From May 22 to 24, 2024, the 3rd Shanghai International Charging Pile and Power Station Exhibition and the 10th China International Electric Vehicle Charging and Replacing Industry Conference were held in Shanghai. This exhibition focused on the latest development of the charging and replacement industry under the trend of electric vehicles after the cycle, of which liquid cooled supercharging, going to sea strategy, heavy truck demand, etc., has become a high boom segment of the industry. In particular, the application of 800V high voltage fast charge new technology is gradually mature, and the demand for charging facilities has also shown new changes and characteristics.

As a bellwether of the industry, Shanghai International Charging Pile and Power Station Exhibition not only focuses on the latest technological achievements of the head enterprises, but also makes predictions and guidelines for the future development trend.

Liquid-cooled supercharge technology has become one of the focuses of this exhibition because of its high efficiency and fast charging advantages. Huawei Digital Energy announced the establishment of a supercharging alliance with 11 car companies, and plans to deploy more than 10,000 stations and 100,000 ultra-fast charging piles in 2024. This strategic layout not only shows Huawei's ambition in the field of charging, but also a strong affirmation of the development prospects of liquid-cooled supercharge technology. Following closely, Green Energy Hui charging, Golden Crown Electric, Kehua Technology and other enterprises have launched their own liquid cooled supercharge new products, with power ranging from 720kW to 800kW, showing China's innovative strength in the field of high voltage fast charging technology.

Despite the high cost of liquid-cooled supercharge technology, its significant advantages in improving charging efficiency and reducing charging time make it the development direction of the future charging market. In contrast, although the traditional air cooling scheme still has a place, its market share may be challenged in the face of the rapid development of liquid cooling technology. In terms of supply chain, the performance and cost of key components such as liquid cooling gun lines and liquid cooling modules will become an important factor in determining the popularity of liquid cooling supercharge technology.

In addition, the heavy truck charging pile and power station market as another high-boom segment, its growth momentum is also remarkable. With the continuous breakthrough of fast charging and supercharging technology, the sales of recharging heavy cards have surged since 2024, and the cumulative real sales growth in the first four months has reached an astonishing 195%. This growth rate not only exceeds the overall growth rate of new energy heavy trucks, but also makes charging heavy trucks occupy more than half of the new energy heavy truck market. The reason why the rechargeable heavy card can achieve such brilliant results is because of its strong adaptability and mature and stable technology in the charging scene; On the other hand, it is due to the strong promotion of local policies and the concentrated demand of downstream customers.

At the same time, the pace of charging pile companies to go to sea is also accelerating significantly. The implementation of the EU's Alternative Fuel Infrastructure Act (AFIR) has brought new development opportunities to the overseas charging pile market. According to the law, from 2025, the European transport network will install at least one fast charging station of more than 150kW every 60 kilometers, and higher power charging stations will be required for heavy vehicles. This policy will undoubtedly stimulate the demand for investment and construction of charging infrastructure in Europe. With the accumulation and cost advantages in charging technology, Chinese enterprises have successfully entered the European market and achieved a certain market share. Daotong Technology, Star charging, Shenghong Shares and other enterprises through cooperation with domestic car companies or with local energy companies, actively layout overseas markets, showing the international vision and competitiveness of China's charging pile enterprises.

However, the challenges of overseas markets cannot be ignored. Compared with China's domestic market, the overseas charging pile industry chain is more loose, with many participants and strong regional dispersion. This requires Chinese enterprises to pay more attention to localization strategies and market segmentation in the process of going overseas to adapt to the market characteristics and consumer needs of different countries and regions. Through the layout of online channels and close cooperation with local partners, we can more effectively expand overseas markets and enhance brand influence.