12月25日，*ST新研(300159)公告，根据《新疆机械研究院股份有限公司重整计划》导致相关股东权益 发生变动，公司控股股东、实际控制人分别变更为新疆商贸物流（集团）有限公司（以下简称"新疆商 贸物流集团"）和新疆维吾尔自治区人民政府国有资产监督管理委员会。 据彼时公司在公告中介绍，新疆商贸物流集团是新疆维吾尔自治区人民政府国有资产监督管理委员会控 股并直接监管的自治区一级大型国有企业，系经新疆维吾尔自治区人民政府批准，以新疆国有资产投资 经营有限责任公司、新疆国际经济合作（集团）有限责任公司、新疆边疆宾馆有限责任公司三家公司为 基础整合而成，产业涉及涉外酒店、金融、矿产能源、煤炭、石油化工、铁路、物流园区、大宗商品贸 易、供应链集成服务等多项业务。截至2024年末，商贸物流集团总资产901亿元，净资产362亿元；2024 年实现营业收入86亿元；主体信用评级AAA。 基于*ST新研的原有产业结构，农机业务板块将通过共享商贸物流集团的集中采购平台、物流枢纽地位 和海关监管库、保税仓、期货交割库等稀缺资产，进一步降低*ST新研农机生产成本、拓展农机业务产 业链、推动农机电动化转型、拓展农机国内外市场并加强农 ...

Core Insights - The transformation of the Qiaoshun electric heavy truck charging station in Changzhi, Shanxi Province, from a corn starch processing plant to a charging station has created a new revenue stream, with a total capacity of 6,300 kW and 26 charging piles, serving over 150 vehicles daily and consuming approximately 20,000 kWh of electricity [1] - The electric heavy truck ownership in Shanxi Province exceeds 10,000 units, highlighting the importance of infrastructure development, such as dedicated charging stations, to support the growth of green transportation [1] - The Changzhi power supply company has secured 197 million yuan in special funding for grid upgrades and has proactively planned for the expansion of substations to accommodate the growing demand for electric heavy trucks [1] Industry Developments - In the first quarter of this year, the electricity consumption of the charging and swapping service industry in Changzhi reached 196 million kWh, marking a year-on-year increase of 114.47% [2] - The city is progressing well with the construction of 13 key industrial park charging stations, with plans to build over 2,000 public charging piles throughout the year [2] - The State Grid Shanxi Electric Power Company is actively promoting the establishment of self-built electric heavy truck charging stations, with plans to construct five additional stations this year, which will include 31 dual-gun charging piles, capable of servicing over 300 electric heavy trucks daily [2]

Core Viewpoint - The transition from fuel and gas vehicles to electric vehicles, particularly electric heavy trucks, is a crucial pathway for green and low-carbon development in Shanxi Province, China [1] Group 1: Electric Heavy Trucks and Charging Infrastructure - Shanxi Province has over 10,000 electric heavy trucks, showcasing their advantages such as zero emissions, low energy costs, and reduced maintenance expenses compared to traditional fuel trucks [1] - The construction of electric heavy truck charging stations is being actively promoted by State Grid Shanxi Electric Power Company, which is building new stations while ensuring power supply for social investments in charging infrastructure [2][3] - Five new charging stations will be built with a total capacity of 9,920 kW, capable of servicing over 300 electric heavy trucks daily [2] Group 2: Power Supply and Grid Development - State Grid Shanxi Electric Power Company has made significant investments, including 197 million yuan for grid upgrades to support electric heavy truck development [3] - By April 2025, the total number of electric heavy trucks in Changzhi City is expected to reach over 4,000, with a substantial increase in electricity consumption for charging services [2][3] - The company has implemented a "green channel" for charging facility connections, ensuring efficient service and reduced costs for customers [2] Group 3: Business Opportunities and Economic Impact - The rapid development of electric heavy truck charging stations provides new opportunities for businesses to transition to greener operations, as seen in the case of a former corn starch factory repurposed into a charging station [4] - The charging station in Changzhi has a total capacity of 6,300 kW and serves over 150 trucks daily, significantly improving the economic viability of the repurposed site [5] - Companies transitioning to electric vehicles report substantial cost savings, with one company saving approximately 300,000 yuan annually in fuel costs and increasing order volume by 30% [5] Group 4: Future Outlook - The market prospects for electric heavy trucks are increasingly positive, with operational costs significantly lower than those of traditional diesel trucks, and maintenance costs reduced by 30% to 50% [5] - The commitment to green, low-carbon, and economical development is emphasized as essential for high-quality growth in the region [6]

Core Viewpoint - The rapid development of electric heavy-duty trucks and charging infrastructure in Shanxi province is a significant step towards green and low-carbon transportation, with a focus on enhancing operational efficiency and reducing emissions [1][3][10]. Group 1: Electric Heavy-Duty Truck Development - By the end of 2024, the domestic electric heavy-duty truck ownership is expected to reach 161,000 units, with Shanxi being one of the leading provinces [3]. - Electric heavy-duty trucks offer advantages such as zero emissions, low energy costs, and reduced maintenance expenses compared to traditional fuel trucks [3][10]. - The construction of electric heavy-duty truck charging stations is essential to support their operation and maximize their environmental benefits [3][6]. Group 2: Charging Infrastructure Expansion - The State Grid Electric Vehicle (Shanxi) Service Co., Ltd. plans to build five new electric heavy-duty truck charging stations, adding to the three already completed, with a total investment capacity of 9,920 kW [4][6]. - The new charging stations will include 31 dual-gun charging piles, capable of servicing over 300 electric heavy-duty trucks daily [4]. - Long-term planning and construction of the power grid are crucial for accommodating the rapid increase in electric heavy-duty truck usage [7][8]. Group 3: Economic Impact and Business Opportunities - The charging station construction has provided new opportunities for businesses to transition to greener operations, as seen in the case of a former corn starch factory repurposed into a charging station [9]. - The average monthly savings on fuel costs for companies utilizing electric heavy-duty trucks can reach 250,000 yuan, translating to annual savings of 3 million yuan [10]. - Electric heavy-duty trucks are projected to save over 100,000 yuan annually in operational costs compared to traditional diesel trucks, with maintenance costs reduced by 30% to 50% [10].