日前，国家发展改革委办公厅、国家能源局综合司、工业和信息化部办公厅、交通运输部办公厅对外发 布《关于促进大功率充电设施科学规划建设的通知》(以下简称《通知》)，其中提出，到2027年底，力 争全国范围内大功率充电设施超过10万台，服务品质和技术应用实现迭代升级。 事实上，随着新能源汽车产业的快速发展，充电基础设施建设受到广泛关注。近年来，我国充电桩建设 加速推进。据中国充电联盟统计，截至2025年3月底，全国充电基础设施累计保有量达1374.9万台，同 比增长47.6%。其中，公共充电桩保有量为390.0万台，包含178.5万台直流充电桩与211.4万台交流充电 桩；随车配建充电桩保有量为984.9万台。 充电桩主要分为直流充电桩和交流充电桩两大类。大功率充电，通常指直流快充，功率一般超过 60kW，适用于车辆密集场所、充电站及高速服务区等。而交流桩则被称为慢充，功率不高于7kW，以 低成本、易安装等特点，广泛应用于居民社区和停车场。 "我国当前的充电桩市场呈现以慢充为主、快充渗透不足的格局。"国际智能运载科技协会秘书长张翔对 《证券日报》记者表示，"为进一步解决用户的续航焦虑，大力发展快充甚至超充是充电桩产 ...

近期，无锡鑫宏业线缆科技股份有限公司（301310.SZ，下称"鑫宏业"）发布定增预案，拟通过简易程序向不超过35名特定对象发行股票， 募集资金不超过3亿元。 AI制图 根据公告，本次定增采用简易程序，发行价格不低于定价基准日前20个交易日股票交易均价的80%，发行数量不超过发行前总股本的30%。 本次募集资金将用于三大技术项目的研发及产业化，分别为超融合导体线缆研发及产业化项目（拟投入约2.03亿元）、大功率充电连接及冷 却系统研发及产业化项目（拟投入5181.59万元）、新一代核电站用特种电缆及电气贯穿件研发及产业化项目（拟投入4556.91万元）。公司特别 强调，发行不会导致控制权变更，共同实际控制人卜晓华、孙群霞持股比例虽将下降，但仍将保持共同控制。 超融合导体采用铜包钢等复合材料技术，在保持导电性能同时降低铜用量，项目建设周期24个月，若成功产业化，将显著缓解原材料成本压 力。 另外，公司作为《电动汽车充电用液冷电缆认证技术规范》起草单位，已拥有液冷大电流直流充电桩电缆等核心专利。此次加码的液冷超充 项目瞄准新能源商用车市场，建设周期36个月，契合国内充电基础设施爆发式增长需求。 需要注意的是，本次 ...

优优绿能 20250620 摘要 公司业务聚焦新能源车生态，涵盖 ToB 和 ToC 两大板块。ToB 业务包 括直流充电桩设备及核心部件，ToC 业务则专注于便携式电源产品，如 车载供电设备，整体产品布局围绕新能源车生态系统进行。 公司整体毛利率呈上涨趋势（2022-2024），集成度越高毛利越高， 40 千瓦模块毛利最高。30 千瓦产品因海外市场占比高，毛利贡献大， 但国内市场发展迅速，各功率等级间毛利存在差异。 公司通过调整海内外市场占比、优化产品结构（如储能充电模块、V2G 产品）、成本管控（原材料降价、材料替代）等方式维持并提升充电模 块毛利率。 2025 年公司毛利提升主要得益于成本管控和产品结构优化，预计 40 千 瓦充电模块营收占比将超过 2024 年的 50%，而 30 千瓦和 20 千瓦模 块占比会有所下降。 公司采用轻资产模式，大部分组装环节外包。早期重点布局韩国和欧洲 市场，目前在东南亚和美国设有本地化制造工厂，并积极拓展拉美、澳 大利亚、中东及非洲等新兴市场。 Q&A 请介绍一下优优绿能公司的基本情况及其主要业务。 优优绿能公司成立于 2015 年 8 月，由两位创始人白总和邓总分别 ...

