企业出海，恰如巨轮驶向深蓝。纵使前方波涛汹涌，中国企业依然展现出破浪前行的勇气与智慧，寻找 更广阔的增量市场空间 万帮数字能源（星星充电）CEO李宏庆近日在接受21世纪经济报道记者专访时表示，出海是中国新能源 企业实现全球化布局、打造世界级品牌的战略路径。 星星充电是亚洲数字能源领域头部独角兽，也是万帮数字能源的核心品牌之一，提供设备、平台、用户 和数据运营服务，借助车辆销售、私人充电、公共充电、金融保险等业务打造用户充电全生命周期平 台。 2012年，中国新能源汽车年产1.3万辆。2024年，新能源汽车年产量首次跨越1000万辆大关。十余载白 驹过隙，如今中国新能源汽车保有量、产销量及充电桩数量均稳居全球首位。 中国新能源企业如何掘金海外市场？不同地区的环境差异很大，企业需要采取哪些差异化布局策略？如 何发挥中国技术和成本优势？怎样平衡各方合作实现多赢？如何化解出海征途的惊涛骇浪？李宏庆对众 多焦点话题一一进行了剖析。 《21世纪》：随着中国新能源汽车出口量跃居全球第一，你如何看待中国的充电桩在海外市场的发展机 遇？ 李宏庆：中国新能源汽车出口量跃居全球第一，海外新能源汽车市场不断扩大。多国出台政策推动电动 ...

Group 1 - The company achieved good performance in the first half of 2025, focusing on high-quality development in its core business areas, including energy and technology innovation [8][10] - The company has made significant progress in its electric power sector, with key projects like the coal power unit replacement project (420MW) included in Guangzhou's 2025 key construction projects [8][10] - The company reported a revenue of 2.07 billion yuan and a net profit of 216.73 million yuan, representing a 135.99% increase compared to the previous period [10] Group 2 - The company has successfully expanded its heat energy sector by acquiring new heat users and signing investment agreements for industrial park heating projects [9] - In the hydrogen energy sector, the company is advancing its international hydrogen industry park and has launched new energy stations [9] - The company has operational storage projects with a total capacity of 381MWh, including 27 operational storage power stations [9][10] Group 3 - The company has strengthened its management practices, achieving a 4% increase in electricity sales to 3.468 billion kWh, while steam sales slightly decreased by 0.26% [10] - The company has implemented stock buybacks, repurchasing 9.597 million shares for a total of 59.77 million yuan [10] - The company emphasizes the integration of party building with business operations to enhance its development and governance [11][12] Group 4 - The company held its 9th board meeting on August 29, 2025, where it approved the appointment of a new board secretary and the annual audit firm [20][26] - The board approved the continuation of the audit firm Lixin CPA for the 2025 fiscal year, with an audit fee of 1.128 million yuan [30][36] - The company has ensured compliance with legal and regulatory requirements in its reporting and governance processes [14][26]

Core Insights - The total number of charging infrastructure in China is projected to exceed 12.818 million units by 2024, a significant increase from 1.68 million units five years ago, coinciding with a surge in new energy vehicle ownership from 120,000 in 2014 to 31.4 million in 2024 [1] - Despite the growth in charging stations, concerns about charging anxiety persist, particularly for long-distance travel, leading many consumers to opt for hybrid vehicles [1][2] - The distribution of charging stations is uneven, with over 70% being private chargers and less than 30% public chargers, resulting in a public charging ratio of approximately 8 vehicles per public charging station [2] Group 1: Market Dynamics - The rapid expansion of charging infrastructure is accompanied by a structural contradiction, as the demand for public charging stations is not being met, especially during peak travel times [2] - The charging market is characterized by a significant regional disparity, with provinces like Guangdong, Zhejiang, and Jiangsu accounting for 35% of public charging stations [2] - The cost of establishing charging stations is high, with ordinary fast-charging stations costing between 800,000 to 1.2 million yuan, and the return on investment in urban areas taking 3-4 years, while rural areas may take significantly longer [4][5] Group 2: Policy and Investment - Zhejiang province has set ambitious goals for charging infrastructure, aiming to build over 2.3 million charging stations by 2025, with significant subsidies for both urban and rural areas [7][8] - Investment in rural power distribution networks is crucial for the development of charging stations, with a commitment of at least 10 billion yuan annually from 2023 to 2025 [8] - Various local governments are implementing differentiated subsidy policies to encourage the establishment of charging stations in rural areas, enhancing the overall infrastructure [7][8] Group 3: Future Opportunities - Charging operators are beginning to explore new business models, including integrating with the power grid to leverage battery storage capabilities, which could provide additional revenue streams [10][12] - The development of vehicle-to-grid (V2G) technology and smart charging solutions is being tested, with the potential for significant energy management benefits [11] - The charging market is expected to grow significantly, with projections indicating that by 2025, the industry scale will exceed 100 billion yuan, driven by increasing new energy vehicle sales and supportive policies [12][13]