驭科技浪潮，立转型潮头：中国重汽以体系竞争力迈向世界一流

Core Insights - The Shandong Heavy Industry China National Heavy Duty Truck Group held its 2026 Partner Conference, showcasing its achievements and future strategies with over 4,500 partners in attendance [1] - The conference theme "Technology Leading, Win-Win for the Whole Chain" highlighted nearly 200 products, including several new launches, demonstrating the company's commitment to linking the industry chain and expanding new opportunities with partners [1] Group 1: Performance and Market Position - In the context of a 27.5% year-on-year growth in the domestic commercial vehicle industry, China National Heavy Duty Truck achieved a remarkable sales figure of 280,000 heavy trucks, securing over 27% market share, maintaining its leading position [2] - The company is a leader in commercial vehicle exports, with expectations to exceed 150,000 heavy truck exports in 2025, marking an 11% increase year-on-year, and achieving a record monthly export of over 15,000 units in September [2] - The company has successfully transformed its strong market performance into solid financial results, achieving growth in both revenue and profit amidst increasing industry competition [2] Group 2: Technological and Systemic Advantages - The company's sustained competitive edge is supported by its comprehensive system capabilities, including independent control over core technologies and significant R&D investment of approximately 3 billion yuan annually [3] - China National Heavy Duty Truck has established multiple national-level R&D platforms and employs over 3,000 researchers, focusing on electric, hybrid, and hydrogen fuel cell technologies to build a robust R&D capability [3] - The company has developed a resilient supply chain through its full industry chain layout, ensuring stability and efficiency in production and quality control [3] Group 3: Marketing and Global Strategy - A strong domestic and international marketing capability allows the company to effectively capture market changes and respond quickly to customer needs, translating product and technology advantages into market leadership [4] Group 4: Strategic Vision and Transformation - The company aims to achieve a revenue of 400 billion yuan and sales of over 800,000 vehicles by 2030, focusing on a comprehensive transformation strategy termed "Six Transformations" [5] - The "Six Transformations" include green, digital, service-oriented, international, diversified, and high-end development, which are designed to support the company's long-term growth and adaptation to market demands [5][7] - The green transformation emphasizes electric vehicles as the core, supported by hybrid and fuel cell technologies, while the digital transformation introduces advanced AI technologies for comprehensive lifecycle services [6][8] Group 5: Commitment to Sustainable Development - The company is committed to building a sustainable and high-quality industrial future through technological innovation and ecological collaboration, aiming to become a world-class comprehensive commercial vehicle group [8]