作 者丨陈洁 实习生黎雨佳 编 辑丨王峰 省会城市成为各省份人口的"定海神针"。 截止到2 0 2 5年5月1 2日，2 7个省会（首府）城市中，有2 4个发布了2 0 2 4年人口数据，其中2 3 个有增量数据，2 2个城市人口实现上涨。 在人口上涨的省会（首府）城市中，6个省会城市的人口增量在2 0 2 4年超过1 0万人， 其中贵 阳以1 9 . 9 6万的人口增量排名省会城市第一，广州、合肥紧随其后。 此外，也有4个省会城市 的人口增量不足1 . 5万人。 2 1世纪经济研究院认为，省会（首府）城市人口上涨与以下多个因素有关：首先，省会城市 在一省之中往往是产业、科技、资金的聚集地，能够提供更多高附加值岗位，吸引就业人口流 入；其次，省会的公共服务资源集中，优质的教育、医疗和文化资源会吸引人口流入，很多省 会城市自身也是高校大市；再次，在过去多年省会吸引人口流入，人口结构相对年轻；最后， 很多省会城市的生活成本相对适中，很多高校毕业生也愿意去省会"闯一闯"。 不过， 在未来数年 之 后，省 会 城 市人口" 普 涨" 的局 面可 能会 结束， 随 着 人 口 格 局 的 不 断 演 变，未来将更为考验 ...

随着电动自行车保有量持续增长，山东省居民小区、商业场所等区域智能化充电设施不断完善，为消费者提供户外充电便利。去年6月份，《国家发展改 革委办公厅 市场监管总局办公厅关于规范电动自行车充电收费行为的通知》（以下简称通知）发布以来，电动自行车充电市场秩序进一步规范，部分地 区仍存在收费标准不一、明码标价不到位等损害消费者权益的问题。为此，山东省消协从消费者权益保护角度出发，发布以下解读与呼吁： （大众新闻） 一、请电动自行车充电设施运营单位进一步落实主体责任。 《通知》要求充电电费和服务费实行价费分离、分别计价，运营单位应积极响应政策，对不具备电量单独计量条件的充电设施进行改造，对充电电费与服 务费进行明码标价。在服务费定价方面，充电服务费实行市场调节，运营单位要结合市场供需合理定价，并在充电结束后通过线上平台推送计费详情。在 充值退费方面，建议取消最低预存金额下限，支持"即充即付"，并提供按需缴费的自定义选项；建立线上便捷退费渠道，明确退款处理方式和逾期责任， 保障消费者资金安全与自由支配权。提高服务质量，建立高效的售后服务体系，及时解决消费者问题。 二、建议相关部门结合当地实际加强电动自行车充电市场监管。 ...

依据《通知》，山东省消费者协会认为，在服务费定价方面，建议充电服务费实行市场调节，运营 单位要结合市场供需合理定价，并在充电结束后通过线上平台推送计费详情；在充值退费方面，建议取 消最低预存金额下限，支持"即充即付"，并提供按需缴费的自定义选项；建立线上便捷退费渠道，明确 退款处理方式和逾期责任，保障消费者资金安全与自由支配权。 对于《通知》鼓励市场竞争、禁止行政指定运营单位的要求，山东省消费者协会表示，各地可结合 群众反映不断规范充电收费行为，促进电动自行车充电市场健康可持续发展；探索建立统一的电动自行 车充电监管平台，实时采集设备状态、收费数据及用户评价等信息，对充电平台实施信用分级管理，将 信用等级低的企业纳入重点监管。（记者 王鹤颖） 随着电动自行车保有量持续增长，我省居民小区、商业场所等区域智能化充电设施不断完善，但部 分地区仍存在收费标准不一、明码标价不到位等损害消费者权益的问题。为推动电动自行车充电收费行 为进一步规范，日前，山东省消费者协会呼吁广大电动自行车充电设施运营单位落实主体责任，建议相 关部门结合当地实际加强电动自行车充电市场监管。 去年6月，《国家发展改革委办公厅 市场监管总局办公厅 ...

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 行业定义 充电桩（Charging Pile）是为电动汽车提供电能补给的核心基础设施，通过将电网或分布式能源 （如光伏、储能）的电能转换为车辆可用的直流/交流电，实现快速、安全、高效的充电服务。充电 桩按技术路线可分为交流充电桩（慢充） 和直流充电桩（快充），按应用场景分为公共充电桩、专用 充电桩（如公交、物流）、家庭充电桩等。随着全球新能源汽车渗透率提升，充电桩作为配套刚需， 已成为能源转型和智慧交通的关键节点。 近年来，为促进电动汽车充电基础设施的高质量发展，国务院、发改委等部委陆续出台了一系列重要 政策文件。这些政策包括《关于进一步提升电动汽车充电基础设施服务保障能力的实施意见》《"十 四五"新型城镇化实施方案》《关于进一步构建高质量充电基础设施体系的指导意见》等，旨在解决 行业发展中的关键问题和短板。相关政策从充电网络优化、安全监管强化、技术创新突破、标准体系 完善、示范应用推广等多个维度进行了系统规划，推动行业加快技术突破、提升产 ...

