1. Liquid Cooling Supercharging
liquid-cooled supercharge technology by virtue of itsHigh power, high reliability, low maintenance cost, is becoming the core solution in the field of new energy vehicles. Taking Huawei's full liquid cooling and overcharging as an example, the power of a single gun can reach 600kW, the charging speed is close to "one kilometer per second", and it is suitable for various complex scenes such as county, high speed and city, greatly alleviating the 146 of charging anxiety. Its core strengths include:
technological breakthrough: Through liquid cooling and heat dissipation technology, it solves the heating problem of high-current charging, supports high-voltage platforms (such as 800V) and intelligent power distribution, and adapts to the demand of future overcharged models.
economy: Full life cycle maintenance-free design to reduce operating costs, equipment life of up to 15 years, suitable for large-scale deployment 46.
policy driven: The national level to promote the "100 counties, thousands of stations and ten thousand piles" project, requiring 2025 to achieve rural coverage, liquid-cooled super-charging to become the county charging network construction of the preferred 15.
2. enterprise layout liquid cooling super charge option
1.Technology R & D and Product Iteration
core hardware research: Key technologies such as liquid cooling module, high-power charging gun (such as 600A/1000V charging gun of Yonggui Electric Appliance) and intelligent power distribution system need to be mastered to break through bottlenecks such as heat dissipation, sealing and compatibility.
Adapted to high voltage platform: With BYD, GAC and other car companies 800V model penetration rate increased, over-charging piles need to support higher voltage and current (e. g. Huawei 600kW, Yiyiqi 800A), and compatible with multi-protocol charging standard 710.
software algorithm optimization: Such as Wanma shares of the power intelligent distribution algorithm, to achieve dynamic power distribution in group charging mode, improve resource utilization 1.
2.Industry Chain Cooperation and Ecological Construction
Binding Head Enterprise: Join Huawei's super-charging alliance and other ecosystems, become a core supplier (e. g. Yonggui Electric Appliances accounts for 30% of Huawei's liquid-cooled super-charging pile), or jointly develop with car companies (e. g. BYD and Huawei jointly build a super-charging network) 39.
government-enterprise coordination: Participate in the local government "10-minute charging circle" project (e. g. Linyi, Dongguan), combined with policy subsidies to seize the county and high-speed scene 46.
energy integration: Explore the integrated mode of "optical storage and charging" and upgrade the charging pile to the grid regulation node 28 in combination with virtual power plant (V2G) technology.
3.Capacity Expansion and Cost Control
large-scale production: Such as Yonggui electrical appliances to expand production to an annual production capacity of 500000 sets of liquid-cooled charging gun, through the scale effect to reduce the unit cost 3.
Cost Reduction Path: Optimize the liquid-cooled pipeline material process (e. g. sealing technology), promote module standardization (e. g. Inkray 600kW module), and cope with the industry trend of 10%-15% drop in the average price of liquid-cooled charging guns in 2025 39.
3. Market Expansion Strategy and Risk Response
1.Key Market Selection
Counties and Countryside: In response to the national "new energy vehicles to the countryside" policy, the layout of the county overcharge network, to solve the rural charging facilities short board 15.
urban core area: Aiming at the needs of high-end users, the joint commercial complex (such as the Beijing CBD) provides a "charging and service" experience 710.
Overseas market: Through CE certification and other international standards, expand Europe, Southeast Asia and other regions, such as Yonggui Electric plans to increase the proportion of overseas revenue to 15% in 2025 3.
2.Competition and Risk Prediction
Technology substitution risk: Solid-state batteries that achieve 10 minutes of self-charging may weaken overcharge demand, but the impact is limited until 2027 3.
pressure of price war: Head companies need to maintain premiums through technical barriers (e. g. Huawei protocol compatibility), and SMEs need to focus on differentiated scenarios (e. g. highway piles) 39.
Host factory self-built impact: For example, Mercedes-Benz and BMW joint venture brand Yi Anqi's "Hundred Cities and Thousand Stations" plan may squeeze the space of third-party suppliers and need to strengthen the 710 of technology irreplaceability.
4.Future direction and long-term value
technology integration: Combine AI with big data to optimize charging scheduling (e. g., Weilai virtual power plant) to improve grid interaction 2.
standards lead: Participate in the formulation of industry norms (e. g. Ease led the "All-liquid cold super-charging station construction guide"), seize the right to speak 8.
User Education: Through experiential marketing such as "charging 5 minutes and 300 kilometers" (such as Dongguan super-charging station), change the user's charging habits 6.
Conclusion
liquid-cooled supercharging is not only a technological upgrade, but also a key link in the transformation of energy infrastructure. Enterprises needtechnology deep cultivation, ecological collaboration, scene adaptationis the core, in the policy dividend and market demand overlay period to seize the opportunity, while being alert to the challenges of technological iteration and changes in the competitive landscape. In the long run, liquid-cooled supercharging will become an important node of the smart energy network, promoting the deep integration of new energy vehicles and new power systems.