广东提振消费专项行动实施方案印发 行业发展添动力 近日，广东省政府办公厅印发《广东省提振消费专项行动实施方案》（以下简称《方案》），行业发展多项工作获支持。 《方案》明确，要实施消费品质提升行动，加快培育低空和邮轮游艇消费。抢抓低空经济发展机遇，围绕物流配送、空中交通、观光体验、科普教育等领 域，支持在具备条件的地区开展低空消费应用场景示范。要实施消费环境改善提升行动，加强城乡消费设施建设。深入实施县域商业建设行动，新增10个县 域商业建设行动县，支持新建、改造一批县镇商贸中心、大中型超市、农贸市场，完善冷藏、加工、配送等设施。促进农村客货邮融合发展，支持创建主题 邮局。（广东省邮政管理局） 甘肃提振消费专项行动实施方案支持行业高质量发展 近日，甘肃省委办公厅、省政府办公厅联合印发《甘肃省提振消费专项行动实施方案》（以下简称《方案》），明确支持行业高质量发展。 《方案》明确，支持县级物流配送中心建设，推动村级寄递物流综合服务站标准化建设；支持发展生鲜农产品等冷链寄递服务，推进无人车、无人仓等规模 化应用；统筹现有资金渠道，落实乡村寄递物流公益岗、"甘味出陇"寄递补贴等相关政策；支持城市社区智能柜建设。（甘肃省 ...

5月13日，小桔能源副总经理林枝棠，出席2025第十一届中国国际电动汽车充换电产业大会。他在大会 上表示，为更好地满足用户对快速充电的需求，小桔充电将在未来一年内，投入超1亿元，帮助商户升 级充电设施，加速超充网络的建设。据悉，首批补贴支持将在6月1日正式启动，覆盖国内8座城市。林 枝棠称，超1亿元的"焕新补贴"，主要分两个部分，一部分用作"合建基金"，帮助商户0元实现，将旧充 电桩升级为超充桩；另一部分用作商户的现金补贴，帮助商户降低经营压力，共同为用户提供更好的服 务。(滴滴出行) ...

Core Insights - The 2025 Shanghai Auto Show showcased a significant focus on advanced technologies in new vehicles, with traditional automakers also highlighting their internal combustion engine innovations [1][11] - The event marked a shift from flashy marketing to a spotlight on cutting-edge technologies, particularly in the electric vehicle (EV) sector [1] Electric Vehicle Technologies - Breakthroughs in ultra-fast charging and battery technologies were prominent, with companies like BYD introducing a 1000kW flash charging system capable of providing approximately 400 kilometers of range in just 5 minutes [2] - Star Charging presented a "liquid-cooled ultra-fast charging 2.0" product with a maximum power of 10 megawatts, significantly enhancing charging efficiency for 800V high-voltage platform vehicles [2] - Huawei unveiled a full liquid-cooled ultra-fast charging station with a peak power of 1.5 megawatts, capable of charging heavy-duty vehicles to 90% in just 15 minutes [3] - CATL introduced its second-generation supercharging battery with a peak charging power of 1.3 megawatts, supporting a charging rate of up to 12C [3] Internal Combustion Engine Developments - Despite the rise of EVs, traditional fuel vehicles remain relevant, with over 70% of current models still relying on engines for power [11] - Volkswagen showcased its fifth-generation EA888 engine, which has a power increase of 23.5%, achieving a maximum power of 200kW and a fuel consumption of 8.35L per 100km [11] - Great Wall Motors presented a self-developed 4.0T V8 twin-turbo engine with a maximum power of 549 horsepower and a peak torque of 800 Nm [12] - Changan Automobile introduced a 500Bar ultra-high-pressure direct injection engine, enhancing fuel efficiency and performance [13] Smart Cockpit Innovations - The auto show highlighted advancements in smart cockpit technologies, with companies like SenseTime showcasing vehicles equipped with AI assistants capable of natural conversation and emotional recognition [6] - AI technologies are transforming vehicles into more interactive and user-friendly environments, with systems that can adjust settings based on user emotions [6][9] - BMW introduced its new generation intelligent cockpit, emphasizing a user-friendly interface that enhances safety and interaction [10]

来源： 北北自律机 25年05月11日星期日 理想超充 2 新增。 超充建成数：2284→2286座 25年05月10日星期六 理想超充 1 新增。 超充建成数：2283→2284座 【附】3 座新增建成 四川省 成都市 成都新华宾馆 为城市4C站，规格：4C × 6 四川省 成都市 成都杉板桥南三路 为城市4C站，规格：4C × 四川省 绵阳市 绵阳创新中心 为城市4C站，规格：4C × 6 加微信，进群深度交流理想长期基本面。不是车友群。 ———————————————————— 基于i8发布日期 2500+座目标 新增数进度值：72.06%→72.32% i8发布剩余81天（按7月31假设） i8发布剩余时间进度值：61.61% 需每日 2.64 座，达到 i8发布 目标值 基于2025年底4000+座目标 今年新增数进度值：24.51%→24.59% 今年剩余234天 今年时间进度值：35.89% 需每日 7.32 座，达到年底目标值 ...

