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外 Waitan Ludi Policy Terminal China industrial-policy monitor · updated 2026-10-25

Sector radar / EV charging

EV charging rank 8 of 16 (range 5–12 under random weights) · evidence strong · set precision 8/10

Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Static converters, incl. chargers (8504.40).

Policy momentum -0.46Provincial spread +0.56Money +0.88Local preference -0.61Substitution -1.09Export growth -0.13Exports to EU, growth 0.00EU share +0.18Export / import +0.07EU dependence +0.63
99
Documents, last 24 months
momentum 0.65× · central 5, provincial 34, city 58
20
Provinces active (36 m)
Inner Mongolia, Jilin, Shanghai, Jiangsu, Zhejiang, Anhui …
112
Documents with money measures
46% of 245
4
Local-preference documents
2% · 2 name foreign-owned firms
$34.5bn
China's exports, 2025
11% a year since 2019
25%
to the EU-27
$8.7bn · 16% a year
59%
China's share of EU imports, 2025
5 points since 2019 · €9bn
5.4×
Exports per $ imported
imports $6.3bn
0 / 3
Start / end in 12 months
EU countervailing cases held: 0

Next five years: named in 15 of the 15 15th Five-Year Plan outlines held (5.1 mentions per 100k characters), against 7 of 7 14th-plan outlines (4.7): 1.1× as dense; up in 3 and down in 1 of the 4 places with both. Fancheng (Xiangyang): “优化充电设施布局,推进居民区和公共机构充电设施建设,实施电网改造,建设樊城220千伏输变电工程。” (outline) Plan watch.

Reading, by audience

Risk and trade policyPolicy output on EV charging is slowing relative to the rest of the corpus (99 documents in 24 months, in 20 provinces). China exported $34.5bn of these goods in 2025, +11% a year since 2019; 25% went to the EU-27 (+16% a year). Exports to the EU peaked in 2023 ($10.8bn) and are -19% since, while exports to the world are +3%: the EU share is falling as sales go elsewhere. From the EU side, China supplied 59% of the EU's imports of these goods from outside the EU in 2025 (+5 points since 2019). No EU countervailing case held on these goods.
Compliance and legal4 of 245 documents (2%) carry a provision or condition that favours local or Chinese firms or production, 2 naming foreign-owned firms as the ones disadvantaged. 0 sector measures come into force and 3 expire in the next 12 months.
Investors112 documents (46%) carry a fiscal or financial support measure. 1129 firms are named on lists in these documents, 27 of them foreign-owned or joint ventures.
ResearchSector set: 209 documents whose title names the sector, plus 103 in its topic tree (245 together). Measures and preference are keyword and model screens: leads to check against the text. Momentum is relative to the corpus, which reduces but does not remove the effect of uneven collection.
Topic tree: charging → Exposure check for this sector → Subsidy file (anti-subsidy headings) → Ask the evidence about this sector ↗ All sectors → Subscribe (Atom) JSON Print brief

Documents per year

CentralProvincialCityCounty
02040601314151617181920212223242526052

Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.

China's exports, USD bn

WorldEU-27US
$0$10bn$20bn$30bn$40bn2019202020212022202320242025World $34bnEU-27 $8.7bnUS $2.9bn
Headingworldgrowth/yrEU-27EU since 2023share of EU imports
Static converters (incl. chargers) 850440$34.5bn11%$8.7bn -19% 59%

EU price and volume: imports from China €26.77/kg against €57.14/kg from other suppliers in 2025 (-53%; -41% in 2023). Volume since 2023: China -10%, others -2%.

Central → local: who restated the sector's central documents

DateCentral documentprovincesmedian lag
2023-06-08国务院办公厅关于进一步构建高质量充电基础设施体系的指导意见
Guiding Opinions of the General Office of the State Council on Further Developing a High-Quality Charging Inf…
国办发〔2023〕19号
13436 d trace →
2022-01-10国家发展改革委等部门关于进一步提升电动汽车充电基础设施服务保障能力的实施意见
Implementation Guidelines Issued by the National Development and Reform Commission and Other Departments on F…
发改能源规〔2022〕53号
10562 d trace →
2025-09-24关于印发《电动汽车充电设施服务能力“三年倍增”行动方案(2025—2027年)》的通知
Notice on the Issuance of the ‘Three-Year Plan for Doubling the Service Capacity of Electric Vehicle Charging…
发改能源〔2025〕1250号
5190 d trace →
2023-05-14国家发展改革委 国家能源局关于加快推进充电基础设施建设 更好支持新能源汽车下乡和乡村振兴的实施意见
Implementation Opinions of the National Development and Reform Commission and the National Energy Administrat…
发改综合〔2023〕545号
4682 d trace →
2025-06-13关于促进大功率充电设施科学规划建设的通知
Notice on Promoting the Scientific Planning and Construction of High-Power Charging Facilities
发改办能源〔2025〕632号
3280 d trace →
2023-12-13国家发展改革委等部门关于加强新能源汽车与电网融合互动的实施意见
Implementation Guidelines on Strengthening the Integration and Interaction between New Energy Vehicles and th…
发改能源〔2023〕1721号
3385 d trace →
2022-08-01交通运输部 国家能源局 国家电网有限公司 中国南方电网有限责任公司关于印发《加快推进公路沿线充电基础设施建设行动方案》的通知
Notice from the Ministry of Transport, the National Energy Administration, State Grid Corporation of China an…
交公路发〔2022〕80号
253 d trace →
2024-04-09关于开展县域充换电设施补短板试点工作的通知
Notice on the Launch of a Pilot Scheme to Address Shortcomings in County-Level Charging and Battery-Swapping …
财建〔2024〕57号
2701 d trace →

Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).

Where in China

Provincedocuments (36 m)leanswith moneyfavouringlocal-only programmes
Guangdong74×2.6220 0% of 67 exposure →
Sichuan8×0.950 8% of 451 exposure →
Inner Mongolia6×0.800 1% of 154 exposure →
Shanghai5×0.340 15% of 620 exposure →
Fujian4×0.910 2% of 199 exposure →
Chongqing4×1.210 0% of 67 exposure →
Anhui3×0.910 0% of 26 exposure →
Jiangsu3×1.020 6% of 141 exposure →
Jilin2–20 4% of 116 exposure →
Shaanxi2–10 2% of 265 exposure →
Guangxi2–10 0% of 34 exposure →
Zhejiang2–10 3% of 417 exposure →

Latest central documents

2026-04-27财政部关于下达2026年节能减排补助资金预算(第一批)的通知
Notice from the Ministry of Finance on the Allocation of the 2026 Budget for Energy Conservation and Emission…
财建〔2026〕92号
2026-03-06关于开展2026年县域充换电设施补短板试点申报有关工作的通知
notice · General Office of the Ministry of Finance; General Office of the Ministry of Industry and Information Technology; General Office of the Ministry of Transport
财办建〔2026〕8号
2025-09-24关于印发《电动汽车充电设施服务能力“三年倍增”行动方案(2025—2027年)》的通知
Notice on the Issuance of the ‘Three-Year Plan for Doubling the Service Capacity of Electric Vehicle Charging…
发改能源〔2025〕1250号
2025-06-13关于促进大功率充电设施科学规划建设的通知
Notice on Promoting the Scientific Planning and Construction of High-Power Charging Facilities
发改办能源〔2025〕632号
2025-02-20关于开展2025年县域充换电设施补短板试点申报有关工作的通知
Notice on the Application Process for the 2025 Pilot Scheme to Address Shortcomings in County-Level Charging …
财办建〔2025〕3号
2024-08-23国家发展改革委办公厅等关于推动车网互动规模化应用试点工作的通知
Notice from the General Office of the National Development and Reform Commission and Others on Promoting Pilo…
发改办能源〔2024〕718号
2024-04-09关于开展县域充换电设施补短板试点工作的通知
Notice on the Launch of a Pilot Scheme to Address Shortcomings in County-Level Charging and Battery-Swapping …
财建〔2024〕57号
2023-12-13国家发展改革委等部门关于加强新能源汽车与电网融合互动的实施意见
Implementation Guidelines on Strengthening the Integration and Interaction between New Energy Vehicles and th…
发改能源〔2023〕1721号

Latest local documents

2026-10-20关于申报新能源汽车充换电设施建设财政奖补资金的通知
notice · Nanjing Municipal Bureau of Transport
2026-10-10【图解】一图读懂|安徽省大功率充电设施建设行动方案(2025-2027年)
action plan · Anhui Provincial People's Government
2026-10-09《安徽省发展改革委关于印发安徽省高质量充换电服务体系建设方案(2023—2027年)的通知》图片解读
Document · Anhui Provincial People's Government
2026-09-30关于佛山市广东燃料电池汽车示范城市群2026年中央节能减排补助资金补贴计划名单的公示
Public Notice Regarding the List of Recipients for the 2026 Central Government Energy Conservation and Emissi…
Foshan Municipal Bureau of Development and Reform
2026-09-30关于印发《江苏省新能源汽车充换电设施建设财政奖补资金安排实施细则》的通知
notice issuing detailed implementing rules · Jiangsu Provincial Development and Reform Commission; Jiangsu Provincial Department of Finance; Jiangsu Provincial Department of Industry and Information Technology; Jiangsu Provincial Department of Transport
2026-09-18谢岗镇窑山村充电桩工程中标公示
public notice · 东莞市谢岗镇人民政府
2026-09-17阳江市发展和改革局关于《阳江市充电基础设施高质量发展方案》购买服务的公告
announcement · Yangjiang Municipal Bureau of Development and Reform
2026-09-15关于公示广州市中央节能减排补助资金燃料电池汽车示范城市群第四年度推广应用国家补贴安排计划(第二批)的公告
Announcement on the Public Notice of the Plan for the Allocation of National Subsidies for the Fourth Year of…
Guangzhou Municipal Development and Reform Commission
2026-09-15关于公示广州市燃料电池汽车示范城市群第四年度推广应用市级补贴安排计划(第二批)的公告
Notice on the Public Consultation Regarding the Arrangements for Municipal Subsidies for the Fourth Year of t…
Guangzhou Municipal Development and Reform Commission
2026-09-15关于公示广州市燃料电池汽车示范城市群第四年度推广应用省级补贴安排计划(第一批)的公告
Announcement on the Public Notice of the Plan for the Allocation of Provincial Subsidies for the Fourth Year …
Guangzhou Municipal Development and Reform Commission

