公司零距离 • 新经济 新动能 | 潍柴动力：“三箭齐发”驰骋动力赛道

Core Insights - The heavy-duty truck market in China is undergoing a significant transformation from diesel dominance to a surge in clean energy vehicles, with Weichai Power Co., Ltd. leading this shift through innovation and strategic diversification [1][5] Group 1: Market Dynamics - In 2020, diesel heavy trucks held a market share of 90.78%, while LNG vehicles accounted for less than 10%. By 2024, diesel's share dropped to 56.35%, LNG increased to 29.65%, and new energy vehicles reached 14% [4] - In Q1 2025, the new energy heavy truck market saw a sales volume of 23,700 units, a year-on-year increase of 164%, with March sales alone reaching 10,400 units, up 189% [4] Group 2: Weichai Power's Innovations - Weichai Power launched the Weichai-Fudi (Yantai) New Energy Power Industry Park on March 28, 2025, marking a significant milestone with the first production of advanced battery technology [3] - The new blade battery technology features a 15% increase in energy density and a cycle life exceeding 4,500 times, while reducing the weight of the 400kWh battery pack by 110 kg [3] Group 3: Strategic Focus Areas - Weichai Power's strategy includes a three-pronged approach of "traditional + clean + new energy," aiming to create a comprehensive energy solution and a diversified product matrix [5] - The company has invested heavily in R&D, establishing five national technology innovation platforms, and is now focusing on a full range of commercial vehicle and engineering machinery power batteries [5] Group 4: Digital Transformation - Weichai Power is implementing a "black light factory" model, achieving 80% automation in assembly and utilizing AI for quality control, which enhances production efficiency and reduces operational costs [6][7] - The integration of AI and IoT technologies has improved supply chain collaboration and increased inventory turnover rates by 30% [7] Group 5: Aftermarket Strategy - Weichai Power aims to transform its aftermarket business into a billion-yuan segment by focusing on comprehensive solutions for large customers, addressing the industry's shift towards value-added services [9][10] - The company has established a service network of over 5,000 service stations and aims to enhance its aftermarket services through digital upgrades, achieving a 95% online service rate [10]