According to the CITIC Construction Investment Research Report, up to now, car companies such as Ford, GM, Rivian, Volvo, and Polaris have announced that they will connect to Tesla's charging network, while ABB, EVGO, Blink, ChargePoint, and Electrify America will provide NACS ports. The US currently has 130,000+ charging port ports, including 100,000+ Level 2 slow charging ports and 30,000 Level 3 fast charging ports. There are 19,000 Tesla NACS ports in fast charging. Tesla's share of the US fast charging market is as high as 50%-60%, so NACS is inevitable to become the national charging standard in the US.
中信建投：车企桩企陆续加入NACS端口，特斯拉充电技术标准化可期
CITIC Construction Investment: Car companies and pile companies have joined the NACS port one after another, and standardization of Tesla charging technology can be expected
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