专访深向创始人兼CEO万钧：我命由我不由天 高科技中有颗武侠心

Core Insights - DeepWay launched two new models, the Starry Sky II and Starry Path, at a spring product launch event in Hefei, China, highlighting their self-developed three-electric system and advancements in intelligence [2] - The commercial vehicle industry, particularly heavy trucks, is undergoing structural changes alongside overall market adjustments, with a strong emphasis on electrification [4][5] - The penetration rate of new energy heavy trucks has exceeded 20% in the first four months of the year, indicating a rapid shift towards electrification in the commercial vehicle sector [6] Industry Trends - The commercial vehicle market has seen a mild recovery, but overall scale remains below previous peaks due to changes in industrial structure and emerging industries [5] - The demand for road transportation is stable and expected to grow with the national economy, although the types and forms of transportation will adjust according to macroeconomic changes [5] - The rapid turnover rate of commercial vehicles, with an estimated 10%-12.5% of the existing fleet being updated annually, presents a significant opportunity for new energy vehicles [5] Competitive Landscape - The competition in the commercial vehicle sector is intensifying, with new entrants in the new energy heavy truck market and traditional manufacturers accelerating their strategies [8] - DeepWay views competition as a necessary phase for industry maturation and is committed to leveraging it for growth [8][9] Company Strategy - DeepWay's core competitive advantages include self-research and production of key components, an internationalization strategy aiming for over 60% of sales from overseas by 2030, and a focus on intelligent systems to enhance operational efficiency [9][10] - The company emphasizes the importance of artificial intelligence in logistics and transportation, aiming to improve operational efficiency and reduce costs through smart fleet management [11]