4.【乘联分会崔东树：2025年12月的充电基础设施的公桩总量达到472万个】乘联分会秘书长崔东 树发文称，根据乘联分会整理的中国充电联盟的数据分析，2025年12月的充电基础设施的公桩总量 达到472万个，12月公桩数量较上月增长9.2万个，相对去年12月增量114万个。随车私桩目前有 1538万个，12月较上月增长67.8万个；12月公桩单桩月均充电1923度，较去年12月1651度增长较 好。（财联社） 更多汽车出行资讯…… 扫码可订阅产业日报 1. 【柯睿辰将接替高翔出任宝马集团大中华区总裁兼首席执行官】宝马集团1月30日宣布，自4月1日 起，柯睿辰（Christian Ach）将接替高翔（Sean Green），出任宝马集团大中华区总裁兼首席执行 官。高翔在中国市场工作超过10年后，将在集团内担任新的重要职务。据介绍，柯睿辰于1998年加 入宝马集团，历任多项管理职务。2010年至2018年，他负责管理德国市场的MINI品牌业务。2018 至2021年，担任宝马德国销售负责人。2021年起，他负责涵盖瑞典、挪威、丹麦和芬兰的北欧销售 区域。自2024年3月1日起，担任宝马德国公司首席执行官。（新京报 ...

伦敦和纽约，2026年1月26日 – 彭博新能源财经的年度报告《能源转型投资趋势》(ETIT)显示， 2025年全球能源转型投资额达到创纪录的2.3万亿美元，同比增长8%。主要投资驱动因素包括： 交通运输电气化（8,930亿美元）、可再生能源（6,900亿美元）和电网投资（4,830亿美元）。 然而，作为全球最大能源转型市场，中国电力市场政策调整带来了新的不确定性，可再生能源投 资同比下降9.5%。除氢能（73亿美元）和核能（360亿美元）外，彭博新能源财经追踪的所有其 他领域投资均实现增长。 该报告显示，2025年清洁能源供应投资连续第二年超越化石燃料供应投资，两者差距从2024年 的850亿美元扩大至1,020亿美元。清洁能源投资（包括可再生能源、核能、碳捕集、氢能、储能 和电网）持续增长的同时，化石燃料供应投资自2020年以来首次下滑，同比下降90亿美元。此 降幅主要源于上游油气和化石能源发电领域的支出下降，降幅分别为90亿美元和140亿美元，但 对天然气与煤炭的投资增长部分抵消了这一影响。尽管能源转型投资规模创历史新高，但增速持 续放缓，从2021年的27%降至2025年的8%。 彭博新能源财经的《能 ...

Core Points - The National Development and Reform Commission (NDRC) has issued the "2025 Edition of the Project Industry Scope List for Real Estate Investment Trusts (REITs) in the Infrastructure Sector" to expand the scope of infrastructure REITs [1] - The list aims to enhance the role of infrastructure REITs in revitalizing existing assets and promoting a virtuous investment cycle [1] Group 1 - The application scope includes clean energy projects such as wind power, solar power, hydropower, natural gas power, biomass power, and nuclear power [2] - It also covers energy storage facilities, clean and low-carbon flexible coal power projects, ultra-high voltage transmission projects, incremental distribution networks, microgrids, and charging infrastructure projects [2] - Coal power projects must meet specific conditions, such as having a minimum output of 30% rated load under pure condensing conditions or incorporating low-carbon fuels with a blending ratio of no less than 10% [2] Group 2 - The NDRC emphasizes that projects in areas like rental housing, consumer infrastructure, commercial office facilities, elderly care facilities, and urban renewal must be initiated by independent legal entities engaged in relevant businesses and must not involve residential property development [2]

Core Insights - Since the "14th Five-Year Plan," Shandong has made significant progress in energy transition, achieving a greener and more resilient energy system, with one-third of electricity consumption coming from green energy [2][3] Energy Supply and Infrastructure - Shandong has established a robust energy supply system, maintaining coal and crude oil production at approximately 86 million tons and 22 million tons respectively, with coal storage capacity reaching 20 million tons and gas storage capacity at 2.52 billion cubic meters [2] - The total installed power capacity in Shandong reached 250 million kilowatts, ranking second in the country, with an expected annual electricity generation of around 700 billion kilowatt-hours [2] Clean Energy Development - The installed capacity of non-fossil energy sources has historically surpassed coal power, reaching 134 million kilowatts, which is 2.8 times that of 2020, accounting for 53.4% of total power capacity, an increase of 22.6 percentage points [3] - Shandong has developed 5.92 million kilowatts of offshore wind power, ranking third nationally, and has maintained the highest photovoltaic power generation capacity in the country at 91.728 million kilowatts [3] Energy Storage and Consumption - The province has accelerated the development of diverse energy storage facilities, with new energy storage capacity increasing more than fivefold compared to the end of 2022, reaching over 9.6 million kilowatts [3] - Currently, one-third of the electricity consumed in Shandong is from clean energy sources, with renewable energy generation expected to reach 164.7 billion kilowatt-hours by 2024 [3] Market Reforms and Investments - Shandong has implemented key reforms to energize the energy market, with registered electricity market participants reaching 43,000 and transaction volumes accounting for 51% of total electricity consumption [4] - Annual investments in energy projects have exceeded 200 billion yuan, supporting stable investment and growth [4] Infrastructure and Public Benefits - The province has established a leading urban and rural charging service network, with 1.488 million charging facilities, a 19-fold increase since 2020, achieving full coverage in charging stations [4] - Shandong has introduced a tiered electricity pricing policy, significantly reducing costs for electric vehicle charging, with prices as low as 0.222 yuan per kilowatt-hour during off-peak hours [4]

