格隆汇9月5日丨特锐德(300001.SZ)于投资者互动平台表示，随着公司充电网规模扩大及商业模式多元 化发展，公司充电网业务收入和利润在今年上半年保持较好增长。 ...

格隆汇9月5日丨特锐德(300001.SZ)于投资者互动平台表示，随着公司充电网规模扩大及商业模式多元 化发展，公司充电网业务收入和利润在今年上半年保持较好增长。 ...

2025年8月20日下午，山东省政府新闻办召开"产业链上的山东好品牌"系列现场记者见面会——"链"出新能源专场。山东重工集团中国重汽济南卡车股份有 限公司（下称"中国重汽济南卡车制造公司"）、山东魏桥新能源汽车科技集团有限公司（下称"魏桥新能源汽车"）、特来电新能源股份有限公司（下称"特 来电"）、山东丰元锂能科技有限公司（下称"丰元锂能"）4家企业齐聚，介绍山东打造国家新能源汽车重要基地情况。 山东省工业和信息化厅装备产业处处长贺强对经济观察报记者表示，上述4家企业精准覆盖产业链上中下游，是山东新能源汽车产业实力的缩影：上游丰元 锂能深耕锂电池正极材料，提供核心原料支撑；中游中国重型汽车集团有限公司（下称"中国重汽"）主攻商用车、魏桥新能源汽车布局乘用车，体现山东整 车制造稳步推进的格局；下游特来电深耕充电网络，完善产业服务终端。 贺强介绍，山东新能源汽车产业主要有产业链齐全、龙头企业带动显著、产业布局持续优化、研发创新能力稳步提升等4个特点。 根据山东省工业和信息化厅数据，2025年上半年，山东新能源汽车产量53.2万辆、同比增长107.1%，居全国第四位，较去年提升5个位次。按照《山东省新 能源汽车产业 ...

39岁毅然下海创业，20年时间两度攀登行业高峰，特锐德（300001）董事长于德翔的创业故事，始终围 绕"电"展开。 从青藏高原到沙漠腹地，从箱式变电站的突破到充电网的构建，于德翔带领企业以"要做就做中国第 一、世界第一"的信念，一步步在世界能源版图刻画中国制造坐标。 这位永不停歇的创业者，始终信奉创新引领市场而非迎合市场的理念。"无论是特锐德还是特来电，所 有的技术路线和产品路线都是我们自己开辟出来的，先开辟产品，再开辟市场，然后带领全行业做大做 强、做好做优。"如今，于德翔正率领企业在全球能源革命中书写新传奇。 在"新型电力系统"加快建设的大背景下，特锐德依托在电力设备领域深厚的技术积淀，持续推动产品矩 阵优化与服务模式升级。2024年，公司"智能制造+集成服务"业务实现营业收入104.85亿元，同比增长 22.47%；归母净利润达7.09亿元，同比增长91.42%。 ● 本报记者 杨洁 要做就要做第一 2004年，39岁的于德翔从工作了13年的国家电网河北省电力公司离职，带领20多个人"下海"创业，创办 特锐德，由此展开在箱式变电站领域的第一次创业征途。 2006年5月，特锐德中标青藏铁路全线105个3 ...

Core Insights - The article highlights the entrepreneurial journey of Yu Dexiang, the chairman of Teruid, who has led the company to become a leader in the power equipment industry through innovation and a focus on creating market needs rather than merely responding to them [1][3] Company Development - In 2004, Yu Dexiang founded Teruid after leaving a 13-year career at the State Grid Corporation, focusing on the box-type substation sector [1][2] - Teruid gained recognition by successfully completing the Qinghai-Tibet Railway project, producing 105 high-reliability box-type substations in under three months, which established the company as a key player in the railway construction boom [2][3] - The company went public in 2009, becoming the first listed company on the Growth Enterprise Market with stock code 300001 [2] Innovation and Product Development - Teruid has developed several industry-first products, including the first 10kV high-speed railway remote control box transformer and the first 220kV prefabricated offshore booster substation, filling gaps in the domestic market and advancing the power equipment industry [3][4] - The company achieved a revenue of 10.485 billion yuan in 2024, a year-on-year increase of 22.47%, with a net profit of 709 million yuan, up 91.42% [4] Expansion into Electric Vehicle Charging - In 2014, Teruid launched a second venture, Teruide, focusing on building a charging network for electric vehicles, which Yu Dexiang believes is essential for the future of electric mobility [4][5] - Teruide has developed a comprehensive charging network technology system, integrating charging networks, microgrids, and energy storage to support large-scale electric vehicle development [4][6] - By 2024, Teruide achieved profitability with a net profit of 290 million yuan, and it operates over 709,000 public charging terminals, capturing a 24% market share [7] International Expansion - Teruid has successfully expanded its operations to 56 countries, with a significant increase in overseas contracts, achieving 800 million yuan in overseas business in 2024, a 131.87% year-on-year growth [8] - The company completed a major project in Saudi Arabia, delivering 15 sets of 132kV mobile substations in under six months, showcasing its competitive edge in international markets [8]

Summary of Key Points from Conference Call Records Industry or Company Involved - **Distributed Photovoltaics and Power Equipment Industry** [1][8] - **Energy Software Company: Guoneng Rixin** [1][3] - **Teruid: Charging Network Business** [1][5] - **Hanwei Technology: Humanoid Robotics and Sensors** [1][6] - **Plit: Modified Plastics and LCP Films** [1][7] - **Wind Power Industry** [4][10] - **New Energy Vehicles** [4][22] - **Energy Policies and Market Dynamics** [16][15] Core Points and Arguments - **Guoneng Rixin**: Expected to have a PE valuation of over 20 times by 2026, benefiting from provincial support for distributed energy following the issuance of document 136 by the energy bureau [1][3] - **Teruid**: Anticipated to exceed performance expectations in 2024, with revenue from the Saudi National Grid project expected to be confirmed in Q2, and improved profitability in the charging network business [1][5] - **Hanwei Technology**: Leading in electronic skin and sensor technology, benefiting from increased demand for flexible sensors due to new regulations in power batteries, showing significant advantages in humanoid robotics [1][6] - **Plit**: Steady growth in traditional modified plastics, with LCP films expected to break even by 2025, indicating clear marginal improvements and reasonable valuation [1][7] - **Photovoltaic Industry**: Facing challenges with overdue payments and potential demand decline due to document 136, but companies with strong cash flow may emerge successfully [1][9] - **Wind Power Industry**: Strong demand for onshore wind power and steady growth in offshore wind power, with optimistic industry outlook [4][10] - **New Energy Vehicles**: March sales increased year-on-year, with penetration rates nearing 53%, and a positive outlook for the market [4][22] Other Important but Possibly Overlooked Content - **Photovoltaic Sector Dynamics**: The sector is currently at a low point, with signs of industry clearing and significant export growth in power equipment, particularly in Asia, Africa, and Latin America [15][9] - **Energy Policy Impact**: The issuance of document 136 is expected to enhance the predictability of new energy technologies, creating opportunities for companies like Guoneng Rixin [16][17] - **Market Sentiment**: Value investors are beginning to position themselves in the photovoltaic sector, particularly in response to increasing demand for household energy storage in Europe [2][9] - **Technological Innovations**: New battery technologies showcased at recent exhibitions, such as sodium batteries and ultra-fast charging, are expected to bolster confidence in the industry's future [24][25]