證券時報網(wang)訊(xun)，中(zhong)信(xin)建投認為(wei)，充(chong)(chong)(chong)電樁行(xing)業的(de)成(cheng)長邏輯是下游(you)(you)新能源車(che)銷(xiao)量(liang)帶(dai)動上游(you)(you)充(chong)(chong)(chong)電樁的(de)產銷(xiao)，使車(che)樁保有(you)量(liang)之比維持在(zai)合理(li)的(de)范圍內(nei)。由(you)于(yu)當(dang)下新能源汽(qi)車(che)滲透率(lv)提升(sheng)(sheng)(sheng)速(su)度超預期，未來充(chong)(chong)(chong)電樁規模也將加速(su)提升(sheng)(sheng)(sheng)。充(chong)(chong)(chong)電樁屬于(yu)新能源汽(qi)車(che)產業鏈上游(you)(you)。與鋰鈷、動力電池產業等相似，充(chong)(chong)(chong)電樁行(xing)業的(de)戰略意義也正隨下游(you)(you)需(xu)求擴張不斷強化。政(zheng)策加碼、新基建賦能，下游(you)(you)發展(zhan)提速(su)，需(xu)求與政(zheng)策共(gong)振。技術升(sheng)(sheng)(sheng)級、服務費管控放開(kai)，行(xing)業盈利能力改善。充(chong)(chong)(chong)電樁行(xing)業在(zai)十四(si)五(wu)期間將加速(su)發展(zhan)，賽道估值有(you)望提升(sheng)(sheng)(sheng)。