9月29日，随着济徐高速济宁服务区充电站升级改造完成，国网山东电力今年累计完成 120座高速公路服务区充电站488台充电终端升级改造工作，其中大功率充电终端123台，单 枪充电功率提升70%以上，充电时间显著缩短，为国庆、中秋假期新能源车主绿色出行提供 更高效的充电服务。 图为国网诸城市供电公司工作人员巡视检查超然台充电站充电设施，为到超然台景区旅 游的新能源汽车车主提供可靠的充电服务。（钟健宁 摄） 截至目前，国网山东电力累计建成投运充换电站4529座，可同时为2.72万辆新能源汽车 提供充电服务，实现了公共充电站"乡镇全覆盖"。国网山东电力营销部相关负责人表示，他 们将持续推进高速服务区充电设施升级改造工作，为车主提供更优质的充电服务。今年以 来，国网山东电力持续推进充电设施建设工作，今年前9个月累计建成投运充电站294座，同 比增长14.4%，这些充电站可同时为3312辆新能源车提供充电服务。 在济南起步区车网互动充换电示范站，前来充电的新能源车络绎不绝。为满足假期充电 高峰期电动汽车车主充电需求，国网济南供电公司在国庆前夕就派出运维人员，负责该站充 电设施设备的巡检和维护。该示范站站长宁大磊说："这座 ...

双节将至 超三成高速服务区充电桩满负荷工作 应对办法来了 明天将迎来国庆中秋假期，交通运输部路网中心预计，今年的8天假期期间，全国高速公路日均流量超 6200万辆，其中，小客车日均流量约5650万辆，占总流量比例近九成，自驾出行比例较高。 另外，数据显示，新能源汽车假期日均约1250万辆，占日均总流量近20%，较去年同期增长约30%。 国家电网智慧车联网平台数据预测，今年国庆期间，全国超三分之一的高速公路服务区充电桩将处于满 负荷工作状态。 国家电网智慧车联网平台数据分析显示，今年国庆中秋假期期间，外出出行的充电高峰集中在9月30日 和10月1日。 9月30日13时充电车辆开始增多，充电高峰出现在22时至24时； 10月1日当天从7时开始充电车辆增多，10时至19时出现充电高峰。 从返程看，10月6日、10月7日两天将迎来返程充电需求高峰，每天将从10时一直持续到21时。 从高速公路看，沈海高速、长深高速和京沪高速的新能源充电桩最为繁忙。从区域看，预计江苏省、浙 江省和安徽省高速公路充电量将创历史新高。其中，江苏每天出行的新能源汽车就将超过72万辆。 国网江苏电动汽车公司监控班班长 杨理嘉：针对潮汐车流，我们 ...

Core Points - The upgrade of charging stations at Jining service area on Jixu Expressway has been completed, with a total of 120 highway service area charging stations and 488 charging terminals upgraded by State Grid Shandong Electric Power this year [1] - The upgrade includes 123 high-power charging terminals, with a power increase of over 70% for single-gun charging, significantly reducing charging time [1] Group 1 - The Jinan pilot area has launched an interactive charging and swapping demonstration station featuring the largest full liquid-cooled supercharging cluster in the country, including the highest power single liquid-cooled supercharging pile and two sets of 1200 kW full liquid-cooled supercharging equipment [3] - The station has 20 single-gun charging guns with a power of 600 kW, capable of charging 100 kWh in just 10 minutes [3] - State Grid Shandong Electric Power has upgraded charging terminals from 60 kW to 120 kW, with a total of 294 charging stations built and put into operation in the first nine months of this year, representing a year-on-year growth of 14.4% [3] Group 2 - The total number of charging stations built and put into operation by State Grid Shandong Electric Power has reached 4,529, capable of serving 27,200 new energy vehicles simultaneously, achieving full coverage of public charging stations in towns [3] - The company has completed inspections and maintenance of charging equipment at highway service areas and urban core area charging stations to ensure stable operation [5] - Mobile emergency charging cabins have been deployed at 10 highway service area charging stations to address the peak charging demand during the holiday season [5]

（央视财经《经济信息联播》）假期临近，全国各地陆续迎来新能源汽车出行高峰。国家电网预测，国 庆中秋假期的出行充电高峰将集中在9月30日至10月1日，和10月6日至7日。国家电网将探索发放高速充 电优惠券。 国网智慧车联网技术有限公司监控中心总监 史双龙：9月29日至10月8日期间，我们将探索开展高速充 电至80%到90%赠送优惠券的方式，引导用户避免长时涓流充电，以技术和经济手段压降单车平均充电 时长，引导车主到高速出入口附近的城市充电站充电，缓解高速服务区充电压力。 转载请注明央视财经 编辑：王昕宇 从区域看，预计江苏省、浙江省和安徽省高速公路充电量将创历史新高。从高速公路看，沈海高速、长 深高速和京沪高速的新能源充电桩最为繁忙。 据预测，9月30日13时充电车辆开始增多，充电高峰出现在22时至24时；10月1日当天从7时开始充电车 辆增多，10时至19时出现充电高峰；10月6日、10月7日两天将迎来返程充电需求的高峰，每天从10时一 直持续到21时。 ...

