毒辣的阳光，聒噪的蝉鸣，浓密的树荫，都在宣告着2025年的旅程已行至过半。回头看，上半年的汽车行业品尝了新能源汽车快速发展带来的 甜蜜滋味，却也在"内卷"的阵痛中不断反省与纠偏。 今年上半年，行业迎来了产销（1～4月）突破千万辆的历史时刻，也被迫面临全球贸易的重重壁垒；半固态电池、智能辅助驾驶、超快充等关键技 术取得突破性进展的同时，"车圈淘汰赛"仍然在残酷进行；车企纷纷加速资源整合步伐，相关部门开始对各种不规范行为"拨乱反正"……可以说， 中国汽车产业虽身处混沌，却笃定向前，走向澄明之境。本报通过10个关键词，和读者一同回顾汽车行业不平凡的上半年。 1 加力扩围 政策组合拳激发市场潜力 1月8日，"两新"政策在万众瞩目中正式发布，给整个汽车市场吃下"定心丸"。政策对2025年汽车以旧换新加力扩围：一是将符合条件的国四排放标 准燃油乘用车纳入可申请报废更新补贴的旧车范围；二是将老旧营运货车报废更新补贴范围扩大至国四及以下排放标准营运货车，并将进一步提高 新能源城市公交车及动力电池更新等补贴标准。随后，商务部等8部门办公厅联合印发《关于做好2025年汽车以旧换新工作的通知》，进一步明确汽 车报废更新补贴范围和标 ...

Core Viewpoint - The recent issuance of the "Notice on Promoting the Scientific Planning and Construction of High-Power Charging Facilities" sets a quantitative target for the construction of over 100,000 charging piles with a single-gun power of 250 kW or above by the end of 2027, emphasizing the upgrade of highway charging facilities and encouraging long-term leases for charging stations [1][2]. Group 1: Policy and Infrastructure Development - The "632 Document" is the first national policy to specify a target for high-power charging facilities, aiming for over 100,000 units by 2027, with a focus on upgrading facilities in high-usage scenarios like highways during peak travel periods [2]. - The document aims to integrate resources and set a unified expansion goal, proposing pathways for implementation that involve various stakeholders, including investors, power grids, land leasing, and charging equipment companies [2]. - The current charging infrastructure is primarily composed of slow private charging piles, with a noted insufficient penetration of fast charging stations as electric vehicle adoption accelerates [1][3]. Group 2: Market Trends and Demand - As of May 2025, the total number of charging piles in China reached 14.4 million, with a year-on-year growth of 45.1%, while public charging piles grew at a rate of 55.8% [3]. - High-power charging piles (≥240 kW) account for only 6.7% of the public charging market, indicating a low penetration of fast charging options [3]. - The demand for ultra-fast charging is increasing, driven by the introduction of high-voltage platforms and vehicles compatible with ultra-fast charging [4][5]. Group 3: Company Initiatives and Competitive Landscape - Automakers are actively building their own charging networks, with companies like Li Auto constructing 3,246 charging piles in June alone, while others like Tesla and NIO have established between 10,000 to 15,000 fast charging piles [5]. - Major players are competing in the high-power charging space, with BYD developing 1 MW ultra-fast charging stations capable of providing 400 km of range in just 5 minutes [5]. - The introduction of Tesla's V4 supercharging station, with a maximum charging power of 500 kW, highlights the competitive push towards faster charging solutions [5]. Group 4: Technical and Economic Considerations - Current high-power charging products predominantly use liquid cooling modules, which offer better stability and heat resistance compared to air-cooled modules, although they come with higher costs [6]. - The initial investment costs for ultra-fast charging stations are high, and the profitability remains a challenge due to rising land rental costs and expensive electrical equipment [8][9]. - The charging service fees are decreasing, making it increasingly difficult for public fast charging stations to achieve profitability, especially in prime locations [8][9].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2860 stations built, moving towards a target of over 4000 stations by the end of 2025 [1] - The progress for new stations this year is at 49.85%, indicating a steady increase towards the annual goal [1] - With 176 days remaining in the year, the company needs to build an average of 6.48 new stations daily to meet the year-end target [1] Group 2 - A new supercharging station has been established in Jiaxing City, Zhejiang Province, featuring specifications of 4C × 6 [1]

