"电车充电排到40多号，一辆车充40分钟，十几辆车我得等多久？" "睡了一觉，还没有轮到我（充 电）""找了4个服务区充不上电，各个服务区充不上电"……在刚刚过去的十一长假，《中国经营报》记 者在北京、杭州、上饶、南昌等地高速路服务区看到，不少驾驶新能源汽车出行的车主遇到了充电排队 的情况。 "我们想着9月30日上午提前一天出发避开出行高峰，结果当晚七点左右进入服务区准备充电，却发 现已经有十几名车主在排队。"北京新能源车主蒋先生无奈地表示。 去江西旅游的刘女士告诉记者："9月30日上午，我们从上饶出发到景德镇，这一段路车流量虽然较 大，但充电排队不过三四辆车。10月1日，前往南昌，车流量激增，进服务区需要排长队，我们改变策略 ——下高速充电，最终在离高速出口几公里的地方实现随到随充。" 此外，记者了解到，10月7日、8日返程高峰期，进出北京、杭州、武汉、长沙等地的高速服务区， 充电桩排队等待时间普遍达到1—3小时。 预测到十一长假短时间激增的充电需求，各地交通运输部门提前部署移动充电设备，采取将新能源 汽车引导至对向服务区充电，限制单车充电时长、定量充电等举措来应对高速"潮汐充电"现象。 "潮汐充电现象是影 ...

2313.2万人次！10月1日，国庆中秋假期首日，铁路运输再次创下单日旅客发送量历史新高。 交通不仅是出行方式，交旅融合更是丰富群众生活、促进经济发展的重要途径。在天津武清，京沪 高速王庆坨服务区，旅客们兴致勃勃地欣赏舞狮、秧歌、京东大鼓、快板等表演，"仿佛在高速公路旁 逛起了商场和曲艺展"；在湖北襄阳，"侠义襄阳"旅游公交车上，"郭靖"化身公交司机，"黄蓉"在车厢 内翩翩起舞。交通与旅游、文化的深度融合，呈现出文旅消费新场景。 凌晨1点30分，重庆轨道交通十八号线的隧道里，线路工正徒步巡查道路，15公斤的巡道包里，各 类工具装得满满当当。中铁十六局集团铁运公司重庆维保公司经理、党支部书记王云介绍："节前我们 开展了拉网式排查，节日期间加强班次配备，加大线路巡检力度，确保地铁运行安全。" 地铁保障精细周密，汽车的电力也更充足。10月2日午后，G50沪渝高速公路荆州东服务区综合能 源补给站迎来充电高峰，充电车位全满，着急赶路的刘师傅只能在一旁焦急地等待。负责充电桩管理的 工作人员胡进军看到后，马上协调来一台移动充电机器人，让刘师傅及时充上了电。 今年国庆中秋双节合并放假8天，旅游、探亲、学生客流等出行需求交织叠 ...

记者丨费心懿 编辑丨张伟贤 "看着充电桩前面大排长队，比堵车还心焦。" 国庆中秋"双节"首日，某高速公路充电站仅4个充电桩在运转。王女士的电动车在充电站的队伍里挪了足足3小时，这也是千万 新能源车主假期出行"人在囧途"的缩影。 这一天，全国高速公路充电量飙至1748.58万千瓦时，同比大涨41.95%，创下历史新高。而更严峻的考验还在后面——交通运输 部副部长李扬此前在国新办发布会上预测，本次假期自驾出行将达18.7亿人次，占比八成，高峰时段高速车流量或破日均7000万 辆，其中新能源车峰值可能触及1400万辆。 假期高速充电难的背后是我国新能源车快速普及和充电需求集中爆发的矛盾。 数据显示，2024年底全国充电基础设施总量已达1281.8万台，今年上半年桩车增量比优化至1:1.8，高速公路充电桩更是四年翻 两番多，累计建成6.2万个充电停车位。 但对比激增的需求，这些供给仍显杯水车薪。国家电网监测显示，假期超三分之一高速充电桩处于满负荷运转，京沪、广深周 边服务区早早开启"叫号充电"，有车主拿到号时发现，前方还排着十几辆车。 电车真的不适合长途 充电一会儿儿，排队2小时!#电车 #电车上高速 #排队 充电 ...

