“Super fast charging” seems to have become an important means of solving the mileage anxiety of new energy vehicles. Traditional energy giants such as CNPC and Sinopec have invested in overcharging stations one after another. The EEU think tank predicts that 30% + of gas stations will be converted to overcharging stations in 2030.

By the end of June 2023, the cumulative number of charging infrastructure nationwide was 6.652 million units, and the vehicle pile ratio was 2.44:1. The charging pile gap continues to widen, and fast charging has become an important link in filling the gap in the number of electric piles and increasing battery capacity. During the National Day in 2023, several supercharging stations along the Sichuan-Tibet South Line and Litang to Aden Highway (Sichuan section), built with the help of Huawei Digital Energy, were officially launched, providing new energy vehicle owners with a “cup of coffee, start at full power” high-speed charging experience. Open Source Securities pointed out that Huawei's “next-generation fully liquid-cooled supercharging architecture” provides high-quality, high-efficiency, and high-yield charging solutions for the NEV industry, which is expected to lead the trend of high-quality charging infrastructure construction. In addition to Huawei, many manufacturers such as BYD, Porsche, Tesla, Xiaopeng, Ideal, Aeon, and Extreme Krypton have released overcharging solutions, and various car companies are striving to seize the highland of high-power fast charging. The Yiou think tank said that 2023 will be the first year for the launch of the supercharged NEV market, and the market will gradually enter an explosion period of 5-7 years.

According to the Finance Federation's theme library, among the relevant listed companies:

GCL EnergyA strategic cooperation agreement for the construction of a liquid-cooled supercharging network was signed with Huawei in June of this year, and a comprehensive cooperation was reached on the construction of a liquid-cooled supercharging network integrated with “landscape storage and charging”. Currently, projects such as the Suzhou Park Demonstration Station have been completed and operated.

CollikWe have successfully developed 1MW ultra-high power magnetic component products, and charging pile magnetic component products have generated sales revenue. The products of Shenzhen Haiguang Electronics Co., Ltd., a holding subsidiary of the company, are used in Company H's fully liquid-cooled supercharging station project.