Many car companies outside China set off a boom in fast charging, and are expected to welcome the first year of fast charging next year
[Securities Times] according to media reports, at the "2021 China high tech forum" held on December 29, Hu Chunchi, vice president of China of Huawei Digital Energy Technology Co., Ltd., introduced that Huawei is studying the infrastructure of super fast charging electric vehicles. After charging for about 7 minutes, the power of electric vehicles can be from 20% to 80%. Since Porsche taycan first brought the 800V voltage platform into mass production electric vehicles, in 2021, GM, Volkswagen, Mercedes Benz, Xiaopeng, gac-e'an, Byd Company Limited(002594) and many other automobile enterprises at home and abroad set off a wave or plan for the release of 800V voltage platform models, in order to seize the new highland of high-power and fast charging. 2022 is expected to usher in the first year of fast charging, and "charging anxiety" is expected to be significantly alleviated.
Comments: with the rapid improvement of the penetration rate of electric vehicles, the competition of car enterprises is more deepened and diversified. The next few years is the best window time for car enterprises to improve their brands, upgrade their services and compete differently. Whether they can realize rapid charging like traditional car refueling has become a new "focus" of users' attention and a key "match point" for further market penetration. 800V high-voltage fast charging is one of the important means. Car enterprises have laid out 800V fast charging schemes one after another, and relevant models will be delivered in the next two years. It will become an industry trend to solve charging problems with the help of high-voltage fast charging. Analysts expect that with the implementation of the standard of super charging pile and the technical progress of supporting high-voltage components, the introduction of high-voltage fast charging models will accelerate in the next few years, driving the rapid growth of relevant parts.
Shinry Technologies Co.Ltd(300745) (300745): the company's 800V platform products began to provide mass production services in early 2020. 800V OBC products have the advantages of high performance, shortening charging time, reducing harness weight and installation space, and bring users a better use experience.
Farasis Energy (Gan Zhou) Co.Ltd(688567) (688567): the company released China's first 800V overcharge and overpressure platform that announced mass production. It officially entered the mass production stage in October next year. The company has conducted technical docking with several automobile brands and will cover application fields such as flying vehicles in the future.
