Core Viewpoint - The Chinese electric vehicle (EV) industry continues to experience rapid growth, achieving record production and sales in the first half of the year, while expanding its share in overseas markets. The industry is transitioning from a policy-driven emerging sector to a market-driven pillar industry [1]. Group 1: Industry Growth and Policy Support - Since 2015, China's EV production and sales have ranked first globally for ten consecutive years, with steady improvements in industry scale, technological capabilities, and market penetration [1]. - The "Hundred Counties, Thousand Stations, Ten Thousand Piles" initiative launched by the Ministry of Finance aims for a charging facility utilization rate of no less than 99% [1]. - Local governments are implementing differentiated support policies, such as a 30% subsidy for shared charging piles in Shanghai and up to 40% for battery swap stations [1]. Group 2: Challenges Facing the Industry - The average price of EVs decreased by 18,000 yuan, representing a 9.2% drop, indicating a need to reshape market order [2]. - There is an uneven distribution of charging infrastructure, with first-tier cities experiencing saturation while coverage in third and fourth-tier cities and rural areas is below 20% [2]. - Mainstream liquid lithium batteries are nearing their limits in energy density, charging speed, and low-temperature performance, leading to ongoing concerns about range anxiety [2]. Group 3: Technological Innovation and Competition - The State Council emphasized the need for the EV industry to shift from competing on price and scale to focusing on technology and quality [3]. - Companies are encouraged to adopt value competition strategies, such as CATL's "battery bank" service to reduce consumer costs and the collaboration between BYD and NIO to establish charging protocol standards [3]. - The development of smart driving technology is accelerating, with brands like NIO and Xpeng opening advanced driver assistance features in multiple cities [3]. Group 4: Infrastructure Development - The construction of charging infrastructure in county areas faces challenges such as complex land ownership and insufficient distribution network capacity [3]. - Integrating charging facility construction into county-level transportation, energy, and land use planning is essential for improving service efficiency in low-density areas [3]. - Financial incentives and risk-sharing mechanisms are proposed to encourage social capital investment in charging infrastructure [3]. Group 5: Key Technological Breakthroughs - Solid-state batteries are recognized for their high energy density and intrinsic safety, requiring coordinated efforts in basic research, standard development, and demonstration applications [4]. - Enhancing the adaptability of plug-in hybrid vehicles and promoting the integration of intelligent driving technology are critical for advancing the EV industry [4]. - Establishing a self-controlled system for core technologies in the EV sector is necessary for comprehensive development [4].

6 月 5 日，北京。当《中国国家地理》 杂志社 与宁德时代将五块 " 零碳景区 " 铭牌推向台前时，武夷山村民手中的碳汇凭证正悄然升值 —— 这 片用 1572 吨碳汇（相当于 1600 亩竹林固碳量）置换的 " 绿色黄金 " ，刚为当地带来 16 万元真金白银的收益。 五座名山（丹霞山、黄山、张家界、长白山、武夷山）把竹林变现成金矿，宁德时代藏在评审团身后的 " 四化 " 方案，则为这场撬动千亿碳账本的 豪赌埋下暗桩： 一场由权威科学媒体与新能源巨头共同发起的零碳革命，正在重塑中国文旅产业的财富逻辑。 01 为什么是文旅？ 碳经济量身定制的"试验场" 席卷海外 时至今日，生态旅游市场早已不再是环保主义的乌托邦，零碳也不再仅仅是环保口号，而是实打实的降本引擎和溢价筹码。 2023 年中国生态旅游规模已飙至 1490 亿， 2028 年将突破 2500 亿的蛋糕，年复合增长率 10.5% 的暴利赛道，恰似为 碳经济 量身定制的 " 试验场 " ：景区为争夺 " 零碳标签 " 豪掷千万改造费，游客为 " 碳概念 " 旅行心甘情愿地支付溢价。此外，重押零碳市场的战略选择，本质也是 一场政策红利与产业试验田的精准卡 ...

