Author|Ding Zhenyu, Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On March 28, 2024, the Xiaomi SU7 was officially released, with a standard starting range of 700 kilometers in CLTC mode. The Xiaomi SU7 is equipped with global silicon carbide, with the Max version of the 871V high-voltage platform charging 510km in 15 minutes, and the standard version of the 486V high-voltage platform, charging 350km in 15 minutes. Xiaomi is preparing to build a Xiaomi Supercharger with a 600kW liquid-cooled supercharging solution.
In early trading, the concept of A-share high-voltage fast charging strengthened: Taiyong Long March, Jinbei Electrician, Huagong Technology, University of Science and Technology Intelligence, Shuangjie Electric, etc. were among the top gainers. A number of listed companies said that liquid-cooled supercharging technology can realize the high-power fast charging function of new energy vehicles.
Simulation diagram of the working system of the high-power liquid-cooled charging gun
According to Huawei's forecast, in order to complete fast charging in 5 minutes, the power of the charging pile needs to reach 480kW. In order to adapt to the development trend of high-power and high-voltage fast charging in the future, mainstream automobile manufacturers and charging operators have begun to deploy high-power fast charging piles. According to Huawei's China High-Voltage Fast Charging Industry Development Report (2023-2025), in order to meet the demand for more than 13 million high-voltage fast chargers from 2023 to 2026, 980,000 1,000V high-voltage DC piles need to be added, with an average annual increase of about 200,000 units.
The high-voltage fast charging platform architecture may promote the upgrade of important vehicle components such as electric drive systems and on-board power supplies. The representative manufacturers in this link include Wemyss, Zhongrong Electric, Hongfa Co., Ltd., Farah Electronics, etc.
Liquid-cooled supercharging is a trend at the charging pile level, and the main changes are in the gun cable and module. Due to the higher current and faster charging speed of the gun wire, the demand for liquid-cooled charging cables will increase, and the charging module will need to be replaced with SiC chips.
With the accelerated development and application of fast charging technologies such as liquid-cooled supercharging, the demand and value of core components will be increased, and charging pile parts suppliers with leading technology and product advantages are expected to benefit. The main manufacturers include Wemax and Yonggui Electric Appliances. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
The whole pile enterprises that account for a high proportion of the high-power DC pile market, as well as the manufacturers involved in the technical upgrading direction of liquid-cooled modules and liquid-cooled gun lines, include Yonggui Electric, Heshun Petroleum, GCL-ET, Wemyss, Xinhongye and Green Energy Huichong. In addition, the relevant manufacturers of the industrial chain include Putailai, Tianci Materials, Tiannai Technology, Zhongke Electric, Shanshan Co., Ltd., Inovance Technology and Yingboer.
(Author: Ding Zhenyu Practicing Certificate: A0680613040001)
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