远程发布“30111”战略，剑指 2030 年百万销量，冲刺全球新能源商用车领军者

Core Insights - The Chinese commercial vehicle industry is experiencing moderate growth and structural upgrades, with new energy commercial vehicles becoming the core engine of this growth, accounting for nearly 30% of total domestic commercial vehicle sales in 2025, marking a shift from policy-driven to market-driven growth [1] - The 2026 Long-Distance New Energy Commercial Vehicle Ecosystem Partner Conference highlighted significant achievements during the 14th Five-Year Plan and outlined a strategic blueprint for the 15th Five-Year Plan, aiming for high-quality development [3] Group 1: Company Performance - Long-Distance has maintained strong growth momentum during the 14th Five-Year Plan, solidifying its position as the industry leader, with sales increasing from 4,564 units annually to nearly 25,000 units monthly, achieving a compound annual growth rate of over 120% [4] - By 2025, Long-Distance's cumulative sales surpassed 500,000 units, maintaining a record of 44 consecutive months as the top seller in the new energy commercial vehicle segment and winning the annual sales championship for four consecutive years [4] Group 2: Product and Technology Development - Long-Distance's sustained leadership in the new energy commercial vehicle sector is attributed to its long-term focus on technology, product innovation, and ecosystem development [5] - The company has developed a comprehensive product lineup, focusing on "alcohol-hydrogen + electric" technologies, covering heavy trucks, light trucks, micro trucks, LCVs, and buses, with successful models like the Long-Distance Star Intelligent H light truck and the Long-Distance Super VAN [7] - Long-Distance has achieved significant breakthroughs in the commercialization of core technologies, with its alcohol-hydrogen light trucks having over 12,000 units insured and a market share of 48% in the hybrid market, while its alcohol-hydrogen heavy trucks hold a 76% market share [7] Group 3: Global Expansion - Long-Distance has deepened its global strategy, achieving significant export growth in key overseas markets such as the UK, Spain, Belgium, and Australia, with exports increasing nearly 500% year-on-year and covering 26 countries and regions [8] - The company emphasizes localized operations, establishing a comprehensive network for sales, service, and charging in countries like Australia, creating competitive advantages and transitioning from "product export" to "ecosystem establishment" [8] Group 4: Strategic Vision - Long-Distance has set an ambitious "30111" strategic blueprint, aiming to achieve 1 million annual sales by 2030, becoming the top seller in domestic commercial vehicles and globally in new energy commercial vehicles [9] - The company anticipates a significant increase in the penetration rate of new energy commercial vehicles, projecting it to reach around 40% by 2026 and over 70% by 2030, with competition shifting from product-based to brand and system-based [11] Group 5: Future Development - Long-Distance's 3.0 era will focus on user safety, comprehensive coverage of power solutions, leading smart technologies, and a robust hardware-software architecture, establishing a core technology system centered on "power + AI + architecture" [13] - The company plans to upgrade its product lines based on the 3.0 technology system, introducing innovative models like the global first 3.0 generation new energy light truck platform "X platform" and enhancing its heavy truck offerings [13] - Long-Distance aims to transform from a manufacturing enterprise to an ecosystem service provider, enhancing its three-tier ecological system to provide comprehensive lifecycle services for users [15] Group 6: Conclusion - With the guidance of the "30111" strategy, Long-Distance is set to strengthen its core barriers through technology, expand customer scenarios via product upgrades, deepen value creation through ecosystem development, and broaden growth opportunities through globalization, leading the new energy commercial vehicle sector into a new development phase [17]