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海外高压快充产业趋势加快 这些核心零部件环节或最为受益

Overseas high-voltage fast charging industry trends may benefit the most from accelerating these core components

cls.cn ·  Mar 28 07:59

① Ford Motor Company and Allego, a leading pan-European public electric vehicle fast and ultra-fast charging network company, announced on Tuesday that they have reached a strategic partnership to provide hundreds of Ford dealers in Europe with ultra-fast charging infrastructure. ② Chen Zikun of GF Securities believes that the links with high future value potential mainly include high-value, high-differentiated component systems. High-end copper alloy tracks that are expected to benefit from high-pressure fast charging industry trends are preferred.

Ford Motor Company and Allego, a leading pan-European public electric vehicle fast and ultra-fast charging network company, announced on Tuesday that they have reached a strategic partnership to provide hundreds of Ford dealers in Europe with ultra-fast charging infrastructure. The new partnership will further provide convenient and reliable charging solutions for Ford's electric vehicle customers. The company aims to achieve 100% electrification of passenger cars and commercial vehicles in Europe by 2035.

Earlier, Zeng Yuqun, chairman of Ningde Times, said that they are cooperating with Tesla to develop fast rechargeable batteries. Chen Zikun of GF Securities believes that the links with high future value potential mainly include high-value, high-differentiated component systems. For the core components, we prefer sub-tracks with good patterns, high profit levels, and high profit flexibility, such as fuses, relays, and connectors. At the same time, in the upstream raw materials sector, we prefer high-end copper alloy tracks that are expected to benefit from the high voltage fast charging industry trend.

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

The high-strength high-conductivity material developed by Boway Alloy is a required material for lithium-ion energy conversion connectors for new energy vehicles. It has been successfully used in pure electric vehicles with a price of more than 150,000.

Lanhai Huateng is a mainstream supplier of electric vehicle motor controllers and medium and low voltage inverters in China. It has developed 800v high voltage IGBT to better meet the application needs of the electric vehicle industry.

The translation is provided by third-party software.


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