Double Carbon Evening News | Tesla's Supercharger Deployment Slows Down Significantly; Shenzhen's New Energy Vehicle Penetration Hits 77.4% in June

On July 18, according to a report by Interface News citing Reuters, three sources familiar with the matter revealed that Russia's Nornickel is in talks with several Chinese battery companies regarding a joint venture to build a manufacturing plant. Notably, CNGR Advanced Materials and Brunp Recycling, a subsidiary of CATL, are reportedly among the companies in contact with Nornickel. Nornickel and CNGR have declined to comment, while Brunp Recycling has not responded to requests for clarification.
On July 18, according to a report by the Global Times, citing the Wall Street Journal, Tesla's deployment of Supercharger stations has significantly slowed down— an unfavorable sign for the charging network, which is currently at a critical juncture as it opens up to non-Tesla vehicles. As of July 14, 2024, Tesla has installed approximately 5,000 Superchargers this year, compared to 6,200 units during the same period in 2023—a year-over-year decline of about 19%, according to data from Supercharge.info. This trend underscores that the pace of Tesla's Supercharger station rollout has indeed decelerated markedly.

On July 18, VO MINH LUC, Chief Operating Officer of BYD Vietnam, stated that the company is currently holding consultations with multiple locations regarding the possibility of setting up a factory in Vietnam, aiming to optimize its plans. BYD will launch three new models in the Vietnamese market this October. Additionally, the company plans to expand its dealer network to 100 outlets by 2026. Tongbao Energy (600780.SH) announced that its wholly-owned subsidiary, Tongbao (Wuxiang) Clean Energy Co., Ltd., has begun investing in the construction of the Wuxiang Tongbao Phase II 50-megawatt photovoltaic power project, which involves expanding capacity. The project has already received the "Shanxi Province Enterprise Investment Project Filing Certificate" issued by the Wuxiang County Administration Approval and Service Bureau.
On July 18, Hengtong Group officially signed a cooperation framework agreement with Xinwandada (300207.SZ). The two parties will fully leverage their industry strengths in the new energy sector, collaborating deeply across multiple areas—including battery materials, cells and system integration, as well as integrated solutions for source-grid-load-storage-cloud and photovoltaic-storage-charging-inspection systems—by sharing resources and complementing each other's advantages, all centered around comprehensive new-energy wind-solar-storage application scenarios.
According to an official WeChat post from Pute Lai (603659.SH), on July 18, the company signed a strategic cooperation agreement with Liyang Zhongke Guniu New Energy Technology Co., Ltd. Together, they will jointly dedicate themselves to advancing solid-state battery technology, ranging from semi-solid to all-solid-state battery research and development. By sharing resources and leveraging each other's strengths, both parties aim to drive innovation and application of solid-state battery technologies, thereby fostering further growth and breakthroughs in the new energy sector. Meanwhile, as reported by the Shenzhen Special Zone Daily, as of June 2024, Shenzhen had approximately 4.263 million registered motor vehicles, among which over 1.08 million were new-energy vehicles—accounting for more than one-quarter of the total. In the first half of this year, Shenzhen promoted a total of 109,000 new-energy vehicles across the city, boosting the new vehicle penetration rate to 72.6%. Notably, in June alone, the penetration rate surged to 77.4%, meaning that roughly 77 out of every 100 newly registered vehicles in Shenzhen were new-energy models—a figure that marked the highest monthly record in history. In 2023, Shenzhen’s production of new-energy vehicles reached 1.73 million units, attracting over 24,000 enterprises specializing in new-energy and digital-energy industries.
Mercedes-Benz and Starbucks announced on July 17 local time that they will collaborate to install electric vehicle charging stations at more than 100 Starbucks locations across the U.S. The cost of this initiative has not yet been disclosed. On July 18, CITIC Securities released a research report highlighting that, while building a new power system, coal-fired power still needs to play a crucial role in ensuring grid stability and providing system flexibility. Accelerating the low-carbon transformation of coal-fired generating units will help strike a balance between system security and the transition toward cleaner energy sources. With supportive policies in place, this approach is expected to strengthen energy security, reduce carbon emission pressures, and enhance the ability to integrate renewable energy into the grid—benefiting thermal power and new-energy generation companies accordingly. However, given that current investment recovery mechanisms for low-carbon upgrades remain imperfect, the willingness of power generators to undertake these transformations still warrants close monitoring.
According to the Securities Daily, Sichuan's first solid-state battery innovation industrial park project recently kicked off in Yibin City, with a total investment reaching as high as 9.5 billion yuan. This year alone, numerous global companies have successively announced their timelines for mass-producing solid-state batteries. Clearly, the industrialization of solid-state batteries is accelerating rapidly. As the new energy vehicle market continues to thrive, solid-state batteries—seen as one of the key technological pathways for next-generation powertrain systems—are steadily transitioning from the R&D phase toward large-scale production. On July 18, Guotai Junan released a research report stating that China’s National Development and Reform Commission and the National Energy Administration have jointly issued the "Action Plan for Low-Carbon Transformation and Upgrading of Coal-Fired Power Plants (2024-2027)." China has already achieved initial successes in decarbonizing its coal-fired power sector, and this latest action plan aims to significantly enhance emission reductions, further accelerating the low-carbon retrofitting of existing coal-fired units. The planned upgrades are expected to drive demand for complementary auxiliary equipment, while advancements in carbon-emission monitoring are poised to accelerate完善ment. Moreover, the core focus of these upgrades—replacing and optimizing the main boilers in coal-fired power plants—will play a crucial role in reducing carbon emissions.
Shichuang Energy (688429.SH) announced late on July 18 that it plans to acquire, for RMB 34 million, the "ULICA" and related Chinese-English graphic trademarks—covering goods/services in Class 9—that are currently registered under its affiliated entity, Ningbo Eureka Solar Co., Ltd. (including both domestic and international trademarks). The full payment for this transaction will be made in three annual installments. Meanwhile, Longsheng Technology (300680.SZ) released its earnings forecast late on July 18, projecting a net profit of RMB 100 million to RMB 115 million for the first half of 2024, representing a year-on-year growth of 38.99% to 59.15%. During the first half of 2024, the company’s business saw significant growth from new products such as iron cores for new-energy vehicle drive motors, hybrid EGR systems for passenger vehicles, and natural gas heavy-truck injection rail assemblies, all of which collectively contributed to the steady increase in the company’s overall revenue and drove a rapid improvement in its operating performance.

Translated from Sina Auto
 

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