7月7日，国家发展改革委办公厅等部门联合发布的《关于促进大功率充电设施科学规划建设的通知》提出，"以即充即走 场景为重点，因地制宜、适度超前、科学合理做好大功率充电设施发展布局"。 按照充电额定功率大小，新能源汽车充电设施可分为慢充、快充和超充三种类别。慢充是交流充电设施，通常需要6小时 至8小时才能将一般车型的电池充满。快充是直流充电设施，一般1小时可为电池充电80%；此外，快充终端单枪额定功率一般 不小于120千瓦。 本报记者 寇佳丽 新能源汽车产业蓬勃发展，而"补能"始终是消费者普遍关注的问题。伴随充电技术的不断进步，"充电焦虑"的破局之法逐 渐落在有效提高充电基础设施（以下简称"充电设施"）的充电效率上。 超充也是直流充电设施，为新能源汽车电池充电至80%只需10分钟甚至更少时间。超充终端单枪额定功率一般不小于480 千瓦，是即充即走场景所需的"高分"解决方案。 中国电动汽车充电基础设施促进联盟副秘书长仝宗旗在接受《证券日报》记者采访时表示，新政策聚焦在公共充电场景下 大功率充电设施布局、鼓励推广即充即走场景，有利于促进超充技术加快迭代，利好超充产业的高质量发展，从而为重塑消费 者充电体验、进一步释放 ...

Core Viewpoint - The company aims to enhance R&D innovation, quality management, rapid response, and comprehensive solution capabilities while accelerating overseas market expansion and actively engaging in emerging fields such as AI, data centers, robotics, and low-altitude economy by 2025 [2] Financial Performance - In 2024, the company achieved a revenue of 2.415 billion yuan, a year-on-year increase of 55.29%, and a net profit attributable to shareholders of 175 million yuan, up 28.11% [2] - In Q1 2025, the company continued its growth trend with a revenue of 761 million yuan, a year-on-year increase of 64.66%, and a net profit of approximately 75.61 million yuan, up 81.36% [2] Business Segments - The new energy vehicle (NEV) sector is the core growth engine, with revenue from NEV connectors reaching 2.18 billion yuan in 2024, a year-on-year increase of 59.46% [2] - The communication sector also showed potential, with revenue from communication connectors reaching 111 million yuan in 2024, a year-on-year increase of 4.84% [3] Emerging Market Developments - The company has made significant progress in emerging markets, with foreign sales revenue reaching 386 million yuan in 2024, a year-on-year increase of 113.23% [3] - The U.S. factory has become profitable, and the Mexican factory is ramping up production, while new offices have been established in the U.S. and Germany, with plans for production bases in Europe and Southeast Asia [3] R&D Investment - R&D investment reached 147 million yuan in 2024, a year-on-year increase of 26.91%, with several technological breakthroughs achieved [3] - The company holds a total of 328 domestic and international patents, including 20 invention patents and 274 utility model patents [3] Future R&D Directions - The company will focus on four key areas: 6G and AI data center technology research, smart automotive high-speed product development, customized R&D for new NEV models, and technology reserves in robotics and medical fields [4] Industry Trends - The demand in sectors such as new energy vehicles, energy storage, and industrial robotics remains strong, while the communication and data center industries are experiencing rapid growth, creating vast opportunities for the connector market [5] - Despite intense competition in the global connector industry, the Chinese market is expected to become a core growth driver due to technological advancements and scale advantages [5]

Group 1: Charging Technologies - The 2025 Shanghai Auto Show highlighted the focus on "technological innovation" in the context of charging methods for electric vehicles, particularly fast charging and battery swapping [1] - Huawei introduced a liquid-cooled megawatt-level fast charging product for heavy-duty trucks, capable of delivering 1.5 megawatts of power and charging a truck in 15 minutes [1][6] - BYD's megawatt fast charging technology allows for a peak charging power of 1 megawatt, enabling a vehicle to gain 400 kilometers of range in just 5 minutes [2][3] Group 2: Industry Developments - NIO and CATL are actively developing battery swapping services, with NIO having established 3,268 battery swap stations across over 900 districts [5] - The industry is witnessing a shift towards high-voltage fast charging, with expectations that by the end of 2026, over 13 million vehicles supporting high-voltage fast charging will be on the market [3] - The establishment of the Huawei Supercharging Alliance 2.0 aims to promote megawatt fast charging in commercial vehicles, with plans to develop 30-50 models by 2025 [6] Group 3: Market Dynamics - The competition between fast charging and battery swapping is intensifying, with industry leaders emphasizing the need for both technologies to coexist [4][7] - The cost of establishing a megawatt fast charging station exceeds 100,000 yuan, necessitating collaboration among partners for operational success [3] - The demand for efficient charging solutions in commercial vehicles is critical, with traditional battery swapping models being challenged by the flexibility and lower lifecycle costs of fast charging [7]