山东省 东营市 东营永晖大厦 为城市5C站，规格：2C × 3 5C × 1 山东省 菏泽市 菏泽牡丹天安商务中心 为城市5C站，规格：2C × 3 5C × 1 来源： 北北自律机 25年05月09日星期五 理想超充 6 新增。 超充建成数：2277→2283座 基于i8发布日期 2500+座目标 新增数进度值：71.15%→71.93% i8发布剩余83天（按7月31假设） i8发布剩余时间进度值：60.66% 需每日 2.61 座，达到 i8发布 目标值 基于2025年底4000+座目标 今年新增数进度值：24.20%→24.46% 今年剩余236天 今年时间进度值：35.34% 需每日 7.28 座，达到年底目标值 【附】6 座新增建成 江苏省 常州 常州510碧乐时光 为城市4C站，规格：4C × 6 江苏省 泰州 泰州大卫茂未来城 为城市4C站，规格：4C × 4 江苏省 无锡市 无锡长广溪旭天科技园 为城市4C站，规格：4C × 6 江苏省 无锡市 无锡艾迪花园酒店 为城市4C站，规格：4C × 6 ———————————————————— 泰州大卫茂未来城 × 9 江苏省泰州市海陵区城南街道青 ...

事项： 公司发布2025年一季报。2025年第一季度，公司实现营收847.0亿元，同比+6.2% ， 环比-17.7%； 实现 归母净利润139.6 亿元， 同比+32.9% ， 环比-5.3%。经营性现金流持续强劲，达到329 亿元；期末货币 资金超 3200 亿元。 平安观点： 第一季度"淡季不淡"，归母净利润同比增长亮眼。营收端来看，2025年第一季度，公司实现营收847.0 亿元，同比+6.2%，环比-17.7%。受春节假期影响，第一季度为锂电传统淡季，公司单季度营收环比有 所下降，同比仍呈现增长。根据公司投资者关系活动记录表，公司第一季度电池销量超过 120GWh ， 同比增长超过 30%； 其中储能销量占比接近20%。盈利端来看，根据公司投资者关系活动记录表，公 司一季度单Wh 毛利环比 2024 年第四季度有所提升；一季度销售净利率达到17.5%，达到2018年以来单 季度最高水平；ROE水平保持稳定。2025年第一季度，公司实现归母净利润139.6亿元，同比+32.9%， 环比-5.3%。 美国业务占比较小，公司全球业务拓展仍可期。根据公司投资者关系活动记录表，美国业务占公司出货 比重较小，且 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expected stock performance that will exceed the market by more than 20% within the next six months [11]. Core Insights - The company reported strong performance in Q1 2025, achieving revenue of 84.7 billion yuan, a year-on-year increase of 6.2%, and a net profit attributable to shareholders of 13.96 billion yuan, up 32.9% year-on-year [3][6]. - The company is expanding its global market presence, particularly in Europe, where its market share in the power battery sector has increased from 17% in 2021 to 38% in 2024 [6]. - The company is actively developing new business models, including battery swapping and ultra-fast charging technologies, which are expected to drive future growth [7]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 84.7 billion yuan, with a year-on-year growth of 6.2% and a quarter-on-quarter decline of 17.7% due to seasonal factors [3][6]. - The net profit for the same period was 13.96 billion yuan, reflecting a year-on-year increase of 32.9% and a quarter-on-quarter decrease of 5.3% [3][6]. - The operating cash flow remained strong at 32.9 billion yuan, with cash and cash equivalents exceeding 320 billion yuan at the end of the quarter [3]. Market Expansion - The company has seen significant growth in its battery sales, exceeding 120 GWh in Q1 2025, with a year-on-year increase of over 30% [6]. - The company is focusing on emerging markets such as the Middle East and Australia, where demand for energy storage is rapidly increasing [6]. Future Projections - The company forecasts a net profit of 66.26 billion yuan for 2025, with expected growth rates of 30.3% and 19.9% for 2026 and 2027, respectively [5][9]. - The projected revenue for 2025 is 460.7 billion yuan, with a gross margin of 24.3% [5][9]. Strategic Initiatives - The company plans to build 1,000 battery swapping stations by 2025 and has signed strategic agreements with major partners to enhance its battery swapping network [7]. - The company is also investing in ultra-fast charging technology, aiming to lead in this segment with its new battery products [7].

