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“智能充电龙头”挚达科技冲击港股IPO 自动充电机器人商业化落地再加速
Zheng Quan Ri Bao Wang· 2025-07-21 06:58
Core Viewpoint - The company, Zhida Technology, is preparing for a Hong Kong IPO amidst a surge of over 200 companies applying for listings, aiming to convert domestic shares into overseas ones for trading on the Hong Kong Stock Exchange [1] Group 1: Business Overview - Zhida Technology, founded in November 2010, specializes in home electric vehicle charging stations and related accessories, with approximately 90% of its revenue derived from electric vehicle charging products [2] - The company holds the largest market share in China for home electric vehicle charging stations, with 13.6% by volume and 10.3% by sales revenue, and a global market share of 9.0% [2] Group 2: Financial Performance - The company's revenue for the years 2022, 2023, and 2024, as well as for the three months ending March 31, 2025, are reported as 697.1 million, 670.7 million, 593.4 million, 155.7 million, and 217.1 million RMB respectively, with corresponding gross profits of 142.1 million, 137.5 million, 88.6 million, 35.3 million, and 35.8 million RMB [3] - Research and development (R&D) expenditures have increased significantly, with amounts of 34 million, 41 million, and 56 million RMB from 2022 to 2024, representing 4.9%, 6.1%, and 9.4% of revenue respectively [3] Group 3: Product Development and Innovation - The company is launching new products such as electric vehicle charging robots and energy management systems (EMS) to diversify its revenue streams and improve profit margins [2] - The automatic charging robot has become a core strategic product, with significant breakthroughs in various high-value scenarios, generating nearly 2 million RMB in revenue from the delivery of 10 units by March 31, 2025 [5] Group 4: Digital Transformation and Partnerships - Zhida Technology has digitized its installation and after-sales network, enhancing its shared charging services and supporting future vehicle-to-home (V2H) and vehicle-to-everything (V2E) capabilities [4] - The company has partnered with Alipay to explore innovative business models in orderly charging and virtual power plants, significantly driving future profitability [4] Group 5: Global Expansion Strategy - The company is actively expanding its overseas market presence, with a focus on enhancing profitability through international sales of charging products [7] - Zhida Technology has established a production base in Thailand with a designed capacity of 108,000 units per year and formed a joint venture with Indonesia's Indomobil Group to provide comprehensive electric vehicle charging solutions [9]