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【财闻联播】事关小米汽车芯片,雷军最新透露!赛力斯5月销量出炉
券商中国· 2025-06-03 12:15
欧盟拟限制中企参与医疗器械招标,外交部回应 据北京日报,6月3日,外交部发言人林剑主持例行记者会。法新社记者提问,据报道,欧盟拟根据《国际采购 工具》对中资企业采取限制性措施,中国企业未来5年可能将被限制参与价值超过500万欧元的欧盟医疗器械公 共招标项目。请问外交部对此有何评论?林剑表示,有关具体问题建议向中方的主管部门询问。我想指出的 是,中方始终坚持高水平对外开放,坚持维护市场经济原则和贸易规则,主张通过对话磋商解决贸易争端。欧 盟一贯标榜是全球最开放的市场,但事实上一步步走向保护主义,动辄付诸单边经贸工具,以公开竞争之名行 不公平竞争之实,是典型的双重标准。林剑表示,希望欧方恪守市场开放承诺和世贸组织规则,为中国企业提 供公平透明、非歧视的营商环境,推动中欧经贸关系健康稳定发展。中方将坚决维护中国企业的正当合法权 益。 ★ 金融机构 ★ 中信银行:获准筹建金融资产投资公司 ★ 宏观动态 ★ 工信部等五部门开展2025年新能源汽车下乡活动 6月3日,工业和信息化部办公厅等五部门发布关于开展2025年新能源汽车下乡活动的通知,选取满足乡村地区 使用需求、口碑好、质量可靠的新能源车型,开展展览展示、试乘驾驶 ...
高质量发展能源行丨数智赋能美好生活 解码大型城市高质量发展“电力密码”
国家能源局· 2025-06-02 03:42
Core Viewpoint - The article highlights the advancements in energy infrastructure in Shenzhen, particularly focusing on the innovative technologies implemented at the Shenzhen Lianhua Mountain Super Charging Station and the Shenzhen Pumped Storage Power Station, which are crucial for supporting the rapid growth of electric vehicles and enhancing energy security in urban areas [1][3][4]. Group 1: Shenzhen Lianhua Mountain Super Charging Station - The Shenzhen Lianhua Mountain Super Charging Station is the first in the country to integrate "solar storage supercharging + vehicle-to-grid interaction + power harmony" technology, featuring 27 charging piles that can simultaneously charge 46 vehicles [1]. - The station includes 4 ultra-fast charging piles with a maximum power of 600 kW, allowing for charging speeds of "one kilometer per second," enabling a household vehicle to charge over 80% in just 10 minutes [1]. - The station is a pilot for "green vehicle charging with green electricity," allowing users to charge with 100% renewable energy [1]. - The station is equipped with 22 V2G charging piles, capable of a maximum discharge power of 2160 kW, with a single-day discharge volume reaching 13,000 kWh, sufficient to meet the daily electricity needs of 1,600 households [1][3]. Group 2: Shenzhen Pumped Storage Power Station - The Shenzhen Pumped Storage Power Station, located just 20 kilometers from the city center, has a total installed capacity of 1.2 million kW and is the first large-scale pumped storage power station built in an urban area [4]. - The power station acts as a "regulator" for the power grid, with a cumulative adjustment capacity exceeding 20 billion kWh, equivalent to two months of electricity consumption for Shenzhen [4]. - The station has automated 90% of its inspection work, significantly reducing downtime for maintenance, with an expected equivalent availability factor of 96.59% by 2024 [4]. - The station utilizes a third-generation artificial intelligence data analysis platform for real-time monitoring and performance analysis, enhancing intelligent management capabilities by 30% [4][5]. - A new monitoring system combining BeiDou satellite navigation and InSAR technology has been established for high-precision monitoring of dam deformations, improving safety management [5]. - As of May this year, the Southern Power Grid has an operational pumped storage capacity of 10.28 million kW, providing over 20.56 million kW of adjustment capacity [5].
