Zhitong Financial APP learned that on June 24, affected by the news of the fast-charging and accelerated landing of new energy vehicles, the A-share automobile thermal management plate continued to rise. As of press release, gem Innovation Source (300731.SZ) rose by the limit, while Songzhi (002454.SZ), Zhenbang Intelligence (003028.SZ), Huidi Technology (603192.SH) and Dun'an Environment (002011.SZ) rose by the limit. Silver Bang shares (300337.SZ), Changhong Huayi (000404.SZ), Silver Wheel shares (002126.SZ), Gaolan shares (300499.SZ), Asia-Pacific Technology (002540.SZ) and other stocks rose.

CITIC reported that new energy vehicles should strengthen the thermal management of batteries both actively and passively. The active management is that the cooling water loop in the heat pump system cools / heats the three electricity system and adjusts it through the active control of the system; the passive management mainly plays the role of heat conduction / insulation and flame retardant, and controls the heat transfer through the selection of materials. With the increase of battery energy density and the requirement of higher safety, thermal management is expected to usher in rapid growth. With the rapid charging acceleration of new energy vehicles and the continuous improvement of battery energy density, higher requirements are put forward for thermal management. in the aspect of active management, the integration of cooling loop of heat pump system is improved. the performance and value of important parts such as liquid cooling plate, pipeline, water pump and so on have increased.