WLY(SZ:002434) Zhong Guo Qi Che Bao Wang·2025-06-19 08:39Core Insights - The event showcased the collaboration between Wanliyang and its partners, emphasizing the importance of strategic alignment and value co-creation in the automotive supply chain [1][4][16] - Wanliyang has established itself as a leader in the automotive transmission market, with significant production capabilities and a strong market share in various segments [3][4] - The company is focusing on innovation and technological advancements, particularly in the areas of heavy-duty commercial vehicle transmissions and electric drive systems [4][10][11] Company Overview - Wanliyang has a comprehensive product matrix covering traditional and new energy vehicles, with an annual production capacity of 1.3 million passenger car transmissions, 1.1 million commercial vehicle transmissions, and 350,000 electric vehicle reducers [3][4] - The company has maintained the top market share in light commercial vehicle transmissions for over a decade and has received accolades such as the "National Manufacturing Single Champion Demonstration Enterprise" [3][4] Strategic Focus - The company is committed to a strategy of "full energy coverage and full tonnage layout," which includes modular and lightweight designs for its products, aiming for high efficiency and low carbon emissions [4][10] - Wanliyang is responding to industry challenges by fostering deep collaboration with vehicle manufacturers like Ouman, focusing on creating a resilient supply chain ecosystem [4][16] Market Performance - Ouman reported a significant increase in sales, with a more than 70% year-on-year growth in May 2025, highlighting the effectiveness of their collaboration with Wanliyang [5] - The Ouman Starry series, powered by Wanliyang's core technology, has seen strong market performance, with over 1,000 units sold in the first quarter [5][10] Technological Advancements - Wanliyang has developed advanced automated production capabilities, including a new generation of AMT (Automated Manual Transmission) systems, which have gained a leading market share in China [7][10] - The company is also expanding into robotics, focusing on the development of harmonic reducers and other key components, aiming to leverage its automotive technology expertise [11][12] Industry Impact - The collaboration between Wanliyang and Ouman is seen as a model for the Chinese commercial vehicle industry, promoting a "chain innovation" approach that integrates core technologies and customer value [18][20] - The partnership aims to create a comprehensive value network that addresses the challenges of global competition and the transition to low-carbon solutions in the automotive sector [20]