demonstration projects focusing on high-power charging and vehicle-to-grid integration, thereby accelerating the industry's transformation and upgrading. Furthermore, eligible charging and battery-swapping facilities, along with related grid infrastructure upgrades and investments, will be included within the scope of support from special bonds earmarked for new infrastructure initiatives and the China Clean Development Mechanism Fund. Meanwhile, financial institutions like the China Development Bank will provide long-term, low-cost financing through various channels to facilitate the construction of charging and battery-swapping facilities. Finally, insurance companies are encouraged to develop tailored commercial insurance products specifically designed for these innovative energy infrastructure projects.
Renowned expert in the new energy vehicle industry and Academician Ouyang Minggao stated in a public speech on the 20th that fast charging will become a key development direction for electric vehicle charging and battery-swapping technologies. Experts from the China Electricity Council revealed that multiple technical standards related to charging and battery swapping are currently at various stages of advancement. Moving forward, the Charging Facilities Standards Committee of the China Electricity Council will leverage its platform role to foster coordinated development between vehicles and charging infrastructure, centering on the GB/T 18487.1 standard while simultaneously promoting the establishment of the ChaoJi standard system. Additionally, the committee plans to initiate the development of GB/T 20234.4, revise GB/T 18487.1, and update GB/T 27930, among other initiatives, to carry out supercharging demonstrations. These efforts will strengthen technical validation and optimization, paving the way for the internationalization of the ChaoJi standards and ensuring seamless alignment with global practices.
The expert also stated that efforts will be accelerated to develop and revise battery-swapping standards, fostering the growth of heavy-duty truck battery swapping and shared battery-swapping services. Additionally, the development of wireless interoperability standards will be expedited to drive the industrialization of wireless charging. Moreover, the revision of vehicle-grid interaction standards will be accelerated, promoting the seamless integration of electric vehicles with smart energy systems.

Translated from Sina Auto

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