2025北京充换电展：超充加速，推动补能平权

Core Insights - The 2025 Second Beijing International Charging and Battery Swap Exhibition showcased the latest innovations in the charging and battery swap sector, with a focus on ultra-fast charging technology and integrated solar storage solutions [1] Industry Overview - As of June 2025, the number of new energy vehicles (NEVs) in China reached 36.89 million, with sales of 5.622 million units in the first half of the year, and an annual forecast of over 16 million units [3] - The charging infrastructure in China has expanded to 16.1 million charging points, marking a year-on-year increase of 55.6%, with 4,856 battery swap stations [3] - The Chinese government aims to establish over 100,000 high-power charging facilities (with a power output of over 250 kW) by the end of 2027 [3] Company Initiatives - Haohan Energy, established in 2021, aims to create a comprehensive charging network within the Geely ecosystem, focusing on ultra-fast charging solutions [4][6] - The company has launched the V1 ultra-fast charging pile with a peak power of 360 kW and plans to build 10,000 800V ultra-fast charging piles by the end of 2026 [6] - Other major players like BYD, Huawei, and CATL are also entering the ultra-fast charging market, with cities like Guangzhou and Shenzhen promoting the development of ultra-fast charging infrastructure [6][7] Policy and Collaboration - The recent government notification encourages the establishment of a universally accessible high-power charging network, emphasizing gradual and orderly opening rather than immediate full access [9] - Many automotive companies are increasingly opening their charging networks for interoperability, with NIO collaborating with over ten brands for charging solutions [11] - Haohan Energy supports the idea of universal access to ultra-fast charging, aiming to provide efficient charging solutions for all NEV users, not just Geely customers [11]