特斯拉、华为、小米入局，家用充电桩龙头迎来“突围”之战

Core Insights - The article highlights the rapid advancement of intelligent charging technology in the electric vehicle (EV) sector, with major players like Tesla, Huawei, and Xiaomi entering the market to enhance charging infrastructure from a single-function to an interactive and adaptive model [1][2][4]. Industry Overview - The demand for automation across the entire EV supply chain has been increasing, with intelligent charging becoming a critical component [1]. - The global automotive industry is transitioning towards smart, connected, and low-carbon vehicles, with a significant rise in the penetration of L2-level new cars in China, expected to increase from 52.1% in 2023 to 59.7% in 2024 [2]. Company Developments - Zhida Technology has established itself as the leading supplier of home charging stations globally, with a market share of approximately 9% and 13.6% in China, and has collaborated with seven of the top ten domestic automakers [5]. - The company has developed an automatic charging robot that features a unique "one machine, multiple guns" mode, significantly reducing deployment and operational costs [2]. - Zhida Technology's 2.0 strategy focuses on global, digital, and intelligent innovation, with recent advancements including the launch of the sixth generation of its flexible arm automatic charging robot [4]. Market Position and Future Outlook - The company is preparing for its IPO in Hong Kong, aiming to enhance its capital strength and establish itself as a global benchmark in the intelligent charging sector [6]. - Zhida Technology's overseas revenue share is projected to grow from 1.9% in 2022 to 12.1% in 2024, indicating a strategic expansion into high-potential international markets [5]. - The ongoing technological iterations and market consolidation in the charging station sector present significant growth opportunities for Zhida Technology and similar companies [5].