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观车 · 论势 || 从一组充电数据看新能源汽车的新进阶
国家能源局日前发布的数据显示,从10月1日零时至10月8日24时,全国高速公路新能源汽车充电次 数共计516.9万次,总充电量达到12287.32万千瓦时,日均充电量1535.91万千瓦时,是今年平日的2.59 倍,比今年"五一"假期增长23.61%,比去年国庆假期增长45.73%,创历史新高。 新能源汽车用电量增长的背后,不仅是新能源汽车数量的快速增长,更反映出产品技术水平、使用便利 和消费者接受度的极大提升。 工信部数据显示,今年1~8月,新能源汽车销售962万辆,同比增长36.7%,新能源汽车新车销量达到 新车总销量的45.5%。有预测称,今年我国新能源汽车销量有望达到1600万辆,有望超过去年,在新车 市场中占比过半,角色将从市场的"生力军"转变为"主力军"。同时,新能源汽车市场结构也发生深刻变 革。继去年插混、增程车型增幅领先之后,今年以来纯电动汽车增幅居前,占据主流。 值得关注的是,汽车出口市场同样亮眼,1~8月,我国新能源汽车出口153.2万辆,同比增长87.3%。中 国新能源汽车产业链、供应链企业加速海外建厂、反向合资、品牌合作等多种形式的"出海",使得中国 新能源汽车的足迹迅速遍及欧洲、中东 ...
广汽集团9月汽车销量17.3万辆 环比增长27.6%
Zhong Zheng Wang· 2025-10-13 02:32
在9月的德国慕尼黑车展上,广汽携AION V、AION UT、昊铂HL、传祺E9、传祺GS7 PHEV5款明星车 型亮相,并首次对外透露"欧洲市场计划"的最新进展。广汽将加速布局欧洲市场,9月起开始进入波 兰、葡萄牙、芬兰等国,计划2028年实现欧洲市场全覆盖;同时加快在欧洲落地市场拓展、渠道建设、 服务体系和产业链生态,建设覆盖欧洲的能源补给网络,拟推进本地化生产及技术研发中心建设。 除了欧洲,广汽全球多地的拓展也于9月持续提速。在东南亚,广汽与合作伙伴共同推进柬埔寨KD工厂 落地,规划年产能达1.5万辆,预计2026年1月量产,在马来西亚也推出第二款本地组装车型影酷;在美 洲,广汽一个月内已相继进入圣卢西亚、巴巴多斯和格林纳达三国,扩大美洲市场影响力。 广汽正依托汽车"智造"优势,积极拓展产业生态。9月,广汽与华为乾崑联合打造的高端智能电动汽车 品牌"启境"正式官宣,其车型将全系搭载华为乾崑最先进的智能技术,并将在智能化、生态和品牌协同 等方面深度融合广汽集团与华为各自优势,为消费者带来更具前瞻性的智能化出行体验。 在能源生态建设方面,广汽自营充电网络规模持续扩大。截至9月,广汽已建成覆盖全国31个省市、 ...
2025中国汽车充换电生态大会在合肥举行
Zheng Quan Ri Bao Wang· 2025-09-30 08:15
直面行业挑战 嘉宾共探高质量发展新路径 尽管十年发展成绩斐然,但行业仍面临"内卷式"竞争、设施利用率低、前沿技术规模化落地难等挑战。 在9月27日下午召开的"充换电行业高质量发展研讨会"闭门峰会上,嘉宾们围绕痛点问题展开深度对 话。 本报讯 (记者刘钊)9月27日至9月29日,2025中国汽车充换电生态大会在合肥盛大召开。这场聚焦行 业发展的盛会以"十年奋进 智启未来"为主题,由国家能源局电力司、安徽省汽车办、中国汽车工业协 会指导,中国电动汽车充电基础设施促进联盟(以下简称"充电联盟")与中国汽车工业协会充换电分会 联合主办。 来自政府部门、行业机构、科研院所及支付宝、华为、开迈斯、小桔充电等企业的代表齐聚一堂,通过 1场闭门峰会、1场开幕式、1场大会论坛、6场主题论坛及4个特色专场,系统复盘充换电行业十年发展 成就,共商未来高质量发展路径。 重磅成果集中发布 嘉宾解读行业发展核心逻辑 在开幕式现场,一组亮眼数据揭开我国充换电行业十年跨越式发展的面纱。截至2025年8月底,全国充 电基础设施(枪)总量达1734.8万个、换电站4946座,已建成全球规模最大、覆盖最广、类型最全的充 电服务网络。 中国汽车工业 ...
