Industry Information - In July, China's power battery installation volume reached 55.9 GWh, a year-on-year increase of 34.3%, with lithium iron phosphate accounting for 80.4% of the total [9][10] - The China Association of Automobile Manufacturers reported that in July, 1.262 million new energy vehicles were sold, marking a year-on-year growth of 27.4% [9][10] - Cumulative production of power and other batteries from January to July reached 831.1 GWh, with a year-on-year increase of 57.5% [9] - Cumulative installation volume of power batteries from January to July was 355.4 GWh, a year-on-year increase of 45.1% [9] - The cumulative sales of new energy vehicles from January to July reached 8.23 million units, with a year-on-year increase of 39.2% [10] Policy Information - A new national standard for the transportation of power lithium batteries will be implemented starting February 1, 2026, focusing on safety and efficiency in transport [21] - The Qinghai Provincial Energy Bureau is soliciting opinions on the management measures for electric vehicle charging and swapping infrastructure [21] - The Shenzhen Development and Reform Commission is seeking feedback on local standards for supercharging stations and their integration with the urban power grid [21] - The Jilin Provincial Energy Bureau has issued guidelines for subsidies related to the construction and operation of battery swapping stations [21] - The Guangzhou Municipal Industry and Information Technology Bureau has released a plan for the high-quality development of virtual power plants, aiming for a capacity of 5 million kW by the end of 2027 [20] Company Information - CATL has launched a battery repair service to address the high costs associated with battery replacement, offering repair prices significantly lower than full battery replacement costs [13] - A new battery recycling company has been established with an investment of 650 million yuan, focusing on the recycling and reuse of used power batteries [15] - The project for CATL's extreme film project has commenced in Xining, Qinghai, marking a significant step in their strategic cooperation with the city [17] - The Sea Owl flying car global headquarters project has started construction, with a total investment of approximately 1 billion yuan [17] - The first resident vehicle-grid interaction pilot project has been launched in Guangzhou, allowing electric vehicles to supply power back to the grid [17][18]

Domestic News - In July, China's industrial production maintained steady growth, with 35 out of 41 major industrial sectors showing year-on-year increases, resulting in a growth rate of 85.4%. The electronic, electrical machinery, and automotive sectors contributed 36.4% to the growth of industrial output [2] - Wuhan's automobile replacement and upgrade policy will be suspended from August 19, 2025, requiring consumers to complete vehicle registration and subsidy applications by August 31, 2025 [3] - Hunan has launched a "mobile power bank" V2G vehicle-to-grid interactive pilot project, allowing excess energy from electric vehicles to be sent back to the grid [4] - Shanghai's first batch of autonomous smart connected taxis has officially started operations, covering 58 locations with a fare structure starting at 16 yuan for trips under 5 kilometers [5] - Dongfeng Motor and China National Chemical Corporation have signed a strategic cooperation agreement to enhance collaboration in technology innovation, supply chain optimization, and overall vehicle solutions [6] - Li Auto has introduced a self-driving tour support plan, offering vehicle inspections and quick repair services along designated travel routes until October 31, 2025 [7] - Great Wall Motors has inaugurated its first factory in Brazil, with plans for a second factory to increase production capacity, targeting annual sales of 250,000 to 300,000 vehicles [8] International News - Global electric vehicle sales increased by 27% in the first seven months of 2025, reaching 10.7 million units, with China leading at 6.5 million units and a growth rate of 29% [10] - Japan's exports of used cars to Sri Lanka surged to 46.9 billion yen (approximately 318 million USD) in the first half of 2025, nearing a six-month export high [11] - Indian automaker Mahindra has launched a limited edition "Batman" electric SUV, with only 300 units available for sale [12][13] - Lucid Motors will offer a $7,500 leasing discount for its Gravity model in response to the upcoming expiration of the U.S. federal electric vehicle tax credit [15] Commercial Vehicles - Dongfeng Motor has delivered its first batch of 50 new energy dump trucks in Yichang, supporting green mining and low-carbon logistics development [16] - Brazil has welcomed its first Chinese hydrogen fuel heavy truck, marking the introduction of Chinese hydrogen and fuel cell technology into the Brazilian market [17] - BYD has announced its first electric small truck, named T4, expanding its commercial vehicle lineup and preparing for a market launch in the second half of 2025 [18] - Dongfeng Motor and JD Group have signed a strategic cooperation agreement focusing on vehicle marketing, after-sales service, and smart logistics [19]

