2025.09. 25 的上涨空间,深证成指创阶段新高,表现强于沪市,创业板指领涨三大指数,得益于科技成长 股的强劲表现。 涨跌停比 5 2H 9 个股涨少跌多,市场赚钱效应集中。CPO(光模 块)、液冷服务器、AI应用等方向全线走强,游 戏与传媒、部分新能源权重股以及有色金属涨 幅居前。贵金属、港口航运、油气开采及纺织服 饰、农林牧渔、家用电器、银行、酿酒(白酒)、 房地产等板块表现疲软。 资金情绪 两市成交额 2.3 万亿元 ▲ +1.9% A股市场成交额延续活跃态势,表明市场的整 体活跃度和参与热情较高。分市场看,深市成 交额显著放大,沪市小幅缩量,呈"深强沪弱" 特征,主要归因于领涨的AI产业链、固态电池、 人形机器人等科技成长板块多集中于深市,相 对低迷的传统板块在沪市权重较高。 主力资金净流出 机构调仓换股. 资金看好政策驱动和景气度高的科技及高端制造方向. 电源设备、计算机设备、小金属和 通信设备、充电桩、数字经济等成为吸金主力,对前期涨幅过大的板块进行获利了结。散户积极承接、部 分资金流入调整中个股,部分跟随主力布局科技成长板块。 散户情绪 75.85% 52.86% 3875家下跌 上 证 ...

每经记者｜范文清 每经编辑｜裴健如 "V2G应该会成为中国电动车行业Deepseek现象级的事件。"9月22日，清华四川能源互联网研究院光储直柔应用技术研究所副所长李立理在"迈向零排放交通 论坛2025——暨中国清洁交通伙伴关系（CCTP）年度会议"上表示，2030年前，我国常态化放电的V2G车辆年销量有望超过千万辆，可能会复制光伏产业在 中国的发展历程。 所谓V2G（Vehicle-to-Grid），也即车网互动，主要包括智能有序充电和反向放电，通过能源交互模式，实现电动车与电网之间的双向能量流动。新能源汽 车车主可以在低谷期充电储能，在用电高峰时"放电卖电"，利用峰谷电价差赚取收益。 在今年9月举行的"2025中国汽车产业发展（泰达）国际论坛"上，中国科学院院士、清华大学教授欧阳明高也表示，"V2G是一块重要的价值洼地，电动汽车 将实现充电免费甚至成为赚钱工具，纯电动车将占据市场绝对主体地位"。 车企纷纷布局V2G 事实上，业内对V2G的关注度正在逐步升温。在今年9月举行的2025慕尼黑车展上，宝马以一款壁挂式专业双向充放电桩，再次引起业内注意，它将为V2G 技术在欧洲乃至全球的普及按下加速键。 公开数据 ...

Group 1 - The company, Yichang Technology, has successfully entered the charging pile sector and has achieved mass production of related products [1]

电力工业运行：根据能源局数据，2025年7月,全社会用电量为10226亿千瓦时，同比增 长8.60%；2025年1-7月,全社会用电量累计为58633亿千瓦时，同比增长4.50%。2025年1-7 月，新增发电装机容量32480万千瓦，同比增长75.72%。2025年1-7月，发电设备平均利用小 时1806小时，同比减少188小时。2025年1-7月,电网累计投资3315亿元，同比增长12.50%； 电源累计投资4288亿元，同比增长3.40%。 新型电力系统情况：光伏：反内卷对于光伏板块具备非常积极的影响，通过行业、政 策、需求端等多方面的发力，光伏板块整体上有望迎来修复。截至2025/9/17，多晶硅料(致 密料)平均价51元/Kg,较上周上涨1.00元/Kg。储能：截至2025H1末，中国已投运电力储能项 目累计装机规模164.3GW(包括抽水蓄能、熔融盐储热、新型储能)，同比增长59%。其中新 型储能累计装机达到101.3GW，同比增长110%。锂电：产业链价格小幅上涨，截至 2025/9/19，碳酸锂价格7.13万元/吨,较上周上涨0.14万元/吨。充电桩：截至2025年8月底，全 国充电基础设施累 ...

Group 1 - The core viewpoint of the article highlights the announcement of a procurement tender for a virtual power plant construction demonstration project, focusing on distributed energy storage and charging station equipment [2][3] - The project involves the procurement of various energy storage devices, including 50 units of 233 kWh, 15 units of 261 kWh, 20 units of 466 kWh, and multiple charging stations, indicating a significant investment in energy infrastructure [2] - The estimated procurement amount for this project is approximately 29.67 million yuan, showcasing the financial scale of the initiative [3] Group 2 - The tender scope includes comprehensive services such as design, manufacturing, assembly, transportation, installation, debugging, and maintenance, emphasizing the project's complexity and the need for a wide range of expertise [2] - The project is managed by Chongqing Science City Urban Operation Group Co., Ltd., indicating a strategic focus on urban energy solutions [2]

