专访奇瑞商用车巩月琼：以价值驱动穿越行业重构周期

Core Viewpoint - The year 2025 is a critical year for China's commercial vehicle industry, marking the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan," with a focus on transformation and upgrading of the industry [1] Group 1: Industry Trends - The commercial vehicle market in China has shown a stable operation with structural adjustment opportunities becoming increasingly prominent [1] - The competition logic in the industry is shifting from a focus on scale to a value-driven approach [1] - From January to November 2025, the cumulative production and sales of commercial vehicles reached 3.843 million and 3.87 million units, respectively, representing year-on-year growth of 11.6% and 10.4% [4] Group 2: Company Performance - Chery Commercial Vehicles achieved a remarkable year-on-year growth rate of 67%, indicating strong growth momentum driven by precise understanding of industry trends and user value creation [4][6] - The company aims to position itself among the top global brands in the new energy commercial vehicle sector, demonstrating a commitment to high-quality development in the industry [3] Group 3: Strategic Initiatives - Chery Commercial Vehicles has adopted three core strategies to enhance its competitive advantage: focusing on customer needs, leading with technological innovation, and maintaining strict quality control [6] - The company plans to launch the "Future Super Commercial Vehicle Plan" in 2026, focusing on zero emissions and AI integration, while also enhancing existing product competitiveness [10][11] - The company will deepen its quality-first strategy and enhance brand influence through superior product quality and service [11] Group 4: Market Outlook - The domestic commercial vehicle market is expected to remain stable with structural replacement demand driven by policy and market factors, particularly in the new energy sector [7] - By 2028-2029, the penetration rate of new energy commercial vehicles is anticipated to exceed 50%, supported by improved market recognition and charging infrastructure [8] - The growth of new energy commercial vehicles is characterized by a shift from policy-driven to market-driven dynamics, with significant increases in market penetration rates [7]