数据来源：国家发展改革委等 制图：张丹峰 国家发展改革委等6部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027 年）》，明确到2027年底，实现充电服务能力翻倍增长。充电设施空间布局将迎来怎样的调整？技术上 会有哪些新突破？居住区充电将有哪些新变化？记者进行了采访。 ——编 者 全球一半以上的新能源汽车行驶在中国。截至今年6月底，全国新能源汽车保有量达3689万辆，仅今年 上半年就新注册登记新能源汽车562.2万辆。随着新能源汽车保有量持续增长，充电需求大幅攀升。尽 管充电基础设施快速发展，但在节假日等出行高峰期，不免出现"排队等桩""里程焦虑"等现象。公共充 电网络布局不均衡、居住区服务供给不充分、运营管理质效有待提升等问题亟须破解。 充电设施作为新能源汽车产业的关键支撑，其服务能力直接影响消费者的购买信心。国家发展改革委等 部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》，提出到2027 年底，在全国范围内建成2800万个充电设施，提供超3亿千瓦的公共充电容量，满足超过8000万辆电动 汽车充电需求，实现充电服务能力的翻倍增长。 国家 ...

国家发展改革委等6部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027 年）》，明确到2027年底，实现充电服务能力翻倍增长。充电设施空间布局将迎来怎样的调整？技术上 会有哪些新突破？居住区充电将有哪些新变化？记者进行了采访。 ——编者 全球一半以上的新能源汽车行驶在中国。截至今年6月底，全国新能源汽车保有量达3689万辆，仅今年 上半年就新注册登记新能源汽车562.2万辆。随着新能源汽车保有量持续增长，充电需求大幅攀升。尽 管充电基础设施快速发展，但在节假日等出行高峰期，不免出现"排队等桩""里程焦虑"等现象。公共充 电网络布局不均衡、居住区服务供给不充分、运营管理质效有待提升等问题亟须破解。 充电设施作为新能源汽车产业的关键支撑，其服务能力直接影响消费者的购买信心。国家发展改革委等 部门日前联合印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》，提出到2027 年底，在全国范围内建成2800万个充电设施，提供超3亿千瓦的公共充电容量，满足超过8000万辆电动 汽车充电需求，实现充电服务能力的翻倍增长。 国家发展改革委能源研究所副研究员付毕安表示，行动 ...

Domestic News - The release of the group standard "Automotive Data Export Safety Assessment Method" fills a gap in the automotive industry's data export safety assessment, providing clear guidelines for companies going abroad [7] - The Ministry of Industry and Information Technology supports innovations in battery swapping models and vehicle-network interaction trials, emphasizing the broad prospects for the power battery industry [8] - Jiangsu Province has increased its automotive consumption subsidy to a maximum of 10,000 yuan, up from 8,000 yuan, to stimulate consumer demand [9] - Zhejiang Province aims to accelerate the construction of an artificial intelligence innovation development highland during the 14th Five-Year Plan period, targeting a core industry revenue of 1.2 trillion yuan [11] - Avita Technology signed a business cooperation framework agreement with the Chongqing branch of the Industrial and Commercial Bank of China to enhance financial services for the new energy vehicle ecosystem [12] - Beijing Automotive Group signed a strategic cooperation agreement with Beijing Rural Commercial Bank, securing a credit line of 50 billion yuan to support its development [13] - Leap Motor established a smart technology company focusing on AI and IoT business [14] - Chip Alliance Integrated released a new silicon carbide G2.0 technology platform aimed at high efficiency and power density for applications in new energy vehicles and AI data centers [15] International News - Japan's new car sales in October 2025 reached 395,189 units, a decline of 1.8% year-on-year, while cumulative sales for the first ten months increased by 4% compared to the previous year [16] - Vietnam's new car sales in October 2025 fell by 9% year-on-year to 31,844 units, continuing a downward trend [17] - The US and South Korea announced a trade agreement reducing tariffs on imported cars and parts from 25% to 15%, effective retroactively from November 1 [18] - Tesla's Supercharger network will be accessible to Volkswagen ID.4 and ID. Buzz owners in Canada starting November 18, allowing them to use Tesla's extensive charging infrastructure [19] Commercial Vehicles - Foton Motor launched the new generation micro truck Wonder Plus, offering multiple new energy power options, produced at its automated and digitalized manufacturing base [22] - Weichai's new generation light truck, the Blue Whale X7, was officially launched in South China, featuring advanced power systems and high-end design [23] - Shenzhen has stopped accepting applications for subsidies for the scrapping of non-operational national IV heavy trucks, with a significant number of pending applications [24] - Jiangxi Isuzu officially launched the RE-MAX pickup truck, with a starting price of 86,800 yuan, and introduced a new IP focused on transparency in vehicle development [26]

