Huawei will deploy more than 100,000 fully liquid-cooled ultra-fast charging, and the concept of charging pile stocks has risen sharply

Huawei accelerated the deployment of liquid-cooled supercharging, and the concept of charging pile stocks continued to strengthen today.

On the afternoon of November 28, at the "Zhijie S7 and Huawei All-Scenario Conference", Yu Chengdong, Executive Director of Huawei and Chairman of Intelligent Vehicle Solution BU, said that Zhijie S7 is equipped with the new Huawei "Giant Whale" 800V high-voltage battery platform, which can achieve a range of 215 kilometers in 5 minutes of charging, and a comprehensive range of 855 kilometers in CLTC (Chinese light vehicle driving conditions).

At the same time, in terms of HarmonyOS Zhixing charging services, Huawei plans to cover more than 340 cities, 4,500 high-speed charging stations, and 700,000 public charging guns across the country, and is expected to deploy more than 100,000 Huawei fully liquid-cooled ultra-fast charging by the end of 2024.

Boosted by the above good news, on November 29, charging pile concept stocks rose sharply.

As of the close, Yonggui Electric (300351.SZ), Taiyong Long March (002927.SZ), Lihexing (301013.SZ), Shentong Technology (605228.SH) daily limit, Dongwei Semiconductors (688261.SH), Keda Controls (831832.BJ), Taijia shares (002843.SZ) rose more than 8%, Boamax Technology (002514.SZ), Xin Hongye (301310.SZ), Shandong Weida (002026. SZ), Duolun Technology (603528.SH) rose more than 5%.

Among them, Yonggui Electric, Boamax Technology and other enterprises have cooperative relations with Huawei's fully liquid-cooled ultra-fast charging business. Full liquid cooling means that the charging host and charging terminal are all equipped with liquid cooling technology. Compared with the traditional air-cooling technology, the liquid cooling technology can more effectively control the temperature of the battery, improve the charging speed, and has the characteristics of high charging efficiency, low calorific value, high safety and low noise.

According to Huawei's smart energy official website, Huawei's all-liquid-cooled supercharging focuses on three scenarios: high-speed service areas, urban public, and campus optical storage and charging. The supercharging system adopts a single-pile single-gun design, with a liquid-cooled supercharging host of 720 kW and a maximum output power of 600 kW for a single channel, which can achieve "one kilometer per second" at the fastest, and at the same time supports a 200-1000V charging range, which can be compatible with various existing and planned models such as Tesla, NIO, and Ideal.

In April this year, Huawei released its first fully liquid-cooled supercharging architecture and charging network solution, and in October, Huawei's all-liquid-cooled supercharging station was officially launched along the 318 Sichuan-Tibet South Line and Litang and Aden highways.

Yonggui Electric has been cooperating with Huawei for a long time in connectors, charging guns and other businesses, and is the exclusive supplier of Huawei's liquid-cooled tributary electric guns. After Huawei's fully liquid-cooled supercharging station was announced to go offline in October this year, Yonggui Electric had a 20CM daily limit after the opening, reaching two boards.

Yonggui Electric has revealed that it has mastered the core technology of high-power liquid-cooled charging guns, has independent intellectual property rights, and can achieve charging scenarios with a maximum current of 600A and a rated voltage of 1000V.

According to Yonggui Electric's semi-annual report, with the continuous release of new energy vehicle charging business in the first half of the year, the new energy vehicle business achieved revenue of 300 million yuan, an increase of 15.77% over the same period last year.

Boamax Technology has also stated on the interactive platform of listed companies that it has its own brand of charging piles, battery swap stations and other technical products, formed technical cooperation with Huawei, and has put into operation demonstration projects of liquid-cooled fast charging stations in Nanjing and Shanghai.