充電樁板塊持續走強 國內充電樁建設步入加速期
格隆匯10月28日丨充電樁板塊午後持續走強,中能電氣拉昇封板,和順電氣大漲超15%,金冠股份漲近10%,國電南瑞、特鋭德等跟漲。進入2020年,在新能源汽車產業高速發展下,作為其重要的配套基礎設施,充電樁將繼續崛起,吸引了各路資本“熱情”投入,推動了充電樁行業爆發式增長。《新能源汽車產業發展規劃(2021-2035年)》提出到2025年,國內新能源汽車新車銷量佔比達25%左右,《規劃》要求加強充換電、加氫等基礎設施建設。預計全國充電樁建設將進一步提速。據機構測算,預計2020 年充電樁保有量將達到182 萬台,在2030年車樁比1:1 的目標約束下,預計國內充電樁增速將在2025 年前後達到高峯,未來十年市場總投資額近萬億元。

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