11月25日，蔚来发布2025年三季度财报。蔚来公司三季度交付87,071台，同比增长40.8%，环比增长 20.8%，创历史新高。三季度营收217.9亿元，同比增长16.7%，环比增长14.7%，创历史新高。 三季度营收217.9亿元，同比增长16.7%，环比增长14.7%，创历史新高。三季度综合毛利率13.9%，创近 三年来新高，产品和服务盈利能力显著增强。三季度整车毛利率14.7%，创近三年新高。三季度现金储 备367亿元，环比大幅增长近百亿，实现正向经营性现金流和自由现金流。四季度交付指引120,000台至 125,000台，同比增长65.1%至72.0%，创历史新高。营收指引327.6亿元至340.4亿元，同比增长66.3%至 72.8%，创历史新高。 汽车事件二：小桔充电更名为"滴滴充电" 充电桩可用率达97%以上 来源：懂车之道 【懂车之道 产业】我们来盘点一下2025年11月25日，汽车圈都发生了一些什么大事件。 汽车事件一：蔚来发布2025年三季度财报 11月25日，小桔充电在深圳举办2025年度合作伙伴大会，宣布更名为"滴滴充电"，启用新品牌标语"10 个电车车主7个滴滴充电"，升级用户体 ...

滴滴能源总经理解晶晶表示，新能源产业正全面转向"市场驱动"与"用户价值驱动"。新升级的滴滴充电 将携手合作伙伴为用户提供行业领先的充电服务。 "此次更名，不仅是名称的变更，更是服务承诺的全面升级。"滴滴能源副总经理林枝棠表示，升级后的 滴滴充电将从"好找、好充、好快、好安全"四个方向全面提升用户体验。 新浪科技讯 11月25日晚间消息，小桔充电在2025年度合作伙伴大会上宣布更名为"滴滴充电"，启用新 品牌标语"10个电车车主7个滴滴充电"，升级用户体验，旨在打造用户首选的充电服务品牌。 据介绍，滴滴充电服务覆盖全国超270座城市62000余座充电站。在大部分城市的核心出行区域，用户在 方圆3公里内即可找到滴滴充电的场站，缓解"找桩难题"。滴滴充电的充电桩可用率达97%以上。为解 决充电过程中，因设备异常导致充电中断（跳枪）的用户痛点，滴滴充电推出行业首创的"跳枪赔付"服 务。 目前，滴滴充电已实现快充枪全覆盖，"极速启动"功能将平均启动时长缩短至10秒左右，"加速充"服务 让用户充电速度平均提升8%。滴滴充电还通过"电池健康卫士"等多项安全举措，护航整个充电过程。 责任编辑：何俊熹 ...

11月25日，小桔充电在深圳举办2025年度合作伙伴大会，宣布更名为"滴滴充电"，启用新品牌标语"10个电车车主7个滴滴充电"，升级用户体验，旨在打造 用户首选的充电服务品牌。 滴滴能源总经理解晶晶称，新能源产业正全面转向"市场驱动"与"用户价值驱动"。新升级的滴滴充电将携手合作伙伴为用户提供行业领先的充电服务。 滴滴充电为用户打造"3公里内就在你身边的充电站"，服务覆盖全国超270座城市62000余座充电站。在大部分城市的核心出行区域，用户在方圆3公里内即可 找到滴滴充电的场站，缓解"找桩难题"。 滴滴充电的充电桩可用率达97%以上。为解决充电过程中，因设备异常导致充电中断（跳枪）的用户痛点，滴滴充电推出行业首创的"跳枪赔付"服务。 充电服务在各环节被提速，快在充电每一步。目前，滴滴充电已实现快充枪全覆盖，"极速启动"功能将平均启动时长缩短至10秒左右，"加速充"服务让用户 充电速度平均提升8%。 滴滴充电还通过"电池健康卫士"等多项安全举措，护航整个充电过程。 在本次大会上，国家发展和改革委员会能源研究所、中国电力企业联合会、清华大学能源互联网创新研究院、如是金融研究院等机构多位专家，全国数百家 充电服务 ...

