Core Viewpoint - Shanxi Province's electricity consumption in the first half of the year reached 156.96 billion kWh, showing a year-on-year growth of 6.3%, indicating a stable and improving economic performance [1][3] Group 1: Electricity Consumption by Sector - The first sector's electricity consumption was 1.40 billion kWh, up 6.81% year-on-year [1] - The second sector's electricity consumption was 1,126 billion kWh, increasing by 5.05% year-on-year [1] - The third sector's electricity consumption was 254.67 billion kWh, with a growth of 12.18% year-on-year [1] - Residential electricity consumption reached 174.9 billion kWh, growing by 6.29% year-on-year [1] Group 2: Industrial Electricity Consumption - Industrial electricity consumption increased by 5.17% year-on-year, reflecting the acceleration of transformation and upgrading [2] - Electricity consumption in the non-ferrous metal mining and selection industry grew by 23.97%, while the petroleum, coal, and other fuel processing industries saw a 16.41% increase [2] - The coal mining and washing industry experienced a 7.98% rise in electricity consumption [2] - The photovoltaic equipment and components manufacturing industry saw a significant increase of 671.83% in electricity consumption [2] Group 3: Growth in New Energy and Services - New energy vehicle manufacturing, medical instrument manufacturing, urban rail transit equipment manufacturing, and instrument manufacturing experienced electricity consumption growth rates of 197.09%, 36.5%, 27.2%, and 25.63% respectively [2] - The service sector's electricity consumption grew by 12.48%, with internet data services increasing by 43.28% [2] - The charging and swapping service industry saw a remarkable increase of 91.1% in electricity consumption due to the promotion of heavy-duty electric vehicle policies and the popularity of residential new energy vehicles [2] - The tourism industry grew by 14.78%, positively impacting wholesale and retail electricity consumption, which increased by 27.8% [2]

Core Insights - The article discusses the evolving attitudes of different generations towards car ownership in China, highlighting a shift from traditional brand loyalty to a focus on personal preferences and emotional value among younger consumers [6][14][19]. Group 1: Market Trends - The automotive market in China is entering a new cycle, with an increase in younger consumers purchasing cars primarily for enjoyment rather than practicality [5][28]. - The number of cars owned in China has significantly increased, with the total reaching 3.52 billion by 2025, indicating a growing trend towards car ownership [26][28]. Group 2: Consumer Behavior - Younger consumers, such as those in their twenties and thirties, prioritize personal interests and emotional satisfaction over brand prestige when choosing vehicles [19][21]. - There is a notable generational divide in car preferences, with older generations favoring established brands and luxury vehicles, while younger buyers are more open to new and less traditional options [14][15][19]. Group 3: Cultural Shifts - The article suggests that the current generation views cars similarly to technology products, focusing on features and personal enjoyment rather than traditional status symbols [19][21]. - The emergence of a distinct automotive culture in China is highlighted, as younger consumers engage in social activities centered around their vehicles, reflecting a shift in how cars are perceived in society [28].

德国总理默茨批评一份欧盟草案，该草案计划要求汽车租赁公司和大公司从2030年起只购买电动汽车。 ...

据德国《图片报》报道，欧盟委员会正拟定一项计划，拟从2030年起禁止租车公司和大型企业为其车队 采购非电动汽车。 ...

Core Viewpoint - Panasonic is adjusting its production plans for the new EV battery factory in Kansas due to declining sales from its major customer, Tesla, and an uncertain market environment [1][2]. Group 1: Production Plans and Investments - The Kansas factory, which is Panasonic's second large-scale battery factory in the U.S. after Nevada, was initially aiming for full production capacity of approximately 30 GWh by the end of the 2026 fiscal year, but this timeline has been postponed [1]. - The investment in the Kansas factory is about $4 billion, and it is being constructed by Panasonic's battery subsidiary, Panasonic Energy [1]. - Following the adjustment in Kansas, Panasonic has frozen plans for a third production base in the U.S., which was previously considered for locations like Oklahoma [2]. Group 2: Market Conditions and Sales Performance - Tesla's global sales for the second quarter of 2025 decreased by 13% year-on-year, dropping to 384,122 vehicles, which has impacted Panasonic's battery business [1]. - The market for electric vehicle batteries is experiencing a slowdown, prompting various companies to revise their production plans, including Nissan and Toyota, which have also postponed their battery factory projects in Japan [2].

