一汽解放深化战略布局 新能源业务持续领跑

Core Viewpoint - The company, FAW Jiefang, has demonstrated strong performance in April with vehicle sales of 20,000 units, including 18,400 units of medium and heavy trucks, amidst a challenging market environment [1] Group 1: Sales Performance - In April, FAW Jiefang achieved a total vehicle sales of 20,000 units, with medium and heavy trucks accounting for 18,400 units, indicating a relatively stable performance in a weak market [1] - The sales of FAW Jiefang's new energy medium and heavy trucks, AAk, have been on the rise since 2025, with April sales reaching 2,443 units, leading the monthly sales rankings and outperforming the overall market growth for 12 consecutive months [1] Group 2: New Energy Transition - FAW Jiefang is actively transitioning towards new energy vehicles, having launched nearly 100 new energy products in the first quarter and promoted over 3,800 electric vehicles in the public sector [1] - The company is implementing a "15333" new energy strategy, which has contributed to its strong performance in the new energy sector [1] Group 3: Innovation and Collaboration - FAW Jiefang has entered a procurement cooperation for 1,000 battery-swapping heavy trucks with Times QiJi and Heavy Easy Times, aiming to develop a smart battery-swapping network that allows for a single range of over 350 kilometers and a total range of 700 kilometers after battery swapping [2] - The company introduced the J7 Leading Edition tractor and the new Tiger 6G pure electric light truck at the 137th Canton Fair, featuring advanced technologies such as L2-level intelligent driving systems and fast charging capabilities [2] Group 4: Global Expansion - FAW Jiefang is accelerating its overseas market expansion by signing a memorandum of cooperation with partners in South Korea, focusing on truck exports, technology collaboration, and market development [3] - The company is adapting to the domestic market's needs while also enhancing its global supply chain and after-sales service systems to maintain its competitive edge [4] Group 5: Policy Impact - The recent policy from the Ministry of Transport and other authorities regarding the replacement of old operating trucks is expected to boost the medium and heavy truck market demand by 2025, as it includes subsidies for natural gas heavy trucks [3] - The company is aligning its strategies with policy directions and market trends to solidify its leading position during the industry's structural adjustments [4]