各位小伙伴应该还记得，前几年每到节假日出行高峰，高速服务区 "抢桩" 的新闻就会层出不穷。 但最近这两年，尽管新能源车卖得越来越多， 这类新闻却明显少了。 这背后，一方面是车企联合宁王等电池厂商在技术上下了大功夫， 纯电、增程车型的续航都越来越长， 车端的充电速度也越来越快； 另一方面，和 充电桩 同样有着很大的关系。 2018年公社刚成立那会儿，大多数服务区的国网桩都是60kW的，还往往跑不满，但现在基本都升级到了120kW。充电桩的数量，也是越来越多。 关注 「电动车公社」 和我们一起重新思考汽车 然而这种"基建狂魔"带来的补能体验，到了其他国家，可就不一定享受得到了。 大洋彼岸的美国，大家如果想出门充电，都得靠 特斯拉的超充网络 兜底。 新能源占比更高的欧洲要惨不少，依然存在充电桩少、充电速度慢、流程还特别麻烦的囧境。 于是， 前特斯拉的充电团队站了出来： 准备把美国的"先进经验" 带到欧洲，闯出一片天！ 01. "倒数第二给倒数第一补课？" 至于增长的幅度有多夸张 ……咱们 直接 上数据 ： | 年代 | 月份 | 公桩保有 | 私權保有 | 换电 | 公相事充 电量-亿 | 增量 公梳 | 公梳目 ...

Core Insights - The rapid development of the electric vehicle (EV) industry in China is accompanied by a focus on improving charging infrastructure efficiency to alleviate consumer concerns about charging anxiety [1][2]. Group 1: Policy and Infrastructure Development - The National Development and Reform Commission has issued a notice emphasizing the scientific planning and construction of high-power charging facilities, focusing on "instant charging" scenarios [1]. - Charging facilities are categorized into three types: slow charging, fast charging, and ultra-fast charging, with ultra-fast charging capable of charging to 80% in 10 minutes or less [1]. Group 2: Industry Trends and Market Dynamics - The ultra-fast charging industry is transitioning from early pilot stages to large-scale adoption, characterized by technological breakthroughs, explosive market demand, and ongoing policy support [2]. - The ultra-fast charging sector's supply chain includes battery management systems, high-power transformers, and charging equipment, with a growing emphasis on liquid-cooled charging technology due to its advantages [2]. Group 3: Market Potential and Challenges - By the end of 2024, the number of electric vehicles in China is projected to reach 31.4 million, representing 8.90% of the total vehicle population, indicating strong market potential for ultra-fast charging [3]. - Despite the growth, the ultra-fast charging industry faces challenges such as insufficient charging infrastructure, high construction costs, long investment return periods, and potential impacts on grid stability [3].

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]