ATC(SZ:002227) Ge Long Hui·2025-11-06 07:51Core Viewpoint - The flexible charging pile represents a significant advancement in high-power charging technology, closely linked to the penetration rate of electric vehicles, grid capacity, and user charging habits [1] Industry Summary - The industry is currently in a rapid development phase, with high-power ultra-fast charging models accounting for less than 20% of the market [1] - Traditional charging piles still hold a cost advantage in medium and low-power scenarios, indicating a gradual release of market demand as a common phenomenon during technological iterations [1] Company Summary - The company’s megawatt-level flexible charging pile is leading in core technical indicators, positioning itself as a technology-driven enterprise [1] - The company is gradually establishing market barriers through differentiated products and has consistently adhered to a direct sales model for various types of charging pile products [1]