｜2025年11月17日星期一｜ NO.1 我国星地微波高码率通信技术取得突破 近日，中国科学院空天信息创新研究院联合北京融为科技有限公司在云南丽江成功进行了一次星地微波 高码率通信实验。实验结果显示，X频段星地数据传输速率达到6.0吉比特每秒（Gbps），Ka频段达到 20.16吉比特每秒（Gbps），标志着我国在解决星地高速数据传输难题方面取得突破。本次实验系统验 证了高阶调制技术的可行性。在X频段和Ka频段的不同模式下，均实现了远超以往的高码率稳定通信。 实验过程中，星座图无明显畸变，误码率可归零且具备一定余量。 NO.2 马斯克称计划每年在太空中部署100吉瓦人工智能卫星 11月15日，马斯克在X上转发了一位网友分享的他最近接受罗恩·巴伦采访的视频。马斯克在采访中 说："我们看到了一条可行的路径，能够每年将100吉瓦的太阳能驱动的人工智能卫星送入轨道。而且这 种方式实际上能够以最低的成本大规模驱动并运行人工智能。" 据中国汽研消息，近日，由中国出入境检验检疫协会综合质量服务标准化技术委员会（CIQA/TC12）组 织起草的《汽车数据出境安全评估方法》（T/CIQA131—2025）团体标准正式批准发布 ...

Core Insights - The report highlights the positive correlation between the Producer Price Index (PPI) and the food and beverage industry, indicating that improvements in PPI will likely benefit the profitability of this sector [7][8][9] - The report emphasizes the resilience of the oil and gas sector, particularly China National Offshore Oil Corporation (CNOOC), which has shown a smaller revenue decline compared to the drop in oil prices, reflecting strong operational capabilities [11][12][13] Economic News - The People's Bank of China reported a year-on-year increase of 8.2% in broad money (M2) and a 6.2% increase in narrow money (M1), indicating improved liquidity in the market [2] - The October CPI showed a slight increase of 0.2% year-on-year, while the PPI decreased by 2.1%, with the first month-on-month increase in PPI observed this year [8] Company Insights - Tencent Holdings reported a third-quarter revenue of 192.87 billion yuan, marking a 15% year-on-year growth [6] - JD Group's third-quarter revenue reached 299.1 billion yuan, reflecting a 14.9% year-on-year increase [6] - Semiconductor manufacturer SMIC achieved a net profit of 1.517 billion yuan in the third quarter, up 43.1% year-on-year [6] Industry Analysis - The food and beverage industry is expected to benefit from the recent stabilization and improvement in PPI, which is likely to enhance overall asset pricing in the sector [7][9] - The oil and gas sector, particularly CNOOC, is projected to maintain growth in production despite lower oil prices, with significant contributions from domestic and international projects [11][12]

Core Insights - The integration of energy and digital revolutions is driving the development of new energy vehicles (NEVs) in China, emphasizing carbon reduction and the use of clean energy [1] - The charging infrastructure in China is advancing in parallel with the growth of NEVs, with a projected ratio of 2.45:1 for NEVs to charging stations by September 2025 [1] - A comprehensive charging and battery swapping service ecosystem has been established to support the large-scale application of NEVs [1] Policy Support - A robust policy framework has been established, with central guidance and local implementation across various scenarios such as residential areas and highways [2] Standardization - A well-developed charging and battery swapping standard system is in place, facilitating the large-scale application of technologies like smart charging and V2G [2] Data Resource Management - Efficient data circulation is achieved through an open data interface among platforms, promoting data sharing across operators and maximizing the value of industry data [2] Quality of Charging Equipment - Charging stations are now included in the 3C quality inspection system, which began accepting testing and certification on March 1 [2] Intelligent Operation and Maintenance - The use of AI and big data algorithms is enhancing operational efficiency and reducing costs in charging services [2] Innovation in Technology and Business Models - The National Energy Administration has initiated pilot projects for vehicle-grid interaction, promoting innovative charging solutions and expanding application scenarios [2] Industry Development Goals - The charging alliance aims to support national policies, enhance service quality, accelerate technological innovation, and expand international cooperation [3][4][5]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is committed to enhancing support policies and collaboration to promote the development of the power battery industry, particularly focusing on battery swapping and vehicle-to-grid interaction trials [1] Group 1: Policy Support and Development Goals - MIIT will refine support policies and strengthen collaboration among various stakeholders to drive the development of the power battery industry [1] - The "14th Five-Year" plan for the new energy vehicle battery industry will outline clear development goals and key tasks to guide industry growth [1] Group 2: Application Expansion and Ecosystem Development - Plans are in place to expand application scenarios and build an integrated new ecosystem, promoting the broader use of power batteries in related fields [1] - Support for battery swapping model transformation and vehicle-to-grid interaction trials will be prioritized to facilitate the synergy between new energy vehicles and smart infrastructure [1] Group 3: Governance and Industry Environment - MIIT aims to improve the governance system and optimize the industry environment by enhancing the interim measures for comprehensive utilization of power batteries [1] - Research will be conducted to establish a carbon management policy framework for power batteries, strengthening industry collaborative governance and further regulating competitive order [1] Group 4: Market Environment and Cooperation - The ministry emphasizes maintaining an open function, expanding cooperation space, and creating a market-oriented, legal, and international business environment [1] - Efforts will be made to accelerate the alignment of subsidy standards and rules [1]

