Monday, December 30, 2024

2025年-2035年电动汽车和车队的充电基础设施:市场、技术和预测

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1. EXECUTIVE SUMMARY 1.1. Overview of charging levels 1.2. EV charging ecosystem 1.3. EV charging experiencing continued growth 1.4. Six key market trends in EV charging 1.5. General points about the EV charging market 1.6. DC fast charging levels 1.7. Cost per kW of installing chargers varies 1.8. Public charging pain points still exist 1.9. Charging is complex, especially at scale 1.10. Delays in DCFC deployment due to utility-side upgrades and supply-chain constraints 1.11. Generation landscape – off-grid operation 1.12. Comparison of off-grid charging technologies 1.13. Megawatt charging: a new segment of high-power DC fast charging 1.14. Destination DC charging: a new product class for EVSE manufacturers 1.15. Site architecture: distributed vs all-in-one solutions 1.16. SiC enables future EV charging power trends 1.17. Alternate charging strategies emerging 1.18. Evaluation of different charging strategies 1.19. Outlook for EV Charging Technologies 1.20. The landscape for charging infrastructure is getting competitive 1.21. IDTechEx EV charging leaderboard 1.22. AC/DC V2G system SWOT analysis 1.23. List of BEVs capable of V2X 1.24. Share of V2X-capable vs. unidirectional EV sales 1.25. Why V2H will drive V2X adoption 1.26. Cost of V2H system still not attractive 1.27. Global charging infrastructure installations 1.28. Total car and fleet charging outlets in-use 2015-2035 1.29. New charging installations by power class 2015-2035 1.30. Level 2 AC charging speeds are on the rise 1.31. Level 3 DC fast charging power envelope pushing further 1.32. Total charging installations by region 2015-2035 1.33. EV charging market: a US$104 billion market by 2035 2. INTRODUCTION 2.1. Charging levels 2.2. Charging modes 2.3. Basics of electric vehicle charging mechanisms 2.4. How long does it take to charge an electric vehicle? 2.5. Factors that affect charging speed 2.6. The trend towards DC fast charging 2.7. Charging methods 2.8. Charging infrastructure coverage and demand 2.9. Number of public chargers required for plug-in EVs? 2.10. Private versus public charging 2.11. Charger infrastructure terminology 2.12. Market trends in EV charging (1) 2.13. Market trends in EV charging (2) 2.14. Market trends in EV charging (3) 2.15. Market trends in EV charging (4) 2.16. Market trends in EV charging (5) 3. CHARGING INFRASTRUCTURE BY REGION 3.1.1. Global charging infrastructure installations 3.2. Charging Infrastructure by Region – U.S. 3.2.1. Growth of EV charging infrastructure in US 3.2.2. The state of public charging stations in US (I) 3.2.3. The state of public charging stations in US (II) 3.2.4. Growth of public DC fast chargers in US 3.2.5. NACS to become the dominant connector type in US 3.2.6. US DC fast charger market challenges 3.2.7. Private and public charging penetration in US 3.2.8. EV charging utilisation trends in US 3.3. Charging Infrastructure by Region – Europe 3.3.1. Key takeaways for Europe 3.3.2. The state of EV charging infrastructure in Europe 3.3.3. Growth of EV charging infrastructure in EU 3.3.4. Segmentation of public chargers in EU by power 3.3.5. AC/DC split by EU country 3.3.6. EU charging infrastructure rollout lagging 3.3.7. Policy for EV charging Infrastructure in EU 3.3.8. Some countries need to significantly over comply with their AFIR targets 3.3.9. Private and public charging penetration in Europe 3.4. Charging Infrastructure by Region – China 3.4.1. The status of public charging in China 3.4.2. Public charging rollout in China keeping up the pace with EV sales 3.4.3. Public charging installations in China by province and municipalities 3.4.4. China utilisation numbers are low 3.4.5. Private and public charging penetration in China 4. CHARGING CONNECTOR STANDARDS 4.1.1. Overview of EV charging connector