10月20日，国家能源局发布9月全国电动汽车充电设施数据。根据国家充电设施监测服务平台数据，截 至2025年9月底，我国电动汽车充电基础设施（枪）总数达到1806.3万个，同比增长54.5%。 福州公孙策公关咨询有限公司合伙人詹军豪对《证券日报》记者表示："电动车充电设施快速增长直接 反映了产业链上市公司的景气度。未来随着政策红利持续释放，产业链上市公司将迎来快速发展期。" 当前政策红利与技术创新的双重驱动，正加速推动充电桩行业向纵深发展。詹军豪认为："头部企业通 过技术创新和模式创新，已实现从设备制造商到能源服务商的转型，未来在储能、微电网等领域的价值 有望进一步释放。" 中信证券研报分析，中国充电联盟数据显示，截至2025年8月底，全国充电设施累计存量1700万个以 上。根据《行动方案》政策目标，对应未来两年将新增充电设施1000万个左右，《行动方案》提出的目 标为未来两年的充电基础设施建设提供了坚实的指引和底部需求支撑。 华泰证券研报也认为，《行动方案》从顶层设计上为充电桩产业发展铺平道路，并提供托底目标，有望 带动充电桩需求释放，看好充电桩本体企业、充电模块企业、运营企业随行业高质量发展获得业绩增 量 ...

Core Viewpoint - The company,沃尔核材, is positioned as a leader in the domestic market for its new energy business, specifically in the direct current (DC) charging gun segment, with projected revenue for 2024 expected to be the highest among its peers in the industry [1] Group 1: Company Positioning - The company is one of the earliest developers of high-power liquid-cooled charging guns in the industry and has participated in the formulation of industry standards [1] - The company's high-power liquid-cooled charging gun has achieved mass production, with a maximum charging current of 1000A and a maximum voltage level of DC 1500V [1] Group 2: Industry Impact - The rapid development of charging infrastructure in China is expected to have a positive impact on the company's charging guns and other new energy business operations [1]

Core Viewpoint - The company,沃尔核材, has revealed that its revenue from the new energy business, specifically DC charging guns, is expected to rank first among domestic peers in 2024 [1] Group 1: Company Positioning - The company is one of the earliest developers of high-power liquid-cooled charging guns in the industry [1] - The company has participated in the formulation of industry standards [1] Group 2: Product Specifications - The high-power liquid-cooled charging gun has achieved mass production [1] - The product features a maximum charging current of 1000A and a maximum voltage level of DC 1500V [1]

Core Insights - The National Development and Reform Commission's "Three-Year Doubling Action Plan for Electric Vehicle Charging Infrastructure (2025-2027)" is expected to positively impact the company and its operations in the new energy sector [2]. Company Overview - The company ranks first in the domestic industry for revenue from direct current charging guns in the new energy business for the year 2024 [2]. - The company is one of the earliest developers of high-power liquid-cooled charging guns and has participated in the formulation of industry standards [2]. - The company's high-power liquid-cooled charging gun has achieved mass production, with a maximum charging current of 1000A and a maximum voltage level of direct current 1500V [2]. Industry Impact - The rapid development of charging infrastructure in China is anticipated to have a positive effect on the company's charging guns and other new energy business operations [2].

Group 1 - The core viewpoint of the article highlights that沃尔核材 (002130.SZ) is expected to lead the domestic market in revenue from its new energy business, specifically in direct current (DC) charging guns for the year 2024 [2] - The company is recognized as one of the earliest developers of high-power liquid-cooled charging guns in the industry and has participated in the formulation of industry standards [2] - The company's high-power liquid-cooled charging gun has achieved mass production, with a maximum charging current of 1000A and a maximum voltage level of DC 1500V [2]

Core Viewpoint - The company emphasizes technology-driven innovation and aims to meet market demands through a comprehensive innovation platform, ensuring rapid product iteration and technological leadership in the connector industry [1] Group 1: Innovation and R&D Strategy - The company has a specialized R&D team covering structural design, signal transmission, simulation, thermal management, wiring harness, and system control [1] - The R&D strategy follows a "mass production generation, research generation, and pre-research generation" approach to ensure quick product iteration and technological advancement [1] Group 2: Market Focus and Product Development - The company has been deeply involved in the fields of new energy vehicles and liquid cooling for many years, focusing on the development of a full spectrum of high-speed and RF products for the Internet of Vehicles [1] - The high-voltage ultra-fast charging guns capable of handling 1000V/800A have been mass-produced and applied in the market, with a new generation of charging guns designed to meet 1000V/1000A megawatt charging needs soon to be launched [1] Group 3: Emerging Technologies and Applications - The company is actively pursuing emerging fields such as AI supercomputing and low-altitude economy, developing high-speed, liquid cooling, low-altitude high-pressure series, and low-altitude control system series products [1] - The company has achieved preliminary results in the research of higher voltage and larger current interface forms and liquid cooling system technologies, with significant improvements in thermal performance verified for new cooling plate technologies [1]

Core Viewpoint - The company is focusing on the development of liquid cooling technology, primarily for high-power liquid cooling charging guns, and plans to increase R&D investment while exploring new application areas in the industry [1] Group 1 - The company's liquid cooling technology is currently applied in high-power liquid cooling charging guns [1] - The company will continue to increase R&D investment [1] - The company is actively exploring new application areas in response to industry development trends [1]

Core Viewpoint - The company is focusing on the development of liquid cooling technology, primarily for high-power liquid cooling charging guns, and plans to increase R&D investment while exploring new application areas in response to industry trends [1] Group 1 - The company's liquid cooling technology is currently applied in high-power liquid cooling charging guns [1] - The company intends to continuously increase its R&D investment [1] - The company is actively exploring new application areas in the industry [1]