Summary of Daotong Technology Conference Call Company Overview - **Company**: Daotong Technology - **Date**: June 5, 2025 Key Industry and Company Insights Digital Repair Products - The launch of the fourth-generation R9 S2 model has been successful, featuring an AI voice assistant that enhances repair efficiency. Compared to the previous model, this new feature allows technicians to interact with the device via voice, improving fault detection and repair speed. The TPMS (Tire Pressure Monitoring System) product line has seen over 60% year-on-year growth due to global legislative advancements. The ADAS (Advanced Driver Assistance Systems) calibration tools have maintained approximately 30% year-on-year growth due to increased penetration of smart technologies [2][3]. Digital Energy Products - Digital energy products, including AC and DC charging stations, are growing rapidly, with revenue expected to reach 870 million yuan in 2024, maintaining over 50% growth. In Q1 2025, the charging station business generated approximately 210 million yuan in revenue. The AI and software business segment achieved 137 million yuan in revenue in Q1 2025, with a gross margin of 99% [2][5]. Integrated Air-Ground Inspection Solutions - Daotong has been developing integrated air-ground inspection solutions since November 2024, focusing on the energy and transportation sectors. The company is building a large inspection model and developing ground-based robots to enhance autonomous and unmanned capabilities, establishing a significant competitive advantage in the domestic inspection market [2][6]. North American Market Expansion - Daotong secured a major order from Smart Parking, a leading North American parking operator, to build 50,000 commercial AC charging stations, totaling 238 million yuan, with a gross margin of approximately 50%. The North American parking market is estimated to be worth between 60 billion to 100 billion yuan, with significant potential for new energy vehicle charging stations [2][7][8]. Future Business Models and Collaborations - The air-ground integrated solution is transitioning from semi-autonomous to fully autonomous inspections, with data processing shifting from manual adjustments to AI processing. The report generation time has been reduced from weeks to seconds. The solution has been implemented in oil field pilot projects and is being promoted in collaboration with Huawei [2][9][10]. European Charging Station Market - Daotong has won contracts with six of the top ten clients in the European charging station market, with total orders expected to exceed 10 billion euros by 2030. The company’s technological advantages include high reliability and efficiency of power electronic modules, as well as robust mesh networking capabilities [2][16]. Core Technology Development - Investment in core technology R&D is crucial for Daotong's growth. The company has established partnerships with major clients, including long-term contracts with global oil companies, positioning itself favorably in the rapidly growing new energy vehicle market [2][18]. AI Integration and Performance Impact - AI technology has significantly enhanced product performance, with a notable increase in sales for the Archer F Two product, which sold 600 units in its first month and over 1,000 units in subsequent months. The application of AI has improved diagnostic efficiency by over 30% in the I1,000 series products [2][30][33]. Future Plans - Daotong plans to adjust its software upgrade pricing model to ensure users can access the latest AI features, reflecting the importance of continuous software enhancements in maintaining competitive advantage [2][34][35]. Additional Important Insights - The global charging network's development is attracting major clients who require reliable and scalable solutions, leading to increased market concentration among top suppliers [2][17]. - The air-ground integrated project has significant market potential in oil field inspections and security, with a global market size exceeding 500 billion yuan [2][20]. - The efficiency of inspection report generation has improved dramatically, with the goal of achieving 90% to 95% accuracy in AI-driven inspections [2][28]. This summary encapsulates the key points from Daotong Technology's conference call, highlighting the company's strategic initiatives, market opportunities, and technological advancements.

