从“技术导入”到“本土化创新” 东风本田欲融合股东优势重塑核心竞争力

Core Viewpoint - The automotive market is experiencing a decline in fuel vehicle sales, but Dongfeng Honda aims to leverage its strengths in fuel and HEV vehicles while transitioning towards new energy vehicles [1][2]. Group 1: Company Strategy - Dongfeng Honda emphasizes the importance of maintaining its traditional fuel vehicle market while also pursuing new energy vehicle development, aiming for a dual approach [2][3]. - The company has a significant existing customer base in China, with over 8.6 million vehicles in operation, which supports its dealer network and after-sales revenue [2][4]. - Dongfeng Honda plans to enhance its product offerings by improving cost-effectiveness, configuration, and overall product strength in the face of increasing competition [3]. Group 2: Market Positioning - Despite the shrinking fuel vehicle market, Dongfeng Honda believes there are still substantial opportunities, as fuel vehicles could still represent around 30% of a 30 million annual sales market, equating to nearly 10 million units [2]. - The company aims to capitalize on its established reputation and customer loyalty, particularly in regions where fuel vehicles remain popular [2][4]. Group 3: Innovation and Development - Dongfeng Honda is focusing on local innovation by integrating the strengths of both Dongfeng and Honda, particularly in electric and intelligent vehicle technologies [5][6]. - The company is transitioning from a product-centered approach to a customer-centered one, actively seeking customer feedback to inform product development [5][6]. - Plans are in place to expand the local R&D team to enhance the development of electric and intelligent products tailored to Chinese market demands [6].