格隆汇2月15日丨泰永长征(002927.SZ)在2月13日接受特定机构调研时表示，公司产品的下游应用行业比较广泛，主要为电网、建筑、工业等领域。公司充电桩业务下游在运营商、公建地产、公交物流等细分领域均有应用。
充电桩目前价格在行业内比较透明，交流桩单价在1500~2000元，120kW直流桩一般市场价格在5~6万元，充电桩根据功率和配置不同，价格差异较大。公司目前充电桩销售收入中，交流桩占比高于直流桩。高压快充技术的推广目前是主流趋势，能一定程度上缓解新能源汽车的“用电焦虑”等问题。目前公司1000V高压快充充电产品已上市。
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