Core Viewpoint - The meeting between China's National Energy Administration and Slovenia's Minister of Environment, Climate and Energy focused on energy transition, nuclear power, charging infrastructure, and cooperation in the framework of the International Renewable Energy Agency (IRENA) [1] Group 1: Energy Transition - Discussions included strategies for energy transition between China and Slovenia [1] Group 2: Nuclear Power - The meeting addressed the role of nuclear power in the energy cooperation between the two countries [1] Group 3: Charging Infrastructure - There was an exchange of views on the development of charging infrastructure for electric vehicles [1] Group 4: International Cooperation - The dialogue emphasized collaboration under the IRENA framework, highlighting the importance of international partnerships in renewable energy [1]

Core Insights - The global energy landscape is undergoing profound changes, driven by multiple factors, with battery storage, photovoltaics, electric mobility, and natural gas as the four key drivers of transformation [2] - The BNEF event aims to discuss these critical issues with industry experts, focusing on the Greater Bay Area's transition to a low-carbon and efficient energy future [2] Group 1: Global Energy Market Trends - The global energy storage market is rapidly expanding, with an expected annual growth rate of 14.7% until the end of 2035, and China is projected to maintain its leading position [4] - China is transitioning towards a market-oriented approach as mandatory storage requirements are phased out, raising questions about the future of large-scale and commercial storage [4] - The photovoltaic market is experiencing a "de-involution" policy, with hopes for a recovery in spot prices, although the fundamental issue of oversupply remains unresolved [4] Group 2: Electric Vehicles and Charging Infrastructure - New energy vehicle sales are reaching new highs, but regional markets are developing differently due to technological advancements, policy changes, and geopolitical factors [4] - The differentiated development of the new energy vehicle market will impact the demand and layout of charging infrastructure [4] - Attention is drawn to emerging technologies and business models in the electric vehicle sector [4] Group 3: Natural Gas Market Outlook - In the context of geopolitical instability and energy transition, energy planners are tasked with developing innovative procurement and utilization strategies to ensure a balance between energy security and economic efficiency [4] - The evolution of the natural gas market in China and globally is anticipated during the 14th Five-Year Plan period [4] Group 4: Event Agenda - The event features a series of presentations, including in-depth analyses of global energy storage and China's commercial storage market, global photovoltaic market outlook, and charging infrastructure market trends [5] - The agenda includes discussions led by BNEF analysts, focusing on the future of natural gas and LNG markets [5][6]

Core Insights - The 2025 China Electric Vehicle Charging and Battery Swap Ecosystem Conference highlighted the rapid development of charging infrastructure in China, with significant advancements in charging technology and a gradually完善的标准体系 [1] Industry Development - As of August 2025, China has established a total of 17.348 million charging facilities and 4,946 battery swap stations, creating the world's largest electric vehicle charging network during the "14th Five-Year Plan" period [1] - The ratio of charging stations to electric vehicles is approximately 2 charging stations for every 5 vehicles, enhancing convenience and peace of mind for users [1] Standardization and Safety - A comprehensive charging infrastructure standard system has been preliminarily established, covering the entire chain from manufacturing, inspection, planning, to operation management, addressing key issues such as charging safety, interoperability, and equipment quality [1] - The charging industry chain has seen diversified development among enterprises, indicating a robust and evolving market landscape [1]