Core Insights - The penetration rate of new energy vehicles (NEVs) is projected to reach 51.5% by April 2025, indicating a significant shift in the automotive market towards NEVs [2] - The automotive aftermarket is evolving from a marginal role to a core driver of domestic demand, with a market size expected to reach approximately 2.9 trillion yuan by 2029, growing at a compound annual growth rate (CAGR) of around 20% from 2024 to 2029 [2][3] - The rapid growth of NEVs is creating new demands in the aftermarket, such as battery recycling and "three electric" repairs, while also presenting challenges like a shortage of skilled technicians and a lack of standardization [2][8] Market Dynamics - The automotive aftermarket's strategic importance has been elevated under the "dual circulation" strategy, with recent policy frameworks aiming to break down circulation barriers and promote consumption culture [3] - By the end of 2024, the total number of motor vehicles in China is expected to reach 453 million, with NEVs accounting for 31.4 million vehicles, representing 8.9% of the market share [3] - The traditional fuel vehicle aftermarket is entering a maintenance peak as the average vehicle age surpasses six years, while the NEV sector is experiencing rapid growth in new service areas [3][7] Consumer Behavior - The maintenance frequency for NEVs is significantly lower than that of traditional fuel vehicles due to their simpler mechanical structure and reliance on software updates [4][5] - New generation consumers are driving demand for a comprehensive "car life" experience, seeking personalized and high-quality services beyond basic transportation needs [5][6] Industry Challenges - The aftermarket faces structural challenges, including a 50% talent gap in NEV maintenance and a lack of transparency in used car transactions [8] - The aftermarket is characterized by a fragmented landscape, with 70% of operators in the modification market operating in a gray area [8] Innovation and Standardization - Standardization is crucial for overcoming industry challenges, with initiatives like CATL's battery health assessment system and Tuhu's maintenance methodology setting new benchmarks [8] - The digital transformation of the talent pool is urgent, with companies like BYD and Alibaba Cloud developing training programs to address the skills gap in the industry [8][9] Business Model Evolution - The aftermarket is shifting from a focus on "fault repair" to "full-service" offerings, with innovative models like battery-as-a-service (BaaS) and usage-based insurance (UBI) emerging [9] - Digitalization is becoming essential for survival, with platforms enhancing inventory turnover rates and facilitating seamless service transitions for consumers [9] Future Outlook - The automotive aftermarket is at a pivotal moment, with participants facing both unprecedented opportunities and significant challenges [9][10] - Continuous evolution is necessary for the industry to navigate cyclical fluctuations and capitalize on the growing market potential [10]

文 | 中国电力报 见习记者 衣韵潼 本报 记者 赵坤 由中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所主办的第十三届储能国际峰会暨展览会（ESIE 2025）于 4月12日在北京·首都国际会展中心落下帷幕。 本届峰会主题为"数智赋能产业变革，储能重塑能源格局"，4月23日，中国电力报重点进行了 报道。 数智创新领航产业升级 ——第十三届储能国际峰会暨展览会观察 在日前召开的第十三届储能国际峰会暨展览会上，中关村储能产业技术联盟理事长陈海生披露，截至2024年年底，我国新型储能项目累计装机 规模首次超过抽水蓄能，达到78.3吉瓦，占全球市场的47.3%，累计能量规模首次"破百"，达到184.2吉瓦时，迎来跨越式发展。其中，新型储能 新增装机规模 43.7 吉瓦，同比增长 126.5%，在全球市场中占比过半。 驱动这一变化发生的关键因素，除政策支持、技术进步外，数智化赋能下，效率、安全、经济性"不可能三角"的打破，让储能的产业价值得到重 新定义。 "数智化技术在源网荷储及储能全产业深度融合，通过数据驱动的精细化运营，重构了储能系统的经济性与安全性价值，通过全数据链贯通和AI 决策优化，提升产 ...