Investment Rating - The industry investment rating is "Positive" and maintained [5] Core Viewpoints - The charging pile industry is transitioning towards high-quality development, with recent policies focusing on the construction of high-power charging facilities, which are expected to accelerate the promotion of ultra-fast charging [3][7] - By the end of 2027, the goal is to have over 100,000 high-power charging facilities nationwide, with a significant emphasis on facilities that output over 250kW [7] - The upgrade to high-power charging will require advancements in core components and integrated systems, benefiting leading companies with superior product and technology capabilities [7] Summary by Sections Industry Overview - The charging pile market is moving from a focus on speed and scale to a new phase of high-quality development, with over half of the public charging piles still being low-power AC piles as of May 2025 [7] Policy Impact - Recent notifications from the National Development and Reform Commission and the National Energy Administration emphasize the need for a rational layout and quality upgrade of high-power charging infrastructure [7] Market Opportunities - The promotion of high-power ultra-fast charging is expected to accelerate, with a target of approximately 5,000 ultra-fast charging stations by 2025, which is still significantly below the 100,000 target for 2027 [7] Technological Advancements - High-power charging requires higher voltage and current, leading to increased technical demands on charging piles and core components, with silicon carbide power devices expected to replace traditional IGBTs [7]

7月7日，国家发展改革委办公厅等部门联合发布的《关于促进大功率充电设施科学规划建设的通知》提出，"以即充即走 场景为重点，因地制宜、适度超前、科学合理做好大功率充电设施发展布局"。 按照充电额定功率大小，新能源汽车充电设施可分为慢充、快充和超充三种类别。慢充是交流充电设施，通常需要6小时 至8小时才能将一般车型的电池充满。快充是直流充电设施，一般1小时可为电池充电80%；此外，快充终端单枪额定功率一般 不小于120千瓦。 本报记者 寇佳丽 新能源汽车产业蓬勃发展，而"补能"始终是消费者普遍关注的问题。伴随充电技术的不断进步，"充电焦虑"的破局之法逐 渐落在有效提高充电基础设施（以下简称"充电设施"）的充电效率上。 超充也是直流充电设施，为新能源汽车电池充电至80%只需10分钟甚至更少时间。超充终端单枪额定功率一般不小于480 千瓦，是即充即走场景所需的"高分"解决方案。 中国电动汽车充电基础设施促进联盟副秘书长仝宗旗在接受《证券日报》记者采访时表示，新政策聚焦在公共充电场景下 大功率充电设施布局、鼓励推广即充即走场景，有利于促进超充技术加快迭代，利好超充产业的高质量发展，从而为重塑消费 者充电体验、进一步释放 ...

光储一体化构建"能源闭环" 当新能源汽车续航里程普遍突破500公里后，充电效率已成为用户体验的 "最后一块短板"。数据显示， 当前市场主流充电站完成 80% 充电需30-60分钟，而用户对加油式极速补能的需求愈发迫切。 与此同时，深圳作为"超充之城"的先行者，其新能源汽车保有量年均增速超30%，传统充电站在高峰时 段的集中负荷已多次引发局部电网波动。 "深圳超充"标识的严苛之处，正在于直击这些核心矛盾 —— 不仅要求充电枪持续输出高功率，更需在 能源效率、安全稳定性、电网兼容性等维度达到行业顶尖水平。 瑞能股份能通过这一认证，背后是22年深耕电池检测、储能系统研发积累的技术底气，其光储超充站将 快速补能与绿色可持续的双重需求，装进了同一个解决方案。 在新能源汽车产业狂奔的赛道上，充电环节的 "卡脖子" 问题愈发刺眼：30 分钟以上的等待时长、高峰 时段的电网过载风险、火电为主的能源结构与绿色出行的矛盾，成了横亘在行业升级路上的三道难关。 而深圳市瑞能实业股份有限公司(以下简称 "瑞能股份")子公司深圳市瑞能时代科技有限公司(以下简称 "瑞能时代")研发及自建的尚智科技园光储超级充电站，以"10分钟充电80%" ...

