Investment Rating - The industry is rated as "Buy" with a maintained outlook, indicating an expected investment return exceeding 15% over the next 6-12 months compared to the market benchmark index [5][8]. Core Insights - BYD launched its new generation pure electric technology platform, the Super e platform, with pre-sale prices for the Han L EV ranging from 270,000 to 350,000 CNY and for the Tang L EV from 280,000 to 360,000 CNY, set to officially launch in April [1]. - The Super e platform features the world's first full-domain kilovolt high-voltage architecture, upgrading battery, motor, and control systems to 1000V, achieving a maximum charging current of 1000A, which is a 25% efficiency improvement over current mainstream 800V platforms [2]. - The platform's motor reaches a maximum speed of 30,511 rpm, utilizing innovative materials and AI-optimized designs to achieve a power density of 16.4 kW/kg and a single motor power of 580 kW, surpassing traditional V12 engines [2]. - The new 10C megawatt flash charging battery supports a maximum charging power of 1 megawatt (1000 kW), allowing for a range increase of over 400 kilometers in just 5 minutes of charging [3]. - The rise of high-voltage fast charging technology is expected to create investment opportunities in battery materials, vehicle architecture, and ultra-fast charging infrastructure [3]. Summary by Sections High-Voltage Fast Charging Technology - The Super e platform's 1000V architecture enhances system efficiency and reliability through the development of a 1500V silicon carbide power module and a 1500V/1200A energy cutoff switch [2]. - The industry is witnessing a trend towards high-voltage fast charging, with various electric vehicle manufacturers launching 800V+ high-voltage platform models [3]. Investment Opportunities - Key investment opportunities identified include: - Fast charging batteries focusing on negative electrodes, electrolytes, and packaging materials [3]. - Vehicle architecture requiring high-voltage designs for electric drive and control systems [3]. - Ultra-fast charging infrastructure, particularly liquid cooling modules and terminals [3]. - Recommended companies for investment include: - High-voltage platforms: Xinyi Technology, Weimaisi, Hongfa Technology, Zhongrong Electric [3]. - Fast charging lithium battery materials: Zhongke Electric, Shangtai Technology, Xinde New Materials, Hunan Youneng, Tiannai Technology [3]. - Liquid cooling ultra-fast charging: Yonggui Electric, Xinhongye, Woke Nuclear Materials [3]. - Silicon carbide: Tianyue Advanced, Luxiao Technology [3].