LI AUTO(US:LI) 理想TOP2·2025-10-16 12:02Core Viewpoint - The main contradiction in China's high-speed charging issue is the growing demand for better charging experiences versus the current imbalance of high-quality charging resources in the country [1] Group 1: Charging Infrastructure - The overall high-quality charging resources in China need to increase to truly reduce the existing contradictions [1] - As of October 2025, the number of high-speed charging stations for the company is expected to reach 1,200, with over 3,300 supercharging stations and 18,000 charging piles nationwide [4] - The coverage of charging piles in highway service areas has reached 97%, with over 58,000 service areas equipped with charging stations [4] Group 2: Charging Demand and Usage - During the National Day holiday in 2025, the company's supercharging stations served 1 million times, with 410,000 times for its own vehicle owners and 590,000 times for non-owners, demonstrating a contribution to all vehicle owners [1] - From October 1 to 8, 2025, the total charging volume at the company's high-speed supercharging stations was 14.7 million kWh, accounting for approximately 12% of the national high-speed charging total [3] - The average daily charging volume during the National Day holiday increased by 23.61% compared to the May Day holiday and by 47.3% compared to the previous year's National Day holiday [4] Group 3: Charging Resource Quality - The current penetration of 250 kW+ fast charging resources is still insufficient [2] - The 120 kW fast charging resources in China are already at a high level compared to other countries, while 360 kW provides a significantly better charging experience [1]