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价值研究所|特斯拉、华为、小米入局,家用充电桩龙头迎来“突围”之战
Zhong Guo Ji Jin Bao· 2025-09-26 03:21
这款自动充电机器人采用6个主动自由度设计,动作精准流畅,能以高效的方式完成复杂的充电任务, 并且独特的"一机多枪"模式,使一台设备可服务多个车位,大幅降低了部署与运营成本。 挚达科技的自动充电机器人具备"精准、高效、灵活、可靠"的特性,为自动充电提供了新的可借鉴模 板。 【导读】新能源汽车智能化驶向深水区,智能充电突破技术边界迎来巨头入局 中国基金报记者 闻言 9月末,"桦加沙"等台风密集到访香港,但香港国际机场的挚达自动充电机器人,依然自动完成了充电 任务,保障了新能源设备正常运转,展现出在极限场景下规模部署的可靠性。 这是新能源智能补能落地的最新案例。新能源汽车产业"狂飙"十年,全产业链自动化需求持续攀升,智 能补能成为关键一环。特斯拉、华为、小米等巨头相继入局,意图推动充电设备从单一功能向交互式、 自适应方向升级。 面对巨头强势入局,挚达科技等第三方家用充电桩头部企业积极应战,展示了在智能补能领域的底蕴。 挚达科技作为全球家用充电桩销量第一的供应商,自2016年起便开始布局自动充电机器人核心技术研 发,当前具备大规模部署的能力。 同时,充电从功能需求升级为"能源生态"入口,行业发展逻辑与估值也将迎来重估 ...
挚达科技开启战略2.0:充电机器人新品发布,定义智能充电新纪元
3 6 Ke· 2025-05-21 04:14
Core Viewpoint - The launch of the "Ling Snake SmartLink," a new generation of automatic charging robots by Zhida Technology, marks a significant technological breakthrough and industry innovation, aiming to reshape the interaction between people, vehicles, and charging stations, aligning with the company's strategic focus on intelligent solutions [1][6]. Industry Overview - The Chinese automotive industry has transitioned from electric vehicle (EV) awareness to leading in smart technology over the past 15 years, with a notable increase in EV adoption post-2015, driven by strategic developments and the opening of production qualifications [4]. - By 2024, the penetration rate of new cars meeting L2 standards in China's passenger car market is expected to rise from 52.1% in 2023 to 59.7%, with nearly 70% of mid-to-high-end models priced above 100,000 yuan meeting this standard [4]. Technological Advancements - The automatic charging sector is evolving rapidly, with automation in driving, parking, and energy replenishment becoming increasingly feasible across various scenarios, including highways and smart communities [5]. - Zhida Technology has invested in core technology development since 2016, establishing a 2.0 strategic goal focused on global, digital, and intelligent advancements in automatic charging technology [6]. Product Launch and Features - The "Ling Snake SmartLink" is the sixth generation of Zhida's snake-shaped flexible arm automatic charging robot, featuring a unique rope-driven flexible arm structure that offers cost efficiency, strong environmental adaptability, precision in connection, and safety [6][11]. - The company has successfully implemented its automatic charging robots in over 100 global applications, including locations like Hong Kong Airport and Qatar Science Park, indicating a growing demand for automatic charging solutions as autonomous driving technology expands [11]. Market Position and Global Expansion - Zhida Technology has shipped over 1.7 million charging stations, holding a 15.6% market share in China and a 9.5% share globally, with a complete production, sales, and service system established for overseas operations [12]. - The company has initiated a global expansion strategy, achieving dual certification for European and American standards and covering over 20 markets, with plans to localize manufacturing capabilities in regions like the Middle East and South America [12][13]. Future Outlook - Zhida Technology is entering a new phase of accelerated global expansion, focusing on a dual-driven strategy of domestic and international market synergy, alongside intelligent charging and green energy management [13]. - The company aims to leverage its position as a leader in the smart charging sector to contribute to global energy transition and carbon neutrality goals through innovation and capital empowerment [13].