"聚车成网，点亮龙城"。9月14日，常州市第二轮大规模V2G(车辆到电网)放电活动收官。本次活动覆盖 全市14个充电场站，共吸引661人次参与，总放电量达3.75万度，参与车主累计收益约15万元。 在8月首轮活动成功经验的基础上，本轮活动进一步优化安排：周期延长至7天，比首轮增加4天；每日 放电时段扩展为14：00至22：00，较之前每日增加8小时，更加方便车主参与活动。此外，常州市发改 委联合国网常州供电公司持续完善服务保障，确保本轮放电活动成效。 "相比上轮放电活动，本轮放电量达3.7倍、参与人次达2.6倍，为V2G可复制、可推广的应用场景提供了 更多样本，也表明V2G技术正获得越来越多车主的认可，这给我们持续探索V2G技术市场化应用更多信 心。"国网常州供电公司营销部主任李敏表示，下一步该公司将持续推动完善V2G技术应用相关的政策 体系和激励机制，扩大参与车辆和场站覆盖范围，构建车—桩—用户良性生态，打造全场景V2G技术应 用示范。 张春艳马灵涓丁昱焱徐多 校对陶善工 活动中，新能源车主每向电网放电1度，可获得4元收益。活动吸引了智己、蔚来、比亚迪（002594）等 多个品牌的新能源汽车车主积极参与。" ...

Group 1 - The China Automobile Industry Association supports the Ministry of Commerce's anti-dumping investigation against U.S. imported chips and calls for a fair international market environment for technological advancement and sustainable development in the automotive industry [1] - Guangzhou encourages vehicle manufacturers to enhance V2G model development and after-sales service, aiming to establish a comprehensive safety management system for vehicle-grid interaction [1] - 17 automotive companies, including NIO and Great Wall Motors, have committed to the "Automobile Manufacturer Supplier Payment Norms Initiative" to foster a collaborative ecosystem in the automotive industry [2] Group 2 - XPeng Motors has launched its first localized production project in Europe, with plans to start mass production of the G6 and G9 models in Q3 2025 [2] - NIO and Anhui Jianghuai Automobile Group's joint venture, Jianglai Advanced Manufacturing Technology (Anhui) Co., Ltd., has been officially dissolved [3] - Huawei and BAIC Group have signed a deepened cooperation agreement for the "Xiangjie" brand, planning to invest 20 billion yuan over three years in areas such as design and intelligent driving [3] Group 3 - The H5 model from the Hongmeng Zhixing brand, a collaboration between Huawei and SAIC, has surpassed 101,800 pre-orders, with a starting price of 169,800 yuan [4] - Hesai Technology has signed a laser radar order worth over $40 million with a leading U.S. Robotaxi company, with delivery planned by the end of 2026 [5] - CATL's sodium-ion battery has become the first in the world to pass the new national standard certification, showcasing advantages in low-temperature performance and safety [5] Group 4 - Faraday Future has initiated a plan for the spin-off and independent listing of its subsidiary, CXC10, which will operate independently and seek its own financing [5]

Industry Overview - Guangzhou government has issued a plan for the large-scale application of Vehicle-to-Grid (V2G) technology from 2025 to 2027, aiming for over 1,000 V2G charging stations and vehicles by the end of 2025, with V2G discharge volumes reaching 1.5 million kWh in 2025, 2 million kWh in 2026, and 2.5 million kWh in 2027 [1][2] - V2G technology allows electric vehicles to act as energy storage devices, absorbing energy when grid load is low and releasing it when the load is high, thus generating profit from price differences [2] Company Insights - Teruid: The company is a leader in the charging station and operation sector, with a leading position in V2G technology deployment and the highest market share in V2G equipment nationwide [3] - Tonghe Technology: The company is a domestic leader in charging modules, with a wide range of V2G power levels covered [4] Market Projections - Longcheng Securities projects that the number of new energy vehicles in China will reach 40 million, 100 million, and 350 million by 2025, 2030, and 2050 respectively, with vehicle-mounted energy storage capacity expected to reach 2.6 billion, 6.5 billion, and 22.8 billion kWh [2] - The number of new V2G charging stations is projected to be 11.4 million, 80 million, and 250 million by 2025, 2030, and 2050 respectively [2] - The global V2G market value is expected to grow from $3.78 billion in 2023 to $45.09 billion by 2033 [2]

