Huati Tech(SH:603679) Xin Lang Cai Jing·2025-08-27 03:17Core Insights - Huati Technology (603679) has signed contracts with Sichuan Yuanqi Xingguang Digital Energy Technology Co., Ltd. for two major heavy-duty truck megawatt supercharging station projects in Jiangyou and Xingwen, further enhancing their supercharging network in the Sichuan-Chongqing region [1] - The Jiangyou station is designed with a total power capacity of 100MW, while the Xingwen station has a capacity of 63MW, marking a significant expansion in their supercharging infrastructure [1] Financial Impact - The previously disclosed order of 91 million yuan from the Beichuan project accounts for 24.8% of Huati Technology's projected revenue for 2024, indicating a substantial impact on performance [2] - The estimated order value for the Jiangyou station is likely to exceed 150 million yuan, while the Xingwen station's order value is projected to be in the range of 60 to 70 million yuan, reflecting the growing scale of their operations [1][2] Production and Technology - Huati Technology's Chengdu Shuangliu fully liquid-cooled supercharging smart factory has commenced production, with an initial capacity of 5,000 charging terminals, expected to reach 10,000 terminals upon full capacity [2] - The fully liquid-cooled supercharging products offer significant advantages, including a maximum charging power of 600kW, enabling electric vehicles to gain 300 kilometers of range in just five minutes, far surpassing traditional charging stations [2] Market Outlook - The rapid increase in penetration of new energy heavy-duty trucks is driving a surge in charging demand, opening up a trillion-yuan supercharging market [2] - With deep collaboration with Huawei and its own technological and production advantages, Huati Technology is well-positioned to stand out in the competitive landscape and continue to secure large orders [2]