价值研究所｜特斯拉、华为、小米入局，家用充电桩龙头迎来“突围”之战

Core Viewpoint - The article discusses the advancements in smart charging technology within the electric vehicle (EV) industry, highlighting the entry of major players like Tesla, Huawei, and Xiaomi, and the competitive response from companies like Zhida Technology, which is leading in home charging solutions [2][8]. Group 1: Industry Trends - The electric vehicle industry is experiencing a significant transformation towards automation and smart charging solutions, with a focus on creating an interactive and adaptive charging infrastructure [2][8]. - The penetration rate of new cars meeting L2 standards in China's passenger car market is projected to increase from 52.1% in 2023 to 59.7% in 2024, indicating a shift towards more advanced vehicles [8]. - The current charging market is predominantly manual, but there is a pressing need to transition to automated charging solutions to support the smart mobility ecosystem [8][9]. Group 2: Zhida Technology's Innovations - Zhida Technology has developed a fixed robotic charging solution that features six degrees of freedom, allowing for precise and efficient charging operations, and employs a "one machine, multiple guns" model to reduce deployment and operational costs [4][5]. - The company has accumulated nearly 40 patents in the field of automatic charging, showcasing its technological expertise and commitment to innovation [6][11]. - Zhida Technology's market share in home charging solutions is approximately 9% globally and 13.6% in China, making it the leading supplier in this segment [12]. Group 3: Strategic Developments - Zhida Technology's 2.0 strategy focuses on global, digital, and intelligent advancements, positioning the company to compete effectively against industry giants [11][14]. - The company has successfully launched its sixth-generation robotic charging solution, which is innovative in its design and functionality, enhancing its competitive edge [12]. - Zhida Technology's international revenue share is expected to grow from 1.9% in 2022 to 12.1% in 2024, reflecting its proactive overseas expansion strategy [12][13]. Group 4: Future Outlook - The global charging market is still highly fragmented, but technological integration is accelerating, presenting growth opportunities for companies like Zhida Technology [13]. - The company aims to establish itself as a global benchmark in the smart charging sector, contributing to energy transition and carbon neutrality goals through innovative solutions [14].