standards 4.1.2. EV charging infrastructure standard organizations 4.1.3. Key standards involved in EV charging 4.1.4. EV charging infrastructure standards: ISO/IEC 4.1.5. EV charging infrastructure standards: SAE 4.1.6. DC charging standard: CCS 4.1.7. DC charging standard: CHAdeMO 4.1.8. EV charging infrastructure standard in China: GB 4.1.9. Why EV connectors will not use household outlets 4.1.10. Types of EV charging plugs (I) 4.1.11. Types of EV charging plugs (II) 4.1.12. EV charging systems comparison 4.1.13. Summary of charging levels and regional standards 4.1.14. Connector types summary 4.1.15. Overview of EV charging standards by region 4.2. Harmonisation of Charging Connector Standards 4.2.1. The dilemma of charging connectors 4.2.2. Choosing the right connector 4.2.3. Migration of US automakers to Tesla’s connector 4.2.4. Competition for global acceptance 4.2.5. NACS construction 4.2.6. Tesla NACS vs CCS 4.2.7. NACS AC and DC pin sharing 4.2.8. Tesla cable thermal management 4.2.9. NACS drivers 4.2.10. Charging hardware suppliers and CPOs adopting NACS in North America 4.2.11. ChaoJi (CHAdeMO 3.0) and the current charging standards 4.2.12. China approves new DC charging standard ChaoJi-1 4.2.13. Achieving harmonisation of standards 4.2.14. Harmonisation of standards will be key 4.3. Communication Protocols 4.3.1. What are communication protocols? 4.3.2. Communication protocols and standards 4.3.3. Communication systems for EV charging 4.3.4. Communication interfaces (I) 4.3.5. Communication interfaces (II) 4.3.6. Types of communication protocols 4.3.7. Overview: OCPP versions and benefits 4.4. Plug and Charge 4.4.1. The next big step in EV fast charging is Plug and Charge 4.4.2. What is Plug and Charge? What are the benefits? 4.4.3. How does Plug and Charge work? (I) 4.4.4. How does Plug and Charge work? (II) 4.4.5. Public key infrastructure is the basis of Plug and Charge 4.4.6. Functionalities enabled by ISO 15118 4.4.7. Plug and charge aims to be more customer centric than the Tesla ecosystem 4.4.8. Ramp up phase 2018-2022 4.4.9. State of Plug and Charge deployment in 2024 4.4.10. Plug and Charge SWOT 5. ELECTRIC VEHICLE CHARGING INFRASTRUCTURE AND KEY TECHNOLOGIES 5.1. Overview of Electric Vehicle Charging Infrastructure 5.1.1. EV charging infrastructure: technology overview 5.1.2. Different types of EV charging infrastructure 5.1.3. Architecture of EV charging infrastructure 5.1.4. EV charging technologies by application 5.2. Conductive Charging 5.2.1. Conductive charging technologies by application 5.2.2. AC charging versus DC charging (I) 5.2.3. AC charging versus DC charging (II) 5.2.4. Electric vehicle on-board charger (OBC) 5.2.5. Types of OBC 5.2.6. Working of an OBC 5.2.7. Role of the OBC 5.2.8. EV OEM onboard charger examples 5.2.9. Conductive charging at Level 1 5.2.10. Conductive charging at Level 2 5.2.11. Conductive charging at Level 3 5.2.12. Summary of charging levels 5.2.13. Behind the plug: what’s in a charging station? 5.2.14. EV Charger Components 5.2.15. Residential charging 5.2.16. Workplace charging – an essential complement to residential charging 5.2.17. How workplace charging can help alleviate grid pressure 5.2.18. Destination DC charging 5.2.19. List of destination/residential DC chargers 5.2.20. Applications for destination DC chargers 5.2.21. Benchmarking destination DC chargers (1) 5.2.22. Benchmarking destination DC chargers (2) 5.2.23. Auto OEMs to remove OBCs if destination DC chargers installed? 5.2.24. Outlook for destination DC chargers 5.3. High Power Conductive Charging 5.3.1. Current charging needs 5.3.2. CHAdeMO is preparing for 900 kW high power charging 5.3.3. Is 350 kW needed? 5.3.4. High power charging is the new premium charging solution 5.3.5. Benefits of high power charging 5.3.6. High power charging infrastructure 5.3.7. HPC Units by various manufacturers 5.3.8. High output chargers require significant power capacity 5.3.9. 