帮主郑重：充电桩概念股硬核标的

Group 1: Charging Module - The charging module sector has the highest technical barriers, accounting for over 40% of the total charging pile cost [3] - Youyou Green Energy (301590) is a leading domestic DC charging pile module company with a projected market share of 16% in 2024, focusing on high-power modules for electric heavy trucks [3] - Tonghe Technology (300491) is an invisible champion in the charging module field, with a market share in 30kW modules and a 29.84% year-on-year revenue growth in the first half of 2025 [4] - Inke Rui (300713) is a core supplier of liquid-cooled ultra-fast charging modules, having completed the R&D certification for 1000V power modules [5] Group 2: Whole Pile Manufacturing - Teruid (300001) is a dual leader in charging operation and equipment manufacturing, with a projected revenue of 15.374 billion yuan in 2024, representing a 21.15% year-on-year increase [6] - Wanma Co., Ltd. (002276) is a benchmark enterprise for high-power DC piles, with over 150,000 self-operated and managed piles [7] - Shenghong Co., Ltd. (300693) provides modular charging solutions and has begun mass production of 480kW ultra-fast charging piles [7] Group 3: Charging Operation - Telai Electric, a subsidiary of Teruid, is the largest charging operator in China, with over 2 million public charging piles built and a market share exceeding 30% [8] - The company has expanded its business model to include V2G (Vehicle-to-Grid) and virtual power plant services [8] Group 4: High Voltage Fast Charging and Core Components - Yonggui Electric (300351) leads in liquid-cooled charging gun technology, with 1000V/600A products entering the BYD supply chain [10] - Hongfa Co., Ltd. (600885) holds over 40% market share in high-voltage DC relays, with significant revenue growth expected from the new energy vehicle sector [10] - Sida Semiconductor (603290) is a leader in automotive-grade SiC MOSFET production, with rapid penetration in the charging pile sector [10] Group 5: Supporting Materials and Smart Grid - Wei's New Materials (unlisted) is a leader in charging gun heads and charging pile shell materials, having developed a halogen-free flame-retardant material that breaks international monopolies [11] - State Grid NARI Technology Co., Ltd. (600406) is a leader in electric grid charging scheduling systems, participating in the national charging pile planning [11] Group 6: Investment Logic - The investment logic is driven by policies, with the charging pile construction entering a phase of "quantity and quality improvement" from 2025 to 2027 [12] - Companies with high technical barriers and key positions in the industry chain are expected to benefit first [12]