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浪潮智能终端魏成龙:聚焦重卡与县域充电市场 破解充电设施布局与速度瓶颈
Xin Lang Cai Jing· 2025-08-06 09:04
"浪潮智能终端从技术、方案、服务多方面入手,加速破解充电设施布局与速度瓶颈。"魏成龙提到,浪 潮通过系统的技术研判与优化,在充电模块上选用全新碳化硅方案,峰值充电效率提升到97%,自研兆 瓦级液冷超充系统等新技术,单枪可实现1兆瓦以上充电功率,整体充电时间能节省一半。系统整合方 面,构建覆盖核心领域的全栈式解决方案,推动车-桩-网智能体的协同发展。服务模式上,浪潮智能终 端有超千人、覆盖全国的零碳产品交付售后团队,提供售前-售中-售后等全流程服务。 在探索增值服务或能源衍生业务方面,魏成龙表示,在V2G技术方案方面,浪潮深入研究有序充电技 术,通过全栈数字化与智能化实现电网安全互动,提供V2G车网互动解决方案。数据服务上,其充电桩 运营管理平台综合运用物联网、大数据等技术,以"人、车、桩"互联互通为目标,积累的大量数据可用 于精准营销、用户行为分析等,挖掘数据价值。储能应用中,光储充一体化项目里的储能环节,在电价 波谷时储能,高峰时放电,降低运营成本,还可参与调峰调频辅助服务获取收益。在电力市场交易方 面,借助微电网系统,可参与电力直接交易、辅助服务市场交易等,通过优化能源配置,提升盈利能 力。(刘丽丽) 8 ...
优优绿能(301590) - 2025年6月11日投资者关系活动记录表
2025-06-12 10:02
Company Overview - Established in 2015, focusing on electric vehicle (EV) charging solutions with a strong technical foundation in power electronics [2][4] - Initial product offerings included 15kW charging modules, with subsequent iterations up to 40kW [2][4] - The company has developed a dual-engine strategy of "product + market," expanding from domestic to international markets [3][4] Product Architecture and Business Model - Main products include high-power DC fast charging modules for various scenarios: ultra-fast charging, destination charging, commercial storage, and home energy solutions [4][5] - Specific product offerings include: - Ultra-fast charging modules with power levels of 15kW to 40kW [4] - Small power DC fast charging modules (11kW, 20kW, 30kW, 40kW) for diverse applications [8] - V2G (Vehicle-to-Grid) systems with power ratings of 7kW, 11kW, and 20kW [5] - Home energy solutions integrating solar power and storage systems [5] Competitive Advantages - Founders possess over 20 years of experience in power electronics, specializing in high-frequency resonance technology [6][7] - Unique technical platforms for cooling solutions (direct ventilation, independent duct, and liquid cooling) with IP65 protection ratings [6][7] - Early adoption of comprehensive EV solutions, covering six major application scenarios [6][7] - Established a diverse customer base of over 1,000 industry clients, with significant international presence [7] Market Demand and Future Strategy - The market for charging infrastructure is expected to grow significantly due to increasing EV ownership and government support for charging facilities [10][11] - The company aims to focus on customer service and technological innovation rather than downstream manufacturing of charging stations [9] - Anticipates a shift towards high-quality charging solutions as urban areas complete basic coverage [11] - Plans to adapt to market dynamics and explore new growth opportunities in emerging segments [11]