800 V architecture for EVs 5.3.10. Borg Warner: effects on charging when increasing system voltage beyond 800 V (1) 5.3.11. Borg Warner: effects on charging when increasing system voltage beyond 800 V (2) 5.3.12. Megawatt charging impacts on commercial vehicle system voltage 5.3.13. Preh – charging technology for 800V EVs 5.3.14. Charging 800V battery: market solutions 5.3.15. Technical specification of HPCs by equipment manufacturer 5.3.16. Do HPCs require a large installation footprint? 5.3.17. Solving the installation issue 5.3.18. Commercial charger benchmark: power and voltage levels 5.3.19. Commercial charger benchmark: voltage and current levels 5.3.20. Commercial charger benchmark: cooling technology 5.3.21. Site architecture: distributed vs all-in-one solutions 5.3.22. Advantages & disadvantages of all-in-one systems 5.3.23. Advantages & disadvantages of distributed systems 5.3.24. Commercial charger benchmark: all-in-one units (1) 5.3.25. Commercial charger benchmark: all-in-one units (2) 5.3.26. Commercial charger benchmark: all-in-one units (3) 5.3.27. Estimated total cost of ownership 5.3.28. Challenges for high power charging 5.3.29. Impacts of fast charging on battery lifespan 5.3.30. Efforts to improve fast charging performance 5.3.31. Why preheat batteries? 5.3.32. Intelligent battery management to enable fast charging 5.3.33. Thermal management strategies in HPC 5.3.34. EV charging cables 5.3.35. Cable cooling to achieve high power charging 5.3.36. Air-cooled vs liquid-cooled DC charging cables 5.3.37. Liquid phase change cooled cables and connectors 5.3.38. Phoenix Contact – Liquid Cooling for Fast Charging 5.3.39. Brugg eConnect cooling units 5.3.40. TE Connectivity – Thermal Management Opportunities (I) 5.3.41. TE Connectivity – Thermal Management Opportunities (II) 5.3.42. CPC – Liquid Cooling for EV Charging (I) 5.3.43. CPC – Liquid Cooling for EV Charging (II) 5.3.44. Tesla liquid-cooled connector for ultra fast charging 5.3.45. Tesla adopts liquid-cooled cable for its Supercharger 5.3.46. ITT Cannon’s liquid-cooled HPC solution 5.3.47. Umicore: materials for high voltage EV charging 5.3.48. Umicore: silver graphite composite plating 5.3.49. Umicore vs. TE Connectivity: silver plated contacts 5.3.50. Modularity 5.3.51. Power modules for HPCs 5.3.52. Power module market trends (1) 5.3.53. Power module market trends (2) 5.3.54. Chinese power module manufacturers 5.3.55. Why SiC: SiC enables typically about 2% efficiency gain in DC EV charger applications compared to Si-based solutions 5.3.56. SiC enables future EV charging power trends 5.3.57. PCB dip coating vs. potting for power modules 5.3.58. High power charging roadmap 5.3.59. High power charging SWOT 5.3.60. Public charger reliability and uptime 5.3.61. Common causes of public charger outages 5.3.62. The cost of maintenance 5.3.63. Strategies for maintaining charger uptimes 5.4. Megawatt charging 5.4.1. Megawatt Charging System (MCS) announcement 5.4.2. Why megawatt charging is important 5.4.3. MCS Specifications and Comparison 5.4.4. MCS Power levels 5.4.5. MCS Charging connector 5.4.6. Challenges in Implementing MCS 5.4.7. MCS Player Landscape 5.4.8. MW charging announcements 5.4.9. List of MW charging projects 5.4.10. Milence 5.4.11. Megawatt charging in China 5.4.12. Tesla MW charging 5.4.13. Tesla proprietary plug…again? 