证券分析师：王蔚祺 010-88005313 wangweiqi2@guosen.com.cn S0980520080003 证券研究报告 | 2025年5月17日 请务必阅读正文之后的免责声明及其项下所有内容 锂电产业链双周评（5月第2期） 宁德时代港股发行在即，欧洲新能源车需求稳健增长 行业研究 · 行业周报 电力设备新能源 · 锂电池 投资评级：优于大市（维持） 证券分析师：李全 021-60375434 liquan2@guosen.com.cn S0980524070002 证券分析师：徐文辉 021-60375426 xuwenhui@guosen.com.cn S0980524030001 投资建议 【行业动态】 【新能源车产业链数据】 【锂电材料及锂电池价格】 • 锂盐价格小幅下跌，电芯报价相对稳定。本周末碳酸锂价格为6.45万元/吨，较两周前下跌0.35万元/吨。相较两周前，磷酸铁锂、电解液、三元正极报价下跌，隔膜、负极报价稳定。本周方 形三元动力电芯/铁锂动力电芯/储能用100Ah电芯/储能用280Ah电芯报价为0.385/0.322/0.355/0.300元/Wh，较两周前保持稳定。 【 ...

2025 年 05 月 16 日 公司研究●证券研究报告 优优绿能（301590.SZ） 新股覆盖研究 投资要点 | 交易数据 | | | --- | --- | | 总市值（百万元） | | | 流通市值（百万元） | | | 总股本（百万股） | 31.50 | | 流通股本（百万股） | | | 个月价格区间 12 | / | | 分析师 | 李蕙 | | SAC | 执业证书编号：S0910519100001 | | 报告联系人 | lihui1@huajinsc.cn 戴筝筝 | | | daizhengzheng@huajinsc.cn | 相关报告 华金证券-新股-新股专题覆盖报告（古麒绒 材）-2025 年第 36 期-总第 562 期 2025.5.10 华金证券-新股-新股专题覆盖报告（威高血 净）-2025 年第 34 期-总第 560 期 2025.4.29 华金证券-新股-新股专题覆盖报告（天工股 份）-2025 年第 35 期-总第 561 期 2025.4.29 华金证券-新股-新股专题覆盖报告（太力科 技）-2025 年第 33 期-总第 559 期 2025.4.27 华金证 ...

信阳港？淮滨中心港。人民网 霍亚平摄 人民网信阳4月25日电 （霍亚平）4月23日，信阳港？淮滨中心港-安钢集团信阳钢铁新能源车辆公水联运通道正 式开通，随着400kw单桩双枪一体式直流充电桩批量投入使用，为企业打造了一条时效快、损耗少、绿色环保的 运输新路径，淮滨中心港低碳运营再上新台阶。 从陆运到水运，从航道扩建到造船业蓬勃发展，从单一形式物流到"铁水联运"……信阳港在绿色发展与物流服务 提升方面不断取得显著进展，正逐步从中原单一内陆河港走向综合性大国河港。 全程运输成本降低近60% 低碳转型成效显著 2022年1月，信阳港淮滨中心港启用，位于内陆的河南可以通过淮河走向大海，掀起了区域出海的新浪潮。 经过3年的发展，目前，淮滨中心港积极推进运输装备绿色化升级，随着淮滨中心港-安钢集团信阳钢铁新能源车 辆公水联运低碳通道正式开通，淮滨中心港低碳运营的新路径再上新台阶。 4月23日的开通仪式上，淮滨县人大常委会副主任黄昆鹏介绍，目前已投入50余辆新能源货车，全力保障信阳明港 钢厂铁矿砂运输需求。自2025年4月10日试运行以来，据新能源货车车主反馈，新能源车辆较传统柴油车单程运输 成本降低近60%，在实现经济 ...