充电桩产业链龙头特锐德（300001）(300001.SZ)斩获大额订单。 长江商报奔腾新闻记者注意到，2024年，特锐德两大核心业务板块均实现高质量增长。其中，"智能制 造+集成服务"业务全年营收104.85亿元，同比增长22.47%；净利润7.09亿元，同比飙升91.42%，成为公 司利润增长的核心引擎。其中，公司在新能源发电领域表现尤为亮眼，中标额同比增长超70%。 长江商报奔腾新闻记者 张璐 5月5日，青岛特锐德电气股份有限公司（以下简称"特锐德"）发布公告称，公司和全资公司川开电气近 日在国家电网有限公司2025年第二十三批采购（输变电项目第二次变电设备（含电缆）招标采购）中， 被推荐为部分项目的中标候选人，预计中标总金额约1.26亿元。 据悉，本次中标产品为组合电器和开关柜，有利于提升公司的品牌及影响力，预计将对公司未来经营业 绩产生积极影响。 公开资料显示，特锐德成立于2004年，总部位于青岛市崂山区，于2009年上市。公司业务主要分为以智 能箱式电力设备为主的"智能制造+集成服务"业务以及电动汽车充电网业务两大板块。 业绩方面，2024年，特锐德紧抓国家碳中和以及新型电力系统建设的发展机遇，深 ...

Financial Data and Key Metrics Changes - Q1 revenue was €37.6 million, meeting guidance but down 13% year over year [6][29] - Gross margin improved to 38.1%, within the guided range of 37% to 39%, reflecting a 634 basis point improvement quarter over quarter [9][30] - Adjusted EBITDA loss was €7.8 million, the best result since going public, representing a 42% improvement year over year [11][32] - Cash and cash equivalents totaled approximately €40.6 million, with total debt remaining stable at approximately €199 million [33][34] Business Line Data and Key Metrics Changes - AC sales in Europe were soft, contributing €25.5 million or 68% of total revenue, down 14% year over year [12][14] - North America contributed €11.4 million or 30% of total revenue, showing a 142% year over year growth [13] - DC fast charging sales increased by 41% compared to the previous quarter, but remained volatile [30][18] - Software and services generated €8 million, representing 21% of total revenue and a 60% increase year over year [20] Market Data and Key Metrics Changes - The European EV market showed solid growth of 21% year over year, indicating recovery [12] - The global EV market reported 1.7 million EVs sold, a 20% growth compared to last year [25] - North America is becoming increasingly important, with significant production capabilities established [28] Company Strategy and Development Direction - The company is focused on optimizing costs while expanding sales, leveraging a new business unit structure [10][11] - There is a commitment to rightsizing the organization and expanding gross margins as revenue scales [11][27] - The company aims to build a strong backlog and stabilize sales, particularly in the EV market [11][38] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about stabilizing sales and building a strong backlog, despite macroeconomic volatility [11][27] - The company remains cautious about the impact of tariffs and the evolving automotive supply chain [26][27] - Future guidance for Q2 2025 includes revenue expectations of €37 million to €39 million and a gross margin between 37% and 39% [38] Other Important Information - The company has successfully negotiated an 18-month interest-only period with primary lenders, enhancing liquidity [34] - Inventory levels have decreased by 29% year over year, reflecting effective optimization efforts [36] Q&A Session Summary Question: Thoughts on ABL integration and industry consolidation opportunities - Management reported successful integration with significant synergies achieved, with a focus on cross-selling products across regions [42][44] - Current focus is on becoming cash positive before exploring new acquisitions [50] Question: Additional traction for Quasar beyond Kia - Management indicated ongoing efforts to establish partnerships in Europe, with new customer demand emerging [52][53] Question: Competitive landscape and market opportunities - The company sees significant opportunities in the US market due to competitors shifting focus away from hardware solutions [56][58] - In Europe, the company benefits from a strong geographical footprint and established presence in multiple markets [60][61] Question: Expectations for product mix and its impact on margins - Management expects to maintain a similar product mix in Q2, focusing on building backlog to improve operational efficiency [64][66]

