周乃翔来到济南新旧动能转换起步区绿色低碳车网互动充换电示范站，实地察看运营监控中心和室外充 电设备，强调要进一步提升设施数字化、智能化、融合化发展水平，优化设施布局，丰富应用场景，加 强安全管理，更好满足企业和群众充电需求。在国网山东超高压公司，他详细了解大电网安全、迎峰度 夏电力保供等情况，要求统筹做好省内机组科学调控、省外来电稳定送入等工作，发挥新型储能"顶峰 填谷"作用，确保电力可靠供应。 随后，周乃翔主持召开电力供应保障座谈会。他指出，能源电力是经济社会稳定运行的基础保障。近年 来，全省电力系统履职尽责、担当作为，扎实保障电网安全运行和电力稳定供应，为全省经济社会发展 作出了积极贡献。希望国网山东省电力公司继续做好保供应、优服务等各项工作，在推动绿色低碳高质 量发展中展现更强担当。要加快推进能源绿色低碳转型，培育壮大电力领域战略性新兴产业，更好助力 发展新质生产力。要持续优化电力营商环境，提升"获得电力"服务水平，推动各类涉电惠企政策直达快 享。要扎实办好民生用电实事，实施好农网巩固提升工程，加快推进城市非电网直供小区供配电设施改 造升级，加强充电基础设施建设。要抓紧抓实电网安全生产，加强电力供需平衡 ...

9月11日，在ReThink HK 2025可持续发展展会现场，荣利营造(09639)子公司荣利新能源与三一中富香 港联合举办战略合作签约仪式，一举签署四项关键协议 ——与中港物流协会的战略合作框架协议，及 三份与理想物流(香港)有限公司、力高运输服务(亚洲)有限公司、德胜控股股份有限公司的采购意向协 议。 此次签约，是香港零碳智能联盟战略蓝图在商业落地方面的具体体现。对荣利营造而言，更意味着其新 能源业务从前期布局正式进入收益兑现阶段，将为公司营收结构优化注入实质性动能。 回溯今年 5 月，荣利营造联合三一集团、宁德时代（300750）等龙头发起成立香港零碳智能联盟，核心 目标是构建 "光、储、充、换、回收" 全链条解决方案。此次签约，直接推动业务从产业链协同布局与 能力储备向订单收益转化，成为新能源板块盈利的关键转折点。 具有突破性意义的是，与三家物流企业签订的采购意向协议，明确聚焦新能源物流车辆规模化应用、配 套充换电服务、车辆运维与电池回收等核心业务，且均指向 "可落地、可收费" 的盈利场景。这些协议 将成为短期可兑现的营收增量。 有券商机构新能源分析师指出，荣利新能源的订单化收益，将成为平滑传统业务 ...

智通财经APP获悉，9月11日，在ReThink HK 2025可持续发展展会现场，荣利营造(09639)子公司荣利新能源与三 一中富香港联合举办战略合作签约仪式，一举签署四项关键协议 ——与中港物流协会的战略合作框架协议，及 三份与理想物流(香港)有限公司、力高运输服务(亚洲)有限公司、德胜控股股份有限公司的采购意向协议。 此次签约，是香港零碳智能联盟战略蓝图在商业落地方面的具体体现。对荣利营造而言，更意味着其新能源业 务从前期布局正式进入收益兑现阶段，将为公司营收结构优化注入实质性动能。 回溯今年 5 月，荣利营造联合三一集团、宁德时代等龙头发起成立香港零碳智能联盟，核心目标是构建 "光、 储、充、换、回收" 全链条解决方案。此次签约，直接推动业务从产业链协同布局与能力储备向订单收益转化， 成为新能源板块盈利的关键转折点。 其中，与中港物流协会的战略合作框架协议，让三方在绿色物流产业链中的优势资源实现精准对接。三方将共 同践行香港最高绿色物流标准，桥接三一纯电物流运输车辆、荣利新能源充换电设施与物流协会的企业资源， 一方面推动香港绿色运输产业发展，另一方面也为后续规模化订单铺路。有分析师认为，这一合作预计 ...

