2025年7月7日，国家发展改革委网站公示了一则关于促进大功率充电设施科学规划建设的通知。 通知中提出"智能有序充电场站"概念，通过价格信号引导低谷充电，并允许配建光伏/储能设施，减少 电网扩容压力。通知还在土地和资金保障方面提出"鼓励给予充电场站10年以上租赁期限"和"地方政府 专项债券"，稳定投资预期。 通知指出，充电运营企业要加快智能运维平台建设，实现大功率充电过程的故障数据记录，提升充电设 施运行状态监测和故障处理能力，力争设备可用率不低于98%。充电运营企业要加强设备采购管理，核 验充电桩及配套设备产品合格证明、强制性产品认证（CCC认证）等信息，确保符合质量规定。 通知还表示，鼓励打造智能有序大功率充电场站，建立大功率充电场站与配电网高效互动机制，因地制 宜配建光伏发电和储能设施。支持充电运营企业通过接入新型负荷管理系统参与电力市场交易和需求响 应，通过价格信号促进电动汽车高水平消纳清洁能源。要加快高压碳化硅模块、主控芯片等核心器件国 产化替代，推动涵盖零部件、系统集成、运营服务的充电产业链整体升级。 在经营方面，通知鼓励给予充电场站10年以上租赁期限，引导企业长期稳定经营。鼓励研究大功率充电 设 ...

转自：北京日报客户端 小马智行也展出了第七代Robotaxi车型，全车搭载6大类34个传感器，包括9颗激光雷达、14颗摄像头、 4颗毫米波雷达，覆盖了从车身360°盲区到最远650米范围内的物体和环境检测，能应对各类场景和路 况。据介绍，小马智行L4级Robotaxi车队已经实现50万小时全场景、全天候、全无人运营，其安全性比 人类驾驶高出10倍。记者了解到，这款纯电动新车有望于今年下半年在北京上路。 超充设备能力更强更绿色 近年来，随着电动汽车的迅猛发展，充电设备也不断提升性能和智慧化水平。 在盛弘股份展位，一高一矮两台白色超充终端肩并肩，一台是800A风冷超充、一台是2000A液冷超充， 充电效率可提升30%。两台设备不远处，是一个"衣橱"般大小的"兆瓦级柔性共享超充堆"，整机输出功 率最高达到1600kW，兼容2-28把枪，最大程度满足多枪之间的功率调配。据介绍，这款产品已经在北 京落地应用。 新一代自动驾驶汽车，自动为电动汽车充电的机械臂，能力更强、更绿色的超充设备……7月1日至3 日，第十七届国际交通技术与设备展览会（简称国际交通展）在北京国家会议中心举办，一批交通领域 新技术扎堆儿亮相。记者从展会 ...

2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、 高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 成都·邛崃·羊安新城会议中心（四川省成都市邛崃市崃岭大道299号） 文末扫码报名 补能方式作为支撑电动重卡渗透率进一步提升的关键，目前主要集中在换电及充电两种方式。 尤其随着新能源重卡销量不断提升，宁德时代、国轩高科、瑞浦兰钧、巨湾技研、欣旺达等推出了 快充重卡电池及系统产品；华为、比亚迪等推出了更高功率的超充桩。 超充技术、产品、产业链的不断完善，正大幅缩短电动重卡充电与换电的时间差。值得关注的是， 超充方案进步的同时，换电领域也迎来了新的竞争格局。 宁德时代近期推出了"75号重卡标准换电块"并签约了重卡换电站，叠加其此前发布的超充版天行 商用车电池，宁德时代正在整合多元重卡补能方案，给行业提供了新思路。 据高工锂电观察，聚焦重卡换电的启源芯动力也在同步布局超充方案，而此前专注于充电业务的星 星充电也开始押宝充换电一体站。 巨头牵引下，充电与换电阵营也在从并行逐渐走向交叉融合。 启源芯动力方面，其带来了1.6 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 黄仁勋亲自招募两位中国AI专家 近日，本科毕业于清华大学的AI科学家朱邦华（Banghua Zhu）和焦剑涛（Jiantao Jiao）分别在社交媒 体发布和英伟达创始人、CEO黄仁勋的合照，宣布加入英伟达。两人在帖文中均表示，今后将重点围绕 模型后训练、效果评估、智能体开发及AI基础设施建设四大领域展开深度合作，尤其将注重与开发社 区和学术界的协同创新。各自团队将持续以开源形式分享研究成果，推动全球技术共享。（每日经济新 闻） 谷歌宣布与联邦聚变系统公司签署核聚变商业购电协议 谷歌母公司Alphabet宣布，已与联邦聚变系统公司(Commonwealth Fusion Systems)达成协议，将购买其 弗吉尼亚州聚变发电项目的200兆瓦电力，此次签约标志着核聚变能源首次实现商业化电力采购。核聚 变作为太阳与恒星的能源机制，目前尚未在地球上实现商业化应用。此次签约的CFS公司是麻省理工学 院2018年分拆出的初创企业，其正在弗吉尼亚州建设的A ...

Core Insights - The competition for "supercharging cities" is intensifying as cities like Shenzhen and Guangzhou ramp up their electric vehicle charging infrastructure plans, with Shenzhen launching its "Supercharging City 2.0" initiative just two years after its initial goals [2][3] - The progress of supercharging infrastructure varies significantly across different cities, with some meeting or exceeding their targets while others lag behind [3][4] Summary by Sections Supercharging Infrastructure Development - Guangzhou aims to add approximately 1,000 supercharging stations by 2024, but has not publicly confirmed its progress, suggesting it may not meet its targets [3] - Shenzhen has already built 1,030 supercharging stations by January 2025, surpassing its 2030 goal [4] Regional Differences and Challenges - Cities like Chongqing and Fuzhou have set ambitious targets for supercharging stations, but their progress varies, with some cities achieving only a fraction of their goals [4][5] - The disparity in progress is attributed to local government support and funding, which can significantly impact the speed of infrastructure development [5] Financial Incentives and Market Dynamics - There is a competitive rush for subsidies among companies, with varying local government subsidy standards influencing the pace of supercharging station construction [6][7] - The construction costs for supercharging stations are substantial, with individual stations costing between 1.5 million to 5 million yuan, making it challenging to achieve profitability quickly [7] Standardization and Compatibility Issues - The lack of unified standards for supercharging infrastructure leads to compatibility issues between different brands, complicating the charging experience for consumers [10][11] - The establishment of a national standard for supercharging facilities is recommended to streamline construction and reduce costs [12] Future Outlook and Recommendations - Experts suggest that while the enthusiasm for supercharging infrastructure remains high, a more measured approach is necessary to avoid overbuilding and ensure that developments align with actual demand [14][15] - The potential for advanced charging technologies, such as "megawatt charging," is recognized, but the industry must consider the implications of rapid technological advancements on current infrastructure investments [14][15]

Key Points - Trump claims to have found a buyer for TikTok, expected to announce in two weeks, involving a group of wealthy individuals [4] - Nissan faces severe financial challenges, requesting suppliers to accept delayed payments to improve cash flow, with potential cash flow increase of up to €59 million (approximately ¥495 million) [6][7] - Xiaomi's Yu7 model sees high demand, with delivery times extending up to 56 weeks for standard versions, indicating strong market interest [8][10] - OpenAI highlights Chinese competitor Zhiyu as a significant player in the AI field, noting its advancements and global outreach [33][34] - Two domestic GPU unicorns, Moer Technology and Muxi Co., have received IPO acceptance on the same day, aiming to raise nearly ¥150 billion combined [29][30] - Geely Group announces a major personnel change, appointing a new chairman for its Swedish subsidiary, indicating a strategic shift in European operations [18][19] - NIO's chief technology planner Hu Chengchen announces departure, raising questions about the company's future direction in chip technology [20]

Group 1 - The Federal Reserve official Bostic emphasized that there is still a long way to go in combating inflation, indicating that core price levels remain a concern [1][3] - Bostic expressed a cautious stance towards rapid interest rate cuts, stating that more progress in reducing inflation rates is needed before considering such actions [1][3] - The current best monetary policy approach is to remain patient, reflecting the central bank's careful assessment of the economic situation [3] Group 2 - Following Bostic's remarks, the stock market saw a significant rally, with major tech stocks leading the gains; Nvidia rose by 3%, Tesla increased by over 2%, and Apple gained 0.44% [3] - The Nasdaq China Golden Dragon Index rose by 0.6%, with many Chinese concept stocks also showing positive performance, including gains of over 2% for companies like Xunlei and NIO [3] - The charging station, solid-state battery, and photovoltaic sectors experienced substantial increases, with Li Auto's stock rising over 6% after announcing the expansion of its supercharging stations [3]

Core Insights - Li Auto has successfully established over 2,400 supercharging stations and more than 13,200 charging piles in a span of 2 years and 1 month [1] Company Developments - The expansion of Li Auto's supercharging infrastructure indicates a significant commitment to enhancing its electric vehicle ecosystem [1] - The growth in the number of charging stations and piles reflects the company's strategy to improve customer convenience and support the increasing adoption of electric vehicles [1] Industry Trends - The establishment of a robust charging network is crucial for the overall growth of the electric vehicle market, as it addresses one of the key barriers to adoption [1] - The increase in charging infrastructure aligns with the broader industry trend of expanding electric vehicle support systems to facilitate consumer transition from traditional vehicles [1]

步入管委会大楼，屋顶光伏、廊道柔性光伏、发电玻璃等因地制宜"安插"在办公楼的各个空间。其 中，玻璃连廊屋顶创新采用的发电玻璃，其储存的能源可供地下室照明使用。据悉，办公楼新能源项目 覆盖总面积约3810平方米，总装机容量达到714kW，目前已顺利全容量并网。根据规划，未来这里每 年可发87.52万千瓦时绿电，每年可节约标准煤约267.12吨，减少碳排放量约667.8吨。 此外，管委会还制定楼宇节能制度，通过对电梯进行分时段动态管理、对办公室进行照明优化等， 推广楼宇节能。 作为国家碳达峰试点园区，江宁开发区建设"低碳园区"有新进展：近日，全市首个公共机构全场景 微电网项目正式投运。 全市首个公共机构全场景微电网项目的实施地点为江宁开发区管委会。在管委会户外，全市首个光 储充放一体化场站已经建成，车主将新能源汽车开进去，充电和加油一样快捷——5分钟即可实现车辆 续航300公里，尝鲜"一秒一公里"的超快充体验。超快的充电速度，全靠"600千瓦全液冷超充桩"来实 现。在这里，车主们不仅可以充电，还可以"卖电"。目前，站内设置了4台V2G充放电一体充电桩，用 来开展车网互动实用运营模式验证。 在看不见的"云端"，管委 ...

重庆惠程信息科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员 | 通过价值在线（www.ir-online.cn）参加公司2024年度网上 | | 姓名 | 业绩说明会的投资者 | | 时间 | 2025年5月19日（星期一） 15:00-16:00 | | 地点 | 网络互动 | | | 惠程科技董事长 艾远鹏先生 | | 上市公司接待人员姓 | 惠程科技董事兼总裁 郑远康先生 | | 名 | 惠程科技独立董事 罗楠女士 | | | 惠程科技财务总监/董事会秘书兼副总裁 付汝峰先生 公司本次业绩说明会采用网络文字互动的方式召开，主 | | | 1.请问公司未来的发展主要方向是什么？未来五年的规 | | | 要内容如下： | | 投资者关系活动主要 | 划如何？公司的预计收益是否增长？公司内部是否还会发生 | | 内容介绍 | 变化？ | ...