Group 1 - Daotong Technology (688208) has successfully signed strategic customer orders with two major clients in the U.S., expanding its presence in the American charging market [1] - The clients include a leading global convenience retail group (Company C) and a prominent U.S. charging network operator (Company E), both deploying Daotong's MaxiCharger DH480 high-power DC charging stations [1][3] - This collaboration marks a significant advancement in Daotong's commercialization process in the North American charging market, further increasing its revenue from charging operations [1] Group 2 - Company C, one of the largest and oldest convenience store brands globally, operates over 27,000 stores in 35 countries and is transitioning from traditional fuel retail to electric mobility solutions [3] - Under the annual framework agreement, Company C will purchase high-power DC fast chargers in bulk from Daotong, enhancing consumer convenience across multiple locations in the U.S. [3] - Company E focuses on developing and operating high-performance electric vehicle charging stations in high-value locations such as shopping centers and transportation hubs, aiming to upgrade its strategy towards integrated electric mobility infrastructure [3] Group 3 - The DH480, Daotong's flagship high-power DC charging station, features a maximum output power of 480 kW and is designed for high-load, multi-vehicle charging scenarios [5] - The product emphasizes superior experience, reliability, and profitability, utilizing modular design and smart operation platforms to ensure over 98% operational uptime [5] - Communication is enhanced through dual 5G and Mesh networking, ensuring stable and reliable operation of charging equipment [5] Group 4 - The U.S. electric vehicle charging infrastructure market is projected to reach approximately $5.09 billion in 2024, with a compound annual growth rate of about 30% from 2025 to 2030 [6] - By 2030, an estimated 28 million charging ports will be needed to support around 33 million electric vehicles in the U.S., requiring cumulative infrastructure investments of approximately $82 billion [6] - Daotong has established a first-mover advantage in the U.S. market, with rapid growth over the past three years, reporting revenues of 567 million yuan, 867 million yuan, and 524 million yuan for the first halves of 2023, 2024, and 2025, respectively, reflecting year-on-year growth rates of 493.21%, 52.98%, and 40.47% [6] Group 5 - Daotong has secured a significant position in the U.S. market, achieving over 30% market share in the multi-family residential L2 charging segment, surpassing Tesla to become the market leader [7]