（文章来源：证券日报） 证券日报网讯 12月5日，沃尔核材在互动平台回答投资者提问时表示，根据相关行业研究数据显示， 2024年度公司直流充电枪的营业收入位居国内同行业首位；此外，公司属于行业内最早研发大功率液冷 充电枪的企业之一，公司的大功率液冷充电枪也已实现量产，该产品的最大充电电流为1000A，最大电 压等级为直流1500V。公司将持续完善液冷、风冷等大电流充电枪产品序列，巩固国标直流充电枪的市 场领先地位；同时，加大欧标、美标充电枪产品的市场布局，进一步拓展国际市场。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：新能源汽车充电桩业务快速发展，公司在高压快充上 有什么业务亮点，市占率如何？请公司展望一下2026年的业务增长点在哪里？ 沃尔核材（002130.SZ）12月5日在投资者互动平台表示，根据相关行业研究数据显示，2024年度公司直 流充电枪的营业收入位居国内同行业首位；此外，公司属于行业内最早研发大功率液冷充电枪的企业之 一，公司的大功率液冷充电枪也已实现量产，该产品的最大充电电流为1000A，最大电压等级为直流 1500V。公司将持续完善液冷、风冷等大电流充电枪产品序列，巩固国标直流充电枪的市场领先地位； 同时，加大欧标、美标充电枪产品的市场布局，进一步拓展国际市场。 ...

Group 1 - The company is positioned as a leader in the AI computing power sector, with advanced technology and key equipment reserves in high-speed communication line products [1] - The company has established stable business partnerships with leading domestic and international clients and has completed the development of a single-channel 448G high-speed communication line sample, which is currently being validated by key customers [1] Group 2 - In the electric vehicle sector, the company is projected to have the highest revenue from DC charging guns in the domestic industry for the year 2024, according to relevant industry research [1] - The company is one of the earliest developers of high-power liquid-cooled charging guns, which have now entered mass production, with a maximum charging current of 1000A and a maximum voltage level of DC 1500V [1]

Core Insights - The rapid growth of electric vehicle charging infrastructure in China reflects the industry's overall prosperity, with a total of 18.063 million charging facilities as of September 2025, marking a 54.5% year-on-year increase [1] - The "Three-Year Doubling Action Plan" aims to establish 28 million charging facilities by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the needs of more than 80 million electric vehicles [1][2] - The policy framework is expected to drive significant growth in the charging infrastructure sector, with various brokerages expressing optimism about the anticipated demand and performance of related companies [2] Industry and Company Developments - Several listed companies in the charging infrastructure sector have established a complete closed loop from core components to manufacturing and operational services, preparing for market opportunities [3] - Companies like Jinbei Electric and Huazi Technology are actively expanding their market presence and technological capabilities to meet the increasing demand for charging solutions [3] - The dual drivers of policy incentives and technological innovation are accelerating the development of the charging station industry, with leading companies transitioning from equipment manufacturers to energy service providers [4]

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]