Group 1 - The total number of electric vehicle charging infrastructure in China reached 16.696 million by the end of July, representing a year-on-year growth of 53% [1] - Public charging facilities accounted for 4.202 million, with a year-on-year increase of 38%, while private charging facilities reached 12.494 million, growing by 58.8% [1] - The top 10 regions for public charging infrastructure construction accounted for 66.7% of the total, with significant concentration in provinces such as Guangdong, Jiangsu, and Zhejiang [1] Group 2 - The total charging electricity in July was approximately 7.71 billion kWh, an increase of 1 billion kWh from the previous month, marking a year-on-year growth of 53.9% and a month-on-month increase of 14.9% [1] - The top 15 charging operators managed a total of 84.1% of the charging piles, with the leading operators being Telecharge (807,000), Star Charge (703,000), and Yun Kuai Charge (656,000) [2] - From January to July, the total increase in charging infrastructure was 3.878 million, a year-on-year rise of 93.2%, with public charging facilities increasing by 623,000 and private facilities by 3.255 million [2]

Core Insights - The China Charging Alliance reported that from January to August 2025, the increment of charging infrastructure reached 4.53 million units, a year-on-year increase of 88.5% [1] - As of the end of August 2025, the total number of electric vehicle charging infrastructure (guns) in China reached 17.348 million, reflecting a year-on-year growth of 53.5% [1] Charging Infrastructure Overview - The increment of public charging facilities was 737,000 units, a year-on-year increase of 37.2%, while private charging facilities saw an increment of 3.793 million units, up 103.3% [1] - The total number of public charging facilities reached 4.316 million, with a year-on-year growth of 37.8%, and private charging facilities totaled 13.032 million, reflecting a 59.6% increase [1] Regional Distribution - The top 10 regions (Guangdong, Zhejiang, Jiangsu, Shandong, Shanghai, Henan, Sichuan, Anhui, Hubei, Hebei) accounted for 66.6% of the public charging facilities [1] - The majority of charging electricity is concentrated in provinces such as Guangdong, Jiangsu, Hebei, Sichuan, Zhejiang, Shanghai, Shandong, Fujian, Henan, and Shaanxi, primarily serving buses and passenger vehicles [1] Operator Performance - As of August 2025, the top 15 charging operators managed a total of 84.2% of the charging piles, with the leading operators being Telecharge (821,000), Star Charge (707,000), and Yun Kuai Charge (669,000) [2] - The remaining operators accounted for 15.8% of the total charging infrastructure [2] Charging Infrastructure vs. Electric Vehicle Sales - In the first eight months of 2025, the increment of charging infrastructure was 4.53 million, while domestic sales of new energy vehicles reached 8.088 million, indicating a charging pile to vehicle ratio of 1:1.8, which suggests that the infrastructure development is keeping pace with the rapid growth of new energy vehicles [2]