高质量发展能源行丨探寻“一杯咖啡,满电出发”的超充之旅
国家能源局· 2025-06-02 03:42
Core Viewpoint - The article highlights the advancements in electric vehicle (EV) charging infrastructure and energy management in Shenzhen, showcasing the city's commitment to high-quality energy development and the integration of innovative technologies in the energy sector [1][3][10]. Group 1: Supercharging Stations - Shenzhen has over 1,000 supercharging stations, surpassing the number of gas stations, and has created a "1-kilometer supercharging travel circle" for residents [3][10]. - The Lianhua Mountain Supercharging Station features 27 charging piles, capable of servicing 46 vehicles simultaneously, with four ultra-fast charging piles that can charge a vehicle to over 80% in just 10 minutes [8][9]. - The station is a pilot for "green vehicle charging green electricity," allowing users to charge with 100% renewable energy [8][9]. - The V2G (Vehicle-to-Grid) technology at the station allows vehicle owners to send electricity back to the grid, with a maximum discharge power of 2160 kW, and during a recent event, it provided 13,000 kWh of electricity, enough for 1,600 households for a day [9][10]. Group 2: Pumped Storage Power Station - The Shenzhen pumped storage power station, located just 20 kilometers from the city center, has a capacity of 1.2 million kW and is the first large-scale pumped storage station built in an urban area [19][20]. - The station has adjusted over 20 billion kWh of electricity since its inception, equivalent to two months of electricity consumption for Shenzhen, and can balance over one-third of the city's peak-to-valley load difference [19][20]. - Automation has significantly increased efficiency, with 90% of inspections now performed by machines, and the implementation of AI data analysis has improved management levels by 30% [20]. - The Southern Power Grid has a total pumped storage capacity of 10.28 million kW, with plans for nine additional pumped storage stations in the Guangdong-Hong Kong-Macao Greater Bay Area, expected to consume 24.4 billion kWh of clean energy annually once completed [20].
【快讯】每日快讯(2025年5月27日)
乘联分会· 2025-05-27 08:36
Domestic News - Harbin will launch a car purchase subsidy program starting May 28, with a total of 48 million yuan allocated for subsidies, available on a first-come, first-served basis. Subsidies vary based on vehicle price, with 3,000 yuan for cars under 150,000 yuan, 4,000 yuan for cars between 150,000 and 300,000 yuan, and 5,000 yuan for cars over 300,000 yuan [4] - From January to April 2025, the Horgos port exported 106,000 vehicles, marking an 18% year-on-year increase. The port facilitates the export of various vehicles, including new energy cars, to countries along the Belt and Road Initiative [5] - Henan province aims to complete the scrapping and replacement of 500,000 vehicles by 2025, offering subsidies of up to 20,000 yuan for scrapping eligible old cars and purchasing new energy vehicles [6] - Guangzhou encourages electric vehicles to discharge power back to the grid, offering a maximum reward of 5 yuan per kilowatt-hour, as part of a three-year action plan to promote smart connected new energy vehicles [7] - NIO's Shanghai subsidiary has added battery manufacturing and sales to its business scope, indicating a strategic expansion into the battery sector [9] - Geely's electric vehicle model, the Geely Star Wish, is set to enter the Thai market with an expected price of approximately 110,000 yuan [10] - Pony.ai has announced a strategic partnership with Dubai's Roads and Transport Authority to deploy a Robotaxi fleet, with plans for testing operations to begin in 2025 [11] - XPeng Huitian has signed a strategic cooperation agreement with Dong'an Power to develop next-generation aviation hybrid system technology [12] International News - In the UK, SUVs accounted for over half (52%) of new models launched by major manufacturers in 2025, with a year-on-year increase of 18% in new SUV models [13] - Thailand's domestic car sales saw a 0.97% year-on-year increase in April 2025, marking the first growth in 23 months, driven primarily by an increase in passenger car sales [14] - Germany's car market showed signs of cooling in April 2025, with new registrations dropping by 4.2% compared to March, and a 3.3% decline in cumulative new car sales for the first four months of the year [15] - France's new car market continued to decline in April 2025, with sales down 5.6% year-on-year, reflecting ongoing challenges in consumer demand [16] Commercial Vehicles - Qiji New Energy Technology and Sichuan Chuanxi Logistics have signed a strategic cooperation agreement to develop a zero-carbon battery swap network in high-altitude areas of Sichuan [16] - XCMG has officially launched a "battery bank" in partnership with Wuxi Urban Development Group, aiming to manage approximately 5 billion yuan worth of new energy battery assets over the next five years [18] - The demand for cold chain logistics is on the rise, with over 46,000 related companies in China, and a 4% year-on-year growth in the cold chain logistics market, driven by increased online retail sales of fruits and vegetables [19] - FAW Jiefang's J6P heavy truck has successfully launched in Senegal, marking a significant step in the company's expansion into the West African market [20]