2030年新能源车渗透率或达70% 中外车企“双向奔赴”趋势正形成这场行业大会释放了这些信号!
Mei Ri Jing Ji Xin Wen· 2025-09-28 08:30
"当前,全球新能源汽车市场稳健增长,汽车产业电动化、智能化、低碳化转型和基础设施建设协调有序推进。要以能源转型、数智变革、低碳发展为契 机,持续扩大对外开放、优化营商环境,鼓励国内外汽车企业深化交流合作、创新合作方式,共同构建开放包容、合作融通、共同发展的汽车产业发展格 局。"在9月27日举办的2025世界新能源汽车大会上,中国科学技术协会主席、世界新能源汽车大会主席万钢呼吁,应积极培育新的产业价值增长极,让创新 科技发展成果更好惠及各国人民。 据悉,2025世界新能源汽车大会以"产业变革与可持续发展"为主题,展览面积达1万平方米,集结了50多家全球新能源汽车领域企业,不仅有多款热门新能 源汽车集中亮相,还有动力电池、高级别自动驾驶、汽车芯片等前沿技术成果展示。 实际上,在政策推动下,国内新能源汽车市场成绩亮眼。乘联分会数据显示,今年1~8月,国内新能源乘用车累计批发销量约893.1万辆,同比增长33.5%。 其中,8月,国内新能源汽车厂商批发渗透率为52.2%,较2024年同期提升3.3个百分点。 2030年国内新能源渗透率有望达到70% "新能源汽车发展是一项系统性工程,既要突破电池、芯片和软件等核心技术 ...
“智能底座”打破“藩篱” 电力运行新范式应运而生
Xin Hua Cai Jing· 2025-09-26 08:11
新华财经北京9月26日电(记者沈寅飞)近年来,随着数字化智能化技术与电力行业发展深度融合,"智 能底座"打破传统"藩篱",驱动源、网、荷多环节高效协同,并显著提升运维质效,电力运行新范式正 应运而生。 促进协同强韧性 新型电力系统中,源荷双侧的不确定性给电力系统稳定运行带来重大挑战,数智"黑科技"是提升源荷预 测精度、增强系统韧性的"金钥匙"。 在河北,国网石家庄供电公司创新研发分布式光伏功率预测平台,构建起覆盖市-县-馈线级设备、超短 期-短期-中长期时间维度的发电功率预测模型,实现低压分布式光伏功率精准预测,为电网运行提供有 力数据支撑。 国网河南电力在源荷双侧"齐抓并进":一方面,持续优化全口径新能源区域总加预测模型,将平均日前 预测准确率提升至97%,为发电计划制定提供决策依据;另一方面,分析全网大负荷特性,辨识基础负 荷、控温负荷等不同负荷分量的关键影响因素,基于精细化气象预报和光明电力大模型开展负荷预测, 实现未来10天逐15分钟用电负荷的准确预测。 在四川,国网成都供电公司与国家超级计算成都中心联合研发的多重影响因素智能负荷预测系统整合多 维度数据,运用智能算法动态建模,将城市电网负荷预测准确率 ...
为什么蔚来换电联盟车企现在没有声音了?
