金吾财讯 | 7月7日，国家发改委等四部门印发《关于促进大功率充电设施科学规划建设的通知》，通知指出各省市要适时制定大功率充电设施专项规划，加强大功率充电设施专项规划统筹，到2027年底力争全国范围内大功率充电设施超过10万台，并要求各地在用电、供电、财政、金融等方面加大政策供给以配合大功率充电设施建设。该机构认为通知为大功率充电设施提供了较为完善的发展路径指引，有望加速大功率充电设施的渗透。同时，该机构认为随着快充的逐步渗透，充电桩将逐步从交流桩向直流桩渗透，直流桩也将从小功率向大功率迈进，该机构预计大功率直流桩及其产业链的需求增速或将显著高于行业。该机构认为大功率充电设施的加速渗透将为产业链带来业绩增量：制造端，大功率化对桩和模块环节提出更高技术要求（包括功率密度、充放电效率、散热安全等），加速行业格局优化，同时考虑国内价格战接近尾声+出海+大功率产品迭代，桩和模块龙头或将享受量利齐升，该机构推荐充电桩龙头。运营端，大功率充电设施渗透率提升，将推动运营企业效率进一步提升，带动盈利能力改善，远期充电运营平台作为重要可调负荷，需求响应、虚拟电厂等盈利模式可期，该机构推荐运营龙头。
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