Core Viewpoint - The company focuses on the electric vehicle (EV) battery charging and discharging sector, emphasizing technological innovation and market expansion, particularly in the EV industry, while maintaining a strong commitment to research and development [5][21]. Company Overview - The company has established itself in the battery charging and discharging field, aligning with the growth of the EV market through continuous investment in technology and product development [5]. - The main products include on-board chargers (OBC), DC/DC converters, and various power modules for both vehicle-mounted and non-vehicle applications [7]. Business Model - The company employs a research and development model that combines market-driven technology trends with customized product development, ensuring alignment with customer needs and industry advancements [8][9]. - The procurement strategy is based on sales forecasts, ensuring a stable supply chain through a qualified supplier list [10]. - The production model is also sales-driven, adapting to customer orders and forecasts to optimize production efficiency [11][12]. - The sales approach is direct, focusing on collaboration with EV manufacturers and providing after-sales services [13]. Core Competitiveness - The company maintains a strong focus on technological innovation, with a significant R&D budget of 200.08 million yuan in 2024, and a dedicated team of 813 employees, representing 49.3% of the workforce [14]. - The R&D efforts are recognized by various awards from clients and government bodies, highlighting the company's innovation capabilities [15]. - The company has established a comprehensive testing system and advanced laboratory facilities to ensure product quality and compliance with international standards [16][18]. - Automation in manufacturing processes enhances production efficiency and product consistency, addressing the challenges of custom product requirements [19]. Business Performance - In the reporting period, the company achieved a revenue of 1.9338425 billion yuan, reflecting a year-on-year growth of 5.38%, with a net profit of 94.6052 million yuan [21]. - The domestic EV market saw significant growth, with production and sales reaching 12.888 million and 12.866 million units, respectively, marking increases of 34.4% and 35.5% year-on-year [22]. - The company has successfully established partnerships with major domestic and international automotive brands, enhancing its market presence [23][20]. Strategic Developments - The company has made significant progress in platform-based product development, achieving a 30% reduction in product size and a 10% decrease in component count compared to previous models [24]. - Efforts in lean production and automation have led to improved production efficiency and reduced labor costs, with ongoing construction of overseas factories to meet international demand [24]. - The company is advancing its information technology systems to enhance operational efficiency and support strategic goals [25].

插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单征集进行时，点击 上方二维码 进行申报 近期，10大用户侧储能项目投运，场景覆盖工厂、产业园区、酒店等，其中光储/光储充微电网项目4个，多个项目创"最大"、"首个"，涵盖江苏最 大工业园区级微电网项目。 ■ 利星能：低碳智能微电网项目投运 近日，由利星能投建的鄱阳低碳智能微电网项目正式投运。项目位于 江西鄱阳 ， 占地面积约 16万㎡ ，总投资 2.3亿 元 ，覆盖光伏发电、智能储 能、柔性配电等全链条场景。 近期， 由常州滨湖建设发展集团与常州供电公司合建、 煦达新能源承建的 常州武进国家高新技术产业开发区创新产业园微电网项目投运。 该项目 为 江苏省规模最大的工业园区级 微电网 项目。 该项目通过" 光伏+储能+充电+虚拟电厂 "四维一体设计，实现园区绿电自给率 85% 、年减碳 7585 吨，为工业园区低碳转型提供可复制的技术范 式。 作为中国首个全自主技术工业级微电网标杆工程，煦达以"零碳供能+车网互动+多元储能"为核心，用 5MW/10MWh 储能系统、112kWp光伏直供 电车棚、25枪智能V2G超充矩阵三大硬核基建，破解了 ...

本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在不 确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面临较 大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露的风险因素，审慎 作出投资决定。 浙江富特科技股份有限公司 （浙江省湖州市安吉县递铺街道文昌路 505 号） 首次公开发行股票并在创业板上市 招股说明书 （注册稿） 本公司的发行申请尚需经深圳证券交易所和中国证监会履行相应程序。本招股说明 书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正式公告的招股 说明书作为投资决定的依据。 保荐人（主承销商） （中国（上海）自由贸易试验区商城路 618 号） 浙江富特科技股份有限公司 招股说明书（注册稿） 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对注 册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对 发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由 发行人自行负责；投资者自主判断发 ...