Domestic News - Hunan Car Network Interactive Service Platform has officially launched, enabling large-scale applications of vehicle-grid interaction, allowing electric vehicles to charge during off-peak hours and also send electricity back to the grid, transforming them from "power-consuming tools" to "mobile power banks" [2] - The first urban drone medical delivery route in Northwest China has been launched, operated by Shaanxi Logistics Group and the Baqiao District government, utilizing high-load rotary drones with a maximum capacity of 30 kilograms [3] International News - Tesla is recruiting test drivers in New York City to operate vehicles equipped with its "autonomous driving system," focusing on long-duration driving for data collection related to autonomous driving testing [4] Corporate News - Cadillac has appointed Dominic Najafi as the new global design executive director, who has extensive experience in luxury automotive design, previously working at Jaguar Land Rover and Bentley [5] - VinFast has partnered with European EV charging service provider Plugsurfing, allowing its users to access over 1 million public charging stations across 24 European countries through the VinFast app, enhancing charging convenience [6] - The South African automotive industry is facing significant challenges, with 12 companies shutting down and over 4,000 jobs lost due to low domestic sales and high imports [7] - Huawei's HarmonyOS 5.0 has surpassed 10 million devices, with significant investment in developer support, marking a critical milestone for the ecosystem [8] - Lantu CEO has proposed that electric vehicle users voluntarily vacate charging spots after reaching 80% charge to improve charging efficiency at highway service areas [9] - BYD's car sales in India have exceeded 3,000 units as of early August, surpassing its total sales for the entire year of 2024 [10] - Dongfeng Motor has launched the M817, the first all-stack intelligent off-road vehicle equipped with Huawei's technology, with two models priced at 319,900 and 349,900 yuan [11] - Li Auto has introduced a self-driving travel guarantee plan covering major routes, including the Sichuan-Tibet route, providing comprehensive support for users until October 31, 2025 [12]

Core Viewpoint - The World New Energy Vehicle Conference (WNEVC) aims to promote global cooperation in the automotive industry, focusing on green and intelligent transformation, with a target of achieving a 50% market share for new energy vehicles by 2035 [2]. Event Information - The 7th WNEVC will be held from September 27-29, 2025, at the Hainan International Convention and Exhibition Center in Haikou, China [3]. - The event is organized by various governmental and scientific bodies, including the China Association for Science and Technology and the Hainan Provincial Government [3]. Forum Highlights - The conference will feature over 20 sessions, including 3 main forums and 15 specialized forums, focusing on topics such as zero-emission commercial vehicles and the integration of smart transportation [2][4]. - A closed-door meeting will be held for policymakers and leaders from global automotive manufacturers to discuss opportunities in the Hainan Free Trade Port [5]. Specialized Forums - A forum on "Zero Emission and Infrastructure Development for Commercial Vehicles" will address the challenges and policies related to achieving zero emissions in commercial transport [6]. - Another forum will focus on the innovation of vehicle platforms and the new opportunities within the supply chain, emphasizing the need for modular and flexible designs [13][20]. Battery and Energy Discussions - A forum dedicated to the sustainable development of power batteries will explore global advancements, policies, and the importance of a circular economy in the battery industry [22][24]. - Discussions will also cover the integration of electric vehicles with smart grids, highlighting the challenges and innovations in vehicle-to-grid technology [17][18]. Low-Altitude Economy and AI Integration - The conference will address the emerging low-altitude economy, particularly the role of flying cars in urban air mobility, and the necessary regulatory frameworks [26][29]. - AI's impact on automotive R&D and production processes will be a key topic, focusing on how AI can enhance efficiency and quality in vehicle development [28][30].