Group 1 - The report highlights the rapid expansion of public charging facilities in Dongguan, driven by the increasing adoption of electric vehicles, while also addressing safety concerns and regulatory challenges [2][18][22] - A total of 117 representative charging stations were evaluated, revealing an average of 3.41 safety hazards per station, with B-level hazards (moderate) accounting for 59% of the total [3][4][5] - Key issues identified include distribution problems (42%), management system issues (33%), and charging pile problems (25%), with older stations showing more hazards [4][5][6] Group 2 - The report suggests that the government should enhance regulatory enforcement and improve acceptance and inspection mechanisms, while companies should implement comprehensive management and optimize design and operation [7][8][11] - The study emphasizes the need for personnel training and user education to improve safety awareness and operational behavior [9][10] - The association advocates for a mechanism combining industry self-discipline and government oversight to support intelligent operation and personnel capability recognition [11] Group 3 - Dongguan's charging infrastructure is projected to reach 120,000 units by the end of 2025, with a target vehicle-to-charging pile ratio of approximately 1.83:1 [20][24][27] - The report indicates that as of early 2024, Dongguan had 1,586 public charging stations with a total power of 1.133 million kW, and plans to build 25,000 public charging piles and 70,000 private charging piles by 2025 [24][26] - The charging network is expected to evolve from merely sufficient to highly functional, addressing both daily and long-distance travel needs [19][20] Group 4 - The study reveals that 71% of charging stations have insurance but lack third-party maintenance, indicating a significant operational risk [5][39][40] - The analysis shows that the majority of charging stations are equipped with direct current (DC) charging piles, with 98.3% of stations having them, while ultra-fast charging piles are still limited [56][62] - The distribution of charging stations indicates a trend towards larger stations, with over 50% classified as large charging stations, reflecting a response to high demand for fast charging [63][66]

证券日报网讯友讯达9月19日在互动平台回答投资者提问时表示，公司有充电桩相关的智慧能源解决方 案和产品，可实现计量，采集，通信，协同控制等功能。 （文章来源：证券日报） ...

2025年09月18日，华阳新材2025年半年度报告业绩说明会在全景网顺利举行。出席本次业绩说明会的人 员有总经理武跃华、董事、董事会秘书姜伟、财务总监孙国星。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问16 个，公司嘉宾共回答问题16个，答复率100.00%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：截止目前公司股东人数多少【征集问题】 2、问：领导，您好！我来自四川大决策请问，公司在报告期内利润大幅增长得益于非经常性损益。请 问这些非经常性损益（如资产处置收益、政府补助等）是否具有可持续性？如果不具备，公司有何长期 盈利规划，以避免未来业绩大幅波动？【征集问题】 回答：尊敬的投资者，您好！公司尚有一百余亩类似土地，将根据太原市城市发展规划的需要，推动相 关土地的处置工作。感谢您对公司的关注。 3、问：贵公司已连续2年亏损，已经触发st条件，今年是否会st？【征集问题】 回答：尊敬的投资者，您好，公司目前不触及ST。感谢您对公司的关注！ 4、问：公司主业连年亏损，如果不卖地，后续如何保证公司能够盈利【征集问题】 回答：尊敬的投资 ...

Core Insights - The report from the China Charging Alliance indicates a significant increase in electric vehicle charging infrastructure in the first eight months of 2025, with a total of 4.53 million new charging points, representing an 88.5% year-on-year growth [1] - Public charging facilities saw an increase of 737,000 units, a 37.2% rise compared to the previous year, while private charging facilities grew by 3.79 million units, marking a 103.3% increase [1] Industry Trends - The charging pile market is shifting from a focus on speed and scale to a new phase of high-quality development [1] - There is a trend towards high-power charging solutions, necessitating upgrades in core components and overall charging equipment. High power implies a combination of high voltage and large current, which significantly raises the technical requirements for charging piles and their core components [1] - The industry is moving towards high-quality development, with recent policies directing focus towards the construction of high-power charging facilities. Under policy-driven initiatives, the promotion of high-power supercharging is expected to accelerate [1]

本报记者 郭冀川 近年来我国新能源汽车销量不断提升。根据中国汽车工业协会数据，2025年1月份至8月份，新能源汽车国内销量808.8万 辆，同比增长30.1%。 充电桩产业直接受益于新能源汽车销量的增长，中研普华在《2025—2030年中国充电桩行业市场分析及发展前景预测报 告》中表示，未来五年中国充电桩行业市场规模将保持20%以上年复合增长率。需求端，新能源汽车渗透率突破40%，日均充 电需求激增至1.2亿千瓦时；供给端，超充桩占比从2023年的5%跃升至2025年的20%，单桩功率突破480kW；模式端，光储充 一体化项目落地超200个，能源综合利用率提升40%。 盘古智库高级研究员吴琦对《证券日报》记者表示，随着市场上新能源汽车保有量的不断增加，对充电设施的需求也日益 增加。为了满足这一需求，政府和企业会加大在充电基础设施建设方面的投入，形成良性循环。例如，一些城市根据新能源汽 车的保有量和增长趋势，制定了充电基础设施建设规划，确保充电设施的供应能够与新能源汽车的发展相匹配。 吴琦认为，充电基础设施的发展对新能源汽车起到了多方面的带动作用，包括消除里程焦虑、提升使用便利性和推动技术 创新等。两者相互促进 ...