Core Insights - Huawei has launched the industry's first all-liquid-cooled megawatt-level ultra-fast charging solution, achieving a peak power of 1.5 megawatts and charging efficiency nearly four times higher than traditional fast chargers [1][2] - The solution allows for charging of heavy-duty trucks with a 300 kWh battery to 90% in just 15 minutes, addressing the urgent need for electric commercial vehicles in the market [1][2] Company Developments - Huawei's new charging solution utilizes immersion liquid cooling technology, overcoming thermal runaway challenges associated with high-power charging [1] - The equipment can operate stably in extreme temperatures ranging from -30°C to 60°C and has a lifespan of up to 10 years, while being compatible with 99% of existing vehicle models [1] - Huawei has partnered with 11 automotive companies to develop over 30 models of 4C ultra-fast charging heavy-duty trucks and has established strategic collaborations with logistics companies like SF Express and JD.com for the deployment of 5,000 compatible vehicles [1] Industry Context - The launch comes amid an intense "arms race" in the global ultra-fast charging industry, with competitors like BYD, Zeekr, and CATL also introducing megawatt-level charging technologies [2] - The electricization of commercial vehicles is driven by the urgent need to address the carbon emissions from the existing 9 million fuel heavy-duty trucks in China, which account for 54% of road transport emissions [2] - Huawei's collaboration with the State Grid to develop a scheduling system reduces peak charging loads by 40% and integrates V2G technology for intelligent interaction between vehicles and the grid, supporting large-scale deployment [2]
盘前机会前瞻|华为发布首个全液冷兆瓦级超充！产业链迎来强催化，这几家华为供应商已率先卡位超充赛道（附概念股）
Xin Lang Cai Jing·2025-04-23 01:17