CITIC Securities: Charging pile industry continues to prosper, liquid cooling leads technological change

author:Zhejiang Chunyu New Energy Automobile Technology Co., Ltd. Date:2023-12-15 Reading:44

A CITIC Securities research report pointed out that the charging pile industry continues to prosper, and liquid cooling leads technological changes. The charging pile industry is expected to maintain high prosperity in 2024. Huawei, Tesla, etc. have successively announced their plans for supercharging, and high-voltage models have increased rapidly. It is expected that ultra-fast charging will usher in rapid development. Charging piles and charging modules will benefit from the increase in total charging capacity and unit power. At the same time, new technologies such as liquid cooling and SiC will be adopted, and they are expected to be concentrated in leading companies with leading design and manufacturing capabilities.

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