四部门：分类推动大功率充电标准在高压平台乘用车型和重卡等商用车型上装车应用 智通财经7月7日电，国家发展改革委办公厅等四部门发布关于促进大功率充电设施科学规划建设的通 知。有关研究机构、行业协会等要持续推动大功率充电技术标准体系建设，加快设备型式、计量检测、 通讯协议、场站建设、运营管理、安全防护及数字化智能化等关键技术标准制修订，以标准提升促进产 业高质量发展。坚持尊重市场、着眼长远的原则，推动大功率充电国家标准纳入车、桩市场准入条件， 开展面向大功率充电国家标准的车桩互配测试和对比验证，综合考虑市场接受度、产品兼容性、技术先 进性、运行安全性，分类推动大功率充电标准在高压平台乘用车型和重卡等商用车型上装车应用。加强 大功率充电标准国际化工作，推动国内国际充电标准协同发展。 ...

Core Viewpoint - The document emphasizes the need for proactive planning and upgrading of the power grid to accommodate large-capacity charging facilities, integrating renewable energy sources like solar power and energy storage systems [1] Group 1: Policy Recommendations - The National Development and Reform Commission and three other departments have issued guidelines to promote the scientific planning and construction of large-capacity charging facilities [1] - Electric grid companies are encouraged to conduct research on the impact of large-capacity charging loads on regional distribution systems and to assess the grid's capacity for integrating these facilities [1] - There is a push for the integration of large-capacity charging facility layout planning with distribution network planning, advocating for timely upgrades and construction of the power grid [1] Group 2: Infrastructure Development - The guidelines support the creation of intelligent and orderly large-capacity charging stations, establishing efficient interaction mechanisms between these stations and the distribution network [1] - It is recommended to build solar power generation and energy storage facilities in a manner that is tailored to local conditions [1] - The document suggests exploring methods to optimize the power access capacity for intelligent large-capacity charging stations, utilizing the distribution network's off-peak capacity effectively [1] Group 3: Market Participation - Charging operation companies are encouraged to engage in electricity market trading and demand response through the adoption of new load management systems [1] - The guidelines highlight the importance of using price signals to promote the high-level consumption of clean energy by electric vehicles [1]

（原标题：和讯投顾严笙：peek材料爆发，政策利好下暗藏新的机遇） 4月29日，三大指数震荡，peek材料爆发，政策利好下暗藏新的机遇，A股已经收盘，沪指微跌0.05，深证成指和创业板指同时收绿，但3500家个 股上涨，70个涨停板的火热行情却暗示了市场的暗流涌动。和讯投顾严笙分析称，今天三大看点，peek材料掀起了涨停潮，汽车零部件获得了12 亿资金的抢筹，政策组合拳该如何重塑市场行业格局？首先聚焦p一k材料概念股的狂欢，这一材料为何突然爆发？主要是上游原材料国产突破是 关键。另外下游的应用端，人形机器人单机peek用量达到6~8千克，若1,000万台产量将催化多少？259个亿的市场空间，低空竞技半导体设备等领 域。 同样需求激增，那政策的组合拳呢是正在塑造市场新的逻辑。公某部加速制定自动驾驶安全国际标准，l三自动驾驶即将合法上路，这一利好利好 传感器等细分领域。啊第三个国家能源局推动了大功率充电桩建设，800千瓦超充技术标准落地在即，高速公路服务区成为重点布局区域相关的设 备商供应商运营商将迎来订单的爆发，那么一些不确定的事情是什么？呢首先特朗普政府宣布了可能会减轻汽车零部件的关税，中国供应链的企 业受益 ...

Group 1: Charging Infrastructure Development - The National Energy Administration (NEA) is formulating policies to encourage the construction and renovation of high-power charging facilities, focusing on highway service areas for immediate charging scenarios [1][3] - As of March 2025, the number of charging infrastructure in China is expected to reach 13.749 million units, a year-on-year increase of 47.6%, including 3.9 million public charging facilities and 9.849 million private ones [1][2] - By the end of 2024, the number of new energy vehicles (NEVs) in China is projected to reach 31.4 million, accounting for 8.90% of the total vehicle population, with 11.25 million new registrations in 2024, representing a 51.49% increase from 2023 [2] Group 2: Coverage and Accessibility - Nationwide, all provinces except Tibet and Qinghai have achieved the goal of "county-level full coverage" for charging stations, with a county-level coverage rate of 97.31% [2] - Thirteen provinces have achieved "town-level full coverage" for charging piles, with a township charging facility coverage rate of 76.91% [2] Group 3: Upcoming Initiatives and Safety Measures - The NEA plans to enhance the charging network and service capabilities, promote pilot demonstrations, and improve the quality of charging infrastructure to better meet the needs of NEV users [3] - In preparation for the upcoming "May Day" holiday, the NEA is guiding local authorities to update old charging facilities and increase temporary charging equipment, ensuring orderly and safe charging services during the holiday [3] Group 4: Nuclear Power Development - The State Council has approved several nuclear power projects, including the Zhejiang Sanmen Phase III and others, with a total operational and approved nuclear power capacity exceeding 120 million kilowatts [5][6] - In 2024, the national nuclear power generation is expected to reach 450.9 billion kilowatt-hours, a year-on-year increase of 3.7%, accounting for 4.5% of the total national power generation [5] Group 5: Safety and Technological Advancements in Nuclear Power - The NEA emphasizes the importance of nuclear safety culture and adherence to the highest global safety standards in the construction and operation of nuclear power units [6] - There is a strong focus on supporting the research and development of advanced nuclear technologies, including small modular reactors and nuclear fusion, to optimize energy structure and address climate change [6]