3 6 Ke· 2025-08-27 13:21
Core Viewpoint - NIO's recent success with the launch of the Lido L90 and the new ES8 has overshadowed the struggles of the "NIO Battery Swap Alliance," which has not produced any mass-market battery swap vehicles despite initial enthusiasm [1][4]. Group 1: Alliance Development and Challenges - The NIO Battery Swap Alliance initially included major automakers like Changan, Geely, and Chery, but by mid-2025, no other member had launched a battery swap vehicle [4][5]. - NIO claims to have built over 3,460 battery swap stations and completed over 80 million swap services, but 83% of these services are for non-NIO brands, indicating a lack of participation from alliance members [4][6]. - Automakers are hesitant to fully commit to battery swapping due to concerns over battery standardization and control over battery specifications [6][10]. Group 2: Strategic and Financial Concerns - NIO has invested 18 billion yuan in battery swapping, with each station costing around 5 million yuan, but the average service frequency is only 35 times per day, below the 60 times needed for breakeven [13][15]. - The cost of adapting vehicles for battery swapping is significant, with an estimated additional cost of 12 billion yuan for a production run of 100,000 vehicles [15][16]. - Consumer preferences are shifting, with 68% of potential customers prioritizing battery upgrade possibilities over charging efficiency, complicating NIO's battery-as-a-service (BAAS) model [16][20]. Group 3: Competitive Landscape and Alternatives - CATL has introduced standardized batteries that do not require a unified vehicle platform, attracting brands like Dongfeng and SAIC to its battery swap model [22][23]. - The rapid advancement of fast-charging technology is leading automakers to prefer self-controlled charging solutions over battery swapping, as evidenced by investments from companies like Li Auto and Xpeng [22][23]. - NIO is pivoting towards becoming an energy service provider, integrating battery swap stations with grid systems to generate additional revenue [23][25]. Group 4: Future Implications and Industry Dynamics - The silence from alliance members reflects a broader struggle for energy sovereignty within the electric vehicle industry, as automakers recognize the long-term value of energy networks beyond vehicle sales [29][32]. - The potential for financial instruments, such as asset securitization of battery rental income, could provide a pathway for resolving collaboration issues within the alliance [32][34]. - The evolution of the NIO Battery Swap Alliance may represent the beginning of a more complex narrative in the energy supply standardization process, driven by technology, capital, and consumer behavior [34][35].
中国石油在粤最大容量规模光储超充场站建成
Xin Lang Cai Jing· 2025-08-20 05:24
Core Viewpoint - China National Petroleum Corporation (CNPC) has established a solar energy storage and ultra-fast charging demonstration station in Shenzhen, marking a significant step in the development of renewable energy infrastructure in China [1] Group 1: Project Details - The solar installation at the demonstration station has a peak capacity of 243 kilowatts [1] - The expected annual electricity generation is approximately 219,000 kilowatt-hours [1] - The station features 90 intelligent charging parking spaces and a liquid-cooled ultra-fast charging output of 600 kilowatts [1] Group 2: Technological Significance - The facility is equipped with a 430 kilowatt-hour energy storage system, making it suitable for various types of new energy vehicles [1] - It is the largest capacity solar energy storage and ultra-fast charging station established by CNPC in Guangdong [1] - The station is one of the first pilot demonstration sites for vehicle-to-grid (V2G) interaction [1]
充换电技术迭代升级 新能源汽车“补能”难题加速破解
Zheng Quan Ri Bao· 2025-08-11 08:43
Core Insights - The electric vehicle (EV) market is expanding rapidly, leading to accelerated development in the charging and swapping industry, with a focus on innovative technologies and efficient service ecosystems [1] Group 1: Industry Trends - The second Beijing International Charging and Swapping Exhibition showcased over 100 innovative products, attracting thousands of attendees [1] - High-power charging solutions such as liquid-cooled ultra-fast charging and AI charging robots are gaining traction, with companies emphasizing their high efficiency [2] - The government is supporting the construction of high-power charging facilities, aiming for over 100,000 units by the end of 2027 [2] Group 2: Technological Advancements - The rapid growth of high-voltage fast-charging platforms is evident, with major automakers launching multiple 800V platform models [3] - Vehicle-to-grid (V2G) technology is emerging, allowing electric vehicles to participate in energy management and grid support, potentially recovering battery costs for consumers [3] Group 3: Market Opportunities - The development of charging technology is opening new avenues for the electrification of heavy-duty vehicles, with expectations that commercial vehicle charging station penetration will reach 40% by 2025 [4] - There are significant opportunities in niche markets such as residential and park charging, as well as energy operations, despite competitive public charging networks [4][5] Group 4: Future Outlook - Companies are focusing on creating a sustainable energy ecosystem through market-oriented electricity sales, virtual power plant trading, and comprehensive energy services [5] - The introduction of charging robots is seen as a key direction for industry development, enhancing user experience through automation [5] - The industry faces challenges in achieving profitability and improving user experience while advancing technology and policy support [5]
