Zheng Quan Shi Bao Wang·2025-03-18 08:37Group 1 - The high-voltage fast charging concept experienced a strong surge on March 18, with companies like Fute Technology, Incore, and Jinguang shares hitting a 20% limit up, while others like Aotuxun and Jingquanhua also saw similar gains [1] - BYD introduced its "Megawatt Flash Charging" technology, achieving a peak charging speed that allows for 2 kilometers of range in just 1 second and approximately 407 kilometers in 5 minutes, with a maximum charging voltage of 1000V and current of 1000A [1] - BYD plans to construct over 4000 "Megawatt Flash Charging" stations, indicating a significant increase in demand for related components in the fast charging sector [1] Group 2 - The high current in fast charging can cause the charging gun and cables to exceed 100°C, necessitating a shift from traditional air cooling to liquid cooling technology, which increases costs by over 30% [2] - Liquid cooling technology, specifically immersion cooling, can significantly reduce internal resistance in charging guns, supporting 1000A current while keeping temperature rise within 30°C [2] - Optimizing liquid cooling technology and power modules can enhance product value by improving charging efficiency and reducing energy loss [2]