滴滴能源总经理解晶晶表示，新能源产业已进入"市场驱动"与"用户价值驱动"新阶段。公司将继续与合 作伙伴共同推进充电服务体系建设，提升用户充电体验。 升级后的滴滴充电覆盖全国270余座城市，运营超过62000座充电站。平台推出"跳枪赔付"服务，应对充 电异常中断问题；通过"极速启动"功能将平均启动时间缩短至10秒，并利用"加速充"技术提升8%充电 效率。目前其充电桩可用率维持在97%以上。 凤凰网科技讯 11月25日，滴滴充电在深圳举办的2025年度合作伙伴大会上宣布，原"小桔充电"品牌正 式升级为"滴滴充电"，并启用"10个电车车主7个滴滴充电"全新品牌标语。此次升级旨在通过优化服务 体验，打造更受用户认可的充电服务平台。 ...

当联合国气候变化框架公约》第三十次缔约方大会（COP30）在巴西贝伦落下帷幕，它所达成的"贝伦 一揽子成果"为全球气候治理注入了新的政治动力。而比纸面承诺更具活力的，是会场内外涌现的"青春 底色"——新生代正从气候议题的旁观者，转变为不可或缺的参与者。 应对气候变化未来需要新生代接棒。过去两周，COP30现场不乏青少年代表的参会身影，他们通过代表 团、教育项目、主题活动等多种形式深度参与气候议题 ，展现了年轻一代的担当。 为确保教育效果，韩阳表示，基金会会委托第三方独立评估，通过心理学量表等科学方法测量项目前后 青少年认知与行为的变化。据第三方报告显示，参与游戏化教育活动的青少年中，超过98%愿意再次参 加，男生的游戏沉迷得分显著降低，女生的自尊水平也有所提升。 尽管在跨文化沟通和多语言版本开发上仍面临挑战，但中国企业在游戏化气候教育领域的探索已初见成 效。在这场关乎未来的气候教育创新中，中国企业正用游戏这一特殊语言，与全球下一代建立连接，为 培育气候行动的"新生代"提供着独具特色的中国方案。 记好"碳账本"，绿色生活能"变现" 除了面向青少年的游戏化教育，本届COP30，中国企业在推动公众参与气候行动方面也 ...

Core Insights - The company reported a strong performance for the first three quarters of 2025, with revenue reaching 3.496 billion yuan, a year-on-year increase of 24.69%, and a net profit attributable to shareholders of 733 million yuan, up 35.49% [2] - The company's core strategy of "fully embracing AI" has driven significant breakthroughs in three main business areas: AI+diagnostics, AI+charging, and AI and software, leading to robust growth in operating performance [2][3] - The company plans to pursue an H-share listing in Hong Kong to enhance its international strategy and attract talent, which is expected to further strengthen its global business development momentum [4][6] AI+Diagnostics - The company has launched new products featuring advanced AI capabilities, such as the Ultra S2 comprehensive diagnostic terminal and the IA1000 ADAS calibration platform, which have received high customer recognition and contributed to rapid revenue growth [2] AI+Charging - The company has leveraged its self-developed core components and system integration innovations to reshape the energy service ecosystem, launching a new generation of AI-driven smart charging networks and products in Germany [3] - The company has established strong momentum in global market expansion, significantly increasing the number of strategic customers and order volumes, with future orders expected to support long-term growth in the AI+charging business [3] Global Projects and Market Expansion - The company has set multiple project benchmarks globally, including an integrated electric vehicle charging and battery storage demonstration project in North Carolina, USA, and a one-stop solar storage charging demonstration station in the Netherlands [4] - The company has also made breakthroughs in emerging markets, such as operating a DC fast charging station in Malaysia and constructing the largest electric bus charging hub in Cape Town, South Africa [4] Future Outlook - The company aims to continue leveraging AI technology as a core anchor point while consolidating its leading advantages in AI+diagnostics and AI+charging, and accelerating the evolution and large-scale implementation of its AI+inspection business [5] - With deepening penetration of AI technology in vertical scenarios and steady market share growth, the company is expected to further unlock medium to long-term growth potential, positioning itself as a leader in AI and robotics applications [6]

Core Viewpoint - The current commercial vehicle charging market is experiencing a strategic opportunity period, driven by market, technology, and capital dividends, with significant growth in electric heavy truck sales and related charging demand [2]. Company Summary - Teruid (300001.SZ) has reported a substantial increase in electric heavy truck sales in recent years, indicating a broad growth potential [2]. - The company is actively promoting the layout of heavy truck charging networks based on market demand and operational strategy [2]. - Teruid has established partnerships with leading commercial vehicle manufacturers such as Foton, Jiefang, and Shaanxi Automobile to advance the green charging development of electric heavy trucks [2]. - The company has developed the "Zero Carbon Route Book" platform service product to address pain points and needs in heavy truck charging scenarios, offering features like travel routes, charging planning, cost estimation, vehicle scheduling, and real-time monitoring [2].

