浪潮智能终端魏成龙：聚焦重卡与县域充电市场 破解充电设施布局与速度瓶颈

Core Insights - The article discusses the challenges and opportunities in the electric vehicle (EV) charging infrastructure, particularly focusing on heavy-duty trucks and county-level charging scenarios. The company, Inspur Intelligent Terminal, aims to address these issues through innovative technologies and services [1][2]. Group 1: Market Demand and Challenges - The demand for charging in the heavy-duty truck sector is increasing due to the rising ownership of new energy trucks, but as of March 2025, there is a limited number of high-power charging stations specifically for heavy trucks [1]. - The public fast charging stations have low power and long charging times, leading to significant challenges such as "charging difficulties" and "long detours" [1]. - There is an imbalance in the distribution of charging facilities, particularly in county and third- to fourth-tier cities, while some areas in major cities have unreasonable layouts, exacerbating the "charging difficulties" [1]. Group 2: Technological Innovations and Solutions - The company is addressing the bottlenecks in charging facility layout and speed by utilizing new technologies, such as a silicon carbide solution that enhances peak charging efficiency to 97% and a self-developed megawatt-level liquid-cooled ultra-fast charging system [2]. - The overall charging time can be reduced by half with these innovations, and the company is developing a comprehensive solution that integrates vehicle, charging station, and network collaboration [2]. - The company has a nationwide team of over a thousand people providing full-process services from pre-sale to after-sale, enhancing customer experience [2]. Group 3: Value-Added Services and Data Utilization - The company is exploring value-added services and energy derivative businesses, including V2G (Vehicle-to-Grid) technology, which aims to ensure safe interaction with the power grid through digital and intelligent solutions [2]. - The charging station management platform utilizes IoT and big data technologies to achieve interconnectivity among people, vehicles, and charging stations, enabling precise marketing and user behavior analysis [2]. - In energy storage applications, the company is involved in integrated solar-storage-charging projects that optimize operational costs and can participate in peak shaving and frequency regulation services for additional revenue [2].