6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 为有效解决五一假日高速服务区"充电难"的突出问题，由江苏省交通运输厅联合江苏电啦啦新能源科技有限公司共同推动的全国首个高速移动充电航 母示范项目，正式在京沪高速平桥服务区投入使用。 该项目旨在为京沪高速这一交通大动脉上的新能源车主提供更为高效、灵活的充电服务，尤其致力于缓解北京方向节假日出行时的潮汐性拥堵状况。 该移动充电航母具备多项显著优势： 强大电量储备： 最大电量可支持8车同时充电，一次携带3600度电，电量是普通移动充电宝的20倍，能充分满足100台新能源汽车的补能需求。 高效快速充电： 单枪充电效率最高可达120KW，充电速度相比普通充电桩提升了一倍。 移动充电航母的充电单价与 固定 充电桩保持同步， 价格公平透 ...

Core Viewpoint - The debate between ultra-fast charging and battery swapping is ongoing, with both technologies expected to coexist and complement each other in China's expanding new energy vehicle charging market [1][3]. Group 1: Market Dynamics - The ultra-fast charging technology is characterized by high charging speeds but comes with significant construction costs, making it suitable for users who prioritize charging speed and are less sensitive to price [3]. - Battery swapping is seen as more appropriate for economical models and daily commuting, requiring standardization of batteries for large-scale adoption [3]. Group 2: Business Models - Current revenue sources for ultra-fast charging operators primarily come from service fees, with long investment return cycles; however, operators can explore new profit avenues through energy management and trading [4]. - The introduction of a "0 yuan upgrade" scheme allows operators to upgrade to liquid-cooled charging equipment at no additional cost, reducing the financial burden and encouraging the adoption of ultra-fast charging technology [5]. Group 3: Cost Management - The company emphasizes reducing unit costs and enhancing cost-effectiveness in its research and development efforts, particularly through innovations like liquid-cooled dual guns that lower initial investment pressures for operators [6]. - A smooth upgrade model is proposed to alleviate capital occupation costs for charging operators, allowing them to make incremental investments and upgrade equipment performance as needed [7].

Group 1: Charging Infrastructure Development - The National Energy Administration (NEA) is formulating policies to encourage the construction and renovation of high-power charging facilities, focusing on highway service areas for immediate charging scenarios [1][3] - As of March 2025, the number of charging infrastructure in China is expected to reach 13.749 million units, a year-on-year increase of 47.6%, including 3.9 million public charging facilities and 9.849 million private ones [1][2] - By the end of 2024, the number of new energy vehicles (NEVs) in China is projected to reach 31.4 million, accounting for 8.90% of the total vehicle population, with 11.25 million new registrations in 2024, representing a 51.49% increase from 2023 [2] Group 2: Coverage and Accessibility - Nationwide, all provinces except Tibet and Qinghai have achieved the goal of "county-level full coverage" for charging stations, with a county-level coverage rate of 97.31% [2] - Thirteen provinces have achieved "town-level full coverage" for charging piles, with a township charging facility coverage rate of 76.91% [2] Group 3: Upcoming Initiatives and Safety Measures - The NEA plans to enhance the charging network and service capabilities, promote pilot demonstrations, and improve the quality of charging infrastructure to better meet the needs of NEV users [3] - In preparation for the upcoming "May Day" holiday, the NEA is guiding local authorities to update old charging facilities and increase temporary charging equipment, ensuring orderly and safe charging services during the holiday [3] Group 4: Nuclear Power Development - The State Council has approved several nuclear power projects, including the Zhejiang Sanmen Phase III and others, with a total operational and approved nuclear power capacity exceeding 120 million kilowatts [5][6] - In 2024, the national nuclear power generation is expected to reach 450.9 billion kilowatt-hours, a year-on-year increase of 3.7%, accounting for 4.5% of the total national power generation [5] Group 5: Safety and Technological Advancements in Nuclear Power - The NEA emphasizes the importance of nuclear safety culture and adherence to the highest global safety standards in the construction and operation of nuclear power units [6] - There is a strong focus on supporting the research and development of advanced nuclear technologies, including small modular reactors and nuclear fusion, to optimize energy structure and address climate change [6]

万帮数字能源旗下拥有新能源汽车充电品牌星星充电，其充电桩十年累计销售量全球第 一。 本文为IPO早知道原创 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，12月25日，国家市场监管总局反垄断执法二司公示了"施耐德电气工业简式股份 有限公司与万帮数字能源股份有限公司新设合营企业案"。 公示内容显示，施耐德电气工业简式股份有限公司（下称"施耐德电气"）与万帮数字能源股份有限 公司（下称"万帮数字能源"）拟成立一家合营企业。 合营企业将面向欧洲从事产消者产品（即电动 汽车充电桩设备、光伏混合逆变器以及住宅、商业和工业能源管理电池）的研发和供应。 拟议交易完成后， 施耐德电气和万帮数字能源将分别持有合营企业51%和49%的股份 ，共同控制 合营企业。 施耐德电气于1942年成立于法国。施耐德电气的最终控制人是施耐德电气欧洲股份公司，其是为民 居、商建楼宇、数据中心、基础设施和工业客户提供能源管理和自动化解决方案的全球化公司。作为 集团的一部分，施耐德电气与其他集团内子公司向商建楼宇、企业、车队、民居和电动汽车提供产消 者解决方案，以实现有弹性、高效、可持续的电动汽车充电体验。 万帮数字能源成立 ...