Core Insights - The article highlights the significant improvements in the charging infrastructure for electric vehicles (EVs) during the recent "May Day" holiday, resulting in reduced waiting times and enhanced user experience [1][10][16] Charging Infrastructure Improvements - The total charging volume on the State Grid's smart vehicle network platform exceeded 1.01 billion kilowatt-hours from May 1 to May 4, marking a year-on-year increase of over 21% [1] - The charging volume at national highway service areas reached 30.68 million kilowatt-hours, a 28% increase compared to the same period last year, setting a historical high for this timeframe [1][10] Enhanced Charging Facilities - The Jiangdu service area on the Hu-Shaan Highway now features 12 fast charging stations, accommodating up to 20 vehicles simultaneously, significantly reducing wait times from over 30 minutes to approximately 10 minutes [2][3] - The introduction of mobile charging robots and multiple charging operators at service areas has further diversified charging options, enhancing convenience for EV users [6][10] Emergency Charging Solutions - Mobile charging vehicles and dynamic allocation of charging resources have been implemented in various service areas to address peak charging demands during holidays [11][15] - The use of a "smart monitoring" system allows for efficient management of charging stations, with rapid response times for addressing technical issues [15][16] User Experience Enhancements - The implementation of a queue management system and charging incentives, such as discounts for partial charging, has improved the overall experience for EV drivers during peak travel times [11][15] - The availability of video customer service through QR codes on charging stations provides immediate technical support for users facing issues [15][16]

Core Viewpoint - The Gansu Keyuan Electric Power Group is actively enhancing electric vehicle charging services to support economic growth during the May Day holiday, aligning with national consumption promotion initiatives [1][3][5]. Group 1: Economic Impact - The promotion of tourism brands such as "Symphony Silk Road · Lucky Gansu" has attracted a significant influx of domestic and international tourists, boosting consumption in trade, logistics, accommodation, and dining sectors [3]. - The increase in electric vehicle usage has led to higher expectations for charging service quality among consumers [3]. Group 2: Charging Infrastructure - The company operates eight electric vehicle charging stations across four service areas on major highways, strategically located in key tourist cities [3]. - To improve service quality, the company has implemented the "Green Movement" initiative, optimizing the operation and maintenance of charging facilities [5]. Group 3: Service Enhancements - The company has established a dedicated service team and a comprehensive monitoring system for charging facilities, ensuring 24/7 oversight and maintenance [5]. - During the May Day holiday, the company conducted special inspections and maintenance of charging facilities to ensure operational efficiency and safety [5]. Group 4: Performance Metrics - As of May 5, the company reported a total of 4,778 charging sessions and 109,322.46 kilowatt-hours of electricity delivered, representing year-on-year increases of 42.2% and 42.9%, respectively [5].

【环球时报驻德国特约记者 青木】欧洲智慧能源展览会7日至9日在德国慕尼黑展览中心举行。来自全 球约3000家参展商在19个展厅和一个室外展区展示面向未来能源行业的最新创新和解决方案。中国共有 约850家企业参展。 路透社上周表示，光伏行业的顶级制造商已面临低价和对美出口关税的双重压力。 目前，许多中国企业正加强与欧洲的合作。宁德时代在德国和匈牙利新建的两座工厂已投入运营。远景 动力在西班牙建设的超级电池工厂于去年7月举行奠基仪式。该工厂将成为欧洲首个磷酸铁锂电池超级 工厂。派能科技首座海外工厂3月在意大利帕多瓦举行开业仪式，该公司陆续在荷兰、英国、德国、意 大利等国家建立子公司。 多名德国行业专业人士对《环球时报》特约记者表示，欧洲能源转型离不开中国。被认为主导欧盟电池 旗舰项目的瑞典电池巨头"北伏电池"的破产就是一次教训。他们认为，中国在光伏、电池等新能源领域 建立了一条从原材料到终端产品的完整价值链，具备其他国家没有的优势。 "中国绿色能源发展迈向里程碑"，德国新闻电视台最近称赞道，今年第一季度，中国风光发电装机容量 首次超过火电。中国在可再生能源扩张方面也处于全球领先地位。特别是考虑到美国政府放弃气候保 ...

EVgo (EVGO) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Heather Davis - Vice President, Investor RelationsBadar Khan - CEO & DirectorStephanie Lee - EVP - Accounting & FinanceChris Dendrinos - Vice PresidentBill Peterson - Equity Research Conference Call Participants Andres Sheppard - AnalystChris Mcnally - AnalystChris Pierce - Senior AnalystCraig Irwin - Managing Director, Senior Research Analyst Operator Hello, and welcome to the EVgo Inc. Q1 twenty twenty five Earnings Call. All ...