观车 · 论势 || 商用车企业是时候丢掉“旧思维”了

Core Viewpoint - The introduction of the dual-track management model for the National VII emission standards in China represents a significant shift from traditional single-point control to a system-wide approach, aiming to address the imbalance in product structure within the commercial vehicle industry [1][6]. Group 1: New Emission Standards - The new standards will implement "single vehicle emission limits" alongside "average enterprise emission intensity," creating a dual constraint for manufacturers [2][3]. - This shift requires companies to achieve breakthroughs in engine efficiency and exhaust treatment systems, moving beyond minor adjustments to traditional technologies [2][4]. Group 2: Industry Impact - The dual-track model will necessitate adjustments across the entire commercial vehicle supply chain, affecting component suppliers, manufacturers, and sales/service sectors [3][4]. - Companies that can quickly adapt and innovate will emerge as industry leaders, while those that fail to meet the new standards may face significant challenges [3][6]. Group 3: Strategic Shifts for Companies - Companies must transition from a passive compliance approach to an active innovation strategy, focusing on zero-emission technologies such as electric and hydrogen fuel cell vehicles [4][6]. - A comprehensive carbon emission management system covering the entire product lifecycle is essential for companies to align with the new standards [4][6]. Group 4: Market Dynamics - The increase in compliance costs may lead to higher prices for new vehicles, potentially pushing smaller transport operators towards the second-hand market [5]. - The influx of older, high-emission vehicles into the second-hand market could create regulatory challenges and encourage illegal modifications if not properly managed [5]. Group 5: Policy and Regulatory Considerations - The successful implementation of the new standards requires a supportive ecosystem, including cost-sharing mechanisms and enhanced regulatory frameworks [5][6]. - Collaboration across departments and the use of advanced monitoring technologies will be crucial to ensure effective enforcement of the new emission regulations [5][6].