深圳奥特迅电力设备股份有限公司 2025 年第三季度报告 证券代码：002227 证券简称：奥 特 迅 公告编号：2025-071 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 深圳奥特迅电力设备股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 深圳奥特迅电力设备股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 56,831,970.6 ...

（记者 胡玲） 奥 特 迅（002227.SZ）10月27日在投资者互动平台表示，公司目前暂无海外工厂。 每经AI快讯，有投资者在投资者互动平台提问：奥特迅在海外有工厂吗？ ...

（文章来源：证券日报） 证券日报网讯奥特迅10月22日在互动平台回答投资者提问时表示，公司正在进行CCC认证。后续如有合 适机会，公司将积极把握，参与相关项目的招投标工作。 ...

证券日报网讯奥特迅10月21日在互动平台回答投资者提问时表示，截至2025年10月20日收盘，公司股东 人数为33，890户。 （文章来源：证券日报） ...

Core Viewpoint - The company, Aotexun (002227), indicated that specific performance details will be available in its upcoming periodic report [1] Summary by Relevant Categories Company Performance - Aotexun has stated that investors should pay attention to the company's periodic reports for detailed performance information [1]

每经AI快讯，有投资者在投资者互动平台提问：请问贵司是否有电力电子变压器（暨固态变压器）的 产品或技术？ （文章来源：每日经济新闻） 奥特迅（002227.SZ）10月21日在投资者互动平台表示，公司已完成10kV/800V DC原理样机的设计，具 有该技术的储备。 ...

Core Insights - The A-share charging pile industry saw significant stock price increases following the release of a new action plan by the National Development and Reform Commission, which aims to double the charging service capacity by 2027 [1][3] Industry Overview - The new action plan targets the construction of 28 million charging facilities and over 300 million kilowatts of public charging capacity by the end of 2027, addressing the charging needs of over 80 million electric vehicles [1][3] - The current public charging station count exceeds 300,000, representing a 303% increase since 2021, and is three times the number of gas stations [3][4] Market Dynamics - The charging infrastructure is crucial for the rapid growth of the electric vehicle market, which is expected to continue expanding over the next three years [3][4] - The action plan aims to enhance the quality and coverage of charging networks, addressing issues such as uneven distribution and insufficient service in rural areas [5][6] Infrastructure Development - The plan includes the addition of 1.6 million direct current charging guns in urban areas and 40,000 high-power charging guns at highway service areas by 2027 [6][7] - It also emphasizes the need for upgrades to the power grid to support the increased demand for charging facilities, particularly in urban core areas and rural regions [7][8] Technological Advancements - The industry is transitioning from merely increasing the number of charging stations to improving the quality and efficiency of these facilities [8][9] - The price of charging modules has seen a significant decline, with a nearly 40% drop expected from early 2024 to the end of the year, indicating a shift in market dynamics [9]

Core Viewpoint - The article highlights the significant growth potential in China's electric vehicle (EV) charging infrastructure, driven by the government's "Three-Year Doubling" action plan, which aims to enhance charging capacity and accessibility by 2027 [1][6]. Group 1: Industry Growth and Demand - The electric vehicle market in China is entering a critical growth phase, with charging demand expected to increase rapidly and diversify [6]. - The current public charging network consists of over 300,000 stations, which have increased by 303% since 2021, now outnumbering gas stations by three times [6][7]. - The action plan aims to build 28 million charging facilities by the end of 2027, providing over 300 million kilowatts of public charging capacity to support more than 80 million electric vehicles [1][6]. Group 2: Infrastructure Challenges - Despite rapid growth, there are issues such as uneven distribution of charging stations, insufficient service in residential areas, and the need for improved operational management [6][7]. - The article notes that while there are approximately 17 million charging stations supporting 50 million electric vehicles, the proposed addition of 11 million charging facilities aligns with the expected growth of 30 million new electric vehicles over the next three years [7][8]. Group 3: Upgrading Charging Facilities - The action plan includes specific targets for upgrading urban charging networks, with a goal of adding 1.6 million direct current charging guns in cities by 2027, including 100,000 high-power charging guns [9][10]. - For rural areas, the plan aims to add at least 14,000 direct current charging guns in townships that currently lack public charging stations [10]. Group 4: Technological and Market Dynamics - The charging industry is transitioning from a focus on quantity to quality, emphasizing the need for high-quality charging infrastructure and services [11][12]. - The article mentions a significant price drop in charging modules, with prices falling nearly 40% from early 2024 to the end of the year, indicating a shift in market dynamics [13].

Core Viewpoint - The recent surge in A-share charging pile industry stocks is driven by the release of the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facilities" by the National Development and Reform Commission and other departments, aiming to significantly increase charging infrastructure by 2027 [1][3]. Industry Growth and Demand - The next three years are critical for the rapid growth of China's new energy vehicles, with charging demand expected to increase significantly and diversify [2]. - The plan aims to enhance the charging network, improve efficiency, and optimize service quality to boost consumer confidence and support the high-quality development of the new energy vehicle industry [3]. Current Infrastructure Status - China has built the world's largest electric vehicle charging network, with over 300,000 public charging stations, a 303% increase since 2021, which is three times the number of gas stations [3]. - The existing 17 million charging piles support the charging needs of 50 million new energy vehicles, while the plan includes adding 11 million charging facilities to accommodate an additional 30 million vehicles over the next three years [4]. Challenges and Solutions - The industry faces issues such as uneven distribution of charging networks, insufficient service in residential areas, and the need for improved operational management [3][5]. - The plan addresses these challenges by proposing the construction of a comprehensive urban charging network and upgrading existing facilities, including the addition of 1.4 million direct current charging guns in rural areas by 2027 [6][7]. Technological and Market Trends - The charging industry is transitioning from merely having infrastructure to ensuring high-quality services, with a focus on upgrading technology and service quality [8]. - The charging module, which constitutes about 50% of the hardware cost of charging piles, is a key area for technological advancement and value creation [8]. Pricing Dynamics - A price war in the charging pile industry is intensifying, necessitating a shift from price competition to value-driven strategies [9]. - The price of charging modules is projected to drop significantly, with a nearly 40% decrease expected from early 2024 to the end of the year [10].

Market Overview - As of October 16, the Shanghai Composite Index closed at 3916.23 points, with a change of +0.10% [1] - The Shenzhen Component Index closed at 13086.41 points, with a change of -0.25% [1] - The ChiNext Index closed at 3037.44 points, with a change of +0.38% [1] Trading Volume Analysis - 1928 stocks saw an increase in average transaction volume, with 38 stocks experiencing a rise of over 50% [1] - 2634 stocks reported a decrease in average transaction volume [1] - Notable stocks with significant increases in average transaction volume include Zanyu Technology, Ruineng Technology, and Aotexun [1] Active Stocks - 12 stocks showed both average transaction volume and transaction count increases exceeding 50% [1] - Top performers in terms of daily price change and transaction volume include: - Zanyu Technology: +9.97% with an average transaction volume increase of 188.61% [1] - Ruineng Technology: +9.99% with an average transaction volume increase of 157.18% [1] - Aotexun: +9.97% with an average transaction volume increase of 150.51% [1] Transaction Count Insights - Stocks with significant increases in transaction count include: - ST Erya: +0.60% with a transaction count increase of 3263.41% [1] - *ST Wanfang: +5.07% with a transaction count increase of 1490.95% [1] - Yuanda Intelligent: +2.09% with a transaction count increase of 876.10% [1]