从国网江苏省电力有限公司获悉，今年国庆中秋长假期间江苏高速公路服务区国网充电桩，将全部提供 绿电；30个重点繁忙服务区提前部署移动充电机器人，服务新能源车。此次假期8天，预计江苏高速路 总充电量将突破800万千瓦时，同比增长3%。据预测，国庆中秋期间，江苏全省高速服务区日均服务充 电车辆将超4.5万台次，有望再创历史新高。 ...

此次假期8天，预计江苏高速路总充电量将突破800万千瓦时，同比增长3%。为保障绿色出行与新 能源消纳双效协同，国网江苏电力构建了"跨省联动+省内协同"的绿电采购体系；国网江苏电动汽车公 司提前购入新疆地区的省外绿电，并联动省内绿电供应体系，达成跨区域协同采购，购买总量2640万千 瓦时绿电。此次绿电供应，不仅覆盖全省219座高速服务区国网充电站，还将延伸至国网城市公共、景 区及公交充电设施，形成全域化绿色充电网络。 据预测，国庆中秋期间，江苏全省高速服务区日均服务充电车辆将超4.5万台次，有望再创历史新 高。 记者9月30日从国网江苏省电力有限公司获悉，今年国庆中秋长假期间江苏高速公路服务区国网充 电桩，将全部提供绿电；30个重点繁忙服务区提前部署移动充电机器人，服务新能源车。 ...

Core Viewpoint - Yistar Group Co., Ltd. is focusing on expanding its renewable energy and overseas business segments, with significant growth expected in solar, wind, and energy storage sectors due to the implementation of "dual carbon" policies [1][2]. Business Overview - In the first half of 2025, Yistar achieved a revenue of 1.667 billion yuan, with the renewable energy segment accounting for 56.83% of total revenue [1]. - The overseas business has been steadily increasing, reaching 21.26% of total revenue in the first half of 2025, primarily from power supply products such as UPS and EPS [1]. Charging Infrastructure - Yistar's charging pile business serves a wide range of clients, including major power companies and automotive manufacturers, and features mobile charging robots to alleviate congestion at gas stations and service areas [2]. Liquid Cooling Technology - The company offers various mature liquid cooling solutions, including cold plate, immersion, and spray cooling technologies, applicable in charging piles, data centers, and energy storage systems [2]. Research and Development - In the first half of 2025, Yistar invested 101 million yuan in R&D, representing 6.08% of its revenue, and holds over 1,000 patents and software copyrights [2]. Sodium Battery Products - Yistar has achieved mass production of long-cycle and high-power sodium battery cells, developing applications for sodium battery UPS power supplies and automotive start-stop systems [2]. Silicon Carbide Development - The company has been involved in silicon carbide technology development since 2016 and aims to continue research and application in the third-generation semiconductor field [2].

Business Overview - The company achieved a total revenue of 166,749.51 million yuan in the first half of 2025, with high-end power equipment contributing 71,240.65 million yuan (42.72%) and the new energy sector contributing 94,754.24 million yuan (56.83%) [1][2] - The new energy business is expected to grow in proportion due to the implementation of "dual carbon" policies, focusing on solar, wind, and energy storage as new growth points [2] International Business - The overseas business accounted for 21.26% of total revenue in the first half of 2025, primarily from power products like UPS and EPS [3] - The company has established an ODM cooperation model with partners and has its own overseas sales team, targeting markets in Europe, Africa, the Middle East, and Southeast Asia [3] Customer Base - Key customers for the charging pile business include major power companies and automotive manufacturers, with mobile charging robots being used to enhance charging capabilities during peak times [4] Technology and R&D - The company has invested 1.01 billion yuan in R&D in the first half of 2025, representing 6.08% of total revenue, and holds over 1,000 patents [7] - The company has developed various liquid cooling technologies, enhancing efficiency and reducing power consumption in high-density computing environments [6] Product Development - The company has launched a range of sodium battery products, including UPS power supplies and energy storage cabinets, which offer advantages over traditional lithium and lead-acid batteries [8][9] - The company is involved in the development of silicon carbide (SiC) technology, focusing on application technology rather than direct production [10] Risk Management - The company plans to apply for the removal of risk warnings by the end of 2025, having completed necessary financial corrections and audits [11] Investor Relations - The company emphasizes transparency and regular communication with investors, ensuring compliance with information disclosure regulations [12]

Group 1 - Nanjing participated in the China-ASEAN Expo for the first time as a city delegation, showcasing its artificial intelligence and robotics industries [2] - Ten representative companies from Nanjing's AI and robotics sectors exhibited their products, highlighting the city's technological advancements [2] - The exhibition featured advanced surgical robots capable of rapid imaging and data transmission, significantly improving surgical planning for bone fracture patients [2][3] Group 2 - A minimally invasive surgical robot demonstrated the ability to perform precise tumor removals with less bleeding and faster recovery compared to traditional surgeries [3] - Innovative robots, such as the IIC T6-level humanoid robot and T9-W wheeled robot, were showcased for their capabilities in extreme environments and high-risk industrial inspections [3][4] - A mobile charging robot has been deployed in multiple cities, including international projects in Thailand, to meet the charging needs of new energy vehicles [4] Group 3 - The exhibition highlighted various AI applications, including a traditional Chinese medicine diagnostic device that recognizes 28 pulse types and has served over 14,000 medical institutions [4] - AIGC audiovisual platform developed by Xuanjia Technology increased production efficiency and reduced costs by 95% for AI-generated content [4] - The "Canal Wonder VR" project introduced a virtual reality experience for museums, showcasing the potential of immersive technology in cultural settings [4][5]

Core Insights - The transformation of highway service areas reflects the rapid innovation and development in China's new energy vehicle (NEV) industry, showcasing the potential of old resources and new scenarios to expand growth capacity and opportunities [1][3] Group 1: Industry Developments - The introduction of charging coordinators at service areas is a response to the increasing flow of NEVs, optimizing service and enhancing the efficiency of charging facilities [1] - During the "May Day" holiday, charging volume at service areas increased by 28% compared to the previous year, reaching a historical high, while NEV travel accounted for approximately 21% of highway travel during the Dragon Boat Festival [1][2] - The penetration rate of NEVs in China has risen to 43% [1] Group 2: Infrastructure Innovations - New technologies such as mobile charging robots and the first "mobile charging mothership" have been introduced at service areas, improving the charging experience for drivers [2] - The number of charging stations at the Baoding service area on the Jinggang'ao Expressway increased from 28 to 76 in 2023, with the average stay time for drivers extending from 15 minutes to about 30 minutes [3] Group 3: Economic Impact - Service areas are evolving from basic travel needs to vibrant consumer destinations, utilizing idle spaces for landscaping and transforming into cultural tourism spots, leading to annual revenue growth [3] - The shift from vehicle flow to customer flow highlights the importance of optimizing existing resources and exploring new business models to create new growth points [3]

Core Viewpoint - Wuling Motors reported a revenue increase of 2.0% year-on-year for the first half of 2025, driven by improved gross margins and effective management strategies [1] Financial Performance - Total revenue for the first half of 2025 reached approximately 4.03 billion RMB, with a gross profit of about 480 million RMB, reflecting a 13.5% increase year-on-year [1] - The gross margin improved from 10.8% in the previous year to 12.0% [1] - Net profit surged by 306.2% to 85.81 million RMB, attributed to enhanced gross margins and reduced operational costs [1] Business Segments - The automotive parts and other industrial services segment generated approximately 2.84 billion RMB in revenue, a 5.2% increase year-on-year, with an operating profit of about 77.87 million RMB, up 2.6% [1][2] - The power system division achieved revenue of approximately 860 million RMB, while the commercial vehicle segment reported total revenue of about 310 million RMB [1] Customer Acquisition and Market Expansion - In the first half of 2025, the automotive parts and services division secured 46 new customers and a total of 125 project allocations, expanding its market presence [2] - The company successfully entered new markets, including partnerships with major brands like SAIC Motor and Zhengzhou Yutong, and established a manufacturing base in Rizhao, Shandong [2] Product Development and Innovation - The company has achieved significant production milestones, with over 2 million sets of micro electric drive axles sold and a second production line for thermal expansion products established [3] - The power system division produced approximately 77,000 engines, with casting revenue increasing by 24.5% year-on-year [3] Future Initiatives - Wuling Motors plans to establish an independent company focused on the development and operation of autonomous driving technology, which is expected to become a significant growth area [4] - The company aims to continue adjusting its product structure, enhance brand competitiveness, and expand its presence in both domestic and international markets [4]