“技术升级+生态构建”赋能中国重汽传统能源业务高质量发展

Core Viewpoint - The traditional energy commercial vehicle sector still holds about 70% of the domestic market share, indicating its strong foundation despite the acceleration of the energy transition and deep industry adjustments [1] Group 1: Technological Upgrades and Ecosystem Construction - China National Heavy Duty Truck Group is leveraging its national-level technology center and nearly a century of vehicle manufacturing experience to promote high-efficiency and low-carbon upgrades in traditional energy products [2] - The new generation of heavy-duty truck platform has achieved 307 patents, reducing the drag coefficient to 0.45 and lowering fuel consumption by 12% [2] - The company is integrating new technologies with traditional energy products, with L2-level intelligent driving assistance systems widely adopted, and expects to sell 1,500 units of advanced intelligent driving systems by 2025, capturing over 40% of the domestic market [2] - To maintain its technological leadership, the company plans to establish a top-tier R&D team of over 8,000 people in the next five years to enhance core technology capabilities [2] - The company is transitioning from a single product supplier to a comprehensive solution provider, offering a full lifecycle service system to enhance customer loyalty and market competitiveness [2] Group 2: Market Expansion and Overseas Growth - Traditional energy commercial vehicles remain irreplaceable in long-haul and complex working conditions, ensuring their long-term core market position [3] - The company has developed a product matrix covering light, medium, and heavy traditional energy vehicles for specific scenarios like engineering construction and long-distance logistics, expanding its market advantage [3] - The overseas market is a key growth engine for traditional energy business, with the company exporting to over 150 countries and regions, achieving a record monthly export of 15,000 heavy trucks in September 2025 [3] - The company anticipates that total heavy truck exports will exceed 150,000 units in 2025, representing an 11% year-on-year growth [3] - The practices of the company demonstrate that the traditional energy sector is not a sunset industry, as technological iterations and ecosystem upgrades can still create significant growth opportunities [3]