格隆汇9月13日｜工业和信息化部等八部门印发《汽车行业稳增长工作方案（2025—2026年）》，方案 提出，完善基础设施体系。优化完善城市、乡镇、公路沿线及居住区充换电设施网络布局，推动高速公 路充换电基础设施建设，因地制宜开展配电网改造，有序推进氢能基础设施建设。深入开展县乡地区充 电基础设施建设应用推广活动，力争实现充换电基础设施"乡乡全覆盖"。鼓励大功率充电、智能有序充 电、"光储充放"一体站等新技术推广应用，推进车网互动技术研发应用。 ...

Group 1 - On September 3, Yatai Group signed a strategic cooperation agreement with China Unicom Jilin Province, focusing on core business and product industry chain collaboration [1] - The cooperation will emphasize deep collaboration in internet hospitals and green energy application scenarios, exploring new fields such as digital medical platforms, health management, pharmaceutical e-commerce, and low-carbon green electricity [1] - On the same day, Yatai Group also signed a strategic cooperation agreement with Sinopec Jilin Petroleum, focusing on resource integration and rapid implementation [1] Group 2 - The partnership with Sinopec will prioritize energy supply assurance, building material product supply, and dual-brand retail channel integration [1] - Both parties will leverage their respective channel and resource advantages for joint construction of charging and swapping facilities, professional construction general contracting services, and integrated marketing of resources [1]

Core Viewpoint - The rapid advancement of electric freight transportation in intercity logistics and urban delivery is driven by large-scale facility updates and the construction of charging infrastructure along highways, with significant government support and policy initiatives aimed at promoting energy integration in transportation [3][4][10]. Group 1: Policy and Market Dynamics - The Chinese government aims for electric energy to account for 10% of the transportation sector's terminal energy consumption by 2027, with pure electric vehicles becoming mainstream by 2035 [3]. - Shanghai has implemented substantial subsidies for new energy heavy trucks, with a subsidy standard of 630 RMB/kWh and a maximum subsidy of 280,000 RMB for early scrapping and new purchases [5][6]. - As of June 2025, Shanghai plans to update or add approximately 13,000 trucks annually, with the market being significantly influenced by these subsidies [5]. Group 2: Infrastructure and Operational Challenges - There is a notable shortage of medium and heavy-duty charging and swapping facilities in Shanghai, with only about 300 charging stations available for the current demand of approximately 1,800 electric heavy trucks [9][12]. - The initial cost of purchasing electric trucks is high, and profitability depends on stable routes and low electricity prices, with operational costs potentially being 50% lower than diesel [6][9]. - The logistics sector is actively exploring the construction of charging facilities, with companies recognizing the importance of transitioning to electric trucks for cost reduction [12][13]. Group 3: Strategic Recommendations - The government should focus on top-level design for green freight, coordinating the planning of charging facilities with vehicle purchase subsidies to stimulate market activity [10][14]. - Utilizing idle industrial land for charging infrastructure and establishing flexible leasing terms could enhance facility availability [14]. - The integration of digital tools in logistics operations is essential for optimizing the use of charging facilities and ensuring efficient logistics processes [15][16].

Core Viewpoint - The development of the electric vehicle (EV) charging infrastructure in rural areas is lagging behind, which restricts the potential consumption of new energy vehicles in these regions. There is an urgent need to enhance the charging network through improved planning, innovative mechanisms, financial support, quality supervision, and other measures to unlock the consumption potential of new energy vehicles in rural areas [1]. Group 1: Challenges in Charging Infrastructure Development - There is a mismatch between the layout of charging facilities and actual demand in rural areas, leading to insufficient and poorly distributed charging stations [2]. - The construction costs for charging facilities in rural areas are 30% to 50% higher than in urban areas, with initial investment recovery periods often exceeding 8 years, deterring social capital investment [3]. - Operational efficiency is low, with a fault rate of public charging stations in rural areas ranging from 5% to 15%, and some stations experiencing fault rates as high as 90%, resulting in long repair times and user dissatisfaction [3]. Group 2: Recommendations for Improvement - Optimize the planning and layout of charging facilities by creating a coordinated mechanism among local departments to match charging infrastructure with rural needs [4]. - Innovate development mechanisms by promoting a collaborative model involving government, enterprises, and local communities to address construction and operational challenges [5]. - Strengthen financial support by issuing special long-term bonds for charging infrastructure and exploring various financing options to alleviate funding pressures [6]. - Establish incentive measures to evaluate and reward effective charging infrastructure projects while implementing a withdrawal mechanism for underperforming initiatives [7]. - Enhance price guidance to lower charging costs through various pricing strategies and encourage local power companies to improve supply [8].