Key Points - The overall economic operation in August showed stability and progress, with industrial value-added increasing by 5.2% year-on-year and retail sales reaching 39,668 billion yuan, up 3.4% year-on-year [1] - The "2025 China Top 500 Enterprises" list was released, showing that the number of companies with revenue exceeding 100 billion yuan increased to 267, up 14 from the previous year, representing 53.4% of the total [4] - 17 major automotive companies responded positively to the China Automobile Industry Association's initiative on payment norms for suppliers, aiming to enhance collaboration and promote high-quality development in the automotive industry [4] - Nvidia is under further investigation by the State Administration for Market Regulation for violating antitrust laws related to its acquisition of Mellanox Technologies [3] - In August, new residential sales prices in first-tier cities decreased by 0.1% month-on-month, with Shanghai seeing a 0.4% increase while Beijing, Guangzhou, and Shenzhen experienced declines [2]

9月10日，由36氪主办的2025年36氪产业未来大会在中国厦门盛大启幕。本次大会重磅携手商务部主办的"中国国际投资贸易洽谈会"，以"精耕时代，潮涌嘉 禾"为核心主题，倾力打造一场兼具国家高度、产业深度与市场热度的高规格、高价值、高影响力产业盛典。 大会紧密锚定国家战略导向与产业发展前沿，聚焦人工智能、低空经济、先进制造、新能源、大消费五大核心赛道，汇聚行业顶尖力量共商发展路径、擘画 产业未来。在为期两天的议程中，大会以"产业协作链条"为逻辑主线，重点聚焦"政、资、产"三方协同机制，深入探讨如何打破壁垒、整合资源，精准破解 产业发展中的痛点堵点与瓶颈制约。 当日，星星充电高级副总裁兼数字能源研究院院长王迪带来了《星星充电AI驱动的新能源三网融合发展之路》的主题分享。 以下为演讲内容，经36氪整理编辑： 大家早上好！今天我想重点介绍AI技术在新能源领域的应用。 在开始前，先简单介绍一下星星充电：C端用户对我们的认知多集中在充电桩和充电站，但我们同时也布局能源业务。如今，我们的充电网络、智能微电网 已覆盖多场景，给大家一组数据：2014年起，我们自主研发、生产充电桩，投资建设充电站，发展加盟网络并提供解决方案；1 ...

Market Overview - The market experienced volatility with a significant rise in the new energy sector, leading to a surge in the ChiNext Index. Ningde Times saw a peak increase of over 14%, reaching a historical high. The total market turnover was 2.2 trillion, a decrease of over 200 billion compared to the previous trading day, with more than 3,300 stocks declining [1][2]. New Energy Sector Drivers - Four major positive developments contributed to the rise in the new energy sector: 1. The China Automobile Industry Association released a proposal for supplier payment norms for automotive manufacturers. 2. Fujian province announced an action plan for accelerating green transformation in economic and social development. 3. The National Development and Reform Commission and the Energy Administration issued a notice on the large-scale construction of new energy storage from 2025 to 2027, coinciding with a recent energy storage conference. 4. The Ministry of Industry and Information Technology and seven other departments jointly released a plan for stabilizing growth in the automotive industry, aiming for approximately 32.3 million vehicle sales in 2025, including around 15.5 million new energy vehicles [2]. Stock Performance - In terms of individual stocks, there were 1,916 gainers and 3,375 decliners across the two markets, with 138 stocks remaining unchanged. A total of 82 stocks hit the daily limit up, while 13 stocks hit the limit down. The Shanghai Composite Index fell by 0.26% to 3,860.50 points, with a turnover of 986.2 billion; the Shenzhen Component Index rose by 0.63% to 13,005.77 points, with a turnover of 1.2912 trillion. The ChiNext Index increased by 1.52% to 3,066.18 points [3]. Capital Flow - Major capital inflows were observed in sectors such as gaming, passenger vehicles, and automotive parts, with significant net inflows into stocks like BYD, Top Group, and Ningde Times [4]. Policy and Economic Updates - Guangzhou aims to establish at least 300 V2G charging stations by the end of 2025 as part of its plan to promote the interaction between electric vehicles and the power grid [5]. - The National Bureau of Statistics reported a 5.2% year-on-year increase in industrial output for August, indicating a stable economic performance despite external uncertainties [6]. - In the real estate sector, new residential sales prices in first-tier cities saw a slight decline of 0.1% month-on-month in August, with varying trends across different cities [7]. Market Outlook - Analysts suggest that the Chinese stock market has sustainable upward potential, with expectations for new highs within the year due to accelerated economic transformation and supportive policies [9]. - The market is currently experiencing a "slow bull" trend, with high trading volumes indicating that the upward trend is likely to continue despite recent fluctuations [10]. - High-growth sectors such as solid-state batteries, energy storage, and innovative pharmaceuticals are recommended for investment, particularly in the context of favorable monetary policies [11].

