挚达科技通过港交所聆讯：凭“产品+服务+平台”领跑家用充电赛道

Core Insights - The article highlights the successful listing process of Zhida Technology on the Hong Kong Stock Exchange, marking a significant milestone for the company [1][2]. Industry Growth - The electric vehicle (EV) home charging solutions industry is experiencing explosive growth driven by dual factors: the push for carbon neutrality and the increasing penetration of electric vehicles [2][4]. - Global EV sales reached 7.7 million units in the five months ending May 31, 2025, representing a year-on-year growth of 32.1% [4]. - The global market for EV home charging solutions is projected to reach RMB 34.2 billion by 2029, with a compound annual growth rate (CAGR) of 19.2% from 2024 to 2029 [4]. Market Position - Zhida Technology is recognized as one of the largest suppliers of EV home charging solutions globally, holding a 9.0% market share in the home EV charging pile sales [5][6]. - In the Chinese market, Zhida Technology ranks first with a market share of approximately 13.6% [5]. - The company has shipped a total of 1.3 million home EV charging piles globally, with 1.2 million units in China, covering over 360 cities and completing more than 1.3 million installation and after-sales service tasks [5]. Strategic Partnerships - Zhida Technology has established deep collaborations with seven of the top ten EV manufacturers in China, enhancing its market advantage and facilitating global expansion through these partnerships [6]. Unique Business Model - The company employs a "product + service + digital platform" model, which addresses industry pain points and creates a competitive edge [8]. - The product range includes smart home EV charging piles and high-margin products like charging robots and energy management systems (EMS) [8][9]. - The service network is the largest in China, providing comprehensive support from installation to long-term maintenance, which increases customer loyalty and satisfaction [9]. Digital Platform - The digital platform serves as the core of Zhida Technology's business model, enabling efficient management of installation and after-sales services, as well as supporting shared charging services [10]. - The platform allows users to control charging remotely and optimize service efficiency through data accumulation, transforming charging piles into essential components of home energy management [10]. Innovation and Future Outlook - The "SmartLink" automatic charging robot, launched in May 2025, addresses user pain points related to charging convenience and is positioned to lead in high-tech barriers [10]. - As a leader in the home charging pile market, Zhida Technology is well-positioned to leverage capital for increased R&D, market expansion, and service network enhancement, capitalizing on the growth of the EV home charging industry [11].