Core Viewpoint - The article discusses the rapid growth and development of the passenger car DC charging gun market in China, highlighting the increasing demand driven by the rise of electric vehicles and the expansion of public fast charging networks [6][8]. Product Definition and Market Overview - Passenger car DC charging guns, also known as fast charging guns, are characterized by high power and current, enabling quick charging of electric vehicles, especially suitable for long-distance travel or urgent charging needs [3]. - The market for passenger car DC charging guns in China is projected to reach a sales revenue of 1.658 billion yuan in 2024, with an expected growth to 4.824 billion yuan by 2031, reflecting a compound annual growth rate (CAGR) of 14.55% from 2025 to 2031 [6]. Product Type Segmentation - Ordinary DC guns are standard devices that provide rapid charging services, significantly reducing charging time and are essential for public charging stations [4]. - Liquid-cooled supercharging guns utilize a liquid cooling system to enhance charging efficiency and speed, with current levels reaching around 500A, addressing heat generation issues during high current charging [4]. Application Field Segmentation - Public fast charging stations play a crucial role in urban areas, providing efficient charging services for taxis, ride-hailing vehicles, and private cars, with a market share of approximately 64.54% in 2024 [5][6]. - Fast charging in highway service areas is essential for long-distance travel, requiring higher power levels for efficient charging [5]. Market Dynamics and Competitive Landscape - Key players in the Chinese market include companies like Wolong Nuclear Materials, Yonggui Electric, and Phoenix Electric, with the top three companies holding about 62.92% of the market share in 2024 [7]. - The industry is expected to see increased competition, with a focus on higher power, better compatibility, and improved heat dissipation capabilities in charging guns [7]. Driving Factors - The rapid increase in the penetration rate of new energy vehicles is a significant driver for the expansion of the passenger car DC charging gun market, with new energy vehicle production and sales growing by 34.4% and 35.5% respectively in 2024 [10]. - Government policies supporting the development of charging infrastructure and the promotion of high-power DC fast charging technology are crucial for the industry's growth [10][11]. Industry Challenges - The uneven development of charging infrastructure across regions poses a challenge, particularly in less developed areas where public charging facilities are lacking [15]. - Cost pressures from fluctuating prices of high-performance materials and intense market competition are significant concerns for manufacturers [15]. Key Policies - Various government policies aim to enhance the charging infrastructure, including the construction of high-speed charging stations and urban fast charging networks, to support the growing demand for electric vehicles [17].

Core Insights - The overall operation of charging infrastructure in China has shown significant growth, with a total of 3.878 million new charging facilities added from January to July 2025, representing a year-on-year increase of 93.2% [1] - As of the end of July 2025, the total number of electric vehicle charging infrastructure (guns) in China reached 16.696 million, marking a 53.0% year-on-year growth [1] - Public charging facilities accounted for 4.202 million guns, a 38% increase year-on-year, while private charging facilities reached 12.494 million guns, growing by 58.8% [1] Charging Infrastructure Overview - The top 10 regions for public charging facility construction, including Guangdong, Zhejiang, and Jiangsu, account for 66.7% of the total [2] - The total charging electricity nationwide reached approximately 7.71 billion kWh by July 2025, an increase of 1 billion kWh from the previous month, reflecting a year-on-year growth of 53.9% and a month-on-month increase of 14.9% [2] - The top 15 charging operators in China manage 84.1% of the total charging piles, with the leading operators being Telecharge (807,000), Star Charge (703,000), and Yun Kuai Charge (656,000) [2] Comparison with Electric Vehicles - From January to July 2025, the growth of charging infrastructure (3.878 million) is in line with the domestic sales of new energy vehicles, which totaled 6.913 million units, indicating a charging pile to vehicle ratio of 1:1.8 [3]

Group 1 - The establishment of Kaifeng Jiaojian Telepower Energy Operation Management Co., Ltd. with a registered capital of 10 million yuan focuses on electric vehicle charging infrastructure operations, centralized fast charging stations, and sales of charging piles [1][2] - The company is jointly owned by Terui De (300001) through Telepower New Energy Co., Ltd. and Kaifeng Transportation Construction Group Co., Ltd., with the latter holding a 70% stake and the former holding 30% [1][2] - The business scope includes general projects such as electric vehicle charging infrastructure operation, centralized fast charging stations, and motor vehicle charging sales, among others [2]

Core Insights - The rise of mobile charging services is transforming the way electric vehicle (EV) owners charge their cars, shifting from a "find a charging station" model to an "on-demand charging" model, enhancing convenience for users [3][4][6] Group 1: Service Overview - Mobile charging vehicles can be summoned via a smartphone app, providing fast charging services directly to the vehicle's location, addressing the challenges of installing charging stations in older residential areas [3][4] - In the Xiaonan Village community, a mobile charging vehicle can charge an EV in about one hour at a cost of 1 yuan per kilowatt-hour, allowing for online payment and significantly improving the charging experience for residents [4][6] Group 2: Market Demand and Coverage - The introduction of mobile charging services has been driven by the increasing number of EVs in communities where traditional charging infrastructure is inadequate, with over 60 mobile charging vehicles deployed in Beijing's Economic and Technological Development Area, serving more than 10,000 EV owners [6][10] - The service aims to fill the gaps in existing charging networks, particularly in areas where charging stations are scarce or difficult to install, and can respond quickly to emergency charging needs [7][9] Group 3: Future Prospects - The market potential for mobile charging services is significant, driven by the rising penetration of EVs and the increasing demand for immediate charging solutions, with over 100,000 incidents of vehicle breakdowns annually due to charging issues [10][11] - Technological advancements, such as higher energy density batteries and smarter scheduling algorithms, are expected to enhance the efficiency and capacity of mobile charging services, potentially allowing a single vehicle to charge more than 50 EVs at once in the future [11][12]