5.4.14. Tesla high power charging solutions 5.4.15. Charge America (WattEV) 5.4.16. Charge America Product Roadmap 5.4.17. Kempower 5.4.18. Zerova 5.4.19. Power Electronics 5.4.20. ChargePoint 5.4.21. Other Companies Working On MCS Product 5.4.22. Grid impacts of MW charging 5.4.23. MW charging market rollout is around the corner 5.4.24. MW charging summary 5.4.25. Megawatt class chargers forecast 5.5. Innovations in Conductive Charging 5.5.1. Innovative charging solutions overview 5.5.2. Traction integrated on-board charging 5.5.3. Visual representation: status quo vs integrated charging 5.5.4. Benefits and implications of traction iOBC 5.5.5. Historic traction integrated charging examples 5.5.6. BYD and Hitachi solutions 5.5.7. Passenger vehicle examples (1) 5.5.8. Passenger vehicle examples (2) 5.5.9. Traction integrated OBCs going mainstream 5.5.10. Traction iOBC suppliers 5.5.11. DOE funding highlights traction integrated charging 5.5.12. Traction integrated OBCs summary 5.5.13. Off-grid electric vehicle charging 5.5.14. Off-grid charging, why it is necessary 5.5.15. Off-Grid – Two Main Motivators 5.5.16. Off-Grid vs Grid-Tied Charging 5.5.17. Generation landscape – off-grid operation 5.5.18. Comparison of off-grid charging technologies 5.5.19. Comparison Benchmarking – Installation Area vs Peak Power Output 5.5.20. Off-grid charging market landscape – technological overview 5.5.21. The attraction of fuel cell generators 5.5.22. Hydrogen EV generator – scalable 5.5.23. Off-grid charging market dominated by hydrogen in 2034 5.5.24. Linear generators: suppliers finding new markets in infrastructure gaps for EVs 5.5.25. Hyliion Karno Generator 5.5.26. Mainspring Linear Generator 5.5.27. Mobile charging – a new business model for electric vehicle charging 5.5.28. Modular mobile charger by SparkCharge 5.5.29. Mobile charging station installed in cargo vans 5.5.30. Power Mobile charging service by NIOPower 5.5.31. Challenges and limitations of battery powered mobile chargers 5.5.32. Grid connected mobile DC fast chargers 5.5.33. The case for portable DC chargers 5.5.34. List of mobile DC fast chargers 5.5.35. Technical specifications of mobile DC fast chargers 5.5.36. Benchmarking mobile DC fast chargers 5.5.37. Pathways for installing DC fast charging stations 5.5.38. Why do we need battery integrated charging infrastructure? 5.5.39. Charging without a grid connection – the launch of Infrastructure-as-a-service (IaaS) 5.5.40. How battery integrated EV charging works 5.5.41. Jolt – MerlinOne 5.5.42. E.ON – Drive Booster 5.5.43. FEV – Mobile Fast Charging (MFC) solution 5.5.44. FreeWire – Boost Charger 5.5.45. FreeWire facing strong headwinds 5.5.46. Benchmarking battery buffered EV fast chargers 5.5.47. Summary of battery buffered EV charging projects 5.5.48. How will autonomous EVs refuel? 5.5.49. Autonomous charging of electric vehicles with robotics 5.5.50. Autonomous charging of electric vehicles with robotics: how it works 5.5.51. Autonomous charging: historic conductive robotic charging solutions 5.5.52. VW’s mobile charging robots 5.5.53. Electrify America to deploy robotic chargers 5.5.54. Easelink’s autonomous conductive charging system 5.5.55. Volterio 5.5.56. Hyundai automatic charging robot 5.5.57. Ford robotic charging prototype 5.5.58. NaaS automatic charging robot 5.5.59. Automatic Charging at EVS35 5.5.60. ROCIN-ECO, a robotic charging consortium 5.6. Wireless Charging 5.6.1. Introduction to wireless charging for EVs 5.6.2. Resonant inductive coupling – the principle behind wireless EV charging 5.6.3. Wireless charging will use magnetic as opposed to electric fields 5.6.4. Enabling componentry 5.6.5. Wireless charging addressable markets 5.6.6. Wireless charging overview 5.6.7. Benchmarking wireless coil designs 5.6.8. Key points about different coil topologies 5.6.9. Commercially deployed wireless chargers 5.6.10. OEMs with wireless charging pilot projects 5.6.11. Wireless charging trials are underway 5.6.12. Wireless charging players overview 5.6.13. Wireless charging player benchmarking 5.6.14. Cabled-chargers are not on their way out 5.6.15. Componentry cost and volumes 5.6.16. Wireless vs plug-in TCO analysis 5.6.17. Dynamic wireless charging remains experimental 5.6.18. Dynamic charging trials underway 5.6.19. Wireless charging aids V2G and battery downsizing 5.6.20. Wireless charging SWOT