国网天津电科院举办车网互动与虚拟电厂发展论坛
Core Viewpoint - The recent "Fourth Shanghai International Charging and Swapping Exhibition" featured a forum on "Vehicle-Grid Interaction and Virtual Power Plant Development," highlighting advancements in vehicle-grid interaction technology and its commercialization potential [1][2] Group 1: Forum and Event Highlights - The forum was organized by the Electric Power Research Institute of State Grid Tianjin and included six experts from various sectors discussing vehicle-grid interaction case studies and commercialization strategies [1] - The Shanghai exhibition is one of the largest in the charging and swapping industry, serving as a platform to promote research progress in vehicle-grid interaction technology [1] Group 2: Government Initiatives and Pilot Projects - In August of last year, the National Development and Reform Commission initiated pilot projects for large-scale vehicle-grid interaction applications, providing a clear direction for practical implementation [1] - The first batch of pilot cities for vehicle-grid interaction was announced in April this year, with the Tianjin Dongli Xuelian Road charging station being one of the first 30 projects to utilize vehicle-grid interaction technology [1] Group 3: Project Development and Goals - The vehicle-grid interaction technology project was approved in November 2022, aiming to address the integration of large-scale electric vehicles into new power systems through various research dimensions [2] - The project has entered the demonstration application phase, focusing on the testing and deployment of key products such as intelligent charging and discharging control devices and energy management systems [2]
【院士报告】32页PPT详解新能源汽车行业革命技术路线图
材料汇· 2025-05-22 15:26
Core Viewpoint - The article discusses the transformative phases of the new energy vehicle (NEV) industry, focusing on three main areas: power electrification, vehicle intelligence, and energy decarbonization, highlighting the expected growth and technological advancements in these sectors. Group 1: Power Electrification - The power electrification phase is characterized by the emergence of electric vehicles (EVs), with significant milestones such as the establishment of a "pure electric drive" strategy in 2010 and the surpassing of 1 million units sold in 2018 [3] - In 2021, EV sales reached 3.52 million units, marking a significant breakthrough in the electrification of passenger vehicles [3] - Projections indicate that by 2025, EV sales will exceed 15 million units annually, with a stable growth period expected thereafter, potentially reaching 100 to 160 million vehicles by 2030 [3] Group 2: Solid-State Battery Development - The solid-state battery sector is seeing collaborative innovation, with the establishment of the China All-Solid-State Battery Collaborative Innovation Platform in January 2024, involving various stakeholders including academicians and leading enterprises [5][6] - The focus is shifting towards sulfide solid electrolytes, with numerous companies investing in research and development to establish mass production capabilities by 2027-2028 [9] - Key players are expected to achieve significant production milestones, such as Idemitsu's plan for a 100-ton annual production line by 2027-2028 and AGC's anticipated mass production of sulfide solid electrolytes by 2027 [9] Group 3: Vehicle Intelligence - The vehicle intelligence phase is projected to explode in 2025, driven by advancements in AI and intelligent driving technologies, with expectations for L4-level fully autonomous vehicles to be commercially viable by 2030 [20] - The integration of AI in vehicle systems is expected to enhance the entire lifecycle of NEVs, from design and manufacturing to usage and recycling [21][29] Group 4: Energy Decarbonization - The energy decarbonization phase is set to gain momentum with the implementation of China's dual carbon strategy, aiming for a significant increase in renewable energy sources by 2030, including a target for non-fossil energy to account for over 50% of total power generation [37] - By 2035, it is anticipated that green electricity will become the primary power source for charging, with the number of electric vehicles reaching between 200 to 300 million [37][42] Group 5: Future Industry Outlook - The NEV industry is expected to evolve into a multi-trillion-dollar sector, with projections indicating that the total annual sales of NEVs could approach 30 million units by 2035, supported by advancements in battery technology and energy systems [54] - The integration of various energy systems, including vehicle-to-grid (V2G) technologies, is anticipated to revolutionize energy consumption and management in urban environments [51][53]