计划投资超23亿!汉象环能加码郑州航空港汽车城
Sou Hu Cai Jing· 2025-08-06 12:18
Group 1 - Hanxiang Environmental Energy recently established a wholly-owned subsidiary in Zhengzhou Airport Economic Comprehensive Experimental Zone, marking a significant step in attracting high-quality foreign investment and advancing green low-carbon industries in the region [1][4][10] - The new subsidiary, Zhengzhou Qingyun Zhenqing Energy Storage Co., Ltd., has a registered capital of 13 million Singapore dollars (approximately 70 million RMB) and focuses on green smart energy and ecological environment project investments [6][4] - The project aims to invest approximately 2.35 billion RMB, covering around 100 acres, primarily serving the automotive parts manufacturing and logistics enterprises in Zhengzhou Airport [7][9] Group 2 - The core of the project involves constructing large-scale energy storage facilities, including lithium iron phosphate battery storage systems and all-vanadium flow battery storage systems, enhancing grid flexibility and stability [9] - The project will also establish a dedicated charging network with 150 heavy-duty truck charging stations that support vehicle-to-grid (V2G) technology, aiming for large-scale application breakthroughs in the heavy-duty truck sector [9] - Upon completion, the project is expected to generate an annual revenue of 690 million RMB and contribute 70 million RMB in taxes, significantly reducing energy costs for local enterprises and increasing their compliance with green electricity usage [9][12] Group 3 - Zhengzhou Airport is actively optimizing its business environment and developing strategic emerging industries, evidenced by the establishment of Hanxiang Environmental Energy's project [10][12] - The local government is providing tailored support for the project, including policy consultation and resource coordination, to ensure the successful establishment and retention of foreign enterprises [12][13] - The project is anticipated to bring considerable investment, tax revenue, and job opportunities to the region, while also contributing to the green low-carbon transformation and industrial upgrading in Henan Province [13][10] Group 4 - Zhengzhou Airport has become a favored investment destination for foreign capital, with Hanxiang Environmental Energy's investment providing new momentum for the automotive city’s development [10][15] - The region has seen a rapid increase in the electric vehicle industry, with over twenty automotive industry chain enterprises established by early 2025, covering various sectors such as battery production and automotive components [15][17] - The local government is committed to fostering a competitive environment for the new energy vehicle industry, aiming to create a trillion-level industrial cluster [17]
给电动车二次生命,宝马、本田、福特联手搞事情
汽车商业评论· 2025-07-24 16:31
Core Viewpoint - The article discusses the growing importance of Vehicle-to-Grid (V2G) technology in enhancing the efficiency of electric vehicles (EVs) and promoting sustainable energy development, highlighting ChargeScape's collaboration with PSEG Long Island as a significant step in this direction [2][4][5]. Group 1: ChargeScape and V2G Technology - ChargeScape, a startup formed by BMW, Honda, Ford, and Nissan, is at the forefront of integrating EVs into the energy grid through V2G technology [2][4]. - The collaboration with PSEG Long Island marks the first time EVs are included in the utility's demand response program, aiming to intelligently manage the charging behavior of over 6,000 EV owners during peak electricity demand [4][7]. - The AI-driven platform by ChargeScape will optimize charging times and intensity, alleviating grid pressure while providing economic incentives to participants [5][7]. Group 2: Benefits and Challenges of V2G - V2G technology can dynamically adjust EV charging to prevent grid overload, thus enhancing grid stability and efficiency [5][8]. - Concerns about battery degradation due to V2G usage are being addressed, with studies indicating that controlled charging can actually prolong battery life [8]. - The potential for reusing retired EV batteries in energy management is highlighted, as these batteries can support the grid during peak demand periods [10][12]. Group 3: Global Implementation and Regulatory Environment - Utrecht has launched the first large-scale V2G car-sharing service in Europe, demonstrating the need for collaboration among automakers, charging infrastructure providers, energy companies, and local governments for successful V2G implementation [15][16]. - Renault has initiated V2G practices in France, emphasizing the need for unified regulations in Europe to unlock the full potential of V2G technology [17]. - In China, while the rapid adoption of EVs is noted, the implementation of V2G technology faces challenges due to differences in market conditions and regulatory environments compared to the US and Europe [18][19].