Core Viewpoint - The energy supply for winter is entering a critical phase, with power companies across various regions accelerating key project construction, tapping into demand response potential, and strengthening inter-provincial and inter-regional cooperation to ensure electricity supply during the winter season [1] Group 1: Key Projects and Infrastructure - The Chengdu Airport 500 kV transformer project has been completed and put into operation, enhancing winter supply capacity for the Chengdu power grid, with a total capacity of 2.4 million kVA from two new main transformers [2] - In Hebei, a multi-faceted power supply system is being developed, including a 200 MW wind power project paired with a 40 MW/160 MWh energy storage system, which has already been operational [4] Group 2: Technological Innovations and Management - In Shandong, the introduction of smart technologies has improved power dispatching capabilities, utilizing big data for load analysis and real-time monitoring to ensure supply for essential services [5] - The virtual power plant concept is growing, with the Shanghai Electric Power's virtual power plant connecting 55 operators and aggregating a resource pool of 2.28 million kW, marking a 103% increase [6] Group 3: Cross-Regional Cooperation - Cross-provincial and inter-regional cooperation is increasingly important for winter power supply, with successful green electricity trading between Shanghai and Jiangsu, and the first inter-regional capacity support transaction reducing coal-fired power generation in Shanghai [7]

Core Viewpoint - The recent guidance from the National Development and Reform Commission and the National Energy Administration aims to promote the large-scale development and high-quality consumption of renewable energy, establishing a new power system to support carbon peak and national contribution goals [1][2]. Group 1: Renewable Energy Development - The document sets a target to meet an annual demand for over 200 million kilowatts of new renewable energy consumption, which is equivalent to 200 GW, contributing to carbon peak goals [2]. - By 2030, a multi-level renewable energy consumption and regulation system is expected to be established, ensuring smooth grid connection and efficient operation of renewable energy [2]. Group 2: Energy Consumption Mechanisms - The guidance emphasizes the need for innovative pricing mechanisms to facilitate renewable energy consumption, addressing the intermittent and unpredictable nature of wind and solar power [3][4]. - The document highlights the importance of establishing a pricing mechanism for coal power, pumped storage, and new energy storage to enhance the value recovery of regulatory resources [4]. Group 3: Storage Solutions - Energy storage is identified as a crucial buffer and regulator for wind and solar energy, but its development faces challenges related to profitability and market participation [3][4]. - The guidance aims to clarify subsidy mechanisms and enhance economic viability for energy storage, potentially increasing investment in this sector [4]. Group 4: Vehicle-to-Grid Interaction - The document also focuses on the large-scale application of vehicle-to-grid interaction, utilizing vehicles as distributed energy storage terminals to enhance storage capacity [5]. - This model requires high-performance batteries due to increased usage and charging frequency, thereby raising standards for long-life batteries [5].

Core Insights - The article highlights the Chinese government's commitment to enhancing electric vehicle (EV) charging infrastructure, aiming to build 28 million charging facilities by the end of 2027 to support over 80 million electric vehicles [2][3] Group 1: Charging Infrastructure Development - The "Three-Year Doubling Action Plan" aims to increase the number of charging facilities to 28 million and provide over 300 million kilowatts of public charging capacity by 2027 [2][3] - As of September 2025, China had 18.063 million charging facilities, a year-on-year increase of 54.5%, which can meet the charging needs of 40 million electric vehicles [3] - The plan includes the construction of 1.6 million new direct current charging guns, with 100,000 being high-power chargers, to improve urban charging networks [3][4] Group 2: Rural Charging Solutions - The plan emphasizes the importance of rural charging infrastructure, targeting key areas like transportation hubs and industrial clusters to address weak rural power grids [4] - It aims to add at least 14,000 direct current charging guns in towns without public charging stations to ensure comprehensive coverage [3][4] Group 3: Market Environment and Competition - The plan encourages fair competition among various enterprises in the charging sector, aiming to break down industry barriers and promote collaboration [6][8] - As of September 2025, private enterprises accounted for 80% of the top 10 charging operators, operating 70.7% of public charging stations, indicating a strong presence of private capital in the market [6][7] Group 4: Innovation and New Business Models - The plan promotes innovative business models such as vehicle-to-grid (V2G) interactions, with 17 provinces already piloting these applications [9][10] - By 2027, the plan aims to add over 5,000 bidirectional charging facilities, enabling electric vehicles to participate in electricity market transactions [9][10] Group 5: Implementation and Support - The plan outlines responsibilities for national ministries, local governments, and utility companies to ensure effective implementation [10] - It includes measures to simplify the process for installing residential charging stations, addressing challenges in building charging infrastructure [10]