上半年全国电动汽车充电设施同比增长43.2%；比亚迪计划8月发布人形机器人 | 汽车早参

每日经济新闻07-29 06:32

| 2026年7月29日星期三 |　　NO.1 上半年全国电动汽车充电设施同比增长43.2%　　7月28日，国家能源局发布2026年上半年全国电动汽车充电设施数据。根据国家充电设施监测服务平台数据，截至2026年6月底，我国电动汽车充电基础设施（枪）总数达到2305.7万个，同比增长43.2%。其中，公共充电设施（枪）500.9万个，同比增长22.3%；私人充电设施（枪）1804.8万个，同比增长...

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上半年全国电动汽车充电设施同比增长43.2%　　7月28日，国家能源局发布2026年上半年全国电动汽车充电设施数据。根据国家充电设施监测服务平台数据，截至2026年6月底，我国电动汽车充电基础设施（枪）总数达到2305.7万个，同比增长43.2%。其中，公共充电设施（枪）500.9万个，同比增长22.3%；私人充电设施（枪）1804.8万个，同比增长50.4%。上半年，电动汽车充电网络快速发展，服务能力显著提升。　　点评：私人充电桩成为增长主力，反映家用新能源普及提速。公共桩稳步扩容补齐出行短板，充电基建匹配新能源车保有量增速，持续缓解补能焦虑，为新能源汽车长期普及筑牢硬件根基。　　NO.2工信部：L2级组合驾驶辅助功能乘用车渗透率达70.5%　　7月27日，工业和信息化部装备工业一司司长郭守刚表示，今年以来L2级组合驾驶辅助功能乘用车渗透率达70.5%，领航驾驶辅助功能渗透率达34.2%，首批L3级有条件自动驾驶车型已在特定区域上路通行。全国累计发放测试示范牌照超2万张，开放测试道路超5.7万公里，累计测试超2.2亿公里，20个“车路云一体化”试点城市部署智能设备超6万套。郭守刚表示，下一步，工信部将加快编制出台智能网联新能源汽车产业发展“十五五”规划。　　点评：对整车板块而言，具备全栈智驾与中央架构的龙头企业可借渗透率红利巩固差异化；对智驾供应链来说，大算力芯片、激光雷达、线控底盘批量装车利好有前装定点的龙头集中订单。　　NO.3比亚迪计划8月发布人形机器人　　据人民财讯消息，近日，有消息称比亚迪人形机器人即将发布。7月28日，比亚迪方面回应称，比亚迪计划于8月在“迪空间”发布人形机器人。7月25日，比亚迪迪空间微信公众号发布一张带有人形机器人的海报，并称“八月初，有个新朋友，想来认识你”。海报介绍信息显示：“它不会带着一堆参数和名词出场，可能是你走近的时候，它微微动了一下；可能是你说话的时候，它用亮光或者动作回应你；也可能什么都不做，就安安静静陪着你待一会儿。”　　点评：以拟人化交互而非堆参数亮相，是其将具身智能从工厂装配向用户端品牌生态延伸的信号，依托线下迪空间落地首发，兼顾体验传播，比亚迪人形机器人有望依托自身产业链优势，探索家用服务机器人全新落地路径。　　NO.4Stellantis同意将Free2move汽车共享业务出售给Mutares　　7月28日，全球汽车制造商Stellantis集团和Mutares SE&Co.KGaA（简称Mutares）宣布达成协议：将Stellantis集团Free2move的汽车共享业务全部股权出售给Mutares。本交易预计将于2026年年底完成。Free2move提供短期和长期的“随借随还”汽车共享服务，消费者可通过专有手机应用程序实现24小时预订，其车队遍布欧洲和美国的14个城市。　　点评：本次出售贴合Stellantis聚焦主业的“FaSTLAne 2030战略”。汽车共享盈利偏弱、运营繁杂，剥离非核心业务可回笼资金，集中资源攻坚整车制造与新能源，Mutares则借此切入出行赛道布局新增长点。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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