7月3日，小鹏G7在北京上市，新车定位中型SUV，共三个版本，售价19.58万—22.58万元。此前小鹏汽 车的SUV产品线包括G9和G6，前者售价24万—27万元，后者售价17万—19万元，而G7则是为了填补在 20万—25万元区间的价格断层。 特斯拉Model Y的一大杀手锏在于其智能辅助驾驶FSD的数据积累和超充网络的密度。截止到2024年第 二季度，特斯拉FSD就拥有超25.74亿公里真实路测数据，而小鹏未公布这方面的数据。作为对比，截 至2025年5月，鸿蒙智行辅助驾驶总里程3.1亿公里，百度Apollo自动驾驶测试总里程超过1.7亿公里。小 鹏G7虽在硬件参数上实现超越，但在软件算法迭代、用户数据规模上仍有差距。 小鹏汽车5C超充技术的普及依赖配套设施的跟进。目前小鹏自营充电网络覆盖420城，自营充电站2348 座，小鹏超充站/超快充桩达1858根，但仅S4超充桩支持5C，大量的S2、S4桩仅支持2C或3C充电。而特 斯拉在中国的超充站数已超2100座，超充桩超1.16万根。特斯拉超充桩在匹配自家车型时，实际C率约 为3-4C，虽数值不敌5C竞品，但凭借高效BMS和超充网络密度，用户体验仍处第一梯 ...

25年07月02日星期三 理想超充 1 新增。 超充建成数：2851→2852座 来源： 北北自律机 江苏省 常州市 常州钟楼区乐颐大厦 为城市4C站，规格：4C × 6 基于2025年底4000+座目标 今年新增数进度值：49.45%→49.49% 今年剩余182天 今年时间进度值：50.14% 需每日 6.31 座，达到年底目标值 加微信，进群深度交流理想长期基本面。不是车友群。 【附】1 座新增建成 ———————————————————— ...

在新能源汽车蓬勃发展的当下，充电速度一直是制约其进一步普及的关键因素之一。而今，兆瓦级 超充技术逐渐崭露头角，为解决充电效率问题带来新的曙光。进入今年以来，兆瓦级超充技术不断升 温，比亚迪、华为、极氪等都已相继宣布入局。尤其是比亚迪，近日宣布与特来电、星星充电合作，加 速布局其"兆瓦闪充"网络。另外，前不久，深圳市发改委宣布，全面启动实施"超充之城2.0"建设，进 一步加速重卡超充换和乘用车闪充等大功率充换电技术的应用。 可以看出，充电设施与动力电池的发展正共同推动超充时代的到来。与此同时，不少城市也在加速推进 超充设施建设。其中，广州提出建设"超充之都"，海南提出打造"超充之岛"，深圳提出建设"超充之 城"，且前不久宣布启动"超充之城2.0"建设。重庆、福州、北京、上海等城市也相继制定超充建设规 划。 规模化落地依然面临瓶颈 兆瓦级技术掀起补能革命 今年上半年，比亚迪、华为、极氪、宁德时代等纷纷亮剑，加入到兆瓦级超充的"军备竞赛"中，涵盖乘 用车及商用车领域。 其中，今年3月中旬，比亚迪在超级e平台技术发布会上推出令人瞩目的"兆瓦闪充"技术，并应用于汉 L、唐L车型，掀起新能源乘用车补能热议。据介绍，该项技 ...

转自：北京日报客户端 小马智行也展出了第七代Robotaxi车型，全车搭载6大类34个传感器，包括9颗激光雷达、14颗摄像头、 4颗毫米波雷达，覆盖了从车身360°盲区到最远650米范围内的物体和环境检测，能应对各类场景和路 况。据介绍，小马智行L4级Robotaxi车队已经实现50万小时全场景、全天候、全无人运营，其安全性比 人类驾驶高出10倍。记者了解到，这款纯电动新车有望于今年下半年在北京上路。 超充设备能力更强更绿色 近年来，随着电动汽车的迅猛发展，充电设备也不断提升性能和智慧化水平。 在盛弘股份展位，一高一矮两台白色超充终端肩并肩，一台是800A风冷超充、一台是2000A液冷超充， 充电效率可提升30%。两台设备不远处，是一个"衣橱"般大小的"兆瓦级柔性共享超充堆"，整机输出功 率最高达到1600kW，兼容2-28把枪，最大程度满足多枪之间的功率调配。据介绍，这款产品已经在北 京落地应用。 新一代自动驾驶汽车，自动为电动汽车充电的机械臂，能力更强、更绿色的超充设备……7月1日至3 日，第十七届国际交通技术与设备展览会（简称国际交通展）在北京国家会议中心举办，一批交通领域 新技术扎堆儿亮相。记者从展会 ...