ChargePoint Holdings

CHPTsupplier

ChargePoint operates one of the largest EV charging networks globally with over 280,000 activated ports. Its hardware and cloud-based software platform serves commercial, fleet, and residential charging across North America and Europe.

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產品與營收

產品營收佔比

營收結構 ($0.5B)

靜態數據（加載即時財務…）

Networked Charging Systems (58%)

Subscription (Software & Cloud) (25%)

Other (Warranty, Services) (17%)

業務部門構成與主要客戶

產品詳情

Commercial AC Charging35%

Level 2 networked chargers for workplaces, retail, and multifamily

DC Fast Charging30%

High-power DC fast chargers for fleets and public highway corridors

Fleet Management Software20%

Cloud software for EV fleet charging management and optimization

供應鏈關係

競爭對手

Tesla, Inc.

Supercharger network vs. ChargePoint

影響: Major competitor in public charging

合作夥伴

Rivian Automotive

Charging network interoperability

影響: Low — ecosystem partner

BYD Company

Charging for BYD fleet vehicles

影響: Low — international market

宏觀與市場背景

EV / 배터리行業新聞

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

近期催化劑

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

AI 分析

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企業資訊

總部

Campbell, California, USA

成立時間

2007

員工人數

2,100+

官網

chargepoint.com

行業概況 — EV / 배터리

行業新聞