analysis 5.6.21. Wireless charging units by vehicle segment 2021-2033 5.6.22. Wireless charging for EVs: conclusions 5.7. Battery Swapping 5.7.1. Battery swapping: charge it or change it? 5.7.2. There are many ways to charge your EV – charging modes comparison 5.7.3. Swap-capable EVs entering the market 5.7.4. Battery swapping pathways for different types of EVs 5.7.5. Car swapping process overview 5.7.6. Battery swapping market for cars in China is getting competitive 5.7.7. Swapping is more expensive than AC or DC charging 5.7.8. Swapping station deployment will rise over the next 5 years 5.7.9. Battery as a Service (BaaS) business model – a disintegrated approach 5.7.10. Two and three-wheelers use small capacity, self-service swap models 5.7.11. Two wheeler battery swapping is successfully being carried out in population-dense regions of APAC 5.7.12. Commercial heavy duty battery swapping is in its early stages 5.7.13. The Rise of Battery Swapping in Chinese Trucks 5.7.14. The Swapping Ecosystem 5.7.15. Heavy Duty Battery Swapping Players 5.7.16. Chinese swapping players overview (car market) 5.7.17. BSS deployment on the rise 5.7.18. Nio leading the battery swapping race 5.7.19. Nio swapping technology in its third iteration 5.7.20. CATL EVOGO showing slow uptake 5.7.21. Aulton expansion as taxis electrify 5.7.22. Battery swapping benefits and scepticism 5.7.23. Battery swapping SWOT analysis 5.7.24. Global cumulative swap station deployment by segment 2021-2032 5.7.25. Battery swapping for EVs: conclusions 5.8. Charging Infrastructure for Electric Vehicle Fleets 5.8.1. The rising demand for fleet charging 5.8.2. What is driving fleet electrification? 5.8.3. The rising population of electric vehicle fleets 5.8.4. Charging infrastructure for electric buses 5.8.5. Charging electric buses: depot versus opportunity charging 5.8.6. Type of fleet charging depends on use case and vehicle class 5.8.7. Heliox: public transport and heavy-duty vehicle charging 5.8.8. Heliox’s 13 MW charging network for electric buses 5.8.9. SprintCharge: battery-buffered opportunity charging for electric buses 5.8.10. ABB’s smart depot charging solution for large fleets 5.8.11. ABB: opportunity charging for electric buses 5.8.12. Siemens: electric bus and truck charging infrastructure 5.8.13. Siemens autonomous charging system 5.8.14. Greenlane: Daimler lead public charging network 5.8.15. Case study: wireless charging for electric bus fleets 5.8.16. WAVE – wireless charging for electric buses 5.8.17. WAVE wireless charging impact on vehicle cost 5.8.18. Data center strategies for powering high-capacity EV charging stations (1) 5.8.19. Data center strategies for powering high-capacity EV charging stations (2) 5.8.20. Summary of commercial electric fleet wired DC charging options 5.8.21. Charging solutions for heavy duty fleet: high level findings 5.8.22. Outlook for EV Charging Technologies 5.9. Electric Road Systems for Electric Vehicle Charging 5.9.1. Types of electric road systems 5.9.2. Electric road systems: conductive versus inductive 5.9.3. Configuration of ERS infrastructure 5.9.4. Benefits of ERS 5.9.5. Electric road systems: Korea 5.9.6. Electric road systems: Sweden 5.9.7. Germany tests its first electric highway for trucks 5.9.8. Real world testing 5.9.9. Electric road systems: market and challenges 6. KEY MARKET PLAYERS 6.1. Market players summary 6.2. Charging infrastructure market is ripe for consolidation 6.3. IDTechEx EV charging leaderboard 6.4. ABB 6.5. ABB’s heavy commercial vehicle charging product portfolio 6.6. ABB A400 all-in-one DC fast charger 6.7. Alpitronic 6.8. Bosch Mobility Solutions 6.9. Bosch does away with the “charging brick” 6.10. BP Pulse 6.11. ChargePoint 6.12. ChargePoint product series 6.13. ChargePoint financials 6.14. DBT-CEV 6.15. Eaton 6.16. Efacec 6.17. Electrify America 6.18. Electrify America charger utilisation up 