证券代码：300001 证券简称：特锐德 公告编号：2025-082 青岛特锐德电气股份有限公司 关于控股股东部分股份质押、解除质押及质押展期的公告 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。 青岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）于近日接到控 股股东青岛德锐投资有限公司（以下简称"德锐投资"）将其持有的公司部分股份办 理了质押、解除质押及质押展期业务的通知，现将有关情况说明如下： 一、股东股份质押、解除质押及质押展期的基本情况 1、本次股份质押基本情况 | 投资 | | 德锐 | | | 名称 | 股东 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 是 | | | 一致行动人 | 大股东及其 | 股东或第一 | 是否为控股 | | | 13,300,000 | | | | 量（股） | 本次质押数 | | | | 3.99% | | | 比例 | 持股份 | | 占其所 | | | 1.26% | | | 比例 | 总股本 | | 占公司 | | | 否 | | | ...

Core Insights - The report highlights the importance of skill-based talent in the context of the new energy and AI era, emphasizing the need for educational institutions to align talent development with industry demands [14][15]. Group 1: Event Overview - The fifth session of the "Intelligent Gathering Qingzhi: Entrepreneur Lecture Hall" was held at Qingdao Vocational and Technical College, featuring Yu Dexiang, Chairman of Teruid and Telai Electric, as the keynote speaker [13]. - The event was attended by over 400 participants, including school leaders, faculty, students, and industry guests, indicating strong interest in the topic [13]. Group 2: Key Themes from the Presentation - Yu Dexiang discussed the transformative changes occurring in the industrial, energy, and internet sectors, noting that China is seizing opportunities in the new industrial and energy era while facing challenges related to energy security and carbon neutrality [14]. - He shared insights from Teruid's entrepreneurial journey, emphasizing the importance of high quality, low cost, and high efficiency for market competitiveness [14]. - The presentation highlighted the significance of a collaborative ecosystem within the company, focusing on a philosophy of shared destiny and mutual benefit, which integrates party organization deeply into business operations [14]. Group 3: Talent Development Insights - The discussion underscored the evolving talent requirements in the AI era, stressing that character and soft skills are becoming more critical than technical skills alone [14]. - Educational institutions are encouraged to enhance their focus on character education and foster closer collaboration with industries to improve the alignment between talent development and market needs [14]. Group 4: Interaction and Future Collaboration - During the interactive session, students actively engaged with Yu Dexiang, who expressed Teruid's willingness to deepen cooperation with the college and provide quality platforms for student growth [15]. - The event concluded with a call for educators to update teaching content and innovate training models to better prepare students for careers in the new energy and AI sectors [15][16].

Core Insights - Teruid has established itself as a leading enterprise in domestic power equipment manufacturing and charging network construction, focusing on "smart manufacturing + integrated services" and electric vehicle charging networks as its core businesses [1] - The company has made significant strides in internationalization, successfully implementing a high-voltage mobile prefabricated substation project in Saudi Arabia, which showcases its modular, rapid deployment, and digital operation solutions [1] - Teruid has upgraded its charging infrastructure from a single "load terminal" to a controllable energy node, solidifying its leading position in the charging pile sector during the 14th Five-Year Plan period [1] Industry Statistics - As of October 2025, Teruid operates 855,000 public charging terminals, with 513,000 being DC charging terminals, holding approximately 24% market share, ranking first in the country [2] - From January to October 2025, the charging volume exceeded 15.6 billion kWh, with a market share of about 23%, also leading the industry [2] - By June 2025, Teruid had over 7,700 power stations capable of participating in dispatch, meeting the conditions for a virtual power plant [2] Future Outlook - The next five years are seen as a critical window for Teruid to achieve carbon peak targets by 2030, with plans to integrate its development into national and global energy transition efforts [2] - The company aims to promote higher quality development in both itself and the entire renewable energy industry through the combination of industry and capital [2]

