挚达科技通过港交所聆讯：凭 “产品 + 服务 + 平台” 领跑家用充电赛道

Core Insights - The electric vehicle home charging solutions industry is experiencing explosive growth driven by dual factors of "dual carbon" goals and increasing penetration of electric vehicles [1][2] - Shanghai Zhida Technology Development Co., Ltd. (Zhida Technology) is a leading player in this market, leveraging a "product + service + digital platform" business model [1][2] Industry Overview - Global electric vehicle sales reached 7.7 million units for the five months ending May 31, 2025, representing a year-on-year growth of 32.1% [2] - The global market for electric vehicle home charging solutions is projected to reach RMB 34.2 billion by 2029, with a compound annual growth rate (CAGR) of 19.2% from 2024 to 2029 [2] - Emerging markets are becoming new growth engines, with projected CAGRs of 12.6% for China, 14.4% for Europe, 14.3% for North America, 52.3% for South America, 49.4% for the Middle East, and 63.2% for Southeast Asia by 2029 [2] Company Performance - Zhida Technology has shipped a total of 1.3 million home electric vehicle charging piles globally, with 1.2 million units shipped in China, covering over 360 cities [3] - The company has established a presence in 22 countries, particularly in rapidly growing markets like Thailand and Brazil [3] - Zhida Technology collaborates with seven of the top ten electric vehicle manufacturers in China, enhancing its market position and facilitating global expansion [3] Business Model - Zhida Technology's unique "product + service + digital platform" model addresses industry pain points and creates a competitive advantage [4] - The company offers a diverse product matrix centered around smart home electric vehicle charging piles, catering to various manufacturer needs [4] - The digital platform enhances service efficiency and enables features like smart remote control and energy management, transforming charging piles into core energy management tools [5] Innovation and Future Outlook - The "SmartLink Snake" automatic charging robot, set to launch in May 2025, addresses user convenience and expands the company's technological edge [5] - Zhida Technology is well-positioned to leverage capital from its upcoming IPO to increase R&D investment, expand overseas, and enhance service networks [6] - The value of home charging piles is expected to exceed that of mere charging devices, with Zhida Technology poised to benefit from the integration of energy transformation and smart mobility [6]