【财经分析】专用车开启产业重构，“小而散”如何转向“蓝海增长”？

Core Viewpoint - The transformation of the specialized vehicle industry in China is gaining momentum, driven by technological innovation, ecological restructuring, and global layout, aiming for a strategic leap from traditional manufacturing to intelligent services and from regional markets to global value networks [1][2]. Group 1: Industry Trends - The specialized vehicle industry is undergoing a significant transformation, shifting from "commercial vehicle subtraction" to "value addition" and moving towards electric and intelligent solutions [2]. - The market share of specialized vehicles within the commercial vehicle sector is increasing, rising from 6% in 2016 to over 10% [3]. - The penetration rate of new energy specialized vehicles is expected to reach 30% by 2024, with sales projected to exceed 300,000 units, reflecting a growth rate close to 50% [3][4]. Group 2: Technological Advancements - The specialized vehicle sector is experiencing simultaneous advancements in electrification and intelligence, unlike the passenger vehicle sector, which followed a sequential development pattern [5]. - Intelligent driving and automation are particularly suited for specialized vehicles, with specific operational scenarios such as sanitation work being ideal for commercial application [6]. - Companies like Jianghuai and Yutong are actively developing L4-level autonomous vehicles, with plans for large-scale production and market application by 2030 [6]. Group 3: Market Dynamics - The specialized vehicle market is characterized by a shift towards high-end equipment and lifecycle services, moving away from traditional manufacturing models [2]. - The industry is currently in a strategic opportunity period, influenced by policy benefits, technological changes, and global competition [2]. - The integration of new materials, production technologies, and modern management systems is essential for the industry's evolution [2].