Newsletter summary
[Huatai Securities: ceramic ball for 800V fast charging trend is optimistic about domestic leading enterprises to accelerate breaking the situation] Securities Times e Company News, Huatai Securities Research News pointed out that as the problem of mileage is gradually solved, rapid replenishment has increasingly become the focus of consumers' attention. 800V is becoming a new energy.Pennfierce3saltwater...
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[Huatai Securities: ceramic ball for 800V fast charging trend is optimistic about domestic leading enterprises to accelerate breaking the situation] Securities Times e Company News, Huatai Securities Research News pointed out that as the problem of mileage is gradually solved, rapid replenishment has increasingly become the focus of consumers' attention. 800V is becoming a competitive new track in the new energy vehicle industry, and a number of car companies have launched new models one after another.Pennfierce3saltwaterWe observe that under the 800V platform, the voltage rise is easy to touch the upper limit of voltage resistance and insulation of motor materials, and the impact resistance, corrosion resistance, insulation and fatigue strength of traditional steel balls in bearings are limited. Ceramic ball replacement can meet the needs of special working conditions, or it can become a new scheme. Be optimistic about the replacement trend of ceramic balls in new energy vehicles. The ceramic ball industry chain has always been dominated by overseas enterprises, and domestic enterprises are promoting domestic substitution. It is suggested that relevant enterprises should pay attention to the progress of testing and verification at the end of automobile enterprises.