SIASUN(SZ:300024) Zhong Guo Qi Che Bao Wang·2025-11-10 06:20Core Viewpoint - DeepWay is positioning itself as a leader in the electric and intelligent logistics sector, aiming to transform the global road freight industry towards zero carbon emissions, efficiency, and safety through innovative technologies [2][18]. Group 1: Company Overview - DeepWay was established in 2021, focusing on the new energy heavy truck sector, and aims to redefine freight paradigms by integrating electric and intelligent technologies [3][4]. - The company has developed a "three-step" strategic blueprint: focusing on electrification, scaling globally, and achieving full intelligence in logistics [3][4]. Group 2: Technological Innovations - DeepWay adopts a "positive definition" approach, designing vehicles from the ground up for electric drive, which allows for significant performance improvements over traditional fuel and converted electric trucks [4][9]. - The company has achieved a reduction in the total lifecycle cost of its heavy trucks by 18.7% compared to traditional fuel trucks and 4.9% compared to converted electric trucks [4]. - DeepWay's self-developed "three electric" systems (battery, electric drive, and electric control) account for over 60% of the total vehicle cost, enabling better cost control and performance [7][9]. Group 3: Market Position and Growth - The new energy heavy truck market is rapidly growing, with DeepWay capturing a significant market share, reaching nearly 25% by September 2025, up from 13.61% in 2024 [15][16]. - DeepWay is ranked first in the global market for positively defined new energy heavy trucks based on 2024 sales [15]. - The company has established a strong presence in international markets, including Thailand, Malaysia, Australia, New Zealand, and the UAE, by localizing its products to meet specific regional needs [16][17]. Group 4: Future Outlook - The global new energy heavy truck market is projected to grow from $9.8 billion in 2024 to $80.6 billion by 2030, with DeepWay expected to leverage its technological advantages to dominate this emerging market [21]. - DeepWay's listing on the Hong Kong Stock Exchange is seen as a significant milestone, reflecting the capital market's recognition of the new energy commercial vehicle sector and setting a benchmark for innovation in the industry [19][20].