押注无人客货与商用赛道，大通想告别“传统汽车制造商”的标签

Core Insights - The automotive industry is undergoing significant transformation, with traditional manufacturers adapting to survive in a changing market [2][3] - SAIC Group has announced a new commercial vehicle strategy centered around the Maxus brand, aiming to enhance decision-making efficiency and strengthen its competitive position in the light commercial vehicle sector [2][4] Group 1: Brand and Market Strategy - Maxus is rebranding to emphasize its leadership in the new energy commercial vehicle sector, launching a new logo and showcasing innovative products at the Guangzhou Auto Show [2][4] - The company aims to transition fully to new energy vehicles, with a focus on developing a next-generation energy platform and various powertrain options [4][5] - Maxus has achieved a 41% sales share of new energy vehicles among traditional commercial vehicle brands, with retail sales reaching 205,641 units from January to October 2025, marking an 8.8% year-on-year increase [4][5] Group 2: Marketing and Ecosystem Development - The company is shifting from a traditional automotive manufacturer to a user-centric enterprise through initiatives like the "Starry Sky Plan" and "Lingju Ecosystem," which aim to support users in wealth creation [5][6] - The "Lingju Ecosystem" offers comprehensive services for logistics users, enhancing vehicle operational efficiency by 25% and reducing overall costs by 18% [5][6] - Maxus is implementing a 1+N network model to expand its dealership presence, having opened 80 new stores this year to penetrate lower-tier markets [5][6] Group 3: Technological Advancements - Maxus has made significant strides in autonomous driving, unveiling the RoboVAN and RoboBUS, which are the first commercially developed autonomous vehicles by a major manufacturer [6][7] - These vehicles feature innovative technologies, including a unique algorithm for operational efficiency and a robust L4 chassis design ensuring safety and reliability [7][8] - The RoboBUS is expected to be commercially launched by the end of next year, initially operating in specific environments such as scenic areas [7][8]