FOTON(SH:600166) Jing Ji Guan Cha Wang·2025-07-20 15:45Core Viewpoint - The company is shifting its strategy from merely selling vehicles to creating an "ecological" experience around off-road vehicles, exemplified by the launch of the BJ40 fuel model with various exclusive user benefits [2][3][4]. Group 1: Product Launch and Strategy - The BJ40 fuel model was launched with a pricing strategy of "120,000 yuan for 500,000 yuan performance," alongside lifetime free maintenance and cross-regional transport services [2][3]. - The new strategy focuses on the off-road segment, concentrating resources on the BJ series, particularly the BJ40 and BJ60, to compete with models like Tank 300 and Jietu Traveler [2][4]. Group 2: User Engagement and Ecosystem - The company is implementing a user ecosystem that includes services like "East Car West Transport," off-road training, route planning, and equipment supply, enhancing user engagement and loyalty [3][4]. - The approach aims to transform off-road vehicle ownership into a lifestyle experience, moving beyond traditional vehicle sales to a comprehensive service and community model [4]. Group 3: Competitive Landscape - The strategy reflects a trend in the industry where brands like NIO and Tank are also focusing on lifestyle and community aspects to attract users, indicating a shift in consumer expectations [3][4]. - The BJ40 fuel model aims to establish a technical barrier with features like full-time four-wheel drive and military-grade safety configurations, emphasizing the importance of competitive pricing and technology [3][4].