6.19. Ekoenergetyka 6.20. EVBox 6.21. EVgo 6.22. Flo 6.23. Huawei Digital Power Technology 6.24. Ionity 6.25. Ionity insights on lead time and growth rate per country 6.26. IONITY supply chain 6.27. Ionna 6.28. Kempower 6.29. Pod Point 6.30. StarCharge 6.31. StarCharge US expansion 6.32. TELD 6.33. Tesla supercharging network 6.34. Improvements in per kWh cost of charging 6.35. Supercharger manufacturing 6.36. Tesla pre-fabricated supercharger units (PSUs) 6.37. Tesla Supercharger layoffs sends ripples across the industry 6.38. Tesla hints at wireless charging 6.39. Tritium 6.40. Tritium acquisition – Exicom 6.41. Wallbox 6.42. Webasto 6.43. Manufacturers by region 6.44. OEMs building own charging hardware 7. VALUE CHAIN AND BUSINESS MODELS FOR ELECTRIC VEHICLE CHARGING 7.1.1. The emergence of electric vehicle charging value chain 7.1.2. The electric vehicle charging value chain 7.1.3. Entering the high power charging value chain 7.1.4. Key market players along the EV charging value chain 7.1.5. Barriers to entry for commercial charging 7.1.6. Chargepoint operators (CPO) / charging network operators 7.1.7. Market share of public charging infrastructure by network operator: China 7.1.8. Market share of public charging infrastructure by network operator: Europe 7.1.9. USA market shares; Tesla leads DCFC 7.1.10. EV charging billing models 7.1.11. Supply chain 7.1.12. US building up domestic manufacturing base for EV charging 7.1.13. The electric vehicle charging value chain 7.1.14. Business models of charging network operators 7.1.15. Current business models 7.1.16. Future business models and revenue streams 7.2. Smart Charging and V2X 7.2.1. Smart charging: A (load) balancing act 7.2.2. Emerging business models for new services: V2X 7.2.3. Technology behind V2X 7.2.4. Different forms of V2G 7.2.5. AC/DC V2G system SWOT analysis (1) 7.2.6. AC/DC V2G system SWOT analysis (2) 7.2.7. List of BEVs capable of V2X 7.2.8. Share of V2X-capable vs. unidirectional EV sales 7.2.9. Key challenges in V2X adoption 7.2.10. Why V2H will drive V2X adoption 7.2.11. V2X global market insights 7.2.12. Cost of V2H system still not attractive 7.2.13. V2G: Nuvve 7.2.14. The V2G architecture 7.2.15. Nuvve targets electric school buses for V2G 7.2.16. V2G: OVO Energy 7.2.17. Nissan “Energy Share” V2X solutions 7.2.18. V2G: Keysight Technologies 7.2.19. V2G accelerates battery degradation? 7.2.20. V2G can extend the longevity of the electric vehicle battery 7.2.21. V2G projects by type of service 7.2.22. V2G projects by vehicle and EVSE manufacturers 7.2.23. Summary of smart charging and V2X implementations 8. FORECASTS 8.1. Forecast methodology 8.2. Forecast assumptions (I) 8.3. Global plug-in electric vehicles in-use 2015-2035 8.4. Total car and fleet charging outlets in-use 2015-2035 8.5. New car and fleet charging outlets installed 2015-2035 8.6. New charging installations by power class 2015-2035 8.7. Total public charging installations in China (AC & DC) 8.8. Total public charging installations in Europe (AC & DC) 8.9. Total public charging installations in US (AC & DC) 8.10. AC charging installations by power split 8.11. DC charging installations by power split 8.12. EV charging market value 2015-2035 ($ billion) 8.13. Total charging installations by region 2015-2035 8.14. New charging installations by region 2015-2034 8.15. Total public charging installations in Europe by country 2015-2035 8.16. Total private charging installations in Europe by country 2015-2035 9. COMPANY PROFILES 9.1. Tritium 9.2. Charge America 9.3. Staubli 9.4. Akkodis 9.5. ADS-TEC Energy 9.6. Rocysys 9.7. Technotrans 9.8. WiPowerOne 9.9. Elywhere 9.10. AddEnergie (Flo) 9.11. ChargePoint 9.12. Electrify America 9.13. Unico Power 9.14. Nio 9.15. Nuvve 9.16. Mer 9.17. Driivz 9.18. Easelink 9.19. WiTricity 9.20. FreeWire 9.21. InductEV

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