阿尔特：公司轻卡油改电业务已于今年4月首批交付103套

Core Viewpoint - In 2024, electric retrofitted trucks will be included in Japan's electrification subsidy program, covering two-thirds of the conversion costs, providing a significant cost advantage for electric retrofitted trucks [1] Group 1: Market Opportunity - Japan has over 3 million existing light and medium-heavy trucks, representing a market space exceeding 1 trillion yuan for oil-to-electric conversion business [1] - The company is actively positioning itself in this blue ocean market [1] Group 2: Business Model - The company develops oil-to-electric technology solutions for clients and exports corresponding three-electricity kits to Japan, where partners will retrofit existing models for end customers [1] - The company delivered the first batch of 103 light truck oil-to-electric conversion kits in April this year [1] Group 3: Future Plans - Based on the success with light trucks, the company has received new orders for heavy truck oil-to-electric conversions, with an order value of approximately 337 million yuan [1] - The company will focus on expanding its oil-to-electric business in Japan and exploring similar business models in other regional markets to drive revenue growth [1]