特锐德（300001.SZ）1月7日在投资者互动平台表示，重卡电动化市场的加速发展，必然会吸引更多产 业伙伴加入，这本身是市场走向成熟、需求持续增长的积极信号。公司在这一领域已具备先发优势与系 统布局。 公司已与福田、解放、陕汽等头部商用车企业开展合作，共同推进新能源重卡绿色补能发 展。公司基于全国最大充电网运营商的技术、平台、规模优势，针对重卡充电场景的痛点和需求，开发 打造"零碳路书"平台服务产品，提供行车路线、补能规划、费用预估、车辆调度、实时监控等功能，为 电动重卡车辆提供便捷、高效、经济的充电保障。2025年10月，公司发布 110kV/100MW 数字化超充 站，能够全场景兼容各类重卡车型，精准定位重卡大功率充电需求，单枪最大输出功率可达到2MW。 （记者 张喜威） 每经AI快讯，有投资者在投资者互动平台提问：宁德时代持续扩大充换电版图，近期与包装、铁物、 物流集团、物资储运等中字头大型企业合资联营，未来会对公司重卡场站市占率造成影响吗，市场竞争 格局会进一步激烈吗，公司充电业务提高充电桩利用率会不增反减吗？ ...

Core Viewpoint - The current commercial vehicle charging market is experiencing a strategic opportunity period, driven by market, technology, and capital dividends, with significant growth in electric heavy truck sales and related charging demand [2]. Company Summary - Teruid (300001.SZ) has reported a substantial increase in electric heavy truck sales in recent years, indicating a broad growth potential [2]. - The company is actively promoting the layout of heavy truck charging networks based on market demand and operational strategy [2]. - Teruid has established partnerships with leading commercial vehicle manufacturers such as Foton, Jiefang, and Shaanxi Automobile to advance the green charging development of electric heavy trucks [2]. - The company has developed the "Zero Carbon Route Book" platform service product to address pain points and needs in heavy truck charging scenarios, offering features like travel routes, charging planning, cost estimation, vehicle scheduling, and real-time monitoring [2].