毫不夸张地说，超充网络早已成为车企的生态壁垒之一。如今一纸通知下发，是否意味着车企花大价钱 筑起的补能"护城河"将不复存在？实则不然。对于车企而言，真正的"护城河"绝非充电桩数量的多少， 而是不断提升用户补能效率的补能技术。今年3月，比亚迪便推出"兆瓦闪充"技术，可实现"闪充5分 钟，畅行400公里"；4月，华为发布全液冷兆瓦超充解决方案，15分钟便可让300度的电池包完成满电循 环，补能效率较传统充电桩提升近4倍……这些补能技术方是车企博弈的关键棋子。 实际上，为缓解新能源车主补能焦虑，近年来不少车企已主动放开对自营充电桩的品牌限制。据了解， 理想超充网络中，超7000根4C超充桩和超6000根2C超充桩均已向所有新能源车型开放。特斯拉刚刚投 入使用的首批V4超充桩也做到了向其他品牌新能源车开放。蔚来充电桩也已面向所有新能源车主开 放，蔚来创始人李斌还曾透露，蔚来充电业务中，非蔚来用户占比超90％。蔚来还先后与极狐、阿维 塔、奇瑞、鸿蒙智行、广汽、吉利、长城、路特斯、极氪、小米等众多车企达成充电互联互通合作，实 所谓"大功率充电设施"，《通知》给出的定义是"单枪充电功率达到250千瓦以上"，即行业通常所称 ...

Core Viewpoint - The automotive industry in China is experiencing rapid growth in new energy vehicles while facing challenges such as trade barriers and intense competition, leading to a need for reflection and adjustment [2] Group 1: Policy and Market Dynamics - The "Two New" policy was launched to stimulate the automotive market, expanding the scope of vehicle trade-in subsidies and increasing support for electric buses and battery updates [3] - By May 31, 2025, the number of applications for vehicle trade-in subsidies reached 4.12 million, indicating significant market response to the policy [3] Group 2: Global Trade Barriers - The automotive industry is facing escalating tariffs globally, with the U.S. imposing a 25% tariff on imported cars and key components, impacting the global supply chain [4] - Canada has also implemented a 100% tariff on Chinese electric vehicles, further complicating international trade for the automotive sector [4][5] Group 3: Technological Advancements - 2025 is projected to be the year of "universal intelligent driving," with major companies like BYD and Changan committing to equip all models with advanced driver-assistance systems [6] - The introduction of "megawatt charging" technology by companies like BYD and Huawei aims to significantly reduce charging times, enhancing user experience [13] Group 4: Regulatory Environment - Following a serious accident, the Ministry of Industry and Information Technology (MIIT) has intensified regulations on intelligent driving systems, emphasizing safety and accurate marketing [7][8] - New national standards for electric vehicle batteries are set to be implemented in July 2026, focusing on safety and performance [11] Group 5: Industry Competition and Consolidation - The automotive industry is experiencing a prolonged price war, leading to calls for fair competition and regulatory support to curb "involution" in the market [9] - Major automotive companies are beginning to shorten payment terms to suppliers, fostering a healthier industry ecosystem [10] Group 6: New Market Initiatives - The 2025 New Energy Vehicle Rural Promotion initiative aims to enhance sales in rural areas, with a diverse range of models being introduced to tap into this market [14]