Group 1: Domestic News - By 2024, the number of new energy vehicles in China is expected to reach 31.4 million, a more than fivefold increase from 4.92 million at the end of the 13th Five-Year Plan [2] - The Consumer Price Index (CPI) in June rose by 0.1%, marking a turnaround after four consecutive months of decline, primarily due to a recovery in industrial consumer goods prices [3] - The Ministry of Industry and Information Technology has launched an online platform to address payment issues faced by small and medium-sized enterprises with major automotive companies [4] - By the end of 2024, the total number of charging infrastructure units in China is projected to reach 12.818 million, supporting the widespread adoption of new energy vehicles [5] - NIO has completed the construction of a battery swap network along major highways, connecting 550 cities in China, alleviating concerns about charging for users [14] Group 2: International News - Ford Motor Company is set to receive production tax credits for its $3 billion electric vehicle battery plant in Michigan, which is currently 60% complete [6] - Japanese Prime Minister Shigeru Ishiba stated that American cars struggle to gain market share in Japan, emphasizing the need for discussions on improving product quality to meet local standards [8] - Daimler Truck plans to cut approximately 5,000 jobs in Germany by 2030 to reduce recurring costs by over 1 billion euros [8] - BYD's "Shenzhen" cargo ship successfully transported 6,817 new energy vehicles to Europe, marking a significant milestone for the company [10] - Huawei's executive announced that the new "Hongmeng Intelligent Driving" vehicle logo will feature a hexagonal design, indicating a focus on branding in the automotive sector [11] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, expanding its market presence in Africa [13]

Group 1 - The National Development and Reform Commission has issued a notice to promote the scientific planning and construction of high-power charging facilities, aiming to have over 100,000 high-power charging facilities nationwide by the end of 2027 [1][2][4] - The notice emphasizes the need for high-power charging facilities to be prioritized in highway service areas, especially during peak holiday periods when utilization exceeds 40% [1][2] - The concept of "intelligent orderly charging stations" is introduced, which includes price signals to guide low-peak charging and allows for the integration of photovoltaic and energy storage facilities [2][3] Group 2 - The rapid growth of new energy vehicles in China necessitates the upgrade of charging infrastructure to alleviate "range anxiety," with the number of new energy vehicles reaching 31.4 million by the end of 2024 [4] - The notice encourages the establishment of efficient interaction mechanisms between high-power charging stations and the distribution network, promoting the domestic production of key components [3][4] - Companies like Li Auto and NIO are actively expanding their charging networks, with Li Auto surpassing 15,000 high-power supercharging stations and NIO nearing the completion of its 1,000th battery swap station [5]

Core Viewpoint - President Trump stated that while electric vehicles (EVs) are not problematic, it should not be mandatory for everyone to own one [1] Group 1 - The statement reflects a broader discussion on the adoption of electric vehicles in the U.S. market [1] - The comment suggests a potential resistance to government mandates regarding EV ownership [1] - This viewpoint may influence public perception and policy discussions surrounding electric vehicle incentives and regulations [1]

Group 1 - The automotive industry is a crucial pillar of Japan's economy, yet electric vehicles (EVs) account for only about 2% of new car sales, indicating a significant resistance to EV adoption [1][2] - The transition to electric vehicles requires a substantial technological shift, but the large scale of the existing automotive industry poses a barrier to this transformation [1] - Japan's cautious industrial mechanism complicates the transition, as local governments rely heavily on automotive companies for fiscal revenue, employment, and infrastructure, giving these companies political influence [1][2] Group 2 - Japan's energy policy is a critical factor in the discussion of EV adoption, with thermal power accounting for 68.6% of the electricity structure and renewable energy at 21.7% [2] - To promote EV adoption, Japan must reduce its dependence on thermal power and transition to renewable energy, but the future of nuclear power and the aging power grid present challenges [2] - The cultural tendency of prioritizing stability over technological leadership has historically influenced Japan's technology transitions, leading to a cautious approach in adopting new technologies like electric vehicles [2]

编 译 / 钱亚光 设 计 / s h e l l y 来 源 / w w w.s h e l l . c o m , w w w. r e u t e rs. c o m , w w w. e c o n o t i m e s. c o m / 一项由壳牌（SHELL）公司6月17日发布的调查显示，司机们越来越不愿意从燃油汽车转向电动汽 车，且这种趋势在欧洲比在美国更为明显。 这项名为"2025壳牌充电驾驶者调查（2025 Shell Recharge Driver Survey）"对欧洲、美国和中国的 超过15000名司机的看法进行了了解。调查结果揭示了人们对电动汽车（EV）普及态度上的分歧正 在不断扩大。现有电动汽车驾驶者表示，他们的信心和满意度都有所提升，而燃油汽车驾驶者对电 动汽车的兴趣则趋于停滞或有所下降。 该调查强调，现有电动汽车驾驶者的信心有了显著提升。全球六成（61%）的电动汽车驾驶者表 示，与一年前相比，他们对电量耗尽的担忧减少了，近四分之三（72%）的人表示公共充电桩的选 择性和可用性有所改善。 然而，研究还发现，燃油汽车驾驶者对电动汽车的兴趣正在下降。在美国，这种兴趣略有降低 （20 ...