Core Viewpoint - The emergence of the "single-gun megawatt era" in electric vehicle charging technology marks a significant advancement in charging efficiency and user experience, with Zeekr leading the charge through innovative solutions and infrastructure development [2][5][7]. Group 1: Technological Advancements - Zeekr has launched the V4 extreme charging megawatt station, featuring a peak power of 1.3 megawatts and a peak current of 1300A, making it the first in the world to achieve this dual 1300 capability [1][2]. - The V4 station in Hangzhou has a total power output of 1440kW, allowing multiple vehicles to charge simultaneously without power anxiety, setting a new benchmark for the industry [1][2]. - The station utilizes an integrated modular cabinet technology, reducing the footprint by over 61% compared to previous models, while maintaining high power output [2]. Group 2: Charging Efficiency - During real-world tests, the V4 station achieved over 360kW charging power for three vehicles simultaneously in just 8 seconds, with a total power exceeding 1300kW [2]. - The maximum total power for three vehicles charging at the same time reached 1403kW, with a power utilization rate exceeding 97%, ensuring efficient power distribution [2]. Group 3: Future Developments - The V4 megawatt station will be piloted in key cities like Shenzhen, complementing Zeekr's existing network of 1578 self-built charging stations, including nearly 1000 800V extreme charging stations [3][8]. - Zeekr plans to launch the Power Capsule, a modular home charging product that is 82% smaller and supports multiple charging scenarios, set to enter mass production in Q3 [3]. Group 4: Industry Leadership - Zeekr has been a pioneer in ultra-fast charging since 2021, progressing from 360kW to the current 1.3MW, demonstrating consistent technological leadership [5][6]. - The company’s ultra-fast charging network is designed to meet the increasing demands of high-voltage electric vehicles, enhancing charging efficiency and user experience [7]. Group 5: Market Position - By April 2025, Zeekr will have established 1578 self-built charging stations across 185 cities, leading the industry in the number of 800V ultra-fast charging stations [8]. - Zeekr is actively participating in the construction of industry standards for ultra-fast charging, promoting unified protocols and service specifications [9].

● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为肇始，在新能源汽车产业的强 力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随到领跑的完整历程，如今已经 成为中国制造走向全球的"新三样"代表，也成为中国经济转型升级的时代注脚。 官方定义的车网互动，不仅包括引导电动车在用电低谷期充电、避免高峰期充电的 " 有序充电 " （ V1G ），也日益强调车辆向电网反向输电的 " 双向充放电 " （ V2G ）。 前者已有规模化案例，如 2025 年 1 月南方电网广东公司组织的活动吸引了超万辆车参与优化充 电时段。 但政策的未来重心，显然在于构建完整的 、 具备商业可持续性的双向能量流动闭环。 政策背后的双重驱动：电网减负与绿电消纳 推动 V2G 规模化的紧迫性源于两大核心需求。 中国正在加速推动新能源汽车与电网的互动（ Vehicle-to-Grid, V2G ），试图将其从概念验证 推向规模化应用的快车道。 然而，在这场旨在稳定电网、 消纳新 能源并探索新商业模式的竞速中，传统以个人车主为核心 ...

事件：鑫宏业发布2024 年年报，公司24 年营业收入为26.48 亿元，同比增长32.33%；实现归母净利润 1.16 亿元，同比下降29.61%；实现扣非归母净利润1.01 亿元，同比下降27.78%。 风险提示：原材料价格波动风险、下游需求不及预期、竞争加剧风险。 公司25Q1 营业收入为7.55 亿元，同比增长55.35%，环比下降17.19%；实现归母净利润0.34 亿元，同比 增长20.43%，环比增长66.29%，主要为汽车、储能业务增长。公司25Q1 毛利率为10.41%，环比增长 2.37pcts，同比下降1.21pcts，净利率为4.56%，环比增长2.29pcts，同比下降1.32pcts。 灵巧手柔性线缆突破头部客户。公司开发出人形机器人超柔性线缆系列产品，大幅超越普通工业机器人 线缆在狭小空间内的动态弯折寿命极限，顺利进入人形机器人头部企业供应链体系，为其关节驱动系统 以及灵巧手等提供线缆。机器人线缆生产依赖全自动化绞线机组，设备投资规模大、技术专用性强。 聚焦高阶自动驾驶车型与兆瓦级超充，带动车端业务快速增长。公司积极布局超充网络，液冷超充线缆 支持600kW 以上功率，成为比亚迪 ...