Core Insights - The 2025 China Electric Vehicle Charging and Battery Swap Ecological Conference was held in Hefei, focusing on the development of the charging and battery swap industry over the past decade and discussing future high-quality development paths [1][2] Industry Development - As of August 2025, China has built the world's largest and most comprehensive charging service network, with a total of 17.348 million charging points and 4,946 battery swap stations [2] - The penetration rate of new energy vehicles in China has surpassed 40%, supported by the improvement of the charging and battery swap network [2] Key Initiatives - The Charging Alliance plans to accelerate the implementation of advanced technologies such as high-power charging and wireless charging, explore integrated business models combining charging, energy storage, and photovoltaics, and align Chinese charging standards with international standards [2] - The "China Charging Alliance Open Service Platform" was launched to provide data support and real-time industry dynamics to enterprises and government departments, promoting efficient circulation of industry production factors [3] Regional Highlights - In the first eight months of 2025, Anhui Province produced 1.0239 million new energy vehicles, accounting for 18% of the national total, and built 27,100 charging stations with a year-on-year growth of 49.8% [3] - Anhui aims to explore the integration of "vehicle-road collaboration + charging and battery swap" models and increase the number of high-power charging stations in service areas and urban business districts [3] Challenges and Solutions - The industry faces challenges such as "involutionary" competition, low facility utilization rates, and difficulties in scaling advanced technologies [4] - Companies are encouraged to establish a healthy competitive mechanism and focus on technological innovation and service upgrades rather than engaging in price wars [4] - Solutions for charging difficulties include the launch of a "charging map" feature by Alipay to help users find available charging stations and streamline installation processes [5] Future Directions - The charging and battery swap industry is entering a new stage of high-quality development, requiring collaboration among government, enterprises, and industry associations to overcome challenges and support the growth of the new energy vehicle industry and carbon neutrality goals [5]

Core Insights - The report highlights a positive trend in the power energy sector, particularly in photovoltaic and energy storage segments, with significant year-on-year growth in installed capacity and price increases in key materials [1][3]. Group 1: Photovoltaics - As of September 17, 2025, the average price of polysilicon (dense material) is 51 CNY/Kg, an increase of 1.00 CNY/Kg from the previous week [1][3]. - The photovoltaic sector is expected to benefit from various factors including industry dynamics, policies, and demand-side efforts, leading to an overall recovery in the sector [3]. Group 2: Energy Storage - By the end of the first half of 2025, the cumulative installed capacity of operational energy storage projects in China reached 164.3 GW, a year-on-year increase of 59% [1][3]. - Among this, the cumulative installed capacity of new energy storage reached 101.3 GW, showing a remarkable year-on-year growth of 110% [1][3]. Group 3: Lithium Battery - As of September 19, 2025, the price of lithium carbonate is 71,300 CNY/ton, reflecting a slight increase of 140 CNY/ton from the previous week [1][3]. Group 4: Charging Infrastructure - By the end of August 2025, the total number of charging infrastructure units in the country reached 17.348 million, marking a year-on-year growth of 57.72% [3]. Group 5: Industry Performance - From September 15 to September 19, 2025, the power equipment index rose by 3.07%, outperforming the CSI 300 index by 3.51 percentage points [2]. - In the first seven months of 2025, the total electricity consumption was 58,633 billion kWh, a year-on-year increase of 4.50% [2]. - The newly added power generation capacity in the first seven months of 2025 was 32,480 MW, representing a year-on-year growth of 75.72% [2].

Core Insights - Over the past decade, Chinese investment in Thailand has expanded significantly, with Chinese companies evolving from mere participants to key players in regional industrial chain restructuring [1][4] - The "going out" strategy of Chinese enterprises is transitioning to "integrating in," reshaping the underlying logic of economic cooperation between China and Thailand [1][4] Group 1: Investment Trends - The construction of the China-Laos-Thailand railway has made Khon Kaen a new hotspot for Chinese investment, enhancing its geographical advantages and facilitating access to Southeast Asian markets [2] - Chinese enterprises are shifting from short-term trade to long-term social integration, emphasizing compliance with local regulations and nurturing local social networks [2] Group 2: Industrial Clusters - The establishment of the China-Thailand Rayong Industrial Park has attracted over 200 Chinese companies, creating a complete industrial chain system and extending operations from manufacturing to R&D and innovation [2] - The average local employee hiring ratio among Chinese companies in Thailand has reached 60%, with some companies reporting as high as 90%, indicating a strong commitment to local workforce development [2] Group 3: Knowledge and Technology Transfer - In Bangkok, Chinese companies are adopting an open collaborative approach in knowledge and technology-intensive sectors, contrasting with the protectionist strategies of some Western multinationals [3] - Chinese enterprises are actively engaging in local talent development by collaborating with Thai educational institutions to enhance the understanding and application of advanced digital technologies [3] Group 4: Sustainable Development and Community Integration - The integration of Chinese enterprises in Thailand is characterized by respect for local laws, active local employment, and deep community engagement, which helps them gain local recognition and market space [4] - The ongoing Belt and Road Initiative is facilitating a deeper embedding of Chinese enterprises in local industries, aligning their development with that of the host country [4]