Group 1 - A new company named Xianyang Economic Development Qionggong New Energy Co., Ltd. has been established with a registered capital of 250 million yuan [1] - The business scope of the new company includes manufacturing and sales of power distribution and control equipment, sales of charging piles, motor vehicle charging services, and energy storage technology services [1] - The company is jointly held by Green Energy Huichong (600212) and other stakeholders [1]

Robotics - Dongfang Electric Heat has sent samples of electronic skin to leading robotics companies [1] - Hongjing Optoelectronics has initiated research and development on humanoid robots and has sent samples [1] - Baolong Technology plans to gradually invest resources to expand its business in the robotics field [1] Deep Earth Economy - Boying Special Welding's anti-corrosion and anti-wear welding technology can be applied to oil pipelines in deep earth oil and gas transportation [1] - Baotailong's coal and graphite resources are currently not classified under the "deep earth economy" category [1] Consumer Electronics - Longli Technology's LIPO technology products have achieved mass production in projects such as wristbands and mobile phones [1] Charging and Swapping - Green Energy Smart Charging has technical and business cooperation with CATL in the charging and swapping business [1] - Dazhong Transportation has not yet engaged in the charging and swapping business [1] Other Developments - Huagong Technology has seen bulk shipments of 400G/800G optical modules from overseas equipment and channel vendors [1] - Lingyi Zhi Zao has made bulk shipments of cooling modules for international clients such as AMD [1] - Farah Electronics' capacitors are used in ultra-high voltage transmission and transformation applications [1] - Huate Gas has supplied a small quantity of electronic specialty gases to Xinkai, with a minor business proportion [1] - Benchuan Intelligent's high-end PCB products have achieved small batch applications in CPO-related projects [1] - Fangda Special Steel has not yet collaborated with Huawei on "digital twin" projects related to blast furnaces [1] - Hengdian East Magnetic focuses its energy storage business on household storage, with a small portion of shipments in the European market [1] - Siwei Tuxin and Jianzhizhi Robot have collectively secured 5.85 million sets of intelligent driving solutions from 2024 to the first half of 2025 [1] - iFlytek maintains a good cooperation with Moore Threads in the field of artificial intelligence [1]

Core Viewpoint - Green Energy Hui Charge (600212) announced a technical cooperation with Ningde Times (300750) in the field of battery swapping and charging equipment, indicating a strategic partnership in expanding the charging and swapping ecosystem [1] Group 1: Company Collaboration - The company is collaborating with Times Electric Service Technology Co., Ltd. (referred to as "Times Electric Service") on battery swapping equipment and ultra-fast charging devices [1] - This partnership aims to enhance the technological capabilities and operational efficiency in the charging infrastructure sector [1]

Core Viewpoint - The company Green Energy Smart Charging has announced a technical collaboration with CATL's subsidiary, Times Electric Technology Co., Ltd., focusing on battery swapping equipment and ultra-fast charging devices, as well as expanding their charging and swapping ecosystem [1] Group 1 - The collaboration involves technical cooperation in battery swapping equipment and ultra-fast charging devices [1] - The partnership aims to enhance the charging and swapping ecosystem [1]

Core Points - The company has approved a cooperation agreement with Xianyang Economic Development Group to establish a joint venture with a registered capital of RMB 250 million [1] - The company will hold a 20% stake in the joint venture, contributing RMB 50 million, while Xianyang Economic Development Group will hold an 80% stake with a contribution of RMB 200 million [1] - The joint venture, named Xianyang Jingkai Qingtian New Energy Co., Ltd., has completed its business registration and obtained a business license [2] Group 1 - The joint venture's registered capital is RMB 250 million [2] - The company is involved in manufacturing and selling power distribution and control equipment, charging piles, and energy storage technology services [2] - The joint venture was officially established on October 20, 2025, with its registered address in Xianyang Economic and Technological Development Zone, Shaanxi Province [2]

（文章来源：证券日报） 证券日报网讯 10月21日晚间，绿能慧充发布公告称，公司于2025年9月11日召开十一届第二十八次（临 时）董事会会议，审议通过了《关于对外投资暨签署的议案》，同意公司与咸阳经开集团、咸阳经开实 业有限责任公司（简称"咸阳经开实业"）签署《合作协议》，公司与咸阳经开集团共同出资设立合资公 司，注册资本为人民币25，000万元，公司以货币方式实缴出资人民币5，000万元，持股20%，咸阳经 开集团以货币方式实缴出资人民币20，000万元，持股80%。近日，合资公司的工商注册登记手续已办 理完成，并取得由咸阳市行政审批服务局颁发的营业执照。 ...

证券代码：600212 证券简称：绿能慧充 公告编号：2025-054 绿能慧充数字能源技术股份有限公司 对外投资暨签署《合作协议》的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 绿能慧充数字能源技术股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日召开十一届第二十八次（临时）董事会会议，审议通过了《关于对外投资暨签 署<合作协议>的议案》，同意公司与咸阳经开集团、咸阳经开实业有限责任公司 （以下简称"咸阳经开实业"）签署《合作协议》，公司与咸阳经开集团共同出资 设立合资公司，注册资本为人民币 25,000 万元，公司以货币方式实缴出资人民 币 5,000 万元，持股 20%，咸阳经开集团以货币方式实缴出资人民币 20,000 万元， 持股 80%。具体内容详见公司 2025 年 9 月 12 日披露于上海证券交易所网站 （www.sse.com.cn）的《绿能慧充对外投资暨拟签署<合作协议>的公告》（公告 编号：2025-046）。 公司名称：咸阳经开青穹新能源有限责任公司 近日，合资公司的工商注 ...