Measures

MeasureGroupFoundchecked precision
Capital grantFiscal and financial support8970%
Operating subsidyFiscal and financial support32not checked
Purchase subsidyFiscal and financial support980%
Trade-in / scrappage subsidyFiscal and financial support850%
Procurement quotaPublic procurement8not checked
Tax reliefFiscal and financial support780%
Electricity price concessionFiscal and financial support6not checked
Interest subsidyFiscal and financial support590%
Usage privilegeUsage privileges4not checked
Credit guaranteeFiscal and financial support290%

Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.

Money on the table

关于申报新能源汽车充换电设施建设财政奖补资金的通知 2026-10-20 · Capital grant
奖补资金支持本实施细则印发后至2026年底前新备案(审批)建设,且2027年10月底前建成投运的项目。
关于佛山市广东燃料电池汽车示范城市群2026年中央节能减排补助资金补贴计划名单的公示 2026-09-30 · Capital grant
附件:1.佛山市广东燃料电池汽车示范城市群2026年中央节能减排补助资金补贴计划名单(车辆推广应用)
关于印发《江苏省新能源汽车充换电设施建设财政奖补资金安排实施细则》的通知 2026-09-30 · Capital grant
奖补资金支持本实施细则印发后至2026年底前新备案(审批)建设,且2027年10月底前建成投运的项目。
佛山市发展和改革局关于开展广东燃料电池汽车示范城市群2026年中央节能减排补助资金申报工作的通知 2026-08-21 · Purchase subsidy
1.广东城市群燃料电池汽车推广应用补贴申报汇总表
【公示已结束】关于台山市县域充换电设施补短板试点奖补资金项目(第二批)的公示 2026-07-22 · Capital grant
为做好我市县域充换电设施补短板试点建设工作,鼓励辖内充换电设施建设和运营,根据《台山市科工商务局 台山市财政局关于县域充换电设施补短板试点补助资金管理实施办法》(台科工商〔2025〕37号),经市科工商务局组织申报并审核,拟对江门台山风凰大道蔚来换电站等2个项目给予第二批台山市县域充换电设施补短板试点奖补资金支持,现予以公示。
关于下达本市2026年节能减排专项资金和超长期特别国债资金安排计划(第九批)的通知 2026-06-18 · Capital grant
附表:上海市2026年节能减排专项资金和超长期特别国债资金安排计划(第九批)

Rules that favour local or Chinese firms

ProvisionHowDisadvantages
“支持民营企业参与充电基础设施建设运营,鼓励各地在场地租金、占道费用等方面进行适当减免,营造良好发展环境。” SOE or private-firm preferenceSOEs
“在本市登记注册的公用和共用充换电设施投资主体,以及在本市购买新能源汽车并上牌的个人消费者,在自有(或有1年及以上使用权)固定车位上通过电力部门报装的自用充电桩。” Local registration / taxother regions
“我国制定《政府机关及公共机构购买新能源汽车实施方案》、《关于加快新能源汽车推广应用的指导意见》、《电动汽车充电基础设施建设规划》、《节能与新能源汽车产业发展规划(2012-2020 年)》等意见及政策,绘制了新能源汽车及充换电设施建设的发展蓝图,同时《中国制造 2025》也具体明确了支持电动汽车、…” Ownership, own-brand or own-IP testforeign-owned firms
“加大对新能源汽车生产企业的扶持力度,重点支持企业开发具有自主知识产权的纯电动、插电式混合动力(含增程式)、超级电容、钛酸锂快充纯电动客车、乘用车以及邮政、物流、环卫等新能源专用车系列产品研发。” Ownership, own-brand or own-IP testforeign-owned firms

Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.

Coming into force (12 months)

No in-force date in the next 12 months.

Expiring (12 months)

Firms named most often

Listed groups: reported government grants

No listed group in this sector with HKEX grants extracted.

How this sector is defined

209 documents whose title matches 充电|换电, plus 103 in the topic tree charging; 245 together. Goods: HS 850440. Measures and preference provisions are screen output; open each document for the clause.