Industry Overview - Guangzhou government has issued a plan for the large-scale application of Vehicle-to-Grid (V2G) technology from 2025 to 2027, aiming for over 1,000 V2G charging stations and vehicles by the end of 2025, with V2G discharge volumes reaching 1.5 million kWh in 2025, 2 million kWh in 2026, and 2.5 million kWh in 2027 [1][2] - V2G technology allows electric vehicles to act as energy storage devices, absorbing energy when grid load is low and releasing it when the load is high, thus generating profit from price differences [2] Company Insights - Teruid: The company is a leader in the charging station and operation sector, with a leading position in V2G technology deployment and the highest market share in V2G equipment nationwide [3] - Tonghe Technology: The company is a domestic leader in charging modules, with a wide range of V2G power levels covered [4] Market Projections - Longcheng Securities projects that the number of new energy vehicles in China will reach 40 million, 100 million, and 350 million by 2025, 2030, and 2050 respectively, with vehicle-mounted energy storage capacity expected to reach 2.6 billion, 6.5 billion, and 22.8 billion kWh [2] - The number of new V2G charging stations is projected to be 11.4 million, 80 million, and 250 million by 2025, 2030, and 2050 respectively [2] - The global V2G market value is expected to grow from $3.78 billion in 2023 to $45.09 billion by 2033 [2]

来源：上海证券报·中国证券网 《工作方案》提出，按V2G设备额定放电功率，为各类V2G充换电设施提供不超过V2G设备成本50%的 建设补贴。对投资升级具备V2G设备监控功能的市级充电设施监管平台，给予不超过平台升级投资额 50%的补贴。对各类V2G充换电设施给予不超过5元/千瓦时的放电补贴。每年奖补资金总额不超过2000 万元。 上证报中国证券网讯（记者 何治民）9月15日，广州市工业和信息化局公布《广州市建设国家车网互动 规模化应用试点城市工作方案（2025-2027年）》（简称《工作方案》）。《工作方案》提出，广州全 力打造场景覆盖全、示范规模大、放电量领先、可复制推广的V2G试点全国标杆。2025年底，在广州市 范围建成810个V2G桩，放电量不少于120万千瓦时，常态化参与V2G车辆不少于800辆。 《工作方案》提出，多方协同推进白云区多场景多主体V2G标杆示范区建设。协同标杆示范区建设，试 点范围覆盖居民社区、产业园区、办公园区、换电站、公交场站、物流场站、政务办公区以及公园等不 少于8类场景，支持广州市提质增效产业园参与试点，围绕各类应用场景探索适用商业模式。力争到 2025年底，建成V2G桩不少 ...

每经AI快讯，9月15日，《广州市建设国家车网互动规模化应用试点城市工作方案(2025-2027年)》印 发。其中提到，落实相关扶持政策。按V2G设备额定放电功率，为各类V2G充换电设施提供不超过V2G 设备成本50%的建设补贴。对投资升级具备V2G设备监控功能的市级充电设施监管平台，给予不超过平 台升级投资额50%的补贴。对各类V2G充换电设施给予不超过5元/千瓦时的放电补贴。每年奖补资金总 额不超过2000万元。对参与试点的个人V2G用户，鼓励参与试点的车企或相关企业为试点个人用户先行 垫付其应享受的V2G设施建设补贴和放电补贴，提升用户参与积极性。 ...