合肥卡车新势力，拿到海外大单

Core Insights - DeepWay has successfully secured 1,403 pre-orders for its new models, indicating strong market interest and demand [1] Group 1: Company Overview - DeepWay, headquartered in Hefei, is a new player in the commercial truck sector, focusing on electric heavy-duty trucks [2] - The company launched two new models, the Starry Sky II and the Starry Path, both equipped with self-developed three-electric systems and L2-level combined auxiliary driving systems [2][3] Group 2: Product Features - The Starry Sky II supports higher charging demands, featuring a 505 kWh battery and a 900V high-voltage platform, reducing charging time from 20% to 80% to just 30 minutes [2] - The Starry Path is designed for short-axle and high-ground-clearance applications, suitable for bulk, port, and short-distance transportation [2] Group 3: Technology and Cost Structure - The three-electric system accounts for over 60% of the vehicle's cost, which is crucial for the company to maintain control over software and agile development [3] - The L2-level auxiliary driving system can reduce accident rates by 78% and driver fatigue by 30%-60%, leading to an annual profit increase of 19,000 yuan per vehicle [3] Group 4: Market Strategy - DeepWay aims for over 60% of its heavy truck sales to come from overseas markets by 2030, with 870 orders already secured from international markets [5] - The company is currently focusing on Southeast Asia, where it is the first to develop right-hand drive trucks [5] Group 5: Future Plans - The company plans to achieve global deliveries of 8,000 units this year, reflecting its ambitious growth targets [7] - In the European and North American markets, DeepWay intends to adopt a high-end strategy and collaborate with local partners for brand and technology localization [6]