EVgo Inc-A 2024年度报告

☒ANNUAL REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the fiscalyear endedDecember31,2024OR☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For The Transition Period FromToCommission file number:001-39572 EVgo Inc. Securities registered pursuant to Section12(b)of the Act: Securities registered pursuant to Section12(g)of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule405 of the Securities Act.Yes☐No☒ Indicate by check mark if the registrant is not required to file reports pursuant to Section13 or Section15(d)of the Act. Yes☐No☒ Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of 1934during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filingrequirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically; every Interactive Data File required to be submitted pursuant to Rule405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new orrevised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal controlover financial reporting under Section404(b)of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued itsaudit report.☐ If securities are registered pursuant to Section 12 (b) of the Act, indicate by check mark whether the financial statements of the registrant included in thefiling reflect the correction of an error to previously issued financial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation receivedby any of the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Act). Yes☐No☒ Based on the closing price as reported on the Nasdaq Global Select Market, the aggregate market value of the Registrant’s Class A common stock held bynon-affiliates on June 30, 2024 (the last business day of the Registrant’s most recently completed second fiscal quarter) was $245.5million. Shares of Class Acommon stock held by each executive officer and director and by each person who may be deemed to be an affiliate have been excluded. This determination ofaffiliate status is not necessarily a conclusive determination for other purposes. As of February 21, 2025, the Registrant had133,523,073shares of Class Acommon stock and172,800,000shares of Class B common stock outstanding. Documents Incorporated by Reference Portions of the definitive proxy statement for the registrant’s 2025 Annual Meeting of Stockholders to be filed hereafter are incorporated by reference intoPartIII herein. TABLE OF CONTENTS PART I Item1. Business10Item1A. Risk Factors25Item1B. Unresolved Staff Comments62Item 1C. Cybersecurity Risk Management, Strategy and Governance62Item2. Properties64Item3. Legal Proceedings65Item4. Mine Safety Disclosures65 PART II Item5. Market for Registrant’s Common Equity, Related Stockholder Matters and IssuerPurchases of Equity Securities66Item6. [Reserved]66Item7. Management’s Discussion and Analysis of Financial Condition and Results ofOperations67Item7A. Quantitative and Qualitative Disclosures About Market Risk86Item8. Consolidated Financial Statements and Supplementary Data87Item9. Changes in and Disagreements with Accountants on Accounting and FinancialDisclosure133Item9A. Controls and Procedures133Item9B. Other Information134Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections135 PART III Item10. Directors, Executive Officers and Corporate Governance136Item11. Executive Compensation136Item12. Security Ownership of Certain Beneficial Owners and Management and RelatedStockholder Matters136Item13. Certain Relationships and Related Transactions and Director Independence136Item14. Principal Accountant Fees and Services136 PART IV Item15. Exhibits