以“长期主义”重塑价值竞争：质子汽车探索商用车可持续发展路径

Core Insights - The Proton Automotive Partner Conference 2026, themed "Energy Gathering, Crossing, and Quality Change," was held in Xi'an, attracting over 600 partners to witness the company's development in the new energy sector [1] - Proton Automotive achieved over 8,000 vehicle sales last year, surpassing its initial target of 6,000, with a quarterly sales growth of 294%, and celebrated the delivery of its 10,000th vehicle [3] Strategic Transformation - Proton Automotive, established less than four years ago, has successfully transitioned from a "price war" to a "value war," focusing on the entire lifecycle of products [4][6] - The company has expanded its domestic sales regions from 9 to 14, enhancing its sales force and dealer network for refined market operations [6] - Proton is advancing its hydrogen technology, which, once matured, will significantly enhance the operational radius of hydrogen-powered heavy trucks [6] Long-term Vision - Proton Automotive emphasizes long-term strategies, focusing on "Best Asset Returns" (BAR) to improve energy efficiency and reduce operational costs for customers [8] - The company has made significant improvements in product reliability, with a notable decrease in failure rates from 2022 to 2023, and is investing in self-developed intelligent driving systems for enhanced vehicle safety [8] - Proton is also developing high-capacity hydrogen tanks and high-power fuel cell systems to support long-haul applications, aiming to lead the industry in hydrogen technology [8] Innovation and Ecosystem - Proton Automotive is redefining its role in the industry by focusing on customer lifecycle value and creating an open, efficient innovation ecosystem [9] - The company is concentrating on high-value components and has developed proprietary technologies in fuel cells, intelligent cockpits, and solid-state chassis to ensure product evolution and compatibility [9] - Proton aims to attract quality dealers through product quality and customer value rather than relying on price competition, thereby fostering stable partnerships [9] Industry Impact - Proton Automotive's transformation journey offers a model for the Chinese commercial vehicle industry, transitioning from scale expansion to high-quality development through innovations in intelligence and hydrogen technology [10]