携程一季度增收不增利,海外扛起增长大旗;本田电动车投资目标削减超200亿美元;宁德时代港股首日涨超16%丨百亿美元公司动向
晚点LatePost· 2025-05-21 00:00
Group 1: Ctrip's Q1 Financial Performance - Ctrip's net revenue for Q1 2025 reached 13.8 billion yuan, a year-on-year increase of 16%, while net profit remained flat at 4.3 billion yuan [1] - The increase in revenue was primarily due to a rise in expenses, with marketing expenses amounting to 3 billion yuan, a 30% increase, nearly double the revenue growth rate [1] - Ctrip's gross margin for the quarter was 80.4%, below the market expectation of 81% [1] Group 2: Ctrip's Business Segments - Ctrip's revenue is derived from four main segments: accommodation booking (5.5 billion yuan), transportation ticketing (5.4 billion yuan), tourism vacation (947 million yuan), and business travel management (573 million yuan) [1] - Accommodation booking accounted for the largest share of total revenue at 39.8%, with a year-on-year growth of 23% [1] - The overseas platform's booking volume grew by over 60% year-on-year, and inbound tourism bookings doubled [1] Group 3: Honda's Electric Vehicle Strategy - Honda announced a reduction in its electric vehicle investment plan from 10 trillion yen (approximately 691 billion USD) to 7 trillion yen (approximately 484 billion USD) due to slowing demand for pure electric vehicles [2] - The CEO of Honda stated that by 2030, the expected sales proportion of pure electric vehicles will be only 20%, down from the previous target of 30% [2] - Honda plans to achieve annual sales of 2.2 to 2.3 million hybrid vehicles by 2030 and will launch 13 new hybrid models between 2027 and 2030 [2] Group 4: CATL's IPO Performance - CATL's stock price surged by 18% on its first day of trading on the Hong Kong Stock Exchange, with a market capitalization exceeding 1.41 trillion HKD [3] - The chairman of CATL emphasized that the company aims to be a provider of system solutions, not just a battery component manufacturer [3] Group 5: Apple's App Store Commission - A recent U.S. court ruling deemed Apple's 27% commission on developers using third-party payment systems illegal, which could lead to a reduction in commission rates [4] - This commission generates approximately 20 billion USD in annual revenue for Apple, and the company is appealing the court's decision [4] Group 6: Electricity Consumption in China - In the first four months of the year, China's total electricity consumption grew by 3.1%, with April's consumption reaching 772.1 billion kWh, a year-on-year increase of 4.7% [6] - The primary industry saw the fastest growth in electricity consumption, increasing by 10% [6] Group 7: Nintendo Switch 2 Chip Production - Samsung Electronics will produce chips for the Nintendo Switch 2, transitioning from TSMC, as the new chips are optimized for Samsung's production process [7] - Samsung has sufficient chip production capacity to support the production of 20 million Switch 2 units by March 2026, while Nintendo anticipates sales of 15 million units [7] Group 8: Interest Rate Adjustments by Chinese Banks - Major Chinese banks, including ICBC and ABC, have lowered interest rates on various deposit and loan products in response to the central bank's recent policy rate cuts [8] - This adjustment aims to protect bank profitability while encouraging consumers to borrow more and save less, thereby stimulating the economy [8] Group 9: NIO's Charging Station Initiative - NIO Energy plans to collaborate with Shenyang Zhongde Group to build 100 charging and battery swap stations in Northeast China [12] - NIO has already established a network of 3,319 battery swap stations across the country, connecting over 700 cities [12] Group 10: Meituan's AI Tool Launch - Meituan is set to launch an AI programming tool called "NoCode," which is currently in gray testing [13] - The tool is developed by Meituan's quality and efficiency team, part of its basic R&D platform [13]
专访 || 光储充换产业联盟副秘书长王成名:未来光储充换电站会成为标配
Core Insights - China's charging infrastructure is experiencing rapid growth, with over 30 million electric vehicles and nearly 14 million charging stations, achieving a vehicle-to-charger ratio of approximately 2:1, and a growth rate exceeding 30% annually, which is more than double that of Europe and the US [3][4] - The industry faces challenges in profitability, with 70% of operators having a gross margin of only 5%, primarily due to low turnover rates and resource wastage [3] - The government is promoting rural charging station deployment, addressing issues like weak rural power grids and high construction costs through innovative solutions and policy incentives [4][5] Charging Infrastructure Development - China's charging infrastructure has achieved significant scale and speed, with a total of nearly 14 million charging stations and a vehicle-to-charger ratio close to 2:1 [3] - The country leads globally in scale and policy support but needs to improve in areas like ultra-fast charging technology