SIASUN(SZ:300024) 3 6 Ke·2025-05-21 04:14Core Viewpoint - The launch of the "Ling Snake SmartLink," a new generation of automatic charging robots by Zhida Technology, marks a significant technological breakthrough and industry innovation, aiming to reshape the interaction between people, vehicles, and charging stations, aligning with the company's strategic focus on intelligent solutions [1][6]. Industry Overview - The Chinese automotive industry has transitioned from electric vehicle (EV) awareness to leading in smart technology over the past 15 years, with a notable increase in EV adoption post-2015, driven by strategic developments and the opening of production qualifications [4]. - By 2024, the penetration rate of new cars meeting L2 standards in China's passenger car market is expected to rise from 52.1% in 2023 to 59.7%, with nearly 70% of mid-to-high-end models priced above 100,000 yuan meeting this standard [4]. Technological Advancements - The automatic charging sector is evolving rapidly, with automation in driving, parking, and energy replenishment becoming increasingly feasible across various scenarios, including highways and smart communities [5]. - Zhida Technology has invested in core technology development since 2016, establishing a 2.0 strategic goal focused on global, digital, and intelligent advancements in automatic charging technology [6]. Product Launch and Features - The "Ling Snake SmartLink" is the sixth generation of Zhida's snake-shaped flexible arm automatic charging robot, featuring a unique rope-driven flexible arm structure that offers cost efficiency, strong environmental adaptability, precision in connection, and safety [6][11]. - The company has successfully implemented its automatic charging robots in over 100 global applications, including locations like Hong Kong Airport and Qatar Science Park, indicating a growing demand for automatic charging solutions as autonomous driving technology expands [11]. Market Position and Global Expansion - Zhida Technology has shipped over 1.7 million charging stations, holding a 15.6% market share in China and a 9.5% share globally, with a complete production, sales, and service system established for overseas operations [12]. - The company has initiated a global expansion strategy, achieving dual certification for European and American standards and covering over 20 markets, with plans to localize manufacturing capabilities in regions like the Middle East and South America [12][13]. Future Outlook - Zhida Technology is entering a new phase of accelerated global expansion, focusing on a dual-driven strategy of domestic and international market synergy, alongside intelligent charging and green energy management [13]. - The company aims to leverage its position as a leader in the smart charging sector to contribute to global energy transition and carbon neutrality goals through innovation and capital empowerment [13].