光伏、储能等新能源业务正逐步成为一批以家电起家的龙头企业的新增长点，但其规模、盈利仍有待提升。 近日，创维集团（00751.HK）拟退市并分拆创维光伏上市，海尔新能源获B轮超10亿元融资，美的集团（000333.SZ）旗下电动重卡充电桩业务上线，格力 电器（000651.SZ）今年将量产光伏储能用碳化硅芯片消息曝光，TCL中环（002129.SZ）拟投资一道新能源……家电起家的龙头企业2026年都在深化布局新 能源的万亿赛道。 经历了四五年的孵化和发展，新能源业务已经成为这些龙头企业的新增长点，但是发展规模、业务布局、盈利水平仍有待进一步提升或完善。创维光伏董事 长范瑞武1月27日向第一财经记者表示，"新能源是长坡厚雪，才刚刚开始。" 向"光"而行，欲从量变到质变 家电市场已进入成熟期，增速放缓。在国家"碳中和"战略下，家电龙头四五年前已开始布局新能源业务，部分企业的光伏、储能业务已到了从量变到质变的 临界点。 创维集团创始人黄宏生透露，创维2025年光伏业务的收入预计将首次超过彩电业务收入。创维集团从2020年开始涉足光伏领域，先利用国内彩电销售网络， 在农村发展户用分布式光伏业务，后来延伸到组件、支架、逆 ...

Core Insights - The transformation of a corn starch processing plant into an electric heavy truck charging station in Changzhi, Shanxi Province, highlights the adaptability of businesses in response to market saturation, generating significant revenue through charging services [1] - The electric heavy truck market in Shanxi is expanding, with over 10,000 vehicles and a focus on developing necessary infrastructure such as dedicated charging stations to support green transportation [1][2] - The electricity consumption for charging services in Changzhi has surged, with a 114.47% year-on-year increase in the first quarter of 2024, indicating a growing demand for electric heavy truck charging [2] Infrastructure Development - The Changzhi electric heavy truck charging station has a total capacity of 6,300 kW, with 26 charging piles and 56 charging guns, serving over 150 vehicles daily and consuming approximately 20,000 kWh of electricity [1] - The State Grid Changzhi Power Supply Company has secured 197 million yuan in special funding for grid upgrades and has planned enhancements for four substations to support electric heavy truck development [1] - In Jinzhong City, 13 industrial park charging station projects are progressing well, with plans to establish over 2,000 public charging piles throughout the year [2] Market Growth - As of the end of 2024, Jinzhong City is expected to have 1,445 electric heavy trucks, with 1,352 added in 2024 alone, supported by 1,133 charging piles [2] - The State Grid Shanxi Electric Power Company is actively pursuing the establishment of additional charging stations, with plans to build five more this year, which will include 31 dual-gun charging piles [2] - The continuous improvement of charging infrastructure is expected to expand the green operational landscape for electric heavy trucks in Shanxi [2]