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If we only look at superficial data, the development of ultra-fast charging in the past two years has indeed been "bustling": higher power, shorter time, and constantly expanding application scenarios, from passenger cars to heavy-duty trucks, from cities to highways. But if you talk to people who actually make equipment and do engineering, you will find a very obvious change: when discussing ultra-fast charging, there are fewer and fewer discussions about power, and more and more discussions about stability. And the stability issue almost always leads to the same keyword - thermal management.

The "difficulty" of super fast charging lies not in charging fast, but in whether it can maintain high speed. Many people interpret super fast charging as "high-power output in a short time", but in real-life scenarios, the situation is far from simple. Current super fast charging devices often face several practical conditions:

• High usage frequency

• Long continuous operation time

• Complex ambient temperature

• Large load fluctuation

In this scenario, the equipment does not "shut down immediately after being activated", but remains in a high-power state for an extended period. The challenge for the system is no longer just whether it can reach a certain peak parameter, but whether it can operate continuously and stably.

The increase in power does not result in a linear escalation of thermal issues; instead, it is amplified. In engineering, there is a very real phenomenon: when the power density rises to a certain level, the thermal issues often become not just "a little more" but "suddenly become very difficult to control". for example

• The temperature rise rate of the gun line has significantly accelerated

• The heat dissipation space for power modules is further compressed

• Once local hotspots appear in the system, it is easy to trigger derating

This is also why there is a gap between theoretical power and actual power in many ultra-fast charging devices in practical use.

It's not that the technology can't achieve it, but rather that heat management has become a bottleneck.

The industry is transitioning from a focus on "competing for indicators" to an early stage of "competing for system capabilities". Super-fast charging is more about technology demonstration, with everyone competing to showcase more impressive parameters. However, as large-scale applications progress, the focus of operators and customers is shifting:

• Can it run for a long time?

• Is it stable under high temperatures in summer?

• Is the maintenance cost high?

Essentially, these questions all boil down to one thing: whether the system's thermal management capability is mature enough.

It is precisely because of this that more and more original equipment manufacturers (OEMs) are beginning to realize that thermal management cannot be treated merely as an "accessory", but rather needs to be designed as a part of the system.

Why are enterprises specializing in thermal management becoming increasingly important?

At this stage, the division of labor within the industry is becoming clearer. Not all enterprises need to develop all technologies themselves, especially in highly engineered fields like thermal management. Companies like Xi'an Tiantai Electronics do not manufacture complete equipment themselves, but have long focused on new energy thermal management systems, conducting systematic design and engineering verification around issues such as gun line cooling and power module cooling in ultra-fast charging applications. Such roles may not be prominent in the early stages, but as the industry enters a phase where "stability and long-term sustainability are prioritized", their value becomes increasingly evident.

The next stage of ultra-fast charging is about "how long it can run". From the trend, ultra-fast charging will continue to develop, with power increasing and application scenarios expanding. However, what truly determines how far the technological path can go is often not the highest parameter, but the lowest risk.

Whoever can control the temperature can control the safety, lifespan, and operation and maintenance costs of the equipment.

And this is precisely why thermal management has been placed back at the core in the era of ultra-fast charging.