Core Insights - The National Development and Reform Commission and five other departments have issued an action plan to double the service capacity of electric vehicle charging facilities by 2027, aiming to establish 28 million charging facilities nationwide and provide over 300 million kilowatts of public charging capacity to meet the demand of over 80 million electric vehicles [1][3]. Charging Infrastructure Goals - By the end of 2027, the plan sets specific targets for urban, highway, and rural charging networks, including the addition of 1.6 million DC charging guns in cities, 40,000 high-power charging guns on highways, and at least 14,000 DC charging guns in rural areas [3]. - The initiative also promotes a "unified construction and service" model for residential areas, aiming to establish 1,000 pilot communities to enhance private charging pile access and safety management [3]. Current Market Performance - As of August 2025, China has added 4.53 million charging piles, with a total of 17.348 million charging facilities, reflecting a year-on-year growth of 53.5% [5]. - Public charging facilities have reached 4.316 million, showing a 37.8% increase, while private charging facilities have grown by 59.6% to 13.032 million [5]. Key Companies in the Industry - **Teruid**: Leading in both charging operation and equipment manufacturing, with over 790,000 public charging terminals and a market share of 24%. Projected net profit for 2024 is 917 million yuan, expected to reach 1.577 billion yuan by 2026 [6]. - **State Grid Corporation's NARI Technology**: A subsidiary of the State Grid, it has built over 2,000 standardized charging stations and is a key player in setting international charging standards. Projected net profit for 2024 is 7.6 billion yuan, increasing to 9.4 billion yuan by 2026 [7][8]. - **Green Energy Huichong**: A leader in high-power DC charging machines, holding a 22% market share in the electric heavy truck fast charging market [9]. - **Yonggui Electric**: The first in China to achieve mass production of liquid-cooled charging guns, leading in technology and entering the supply chain of major automotive manufacturers [11][12]. - **Shenghong Co., Ltd.**: Engaged in the production of liquid-cooled supercharging piles and expanding its integrated light-storage charging systems into overseas markets [14].

Core Insights - The National Development and Reform Commission and five other departments issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" on October 15, aiming to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles, achieving a doubling of charging service capacity [1][2]. Summary by Sections Action Plan Goals - By the end of 2027, the plan sets specific growth targets for urban, highway, and rural charging networks, including: - Adding 1.6 million DC charging guns in cities, including 100,000 high-power charging guns [3]. - Constructing or renovating 40,000 "super-fast combined" charging guns (60 kW and above) in highway service areas [3]. - Adding at least 14,000 DC charging guns in rural areas where public charging stations have not yet been built [3]. - Establishing 1,000 pilot communities for the "unified construction and service" model to enhance private charging pile access and safety management [3]. - Expanding the scale of vehicle-to-grid (V2G) facilities with over 5,000 new installations and a reverse discharge volume exceeding 20 million kilowatt-hours [3]. Current Infrastructure Status - As of August 2025, China had a total of 17.348 million electric vehicle charging facilities, a year-on-year increase of 53.5%. This includes 4.316 million public charging facilities (up 37.8%) and 13.032 million private charging facilities (up 59.6%) [4]. - In the first eight months of 2025, 4.53 million new charging facilities were added, representing an 88.5% year-on-year increase, with public facilities increasing by 737,000 (up 37.2%) and private facilities by 3.793 million (up 103.3%) [4]. Investment Recommendations - The implementation of the charging facility service capacity plan is expected to lead to a new wave of investment in charging stations, benefiting various segments of the industry: - Charging Stations: Recommended companies include Terui De and Green Energy Huichong; beneficiaries include Shenghong Co. and Zhida Technology [6]. - Charging Modules: Recommended company is Tonghe Technology; beneficiaries include Youyou Green Energy and Yingkerui [6]. - Charging Guns and Cables: Beneficiaries include Yonggui Electric and Xinhongye [6]. - Charging Operations and Aggregation: Recommended company is Terui De; beneficiary is Langxin Group [6].

证券代码：600212 证券简称：绿能慧充 公告编号：2025-053 绿能慧充数字能源技术股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 绿能慧充数字能源技术股份有限公司（以下简称"公司"）于 2025 年 10 月 17 日 16:00-17:00 在上海证券交易所上证路演中心（https://roadshow.sseinfo.com/），以 网络文字互动方式召开了 2025 年半年度业绩说明会，针对公司 2025 年半年度业 绩和经营情况与广大投资者进行了互动交流和沟通，在信息披露允许的范围内就 投资者普遍关注的问题进行现场回答。现就有关情况公告如下： 一、本次说明会召开情况 公司于 2025 年 9 月 17 日在《中国证券报》、《上海证券报》及上海证券交易 所网站披露了《关于召开 2025 年半年度业绩说明会的公告》（公告编号：2025-048）。 2025 年 10 月 17 日 16:00-17:00，公司在上海证券交易所上证路演中心（网址： htt ...