"侬今朝放电了伐？"在这个燠热喧腾的夏天，似乎正成为上海的新流行语。 躺着就能赚钱的"电能存折" 通过V2G充放电桩参与反向放电测试，汪文君算得上沪上"第一个吃螃蟹的人"。 今年5月14日，上海市首个私人V2G桩执行需求响应的技术验证正是在汪文君的桩上完成，响应测试的 成功也让他成了街坊间"红人"。 盛夏时节，40度的上海，被阵阵激烈的蝉鸣唤醒。 爱特路185弄爱德佳苑小区内，新能源车主汪文君正在自家V2G（双向充放电）充放电桩上插枪，按"易 联桩"小程序提示完成预约设置。 此刻是上午10点47分。将汪文君从清凉舒适的空调房中"呼唤"到酷热难当地下车库的，是一则来自手机 的"放电邀请"测试。按预约设置，当日晚10点，他的爱车将被远程"唤醒"，参与"虚拟电厂"的需求响应 调度。 当反向放电成为上海人的新时髦，拥有一台私人V2G桩就成了能否赶上这场潮流的先决条件。 "反向放电的操作非常简单，通过小程序提前预约好时间后，只需要插枪一个动作，存在车里的电就能 在用电高峰时自动'反哺'电网。"汪文君说，爱车在用电低谷时充上的电，在用电高峰响应调度时"摇身 一变"就身价倍增。 "躺着追剧的功夫，钱就自动进账，小区里好多邻 ...

这个夏天过半，江苏全省用电负荷已经三创新高，达到15281万千瓦，该负荷相当于近15亿盏100瓦的灯 泡同时点亮。 上亿负荷量级之下，每向上攀升100千瓦，保供压力都成倍放大—— 从"刚性供应"到"柔性精管"，消费侧成为重要电力"资源池"。新华日报·交汇点记者从国网江苏省电力有 限公司获悉，江苏切实做细做实负荷资源管理，通过积极挖掘前置措施、灵活调度的新型平衡资源、精 准实施"节电响应"，为电力供需平衡提供了全新解决方案。 多措并举，负荷管理精准高效 4月30日，江苏出台关于优化工商业分时电价结构促进新能源消纳降低企业用电成本支持经济社会发展 的通知，充分挖掘工商业用户调峰能力，增加工商业用户用电与新能源发电的适配互动，降低工商业用 户用电成本，协同助推电力市场加快建设，支持全省经济社会高质量发展。 "我们坚持政府主导，各地全面启动迎峰度夏电力负荷管理前置措施，通过引导企业错峰生产、组织企 业集中检修、调动自备电厂顶峰发电等组合拳，全力保障经济社会平稳运行和居民生活用电需求。"国 网江苏电力营销部市场处处长阮文骏表示，这也是落实电力保供的重要举措。 为此，国网江苏电力各地市公司主动靠前服务、提前摸排企业年度检 ...

Core Insights - The article discusses a successful large-scale vehicle-to-grid (V2G) interaction test conducted in Guangzhou and Foshan, showcasing the potential of electric vehicles (EVs) to support grid stability during peak demand periods [1][2][3] Group 1: Test Overview - The test involved 4,026 EVs and 103 charging stations, achieving a peak response load of 25,000 kW and a total response energy of 54,000 kWh over two days [1] - The test was designed with six scenarios, including overloaded lines and temporary power supply issues, demonstrating the effectiveness of EVs in managing grid demands [3] Group 2: Technological Integration - The integration of blockchain, 5G, and AI technologies allowed for real-time data tracking and efficient communication between the grid and EVs, with a response time of 45 seconds for adjustment commands [2] - The virtual power plant platform aggregated resources from various operators, enabling a coordinated response to peak demand [2] Group 3: Economic Impact - During the test, car owners collectively earned 38,000 yuan in electricity fee rewards, highlighting the financial benefits of participating in V2G programs [2] - The potential for EVs to act as a significant energy storage resource was emphasized, with the total battery capacity in Guangdong exceeding 200 million kWh, equivalent to the daily output of 500 solar power stations [1] Group 4: Future Developments - Following the test, plans are in place to establish a national "vehicle-grid interaction alliance," inviting major automotive and energy companies to participate [3] - By 2028, it is projected that over 600,000 vehicles in the Pearl River Delta will regularly engage in grid regulation, functioning as a virtual pumped storage power station [3]

