Yu Chengdong, executive director of Huawei and chairman of Smart Vehicle Solution BU, said that in terms of Hongmeng Zhixing's charging service, the country has covered more than 340 cities, 4,500 high-speed charging stations, and 700,000 public charging guns. It is expected that by the end of 2024, there will be more than 100,000 fully liquid-cooled ultra-fast charging stations in Huawei.
On November 28, Yu Chengdong, executive director of Huawei and chairman of Smart Vehicle Solution BU, said that in terms of Hongmeng Zhixing's charging service, it has achieved nationwide coverage of more than 340 cities, 4,500 high-speed charging stations, and 700,000 public charging guns. It is expected that by the end of 2024, there will be more than 100,000 fully liquid-cooled ultra-fast charging stations in Huawei.
As of October 2023, the number of charging stations owned nationwide was 7.954 million, of which 2,525 million were public charging stations, 50.32% over the same period and 2.58% over the same period last year. Although the number of charging stations owned has reached a certain scale, there is still a large gap in demand. As of the end of the third quarter of this year, China's new energy vehicle pile ratio was 2.38:1, and the bus pile ratio was 7.40:1. There is still a gap between the requirements of the Ministry of Industry and Information Technology to achieve a vehicle pile ratio of 2:1 in 2025 and 1:1 in 2030. Since 2023, a series of measures, such as encouraging the construction of charging stations that are moderately ahead of schedule, have been implemented one after another, and charging pile construction has been accelerated. Agencies are optimistic about the broad market prospects of charging columns driven by policies. Among them, segments such as high-voltage fast charging and charging piles are more likely to go overseas.
According to the Finance Federation's theme library, among the relevant listed companies:
Yonggui Electric is the exclusive supplier of Huawei's liquid-cooled DC charging guns. Currently, the maximum charging power supported is 600kW. The company has now prototyped products that can reach 1000kW.
GCL Energy and Huawei Digital Energy are jointly developing and constructing liquid-cooled supercharging stations with integrated storage and charging functions. The planning and construction of related industries and projects is progressing gradually. The first Suzhou Park demonstration station was completed in September, and more overcharging demonstration stations will be put into operation one after another.