EBSCN(601788) 智通财经网·2025-03-18 09:20Core Viewpoint - BYD has launched its new generation pure electric technology platform, the Super e-platform, which features significant advancements in high-voltage fast charging technology, enhancing performance and efficiency in the electric vehicle sector [1][2]. Group 1: Technological Advancements - The Super e-platform utilizes the world's first full-domain kilovolt high-voltage architecture, upgrading battery, motor, and control systems to 1000V, achieving a maximum charging current of 1000A, which is a 25% efficiency improvement over the current mainstream 800V platforms [2]. - BYD has developed a 1500V-rated silicon carbide power module to meet the requirements of the 1000V voltage platform, enhancing system efficiency and reliability [2]. - The platform features a safety redundancy design with a 1500V/1200A energy cutoff switch that can disconnect the high-voltage circuit within 2 milliseconds [2]. Group 2: Motor and Battery Innovations - The Super e-platform's motor achieves a maximum speed of 30,511 rpm, utilizing innovative materials such as 1000MPa high-strength silicon steel sheets and aerospace aluminum end plates, resulting in a power density of 16.4 kW/kg and a single motor power output of 580 kW, surpassing traditional V12 engines [3]. - The platform introduces a 10C megawatt fast-charging battery, with a global mass production maximum charging power of 1 megawatt (1000 kW), allowing for a range increase of over 400 kilometers in just 5 minutes of charging [4]. Group 3: Market Opportunities - The rise of high-voltage fast charging necessitates collaborative upgrades across battery, vehicle, and charging infrastructure, creating investment opportunities in high-performance lithium battery materials, electric vehicle architecture, and ultra-fast charging stations [5]. - Key areas for investment include fast-charging batteries, vehicle architecture requiring high-voltage designs, and ultra-fast charging stations with liquid cooling modules and updated components [5].