随着华为超充生态加速落地，华体科技业务放量预期升温，受此利好消息影响，截至今日11:05，华体 科技股价报17.92元，较昨日收盘价18.77元虽有小幅度下跌，跌幅为4.53%，但今日开盘价为19.17元 ， 盘中最高触及19.17元，市场活跃度较高，后续表现值得关注。 据悉，华体科技此前已在北川布局超充业务，于8月18日成立华体兆瓦超充科技（北川）有限公司，注 册资本1000万元，为当地超充产业落地提供支撑。 截至目前，华体科技与华为数字能源的合作已落地多项成果：2024年12月下线的全液冷超充产品功率达 600kW，充电速度实现"1秒1公里"；华体科技北川项目首期5000套产能已投产，全面达产后年产能将破 万套，直接配套华为主导的全国超充网络建设。 今日，"共建兆瓦超充生态，共赢全电物流机遇"华为兆瓦超充高质量发展峰会在四川举行。华体科技 （603679）作为核心合作伙伴，在重磅发布环节亮相，其与华为在液冷超充领域的深度合作与布局引发 资本市场关注。 ...

Core Viewpoint - Xiaopeng Motors reported a significant year-on-year increase in vehicle deliveries, indicating strong demand and successful product launches, despite a slight month-on-month decline in May 2025 [1][2] Group 1: Delivery Performance - In May 2025, Xiaopeng Motors delivered 33,525 vehicles, representing a 230% year-on-year increase but a 4.3% decrease month-on-month [1] - The Xiaopeng P7+ has achieved over 55,000 cumulative deliveries within six months of its launch, while the Xiaopeng X9 delivered 3,327 units in May [1] - The launch of the Mona M03, with a price range of 119,800 to 139,800 yuan, saw over 12,000 pre-orders within the first hour, with 83% of orders for the Max version [1] Group 2: AI and Global Expansion - The monthly active user penetration rate for the XNGP urban AI driving assistance reached 85% in May [1] - The Mona M03 Max features a "human-machine co-driving" function, enhancing user experience by adapting to driver habits [1] - Xiaopeng Motors has expanded into the Italian and Polish markets, becoming one of the first Chinese new energy vehicle companies to participate in the Milan Design Week, and has established a presence in over ten European countries [1] Group 3: Infrastructure Development - As of March 31, 2025, Xiaopeng Motors operated 690 sales outlets across 223 cities and had 2,115 self-operated charging stations [2] - From May 5 to May 18, 2025, the company added 21 self-operated charging stations, including 13 S4 super-fast charging stations and 8 destination stations [2] Group 4: Financial Projections - Xiaopeng Motors is projected to achieve vehicle sales of 524,000, 786,000, and 966,000 units from 2025 to 2027, with corresponding total revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan [2] - The expected net profits for the parent company are forecasted to be 1.2 billion, 6 billion, and 9.42 billion yuan for the same period [2]