Summary of Key Points from the China Charging Ecosystem Research Industry Overview - The report focuses on the **China Charging Ecosystem**, specifically the development of electric vehicle (EV) charging infrastructure as of November 2025. Key Observations 1. **Charging Pile Count**: - China's total charging pile count reached **19.3 million** by the end of November 2025, representing a **56% year-over-year (yoy)** increase and a **51% increase** compared to December 2024 [1][2]. 2. **EV-to-Charging Pile Ratio**: - The ratio of EVs to charging piles decreased to **2.2x** by the end of November 2025, down from **2.4x** at the end of December 2024, indicating a growing infrastructure relative to EV population [2]. 3. **Public Charging Volume**: - Public charging volume in the first eleven months of 2025 grew by **54% yoy**, reaching **76,710 GWh**, which accounted for **0.81%** of total electricity consumption in China. Notably, in November 2025, public charging volume exceeded **1%** of total electricity consumption for the first time [5]. 4. **Public Charging Piles**: - Approximately **1,046,000** public charging piles were added in the first eleven months of 2025, marking a **42% yoy** increase. The total public charging pile population reached **4.6 million** by the end of November 2025, up **34% yoy** [3]. 5. **Private Charging Piles**: - New installations of private charging piles reached approximately **5,459,000** units in the first eleven months of 2025, which is **0.44x** the EV sales during the same period. The total number of private charging piles reached **14.7 million**, growing **65% yoy** [4]. 6. **Battery-Swapping Stations**: - By the end of November 2025, the number of battery-swapping stations for EVs in China reached **5,086**, a **21% yoy** increase. However, the growth rate of new additions slowed to **3%** in November 2025 [6]. Market Share Insights 1. **Market Share of Charging Pile Operators**: - Among the top five charging operators, only **Xiaoju** increased its market share month-over-month in terms of the number of charging piles owned. Other operators like **TELD** and **Weijingyun** maintained their positions, while **Star Charge** and **YKC** lost market share [7]. 2. **Market Share in Charging Volume**: - In terms of charging volumes, **TELD** and **Star Charge** gained market shares of **0.8ppt** and **0.5ppt** respectively in November 2025. Conversely, **Xiaoju** lost **1.1%** of its market share [8]. 3. **Utilization Rates**: - The average utilization rate of the top ten charging pile operators ranged from **2.8% to 8.5%** in the first eleven months of 2025, showing slight improvements for some operators [9][10]. Comparative Analysis - **US and EU Charging Infrastructure**: - As of November 2025, the US had **265,000** charging outlets, a **23% yoy** increase, while the EU had over **1 million** public charging points, up **18% yoy**. The EV sales to charging outlet new installations ratio in the US was **28x**, compared to **21x** in the EU [11][12]. Conclusion - The data indicates a robust growth trajectory for China's EV charging infrastructure, with significant increases in both public and private charging piles, as well as public charging volume. However, market share dynamics among key players suggest competitive pressures that could impact future growth and profitability in the sector.

Core Insights - The company, Teruid, is a leading enterprise in domestic power equipment manufacturing and charging network construction, focusing on "smart manufacturing + integrated services" and electric vehicle charging networks as its core businesses [2] - Teruid has achieved significant breakthroughs in internationalization, successfully implementing a high-voltage mobile prefabricated substation project in Saudi Arabia, which meets overseas market demands and promotes Chinese power equipment globally [2] - The company has established a comprehensive integration framework of "charging network + microgrid + energy storage network + data network" during the 14th Five-Year Plan period, enhancing its leading position in the charging pile sector [2] Industry Developments - As of October 2025, Teruid operates 855,000 public charging terminals, with 513,000 being DC charging terminals, holding approximately 24% market share, ranking first in the country [3] - The company has explored new business models such as "charging network + microgrid + virtual power plant," utilizing its self-developed AI prediction system for accurate forecasting of charging volume and photovoltaic output [3] - Looking ahead, Teruid aims to align its development with national and global energy transition goals, focusing on achieving carbon peak targets by 2030 through the integration of industry and capital [3]

Core Insights - Teruid has established itself as a leading enterprise in domestic power equipment manufacturing and charging network construction, focusing on "smart manufacturing + integrated services" and electric vehicle charging networks as its core businesses [1] - The company has made significant strides in internationalization, successfully implementing a high-voltage mobile prefabricated substation project in Saudi Arabia, which showcases its modular, rapid deployment, and digital operation solutions [1] - Teruid has upgraded its charging infrastructure from a single "load terminal" to a controllable energy node, solidifying its leading position in the charging pile sector during the 14th Five-Year Plan period [1] Industry Performance - As of October 2025, Teruid operates 855,000 public charging terminals, with 513,000 being DC charging terminals, holding approximately 24% market share, ranking first in the country [2] - The company achieved over 15.6 billion kWh in charging volume from January to October 2025, maintaining a market share of about 23%, leading the industry [2] - Teruid is exploring new business models such as "charging network + microgrid + virtual power plant," leveraging its AI prediction system for accurate forecasting of charging volume and photovoltaic output [2] Future Outlook - The next five years are seen as a critical window for Teruid to achieve its carbon peak target by 2030, with plans to integrate its development into the broader context of national and global energy transition [2] - The company aims to promote higher quality development for itself and the entire renewable energy industry through the combination of industry and capital [2]

