Huawei Digital Energy said that 2024 will be a "new era of overcharging".
Huawei teamed up with the first 11 auto companies
Set up an "overcharge alliance"
According to the official WeChat account of Huawei Digital Energy, Huawei Digital Energy held the launch of the 2024 Huawei Smart Electric & Intelligent charging Network Strategy and New products on April 24. Hou Jinlong, director of Huawei and president of Huawei Digital Energy, announced "one body and three sides" at the conference.Kastkingsharky32000The electrification strategy accelerates the process of automobile electrification through the high-quality coordinated development of intelligent electric and intelligent charging network.
At the meeting, Huawei Digital Energy joined hands with Avita, BAIC, BYD (002594), Great Wall, Guangzhou Automobile, Hezhong, Jianghuai, ideal Automobile, Chery, Cyrus, Xiaopeng, the first batch of 11 car companies, as well as more than 500 online and offline charging operators and industry associations jointly witnessed the establishment of the "overcharge alliance". Through the way of "co-building ecology", "overcharge Alliance" will create an over-charging network with extreme experience and wide coverage for users, and promote the rapid and high-quality development of new energy vehicles and charging network industry.
Huawei said that open ecology is the cornerstone of the high-quality and sustainable development of the industry. The "overcharge Alliance" will make urban governance more efficient and secure by creating an overcharged network with extreme experience and wide coverage. Through technological innovation, new energy vehicles and charging facilities will become an organic part of the new power system. In addition, the "overcharge alliance" will also jointly expand overseas markets and promote the overcharge standard to become an international standard. "overcharge alliance" car companies can reduce the cost of going to sea and accelerate the pace of going out to sea.
The construction of charging piles in 2024 is expected to exceed expectations.
In 2023, Huawei's "one kilometer per second" overcharge was officially launched. at present, 20,000 charging facilities have been built, covering 31 provinces and more than 200 cities. He Bo, vice president of Huawei Digital Energy and president of the key power supply and charging network product line, said that 2024 will be a "new era of overcharging". Overcharging will start another round of "acceleration" of car electrification, and the charging network will accelerate to 2.Kastkingsharky32000.0 era.
In terms of policy, in June 2023, the General Office of the State Council issued the guidance on the further Construction of a High-quality charging Infrastructure system, in which the clear development goal is to basically build a high-quality charging infrastructure system with extensive coverage, moderate scale, reasonable structure and perfect functions by 2030, effectively supporting the development of the new energy vehicle industry and effectively meeting the travel and charging needs of the people.
Oriental Securities expects that the number of domestic new energy vehicles will continue to grow high, superimposed with domestic policy incentives, and the operation and manufacturing companies with deeper layout of charging piles are expected to meet greater flexibility. Huawei 600kW liquid-cooled supercharging station leads the technical trend, and overcharged piles become the focus of charging pile investment. It is suggested to pay attention to the whole pile enterprises with high proportion of high-power DC piles, liquid-cooled modules, liquid-cooled gun lines and other technical upgrading directions.
China International Capital Corporation said that the construction of charging piles in 2024 is expected to exceed expectations. Under the background of strong fundamentals of the industry, the performance of leading enterprises will be accelerated. In addition, it is recommended to pay attention to the aggressive direction of liquid cooling overcharge, grasp the elasticity of Huawei liquid cooling.
Some A-share listed companies have long cooperated with Huawei. Yonggui Electric Appliance (300351) is the exclusive supplier of Huawei liquid-cooled tributary stun gun, mastering the core technology of high-power liquid-cooled charging gun, has independent intellectual property rights, and can realize the charging scene with a maximum current of 600A and rated voltage of 1000V. take the lead in the domestic market promotion and application, has formed a batch supply at present.
21 charging pile concept stocks
The performance is good in 2023
According to the statistics of Securities Times data Bao, there are a total of 21 charging pile concept stocks with good performance in 2023. Among them, Xiangshan shares (002870), Trent (300001) and Shenghong shares (300693) ranked in the top three of the plate, with net profit growth of 86.86%, 80.44% and 80.2%, respectively. Silver Wheel shares (002126) ranked fourth, with a net profit increase of 59.71%. In addition, Green Neng Huichong and Shuangjie Electric (300444) turned losses into profits, while Houpu shares (300471) reduced losses compared with the same period last year.
In 2023, Xiangshan automotive business developed rapidly, in which new energy accessories and charging and distribution products were particularly outstanding, and sales revenue increased by 69.89% over the same period last year, which has become the continuous momentum of the company's performance growth. The company recently said that its charging pile products have strong market competitiveness. On the one hand, the company has a deep understanding and rich experience of customer demand, product definition, development and mass production of car-level products; on the other hand, the company's customers cover the mainstream mainframe factories and new forces of car manufacturing at home and abroad, and the sales channel is relatively smooth.
In terms of changes in foreign shareholdings, 9 of the above-mentioned shares have been increased by northward funds. Compared with the position held at the end of 2023, the shares of Bozhong Seiko, Silver Wheel and Jinbei Electric (002533) have doubled their holdings, and the proportion of shares has been increased by 282.24%, 214.42% and 189.31%, respectively. In addition, the proportion of capital going northward to Dayang Electric (002249), Wanma shares (002276) and Siyuan Electric (002028) shares is also more than 40%.