独家对话巨湾技研总裁裴锋：今年超快充渗透率有望超10%，车企不适合自建充电桩

Industry Overview - The demand for electric vehicle (EV) charging infrastructure remains high, with a goal set by the National Development and Reform Commission and the National Energy Administration to establish over 100,000 high-power charging facilities by the end of 2027 [1] - Li Auto has announced the completion of its "Nine Vertical and Nine Horizontal" high-speed supercharging network, totaling 959 stations, while Xpeng Motors plans to build 3,000 super-fast charging stations by the end of 2025 [1][3] Company Insights - Guangzhou Jiuwan Technology Co., Ltd. (Jiuwan Technology) focuses on ultra-fast charging batteries and is the first company to mass-produce batteries that can charge in under ten minutes [3] - Jiuwan Technology's president, Pei Feng, predicts that the penetration rate of ultra-fast charging will exceed 10% this year and reach 60%-70% by 2030, aligning with the development curve of new energy vehicles [4] Technology Development - The ultra-fast charging technology is expected to evolve alongside battery development, with four key trends identified: energy density improvement, cost reduction, ultra-fast charging advancements, and solid-state battery development [4] - Jiuwan Technology's ultra-fast charging battery can charge from 5% to 63% in just 3 minutes and 58 seconds, achieving an average charging rate of 8.8C [5] Market Dynamics - The company emphasizes that 80% of charging scenarios will be public ultra-fast charging, with only 20% being home charging due to limited access to charging infrastructure [5][8] - Jiuwan Technology advocates for a charging station model similar to gas stations, suggesting that automakers should not build their own charging stations but rather utilize third-party resources [8][10] Future Prospects - Jiuwan Technology is also exploring solid-state batteries, which have a higher energy density but face challenges in achieving ultra-fast charging capabilities [12][14] - The company has applied for a patent for a new type of all-solid-state battery that aims to overcome traditional performance issues [13]