电力设备与新能源行业周观点:蔚来充换电产业布局动作频频 关注相关产业链

华泰证券股份有...
Jun 02, 2025

周观点:蔚来充换电产业布局动作频频,关注相关产业链充电方面,5 月29 日,极氪汽车与蔚来能源宣布双方达成充电网络双向互联互通合作,双方通过充电平台间动态数据交互共享,实现全国范围充电基础设施的双向互联互通,将进一步扩大新能源汽车的充电网络覆盖范围,提升用户体验。目前蔚来充电桩数量已超过26 万根。换电方面,5 月28 日蔚来能源实现天津换电县县通。截至5 月28 日,蔚来能源在全国已建成换电站...

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