Zheng Quan Ri Bao Wang·2025-08-26 12:50Core Viewpoint - The essence of industry "involution" is homogenization, and the company aims to combat this through differentiation, as articulated by the CEO [1] Group 1: Company Performance - In the first half of 2025, the company achieved revenue of 9.753 billion yuan and a gross profit of 1.464 billion yuan [1] - The global semi-trailer business generated revenue of 6.924 billion yuan, contributing a gross profit of 1.129 billion yuan [1] - The company's market share in China's semi-trailer market rose to 23.07%, maintaining the top position for six consecutive years [2] Group 2: Operational Efficiency - The "Star Chain Plan" has led to significant operational improvements, with overall production increasing by 21% and per capita output rising by 20% compared to the first half of 2024 [2] - Direct labor and manufacturing costs per semi-trailer decreased by 15% [2] - In the southern global market, sales increased by 13.0%, and gross profit margin improved by 4.6 percentage points [2] Group 3: Regional Performance - In Europe, the semi-trailer business grew by 8.7% despite a weak recovery market [3] - In North America, the company sold 7,888 units in a challenging environment, demonstrating resilience [3] - Revenue from the Chinese market accounted for approximately 44.97% of total revenue, up from 41.32% in the same period of 2024 [3] Group 4: Future Strategy - The company plans to integrate the "Star Chain Plan" with the "雄起计划" for liquid tankers to enhance organizational coordination [3] - There will be a focus on optimizing operational models in North America to strengthen global supply chain resilience [3] - The company aims to develop a "pure electric head and trailer integrated product" through a six-step process to achieve an ecological closed loop [3]