① According to the official website of Huawei, on the afternoon of April 24, Huawei Digital Energy will host the 2024 Smart Electric & Smart Charging Network Strategy and New Product Launch Ceremony and Overcharge Alliance. ② Tianfeng Securities said that 24 was the first year of domestic overcharged pile applications. Leading manufacturers have advantages in terms of overcharged pile product strength and cost due to scale effects, and their revenue growth rate is expected to significantly exceed the industry average.
According to Huawei's official website, on the afternoon of April 24, Huawei Digital Energy will host the 2024 Smart Electric & Smart Charging Network Strategy and New Product Launch Ceremony to launch a new power-domain intelligent integration solution for the two major platforms of pure electricity and extended-range hybrid. At the same time, it will also release a full-scenario, full-range ultra-fast charging solution to build a high-quality industrial ecosystem.
Tianfeng Securities said that 24 is the first year of domestic overcharging pile applications. Overcharged piles require higher capacity from manufacturers. Leading manufacturers have advantages in overcharging pile product power and cost due to scale effects. Corresponding to their revenue growth rate, it is expected to significantly exceed the industry average (leading companies Q1 more doubled their revenue growth rate), focusing on the offshore chain and domestic leaders.
According to the Finance Federation's theme library, among the relevant listed companies:
The high-frequency transformers supplied by Igor to Huawei are mainly used in photovoltaic inverters, UPS, and charging piles.
The MaxiCharger AC charging pile series products and MaxiCharger split DC overcharging piles released by Daotong Technology all use Huawei DC charging modules. The company's DC pile products all support 800V high voltage platforms, and the company also signed a “Strategic Cooperation Framework Agreement” with Huawei.