and standardization of vehicle-grid interaction [3] - The industry is working towards unifying charging standards and promoting "Chinese standards" globally [3] Profitability Challenges - The average turnover rate for charging stations is below 10%, leading to low profitability for operators [3] - A shift towards integrated models combining solar, storage, and charging services is suggested to improve profitability [3] Rural Charging Station Deployment - Innovative solutions such as using distributed solar power to alleviate grid pressure and reduce construction costs by over 30% are being explored [4] - Government policies, including subsidies and simplified processes, are crucial for attracting businesses to rural charging network development [4][5] Market Demand Activation - Targeting specific vehicle types like electric tricycles and logistics vehicles in rural areas can help stimulate demand for charging stations [5] Vehicle-Grid Interaction - Challenges in vehicle-grid interaction include high costs of matching vehicle location with discharge needs and lack of standardized communication protocols [6] - A collaborative effort among government, enterprises, and users is essential to overcome these barriers [6] Charging Service Quality Improvement - The industry is focusing on enhancing the convenience and reliability of charging services through various initiatives [7] - Implementing "plug-and-charge" technology and integrating navigation platforms for easier access to charging stations are key developments [7] Future Industry Trends - The charging infrastructure industry is expected to become smarter, greener, and more integrated over the next three years [8] - Smart charging stations will utilize data integration to provide optimal charging solutions and adjust power based on real-time conditions [8] - The integration of solar and storage solutions will reduce reliance on traditional power grids, with future charging stations expected to operate on 100% green energy [8]
直击2025上海充换电展,解码未来补能“黑科技”
同济大学交通运输工程学院院长、上海市交通工程学会副理事长兼秘书长凌建明指出,目前,充换电产业呈现出多元化的发展趋势,社区场景的低功率 慢充,公共充电场站的快充、超充技术应用日益广泛,换电模式在特定场景下也呈现出独特优势。 尤其是快充和超充产品琳琅满目,是此次展会的一大亮点,企业纷纷打出了"兆瓦超充"、"重卡超快充"、"隔离风冷超充"、"全液冷超充"等宣传标语, 并带来了各自最新的产品及解决方案。 走进上海汽车会展中心,人潮涌动,火热的气息扑面而来,"兆瓦超充"、"光储充一体化"等字眼随处可见,新能源汽车充换电领域的最新科技成果和产 品在这里一一呈现。 近日,2025第四届上海国际充换电与光储充展览会在上海汽车会展中心举行。同期,第十一届中国国际电动汽车充换电产业大会也在安亭举办,以"推 动充换电产业全球化高质量发展"为主题,搭建高端对话平台,共绘充换电产业全球化高质量发展蓝图。 前沿成果汇聚一堂 车网互动加速推进 在快充、超充技术涌现的热潮中,电网承载压力与资源均衡配置等挑战仍有待破解。中国电动汽车百人会副秘书长师建华指出,随着新能源汽车保有量 的增加,大规模无序充电可能对电网安全的稳定运行带来冲击,推动充电 ...
车网互动迈入规模化应用新阶段
Zhong Guo Dian Li Bao· 2025-05-16 01:46
Core Viewpoint - The recent announcement by multiple national agencies marks the transition of vehicle-grid interaction from exploratory research to large-scale application trials, which is crucial for the development of electric vehicle infrastructure and the new energy system in China [1][2]. Policy Direction - The path for vehicle-grid interaction has been clearly defined through various national policies, with significant milestones set for 2025 and 2030 regarding technical standards, pricing mechanisms, and market mechanisms [2]. Development Outlook - The rapid growth of China's electric vehicle market is evident, with projections indicating a total of 31.4 million electric vehicles and 12.818 million charging facilities by the end of 2024, alongside a substantial increase in charging volume [3]. - The need for vehicle-grid interaction technology is underscored by the challenges posed by peak charging times coinciding with residential electricity demand, necessitating active participation in grid regulation [3]. Pilot Programs - Vehicle-grid interaction is maturing, with successful pilot programs demonstrating the feasibility of time-of-use pricing and resource aggregation for grid services, including a large-scale event involving over 100,000 electric vehicles [3]. Challenges - There are significant challenges in technology and infrastructure, including the impact of frequent charging on battery life and the need for smarter charging facilities to meet dynamic grid demands [4]. - The standardization of vehicle-grid interaction is still in its infancy, with existing standards lacking effective regulations for data exchange and operational control [4]. - The commercial model for vehicle-grid interaction requires innovation, as current revenue mechanisms are limited and do not adequately cover the costs of advanced charging infrastructure [5]. Strategic Measures - Key technological advancements are needed, particularly in battery life and safety for high-frequency charging, as well as the development of a robust vehicle-grid interaction system [6]. - There is a pressing need to establish a unified standard system across various sectors involved in vehicle-grid interaction to facilitate effective collaboration [6]. - Market mechanisms must be optimized to encourage flexible charging and discharging practices, enhancing the participation of electric vehicles in energy markets [6].