TGOOD(SZ:300001)2022-12-08 02:16Group 1: Company Overview - Qingdao Teruid Electric Co., Ltd. is focused on the development of intelligent charging systems for electric vehicles [2] - The company aims to build the largest electric vehicle charging network in China, integrating charging and distribution networks [4] Group 2: Charging System and Technology - The modular design of the charging system allows for easy upgrades without needing to replace the entire charging terminal [3][4] - The intelligent charging system can maximize battery life and ensure grid safety through control and protection features [4] Group 3: Business Model and Ecosystem - Teruid plans to create a comprehensive ecosystem that includes vehicle sales, repairs, rentals, and charging services [5] - The company aims to leverage its cloud platform for data collection and analysis, enhancing its service offerings [5] Group 4: Financial and Operational Challenges - Concerns about the high costs of building charging infrastructure are addressed by the company's optimistic view on funding applications [5] - The company is focused on developing different business models to address the unique challenges of installing charging facilities in residential and public areas [6] Group 5: Market Position and Competition - Teruid does not view companies that also provide charging services as competitors but rather as potential partners [6] - The company maintains a cost advantage by developing its own products and technology, unlike competitors who rely on purchased equipment [7] Group 6: Future Outlook and Policy Alignment - The company is aligned with national policies aimed at creating a unified ecosystem of charging networks, the internet, and the Internet of Things [8] - Teruid's technology allows for efficient use of electricity, with 90% of vehicles utilizing off-peak power [8]