每经AI快讯，9月15日，《广州市建设国家车网互动规模化应用试点城市工作方案(2025-2027年)》印 发。其中提到，落实相关扶持政策。按V2G设备额定放电功率，为各类V2G充换电设施提供不超过V2G 设备成本50%的建设补贴。对投资升级具备V2G设备监控功能的市级充电设施监管平台，给予不超过平 台升级投资额50%的补贴。对各类V2G充换电设施给予不超过5元/千瓦时的放电补贴。每年奖补资金总 额不超过2000万元。对参与试点的个人V2G用户，鼓励参与试点的车企或相关企业为试点个人用户先行 垫付其应享受的V2G设施建设补贴和放电补贴，提升用户参与积极性。 ...

每经AI快讯，9月15日，《广州市建设国家车网互动规模化应用试点城市工作方案(2025-2027年)》印 发。其中提到，车网互动试点项目牵头单位要切实履行试点项目建设的主体责任，确保"汽车+电力"双 链协同V2G试点项目、白云区多场景多主体V2G标杆示范区建设项目按计划扎实推进。广州供电局要抓 好智能有序充电试点推广、V2G规模化试点落地、"羊城充"和电网平台升级、供电服务体系升级等工 作，支持我市车网互动试点项目实施单位完善配套V2G产品和服务体系，积极配合开展V2G产品标准体 系建设、测试认证以及科技创新。 ...

Core Viewpoint - The Guangzhou government has issued a work plan for the pilot city of national vehicle-network interaction from 2025 to 2027, focusing on integrating vehicle-network resources into the electricity spot market and promoting green electricity trading [1] Group 1: Vehicle-Network Interaction in Electricity Market - The plan encourages vehicle-network resource aggregation to participate in the electricity spot market [1] - Charging operators are supported to regularly engage in electricity spot trading by obtaining electricity sales qualifications or collaborating with quality electricity sales companies [1] - The initiative aims to enhance the flexible adjustment potential of vehicle-network resources and guide charging operators to adjust charging loads based on actual market supply and demand [1] Group 2: Auxiliary Services Market Participation - The plan explores the aggregation of vehicle-network resources to participate in the auxiliary services market [1] - It supports the collaboration between the power grid and charging/replacement operators to engage in frequency modulation services through a virtual power plant platform [1] - The goal is to achieve participation from no less than 10 charging stations in frequency modulation by the end of 2025 [1] Group 3: Green Electricity Trading - The plan includes research and design of pilot schemes for vehicle-network resource aggregation to participate in green electricity trading [1] - It aims to promote charging operators' participation in green electricity trading trials through the virtual power plant platform [1] - The initiative seeks to enhance the role of Guangzhou's vehicle-network interaction resources in facilitating green electricity consumption and explore mechanisms for green electricity trading and carbon benefits [1]

每经AI快讯，9月15日，《广州市建设国家车网互动规模化应用试点城市工作方案(2025-2027年)》印 发。其中提到，多方协同推进白云区多场景多主体V2G标杆示范区建设。支持V2G产业链上下游优势单 位，协同标杆示范区建设，试点范围覆盖居民社区、产业园区、办公园区、换电站、公交场站、物流场 站、政务办公区以及公园等不少于8类场景，支持市提质增效产业园参与试点，围绕各类应用场景探索 适用商业模式。力争到2025年底，建成V2G桩不少于300个，放电量不少于30万千瓦时，常态化参与 V2G车辆不少于400辆。 ...