Core Insights - The article discusses the transformation of the electric grid as a strategic asset in the context of increasing electricity demand driven by AI and renewable energy integration [2][3][4] Group 1: Electric Grid Development - The China Electric Grid Equipment Theme Index has seen a significant increase, rising from a low of 1762.54 points in June to 2702.89 points, marking an approximate 40% increase as of December 9 [2] - The unique ETF focused on electric grid equipment has experienced substantial net inflows, with a recent five-day net inflow of 413 million yuan, growing from under 100 million yuan at the end of September to 2.585 billion yuan by December 9, representing over a 20-fold increase [2][8] Group 2: Electricity Demand and Supply - In July and August, China's monthly electricity consumption exceeded 1 trillion kilowatt-hours, equivalent to Japan's annual consumption, largely due to the implementation of ultra-high voltage transmission lines [3] - The global demand for electricity is at a 30-year high, with AI's exponential growth in computing power contributing to this surge, as training a large AI model can consume over 100 million kilowatt-hours annually [4][5] Group 3: Global Context and Opportunities - Many countries in Europe and North America are facing electricity shortages due to extreme weather and aging infrastructure, while China's electric grid construction is leading globally [4] - The global investment in electric grids is projected to exceed 400 billion USD, with AI significantly driving the growth in electricity demand and related electrical equipment needs [5][11] Group 4: Technological and Policy Drivers - Key drivers for the new electric power system include policy support for renewable energy, technological breakthroughs in energy transmission, and the need for smart grid upgrades to manage the variability of renewable sources [11][12] - The penetration of smart meters in North America and Northern Europe exceeds 60%, while other regions are just beginning to adopt these technologies, presenting opportunities for Chinese companies [6][11] Group 5: Investment Opportunities - The electric grid equipment ETF is positioned as a vital investment vehicle for participating in the energy transition, focusing on ultra-high voltage and smart grid construction [12] - The ETF tracks a precise index of 80 listed companies involved in the electric grid equipment sector, with the top ten companies accounting for 54% of the index weight [9]

证券日报网讯 12月8日晚间，特锐德发布公告称，公司于近日接到控股股东青岛德锐投资有限公司（以 下简称"德锐投资"）将其持有的公司部分股份办理了质押及解除质押业务的通知。德锐投资本次质押 8，400，000股、解除质押11，150，000股。 （文章来源：证券日报） ...

每经AI快讯，特锐德（SZ 300001，收盘价：26元）12月8日晚间发布公告称，公司于近日接到控股股东 青岛德锐投资有限公司（以下简称"德锐投资"）将其持有的公司部分股份办理了质押及解除质押业务的 通知。截至本公告日，德锐投资共持有公司股份约3.33亿股，占公司总股本的31.58%，累计质押的股份 数量约为1.4亿股，占其所持公司股份总数的42.06%，占公司总股本的13.28%。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王晓波） 截至发稿，特锐德市值为274亿元。 2025年1至6月份，特锐德的营业收入构成为：输配电行业占比70.57%，电动汽车充电占比29.43%。 ...

证券代码：300001 证券简称：特锐德 公告编号：2025-081 青岛特锐德电气股份有限公司 关于控股股东部分股份质押及解除质押的公告 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。 青岛特锐德电气股份有限公司（以下简称"公司"或"特锐德"）于近日接到控 股股东青岛德锐投资有限公司（以下简称"德锐投资"）将其持有的公司部分股份办 理了质押及解除质押业务的通知，现将有关情况说明如下： 一、股东股份质押及解除质押的基本情况 1、本次股份质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次质押数 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否为 补充质 | 质押起 | | 质押到 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | 量（股） | | | | | 始日 | | 期日 | | 用途 | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | | | | ...