8月28日，迦南智能（300880.SZ）发布2025年半年度报告。报告显示，公司在报告期内实现营业收入 4.02亿元，主要系本期客户订单交付计划调整所致。但从季度维度观察，公司二季度业绩较一季度的下 降幅度收窄，经营韧性逐步凸显。 在业绩修复的背后，公司围绕充电桩合作深化与海外市场开拓两大核心方向重点发力，既顺应新能源与 新型电力系统建设的行业趋势，也为长期增长构建了差异化竞争力。 迦辰新能源展出的集成式超充桩凭借120kW—1080kW全功率覆盖、IP65高防护等级，以及对美标 （CCS1）、欧标（CCS2）、日标（CHAdeMO）的兼容设计，成为展会焦点。这款集成式超充桩采用 独立风道散热设计与液冷超充终端，通过CE、CB国际认证，可无缝适配特斯拉、宝马、丰田等全球主 流车型。 此次参展在国际舞台上的亮眼表现，进一步提升了迦南智能的国际知名度与品牌影响力，为迦南智能开 拓海外新能源市场提供有力支撑。 迎政策东风，加码充电桩生态布局 政策引导下，公司新能源业务率先取得市场突破。报告期内，公司控股子公司迦辰新能源中标了国网甘 肃综合能源服务有限公司2025年充电站建设项目充电桩设备框架采购项目，为其提供充电 ...

Core Insights - Canaan Intelligent's subsidiary, Jiacheng New Energy, has gained significant attention in the booming new energy industry by showcasing advanced technology and innovative products at two major exhibitions [1][3] - The Shanghai International Charging and Energy Storage Exhibition highlighted Jiacheng's full power range charging equipment, which meets diverse charging needs across various vehicle types and applications [1][2] - Jiacheng New Energy's commitment to product quality is evident in its charging equipment, which features IP65 protection and a lifespan exceeding 10 years, significantly reducing lifecycle operational costs [2] Exhibition Highlights - The Shanghai exhibition, covering over 35,000 square meters and featuring over 800 leading companies, focused on cutting-edge areas such as ultra-fast charging and vehicle-grid interaction [1] - At the European Smart Energy Exhibition, Jiacheng showcased an integrated ultra-fast charging pile with power coverage from 120kW to 1080kW, attracting attention for its high protection level and compatibility with major international standards [3] Production and Development Plans - Jiacheng New Energy has initiated the construction of a new production base with an annual capacity of 50,000 units, expected to enhance R&D and supply capabilities upon completion in 2026 [2] - The company plans to increase investment in vehicle-grid interaction, automatic charging, and energy storage technology, aiming to transition from a "single energy supply point" to a "smart energy node" [2] International Competitiveness - Jiacheng's performance at the European exhibition has bolstered Canaan Intelligent's international reputation, supporting its expansion into overseas new energy markets [3] - The company's innovative technology and standard compatibility are enhancing the influence of "Made in China" in the global new energy sector [3]