威邁斯(688612.SH):公司的液冷充電樁模塊已取得了極氪汽車、理想汽車等知名整車廠的定點
格隆匯9月6日丨威邁斯(688612.SH)接受特定對象調研時表示,《國務院辦公廳關於進一步構建高質量充電基礎設施體系的指導意見》提出"到2030年,基本建成覆蓋廣泛、規模適度、結構合理、功能完善的高質量充電基礎設施體系,有力支撐新能源汽車產業發展,有效滿足人民羣眾出行充電需求",為充電樁市場的增長提供了政策支持。隨着新能源電動汽車的保有量增加,充電的需求變得越來越迫切,高產品質量的充電樁的需求也會越來越大。
公司針對目前充電模塊壽命短、失效率高等痛點,緊跟行業發展趨勢,在技術上實現了突破與創新,開發了液冷充電樁模塊。
產品採用三相六開關硬件拓撲,應用第三代半導體材料,並使用液冷高效散熱方案和無電解電容方案,大幅提升了產品的散熱能力、使用壽命併兼具噪聲低的優勢,同時具備逆變輸出能力,構建了技術優勢。
公司的液冷充電樁模塊已取得了極氪汽車、理想汽車等知名整車廠的定點,2022年產品的銷售收入為3,020.30萬元。公司相信液冷充電樁模塊產品與現有交流充電的車載電源產品能夠形成一定的互補性,滿足新能源汽車市場多樣化的充電需求,具有較強的市場競爭力。
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