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华为展台光储液冷超充站 宁德时代的展台吸引了一个外国参观团，他们在讨论一辆纯电车型从上海开车到北京的可能性。一位海 外工作的汽车从业者告诉智通财经，自己打算购入一辆萤火虫车型用作在市区通勤出行，"德国的市区 基本上充电设施已经很完善了，但郊区还不太行"。 车展开幕前一天，华为就发布了业界首个全液冷兆瓦级超充技术，峰值功率达到1.5兆瓦，每分钟可补 能20度，针对300度电池容量的重卡，仅15分钟就可以充到90%。极氪宣布其V4极充兆瓦桩单枪峰值功 率能够1.3兆瓦，首个极充兆瓦站已投入运营。更早之前，比亚迪还发布了闪充技术，号称可以5分钟充 电400公里。 智通财经记者 | 刘嘉欣 两年前的上海车展上，800V超充方案还被视为一个新技术，到了今年，大家关注的焦点已经从超充变 为了"兆充"。 简单解释什么是"兆充"，即在超高电压（1000V）和超大电流（1000A）的加持下，电池最大充电功率 可以达到1兆瓦及以上，充电速度能够和加油速度相当。这对动力电池、车型高压平台、充电桩乃至电 网都有要求。 本次车展上，华为、比亚迪、极氪、宁德时代等企业都亮出了自己兆瓦级超充技术。位于在整车品牌集 聚的展馆内的华为展台，充 ...

Investment Rating - The report maintains a "Positive" outlook on the automotive industry, indicating an expectation for the sector to outperform the overall market performance [2][20]. Core Insights - The report highlights the strategic investment by Fuda Co., which plans to acquire a 35% stake in Changban Robotics, enhancing its capabilities in the robotics sector through technology collaboration [3][4]. - The collaboration between Fuda and Changban is structured in three phases, with an initial investment of 18 million yuan for a 6% stake, followed by further investments contingent on production milestones [5]. - The report emphasizes the growth potential in the automotive sector, particularly in the context of new energy vehicles and robotics, suggesting that companies like BYD and Xiaopeng are well-positioned to benefit from technological advancements and market trends [6][9]. Summary by Sections Fuda Co. Update - Fuda Co. is set to acquire a 35% stake in Changban Robotics, focusing on precision transmission components and robotics, which will complement its existing capabilities in electric drive gear technology [3][4]. - The partnership aims to leverage both companies' strengths in linear and rotational actuators, facilitating a comprehensive approach to robotics [4][5]. Ai+ Strategy Meeting - Chuanhuan Technology has made significant progress in the liquid cooling pipeline and high-value connector business, which could drive short-term growth if orders materialize [6]. - Yuanrong Qihang is positioned as a leading third-party provider for advanced driving solutions, with expectations for increased collaboration with major OEMs [6][8]. New Vehicle Launches - The report notes the competitive pricing strategies of new models from Xiaopeng and Leap, with the Xiaopeng G6 and Leap B10 expected to enhance market competitiveness in the 100,000 to 200,000 yuan price range [10][11]. - The introduction of new models is anticipated to stimulate sales and strengthen the market position of these companies, particularly in the context of increasing consumer demand for intelligent features [12]. Investment Recommendations - The report recommends focusing on domestic leading manufacturers such as BYD and Xiaopeng, as well as companies with strong performance growth and robotics capabilities [6][9]. - It also suggests monitoring undervalued robotics companies in the Hong Kong market, such as Minshi Group, which are expected to benefit from ongoing technological advancements [9].