Investment Rating - The report does not explicitly state an investment rating for the liquid cooling fast charging industry Core Insights - The liquid cooling fast charging market in China is projected to grow significantly, with revenues expected to reach 578.84 billion RMB in 2024, up from 388.2 billion RMB in 2023, representing a growth rate of 49.11% [21][27] - The number of new energy vehicles (NEVs) in China is forecasted to increase from 2,041,000 in 2023 to 3,061,500 in 2024, indicating a growth rate of 50% [23][25] - The penetration rate of liquid cooling fast charging vehicles is expected to rise from 5.8% in 2023 to 6.96% in 2024, reflecting a growth rate of 20% [24][25] Market Size Overview - The annual revenue from liquid cooling fast charging in China has shown substantial growth, increasing from 2.67 billion RMB in 2018 to an estimated 261.32 billion RMB in 2024 [21][27] - The market size for liquid cooling fast charging equipment is projected to grow from 6.6 billion RMB in 2018 to 317.52 billion RMB in 2024 [21][34] Vehicle Ownership and Charging Infrastructure - The number of liquid cooling fast charging stations is expected to increase from 2 million in 2023 to 2.7 million in 2024, with a growth rate of 35% [30][34] - The average number of fast charging piles per station is projected to remain stable at 2 from 2023 to 2024, with a potential increase to 3 by 2025 [32][34] Charging Costs and Revenue - The average cost of liquid cooling fast charging piles is expected to decrease gradually from 60,000 RMB in 2023 to 54,240 RMB by 2028 [33][34] - The average daily charging amount for new energy vehicles is projected to decline slightly from 34.3 RMB in 2023 to 31 RMB by 2028 [26][34]
中国液冷超充行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-08-23 13:31