道通科技“储能 + 超充”破局AI用电荒 成北美能源转型关键推手

Core Insights - The U.S. is facing an unprecedented power supply challenge due to the exponential growth in demand for artificial intelligence and cloud computing, with a power gap of up to 270GW in the North American electricity market [1] - Daotong Technology is leveraging its power electronics technology to combine charging and energy storage, launching an integrated "Energy Storage + Ultra-Fast Charging" solution to stabilize the power system [1] - The company has successfully initiated multiple benchmark projects in the U.S. to address the electricity pressure from AI data centers [1] Group 1: Market Development - As of the end of 2025, Daotong Technology has started six benchmark projects for energy storage and ultra-fast charging in North America, with one site already completed [2] - The company plans to standardize its solution and promote it widely in the U.S., with plans for large charging stations to implement storage projects exceeding 5MWh [2] - An example project includes a fast-food chain in Southern California, which integrates 500kWh of energy storage with a 640kW ultra-fast charging station to alleviate grid load [2] Group 2: Competitive Advantages - Daotong's energy storage and charging solution has three core advantages: full suite of North American certified products, a localized team for efficient deployment and maintenance, and a modular system for scalable replication [2] - The company has achieved a systematic advantage in a market with high entry barriers, positioning itself as a key player in the energy transition in North America [2] Group 3: Business Model and Technology - Daotong Technology has established a multi-faceted revenue structure through three main avenues: peak shaving to reduce demand charges by 30%-60%, cash flow from ultra-fast charging stations, and capacity support in collaboration with local grids [3] - The company is building a power supply system based on an 820V±5% SiC platform, preparing for the trend towards 800V/900V in North America, and has developed a smart energy management system to optimize energy distribution and pricing strategies [3] - Industry experts note that as the electricity shortage from AI intensifies, the combination of charging and energy storage is becoming a necessity, with Daotong Technology emerging as a key driver of energy transformation in North America [3]