当中国新能源汽车产销量连续九年全球第一，当电动化、智能化、网联化成为行业共识，一个严峻的挑 战正浮出水面：人才生态的全面告急。工信部预测，2025年新能源汽车人才缺口将达103万，而现实的 数据不能忽视--全国400万汽车维修工中仅12%受过新能源技能培训，60%修不了新能源汽车；高压电与 智能网联"双证人才"缺口高达85%。这组数字背后，是中国新能源汽车产业飞速发展下潜藏的最大风 险。 破解人才困局需要构建"动态能力再生系统"。传统"政策输血+校企联姻"的模式已不足以应对技术快速 迭代的挑战。我们可以借鉴德国职业教育"双元制"，建立由车企、职校、行业协会共同主导的"活页教 材"机制，确保课程内容每季度动态更新。同时打通学分银行体系，支持在职工程师通过模块化学习持 续升级技能，例如高压电气认证可叠加智能诊断资质，形成人才能力可扩展架构。 政策资源必须精准滴灌痛点。改变"撒胡椒面式"补贴，建立"技术紧缺指数"动态清单，对固态电池工程 师、车云安全专家等关键岗位实施个税减免与企业培养经费加计扣除。在武汉、成都等产业承接地设立 区域性培训中心，配套人才公寓与子女教育保障，破解中西部"留不住人"的困局。 构建企业深度 ...

一方面， 8 00V 高压平台主要面向 2 0 万以上中高端车型配置，具有一定的消费门槛 ， 价格成为超充技术的普及的掣肘之一 。 另一方面，尽管超充站建设提速，但 不同场景对超充需求的参差不齐，无法 满足 超充桩的 真实需求， 高速服务区、交通枢纽等 长途补能场景对 超充需求更强烈 ， 但建设进度较慢，而社区、商圈场景的超充利用率较低 。 今年上半年， 全国主要 "超充之城"的超充站建设正在提速，北京、深圳、重庆等重要城市的超充站（桩）建设进度已过半。 结合全国的建设情况 来看， 超充桩 新增 比例 已超 25%。 对比超充车型来看，行业数据显示 2025年上半年， 国内 新能源乘用车在售车款约 430款，而800V高压架构在售乘用车数量 约 70款 ， 支持 800V高压快充的 在售 车型占比 约 16%， 渗透率仍较低 。 短期内 ， 配套 800V高压平台的车型 与快速增长的超充站 之间 存在 一定 的供需差距 。 为进一步推广超充技术， 充电桩企业正加速不同场景的超充建设，以及对普通充电桩的改造。 车企 方面，则 通过自研核心部件降低成本，推动 800V车型向15-20万价格段渗透 ， 同步布局 自 ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between CATL and Dongfeng Nissan, focusing on battery technology research and development, product innovation, and market expansion [2] - The collaboration aims to establish a comprehensive deep cooperation across the entire supply chain, exploring a new model of "R&D - Production - Marketing" [2] - CATL plans to prioritize the application of advanced technologies such as full-domain supercharging, integrated intelligent chassis (CIIC), and 800V high-voltage platforms in the development of Dongfeng Nissan's vehicle models [2] Group 2 - By 2026, multiple models equipped with jointly developed battery systems are expected to be launched, providing consumers with more high-quality product options [2] - The two companies will continue to explore new business models and jointly promote innovation in new energy technology and product upgrades, accelerating the widespread adoption of electric vehicles [2]

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between CATL and Dongfeng Nissan, focusing on battery technology research and development, product innovation, and market expansion [1][2]. - Both companies aim to establish a comprehensive cooperation model that integrates research, production, and marketing, enhancing their collaboration in the electric vehicle sector [1]. - CATL plans to prioritize the application of advanced technologies such as full-domain supercharging, integrated intelligent chassis (CIIC), and 800V high-voltage platforms in the development of Dongfeng Nissan's vehicle models [1]. Group 2 - By 2026, multiple models equipped with jointly developed battery systems are expected to be launched, providing consumers with more high-quality product options [1]. - The partnership will also explore new business models to jointly promote innovation in new energy technologies and product upgrades, accelerating the widespread adoption of electric vehicles [2].

插播： 5月15日，"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办， 三菱电机、意法半导体、Wolfspeed、三安半导体、天科合达、元山电子、大族半导 体、香港大学、长飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料、 国瓷功能材 料等将出席本次会议，点击文章底部 "阅读原文" 即可报名参会。 4月23日至5月 2日， 第二十一届上海国际汽车工业展览会在上海如约举行， 吸引了来自26个国家和地区的近1000家中外知名企业参展。据 上海国展集团等统计， 展会首日展出车辆近1300辆，其中新能源汽车 约占7成 ，且 首发新车超100款。 据不完全统计，去年同期举行的北京车展共有碳化硅车型约70多款，而今年上海车展又新增了 超过30款 碳化硅新车型，将近本次车展新车数量的三分之一。 | 车变 | 纯电SiC新车型 | 混动SiC车型(包含新车型) | | --- | --- | --- | | 比亚迪 | 仰望U8L、腾势Z | 方程豹5、方程豹8 | | 吉利汽车 | 领克900 | 银河星耀8新车型、雷达皮卡PHEV、极氪9X | | 上汽通用 | 别克" 世家"、凯迪拉克LYRI ...

Core Insights - The company reported a revenue of 4.91 billion yuan for 2024, marking an 18.64% year-on-year increase, and a net profit of 497 million yuan, reflecting a significant growth of 514.49% [1] - The company plans to issue a stock dividend of 4 shares for every 10 shares held and distribute a cash dividend of 2 yuan per share (tax included) [1] Group 1: Business Overview - The company specializes in the research, manufacturing, and sales of automotive components, including interior and exterior parts, precision components, intelligent control system parts, and new energy power systems [1] - The company’s subsidiary, Hubei New Torch, leads the wheel hub bearing sector, achieving an annual production capacity of over 18 million sets and expanding its market presence among major new energy vehicle manufacturers [1] Group 2: Product Development - The company has successfully developed reverse planetary roller screw products for humanoid robots, with a planned annual production capacity of 12,000 sets by the end of 2024 [2] - The company has established a complete processing capability and production line for micro ball screws, targeting applications in humanoid robot dexterous hands [2][3] Group 3: Future Strategies - The company aims to advance the industrial application of core technologies such as ball screws and develop AI quality prediction models while expanding into the low-altitude economy sector [4] - The company plans to accelerate the development of supporting products for new energy vehicles and deepen its global presence, particularly in Southeast Asia and North America [4]