Core Insights - During the National Day and Mid-Autumn Festival holidays, Didi Chuxing reported a 14% year-on-year increase in average daily ride-hailing demand, with significant growth in cross-city and long-distance travel [1][2][3] - The demand for pre-booked rides surged by 58% compared to the period before the holidays, with notable increases in trips to transportation hubs and tourist attractions [1][2] - The demand for Didi's bike and e-bike services saw a significant rise, particularly in major cities, while the demand for delivery services also experienced substantial growth [3] Group 1: Ride-Hailing Demand - Average daily ride-hailing demand increased by 14% year-on-year during the holidays [1] - Cross-city ride-hailing demand rose by 89% compared to the pre-holiday period, with 68% of this demand coming from users outside the province [1] - Long-distance ride-hailing demand from users traveling over 800 kilometers increased by 22% year-on-year, with younger generations (post-2000s and post-1995) contributing 47% of this demand [1] Group 2: Bus and Group Travel - Didi's bus service saw an 86% increase in passenger volume compared to the pre-holiday period, transporting over 1 million passengers [2] - The demand for chartered vehicles during the holidays grew by 88% year-on-year, with family travel being a significant driver [2] - The demand for 7-seat vehicles for family outings increased by 123% year-on-year [2] Group 3: Delivery and Bike Services - Didi's bike and e-bike services experienced a notable increase in demand, particularly in cities like Chengdu and Tianjin [3] - The volume of Didi's delivery orders grew by 202% year-on-year during the holidays, with significant increases in demand for flowers, cakes, and pet deliveries [3] - Rental car orders surged by 212% year-on-year, with an average rental duration of 2.5 days and a 12% increase in daily spending [3] Group 4: International Travel - The number of Didi ride-hailing orders from inbound users increased by 139% year-on-year during the holidays, reflecting a growing interest in travel to China [3] - The demand for overseas travel surged, with daily demand exceeding 100% compared to the summer peak [3]

Group 1 - The Jinan Municipal Government has introduced regulations for the fire safety management of electric bicycles to enhance safety standards in the city [1] - Since the beginning of 2024, the market supervision system in Jinan has deployed over 12,000 personnel, inspected 5,753 sales units, and conducted quality checks on 256 batches of electric bicycles and related products, resulting in 191 cases of legal violations being investigated [3] - The Jinan Market Supervision Administration will focus on continuous supervision and inspection of electric bicycles, batteries, and chargers, ensuring companies fulfill their responsibilities to eliminate safety risks [3] Group 2 - The administration will intensify efforts to crack down on the production and sale of electric bicycles that do not meet national or industry standards, particularly targeting unauthorized modifications and illegal assembly [3] - There will be increased regulation of charging prices, with a focus on ensuring that charging facilities comply with pricing laws and that fees are transparently displayed [3] - The administration aims to ensure that charging fees for residential areas adhere to standard residential user rates, promoting fair pricing for charging services [3]

Core Viewpoint - The company is adjusting the pricing mechanism for daily related transactions between its subsidiary Longrui Sanyou and the Beijing Public Transport Group due to changes in market conditions and the expiration of the original agreement's basis [1][2][8]. Summary by Sections 1. Background of the Transaction - Longrui Sanyou signed the original agreement with the Beijing Public Transport Group in April 2016, which linked charging service fees to fuel prices. This pricing mechanism is now outdated due to the decline in charging service prices and the expiration of the policy document that supported it [1][2][3]. 2. Details of the New Pricing Mechanism - The new pricing mechanism will adopt a "cost-plus" method, where the charging service fee will be calculated based on total costs divided by annual charging volume, with a profit margin set at 8% based on market research [3][4][6]. - The charging service fee will be reviewed annually by a third-party institution to ensure compliance with market conditions and operational costs [6][7]. 3. Impact on the Company - The adjustment is expected to strengthen the collaboration between the company and the Beijing Public Transport Group, laying a solid foundation for the long-term development of the company's new energy business [2][8]. - The new pricing mechanism aligns with market principles and is not expected to adversely affect the company's financial performance or operational capabilities [8][9]. 4. Approval Process - The transaction has been approved by the company's board and supervisory committee, with the final approval pending from the shareholders' meeting [9].