目前，成都公交已建成娇子停保基地、金沙枢纽两处车网互动示范站，共配备52台双向智能充放电终端。不仅仅是应对高温和应急 事件，现在成都公交车还可以为社会新能源车提供充电支持，既减轻电网压力，也促进了绿色能源的高效利用。 公交日行夜充的运行时间，恰好与城市用电高峰错开，实现"削峰填谷"效应。陈师傅给我们算了一笔账，每天营业结束公交车一般 有余电约100度左右，相当于高温下大约10户人家一天的用电量。目前，成都公交有7000辆公交车，具有线网密度高、覆盖范围 广、灵活机动的特点，就好像7000个可行走的巨型城市"充电宝"。 （来源：央视新闻） 最近一段时间，不少地方都经历了持续性高温，多地气温已打破历史最高纪录，伴随高温而来，用电负荷也不断攀升，为了应对这 种情况，一些地方创新推出了反向放电的新举措。 为了缓解用电压力，在成都娇子停保基地，公交车正在变身"充电宝"。 陈师傅正在操作的就是成都公交正在试点的"车网互动"项目，今年国家发展改革委等四部门联合发布通知，支持车网互动规模化应 用，在保障日常运营优先的前提下，公交车可以利用自身剩余电量，反向为电网放电，缓解电网负荷压力。 ...

Core Viewpoint - The article discusses the innovative "reverse discharge" initiative implemented in Chengdu to alleviate the pressure on the power grid during periods of extreme heat, utilizing public buses as mobile power sources [1][6]. Group 1: Initiative Overview - Chengdu has introduced a "reverse discharge" initiative where public buses can discharge their remaining electricity back to the grid to help manage peak electricity loads [1][6]. - The initiative is part of a broader "vehicle-to-grid" project supported by national authorities, allowing buses to use surplus energy after daily operations [6][9]. Group 2: Operational Details - Buses in Chengdu can charge up to over 300 kWh during off-peak hours and typically have around 100 kWh of surplus energy available for discharge after daily operations [8][9]. - The operation of buses aligns with the city's peak electricity demand, effectively creating a "peak shaving" effect [9]. Group 3: Infrastructure and Impact - Chengdu's public transport system consists of 7,000 buses, which can act as mobile power sources, providing emergency power supply during significant events or natural disasters [11]. - The city has established two demonstration stations equipped with 52 bidirectional smart charging and discharging terminals, facilitating the support of other electric vehicles and promoting efficient use of green energy [13][15].

Core Viewpoint - The article discusses the innovative approach taken by Chengdu's public transportation system to alleviate electricity pressure during high-temperature periods by utilizing electric buses as power sources for the grid [1][3]. Group 1: Electric Bus Initiative - Chengdu's public transportation has implemented a "vehicle-to-grid" project, allowing buses to discharge their remaining electricity back to the grid during peak demand times [3][5]. - Each bus can store over 300 kWh of electricity, and after daily operations, they typically have around 100 kWh of surplus energy available for discharge, equivalent to the daily electricity consumption of about 10 households [5][6]. Group 2: Infrastructure and Support - The Chengdu public transport system has established two demonstration stations equipped with 52 bidirectional smart charging and discharging terminals, enhancing the efficiency of energy use and supporting social electric vehicle charging needs [8]. - This initiative not only addresses high-temperature challenges but also promotes the effective utilization of green energy [8]. Group 3: Benefits and Convenience - The project allows for convenient charging for electric vehicle owners, reducing wait times typically associated with public charging stations, as buses can directly charge smaller vehicles [10]. - The flexibility and extensive coverage of the 7,000 buses in Chengdu enable them to act as mobile power sources, providing emergency power supply during significant events or natural disasters [6].