Core Viewpoint - Zhida Technology has successfully passed the Hong Kong Stock Exchange hearing and is on the verge of going public, positioning itself as a leading provider of home charging solutions for electric vehicles in China and globally [1] Group 1: Market Position and Growth - Zhida Technology ranks first in the Chinese home charging pile market and globally, with a cumulative shipment of 1.3 million units expected by March 31, 2025 [1] - The demand for home charging piles is accelerating due to the overseas expansion of China's new energy electric vehicles, with plans to use IPO funds for expanding overseas production facilities and sales networks [1][10] - The number of home charging piles in China has grown from 60,000 in 2016 to 3.41 million in 2022, with a compound annual growth rate of 96.1%, significantly outpacing public charging piles [2] Group 2: Service and Innovation - Zhida Technology addresses the "last mile" challenge in installation by providing a comprehensive service model that includes product, service, and a digital platform, ensuring installation is completed within approximately 7 days [4] - The company has established a vast service network covering over 360 cities in China, enhancing its competitive advantage [4] - User demands for home charging piles have shifted from "usable" to "user-friendly," leading to increased interest in smart charging and energy management solutions [4] Group 3: Future Growth Potential - The global electric vehicle penetration rate is projected to rise from 24.3% in 2024 to 47.3% in 2029, indicating a significant growth opportunity for charging piles [7] - The current car-to-pile ratio in China is 2.37:1, with government plans to achieve a ratio of 2:1 by 2025 and 1:1 by 2030, suggesting substantial future demand for charging infrastructure [7][8] - The Chinese government is implementing measures to enhance charging infrastructure, including mandates for new developments to include charging facilities [8][9] Group 4: International Expansion Strategy - Zhida Technology is expanding its production facilities overseas, with a new facility in Thailand set to produce 108,000 charging piles annually to support growth in Southeast Asia [11] - Plans are in place to establish additional production bases in the Middle East, Europe, and North America, along with local sales and marketing networks [12] - This strategy aims to enhance Zhida Technology's global market share and solidify its position as a benchmark enterprise in the new energy infrastructure sector, supported by capital from the IPO [12]
它才是新能源背后的“卖水人”!家充桩全球销冠挚达科技即将登陆港股
华尔街见闻·2025-09-29 11:12